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Automatically send missing time reminder

Schedule recurring notifications to employees with missing timesheets

Step by Step Guide:

1. What is it?

The Missing Timesheet Reminder report can now be schedules to run on a recurring basis.

2. Why does it matter?

This functionality automates the report request, ensuring that employees are proactively notified of incomplete timesheets that impact critical areas of the agency process, e.g., client billing, client and job profitability reporting.

3. How does it work?

Navigate to Set Up Files > Report Set Up > Recurring Reports

4. Click the note icon to edit

5. Edit the Missing Time Sheet Reminder Messages item:

  • Choose to send the reminder Monthly on a specific day or Selected Days of Week
  • The Number of Days Prior will determine the look-back period to include based on the scheduled date. For example, if I entered 31 on this field and the reminder is scheduled for Monday, August 15, 2022, the report will include data from July 14 to August 14.
  • The Missing Timesheet Reminder is emailed to each impacted individual. Enter an attention-grabbing Subject line.
  • The Email Notes will appear on the body of the email reminder.

6. Once done, Click Save

Tip: Adhoc Reminders

To send a missing timesheet reminder outside a report schedule, navigate to Time & Tasks > Time Reports. Select Missing Timesheet Report under the Employee Time Reports option and click the Reminders link at the top of the page.