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 |
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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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