Review and submit a time sheet for a customer service agent

Agents can review and submit time sheets to managers for approval.

Avant de commencer

Role required: sn_customerservice_agent

Pourquoi et quand exécuter cette tâche

The total hours worked for each category are recorded on the time card and on the time sheet. From the time sheet, you can see total hours by day and by category.

Procédure

1. Navigate to All > Time Sheets > My Time Sheets > Current Time Sheet.
2. If desired, review the time cards associated with the time sheet in the Time Cards related list.
3. Click Submit Time Sheet.
   The time sheet is submitted to the manager for approval. The state of the time sheet changes from Pending to Submitted and the form becomes read-only. The state of the associated time cards also changes to Submitted.