Timesheet Reminders
TL;DR
Use timesheet reminders to automatically notify users to submit their timesheets on time. You can create, edit, or delete reminders from Timesheets > Reminders, choose when they are sent, who gets them, and customize the message. Recipients get an Inbox notification with a link to their current week’s timesheet, and they may receive multiple reminders if more than one applies to them.
| Availability: Business, Pinnacle, Apex. ; Unavailability: Free, Team; |
Timesheet reminders are automated alerts to help your team to submit their timesheets on time. They're essential for accurate time tracking, meeting payroll, billing, and meeting reporting deadlines. These reminders reduce manual follow-ups from managers, enhancing productivity and compliance.
By default, all Regular and Admin users can create reminders. In the Business plan, this permission cannot be revoked, allowing everyone to create reminders. In the Legacy Enterprise, Pinnacle and Apex plans, you can manage this permission by customizing user types.
Creating Timesheet Reminders enables you to set automated alerts aligned with your team's deadlines and workflow demands.
- Click the More 1 button in the sidebar.
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Select Timesheets 2 from the dropdown menu.
- Switch to the Reminders 3 tab.
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Click the + Reminder button 4. You can also click the Create reminder 5 button in the center of your workspace.
Note
You can choose multiple days according to your preference.
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In the pop-up that appears, choose when the reminder should be sent in the user’s local time zone 6. You can set a Daily, Monthly, Weekly or On specific days reminder 7.
- In the Days menu, choose whether reminders should be sent on weekends 8.
- Select the specific people or groups you wish to set reminders for 9.
- A default message will be included. You can customize this message by adding all the relevant information that the users need to know 10.
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Click Create 11.
Your reminder is now created.
Users with appropriate permissions can edit or delete reminders to align with changing schedules.
- Click the More 1 button in the sidebar.
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Select Timesheets 2 from the dropdown menu.
- Switch to the Reminders 3 tab.
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Hover over the reminder you want to edit and click the Edit reminder 4 button.
- In the pop-up that appears, make the changes as per your requirements.
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Click Save 5.
Your changes are now saved.
- Click the More 1 button in the sidebar.
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Select Timesheets 2 from the dropdown menu.
- Switch to the Reminders 3 tab.
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Hover over the reminder you want to edit and click the Edit reminder 4 button.
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Click the Delete 5 button.
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In the pop-up that appears, confirm your decision by clicking the Delete button again 6.
The reminder is now deleted.
If a reminder is scheduled for you, you will receive a notification in your Inbox with a link 1 to your timesheet for the current week.
Important
You will receive multiple reminders if they are scheduled for you specifically or via a user group you are a part of. For example, if you have a direct reminder and another reminder set for the group you belong to, you will receive both notifications.
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