Integrating Timesheets
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      3. Integrating Timesheets

      Use Wiise Timesheet Insights Widget 

      Overview:

      • Learn how to monitor outstanding Wiise Timesheets using the Timesheet Insights widget. 

      Why use Wiise Timesheet Insights?  

      The Wiise Timesheet Insights widget helps you easily track the status of timesheets and stay up to date on your tasks. 

      Before You Begin 

      Before you can use the Wiise Timesheet Insights widget, make sure that: 

      • All employees who use Wiise timesheets are set up as Resources. 
      • User access is set up correctly. The user must be assigned one of these role profiles: 
        • Accountant 
        • Business Manager 
        • Business Manager Evaluation 
        • Team Member 
        • Project Manager 
      • The timesheet approver needs to be ticked as Time Sheet Admin in User Setup. 

      How to set up Wiise Timesheet insights?  

      1. On Wiise ERP landing page, select Wiise Payroll. Then, select Setup.   
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      2. The Wiise Payroll Setup page displays.  
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      3. Update the following fields: 
        1. General section: 
          1. Widget Enabled: Select the toggle button to enable the function. 
        2. Timesheets section: 
          1. Enabled: Select the toggle button to enable the function.   
      4. Set up Resources in Wiise ERP.  

        Note: Set up all your employees who are using Wiise timesheets as Resources. 

        Note: Employees already set up in Wiise Payroll will automatically be synced to Resources in Wiise ERP.  
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      5. Select a Resource No.   
      6. The selected Resource Card displays.  
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      7. Update the following fields in the Resource Card.  
        1. General section: 
          1. Use Time Sheet: Enable to be set up as a resource. You can then view the resource’s Wiise Timesheet on the widget.   
          2. Time Sheet Approver User ID: Assign an owner who can submit a timesheet on behalf of the resource.  
          3. Time Sheet Approver User ID: Assign the timesheet approver. 
      8. You’ll now see the Wiise Timesheet Insights widget on your Wiise landing page, with clickable links to view and manage timesheets. 
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      Note: As a Team Member, you can view your own timesheet status updates.   

      Note: As a timesheet approver, you can view your employees' pending timesheets to approve. 

       

      What’s next?  

      Find out how to set up and use Wiise Pay Run Insights widget. 

        

      Need more help?      

      No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.