Seeking Assistance: Enabling Delegate Option for Users with 'timecard_user' Role

[KapilVishwaka]

 I'm currently working on a requirement where users with the 'timecard_user' role need the ability to delegate and fill timesheets for other users who also have the 'timecard_user' role.

I'm looking for guidance on implementing this feature and would appreciate any insights, code snippets, or best practices that the community can share. Specifically, I'm interested in creating a delegate option for users with this role.

If anyone has experience with a similar requirement or can provide guidance on the necessary steps, it would be immensely helpful.

Thank you in advance for your assistance!

[Namita Mishra]

Hi @KapilVishwaka ,

Hope you are doing well.

The objective of filling the timesheet of a user by another can be achieved however not exactly as it is mentioned above. Time sheet of a user can also be filled by his/her manager. As shown in below timesheet, the manager persona, gets a drop down with the value as "My resources" - using this option the timesheet of the team members can be filled by manager.

 

Hope this is helpful, if it is please mark the response as Correct Answer.

Thank You!
Namita Mishra

[KapilVishwaka]

Hi @Namita Mishra 

I appreciate your prompt response and thank you for your initial insights.

To provide further clarification, my current project involves enabling users with the 'timecard_user' role to delegate and fill timesheets on behalf of other users possessing the same 'timecard_user' role. The objective is to implement a delegate option specifically tailored for users with this role.

If you have any firsthand experience or additional insights into implementing such a feature, or if you can share any code snippets and best practices, it would be extremely helpful for the ongoing development.

Thank you once again for your support and expertise!

[Namita Mishra]

Hi @KapilVishwaka ,

Thanks for sharing the use case.

As a governance best practice, one user should not be filling the timesheet of another user (peer) that is why we have not provided this feature as out of the box.

I would recommend to check if the team lead ( for his / her team) can fill the timesheet.

Regarding the point can it be done - I believe customization is possible but again i suggest to not use customization and check with the business users if they would agree to use out of the box functionality.

Thank You!

Namita Mishra

[Pratik Mehta]

has there been any changes to this?

We are looking for a similar solution where user to user delegation should work and the MAIN reason is because they are very senior folks and they delegate the timesheet to their executive assistants.