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Time Tracking (TERMS 2.0) User Role Matrix

User Roles

  • Administrator manages the timesheets. The Administrator initiates timesheets and can modify or cancel the scheduled timesheets. The Administrator can act as a Timesheet Reporter, Approver, or Financial Reviewer.

  • Timesheet Reporter (Provider) adds time entries to the timesheet in the Time Entry Phase and certifies the timesheet.

  • Timesheet Assistant adds time entries on the behalf of Timesheet Reporters.

  • Timesheet Approver reviews the timesheet and approves the timesheet.

  • Timesheet Financial Reviewer reviews the timesheet and can process the timesheet as Payment Complete

CAPABILITIES

TIMESHEET ASSISTANT

TIMESHEET REPORTER

TIMESHEET APPROVER

FINANCIAL REVIEWER

ADMIN

Initiate a scheduled timesheet

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Modify a scheduled timesheet

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Cancel a scheduled timesheet

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Copy a scheduled timesheet

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Add, edit, and delete time entries

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Certify an individual timesheet

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Approve an individual timesheet

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Reject an individual timesheet

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Cancel an individual timesheet

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Mark an individual timesheet as Payment Complete

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View an individual timesheet workflow

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Edit the timesheet certification and approval text for an organization

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