Email reminder when time sheet is not submitted

Julia Allen1
Giga Expert

Hello -

I can't find my thread on this but here is what I am trying to do and getting stuck on step 4 and 5.

I need to have automated emails sent to users at 9:05 AM every Monday who have not submitted their time sheets for review. 

  1. Create an Email Notification for the time_sheet table that is sent when an Event is fired (I did this)
  2. Add Conditions to make it where State is either Pending/Rejected/Recalled (I did this)
  3. In the Who will Receive section, add the User option to the "Users/Groups in fields" field (I did this)
  4. Now create a Scheduled Job that runs Daily (I did this)
  5. Have the Job create the custom event that we added to the Notification for each time_sheet record that is in one of those states for the current week (this is where I am stuck - I created an event, but I don't know how to tie it to the scheduled job)

Any additional steps to clarify #4 ad #5 would be very helpful. It also needs to keep sending emails to the users until they submit it (so I am thinking that is a second job set to run or a simple script)

10 REPLIES 10

Thanks for the help!!

Also i need to trigger a single email for one user with all the pending timesheets instead of sending multiple emails to single user?

How would i acheive this?

Hello Chandu -

A little more detail will help as there are multiple options:

- Do you mean a reminder to go approve them all? - this would be very easy to set up

- A schedule report with a list of time sheets that have no been submitted - very easy to do in the reports area just pull from the time sheet table and filter to the right date range and time sheet states

- view in the system (time sheets > all then filter to [week starts on] [last week] -- this is out of the box, you just go to time sheets > all

 

You can also set up the time sheet approval workflow that is out of the box and assign the roles to the right person (this is a little more complex but still doable) 

There are also performance analytics dashboards that show who is late and you can drill down to the view to see everyone that is late

 

 

CHANDU2
Tera Contributor

I just need to send notification lets say the user has not submitted timesheet for past 3 weeks what currently the system generates is it triggers 3 different notifications for each week

What i need to do is to send one notification to user with all the 3 missing timesheets

I will need to think this one through as the time sheets are set weekly - so they would get one for each week they miss. @Noah Drew might know or have another engineer who might know faster than myself. I can look in to this later today.

In the mean, time I might suggest exploring the option of a scheduled report that sends an email to the user with the missing time sheets by week - but have the schedule be every 3 weeks, with the filter on the report set to the right time frame of the [Last 3 weeks] / [state] [is] [pending] etc etc(to send it out to the users - you just use the variable field option). That would be a fast solution too.

Hi @CHANDU2 ,

 

Are you able to achieve this scenerio?