In Timelive, there are some System Defined Roles which cannot be assigned to an employee manually. In Employee form, such system roles do not appear in the [Role] list. The Detail and workflow of these roles are defined below.

Employee Manager

In employee form, there is an option to select specific employee manager for that particular employee. Once the employee has been specified as an employee manager of any user, the system will automatically grant the permissions and privileges of Role “Employee Manager” to that particular employee.

Assigning Employee Manager to the existing Employee:

  1. Click on Employees link at the top-right side of the application.
  2. Click on Options gear icon against the employee to whom you want to assign Employee Manager.
  3. Click View Employee option
  4. Click Options icon and select Edit Employee option
  5. Click Other Tab and select the employee name from Employee Manager
  6. Click Update.

Team Lead

In project form, there is an option to select specific team lead for that particular project. Once the employee has been specified as the team lead of any project, the system automatically grants the permissions and privileges of Role “Team Lead” to that particular employee.

Steps to assign Team Lead:

  1. Click on Projects link at the top-right side of the application.
  2. Scroll to the project in which you want to set Team Lead and click Options gear icon then click View Project option.
  3. Click Options and click Edit Project option.
  4. On the Basic tab, under Team Lead field, select the employee name to which you want to assign Team Lead Role.
  5. Click Update button.

Project Manager

In Project form there is an option to select the project manager for that particular project. Once the employee has been specified as the project manager of any project, the system automatically grants the permissions and privileges of Role “Project Manager” to that particular employee.

Steps to assign Project Manager:

  1. Click on Projects link at the top-right side of the application.
  2. Scroll to the project in which you want to set Project Manager and click Options gear icon then click View Project option.
  3. Click Options and click Edit Project option.
  4. On the Basic tab, under Project Manager field, select the employee name to which you want to assign Project Manager Role.
  5. Click Update button.

Time Entry Approver

In Project form, there is an option to select the approval type of timesheet for that particular project. Once the approval type of timesheet is selected for any project, all of the employees defined in that particular approval type (approval flow) become time entry approver for that project, and the system automatically grants the permissions and privileges of Role “Time Entry Approver” to that particular employees. It can be system defined role or custom approval type created from Admin Options > Approvals.

Steps to select Timesheet Approval Type:

  1. Click on Projects link at the top-right side of the application.
  2. Scroll to the project in which you want to set Timesheet Approval Type and click Options gear icon then click View Project option.
  3. Click Options and click Edit Project option.
  4. On the Approval tab, under Timesheet Approval Type field, select the role/approval type to which you want to assign Timesheet Approval Type.
  5. Click Update button.

Expense Entry Approver

In Project form, there is an option to select the approval type of expense sheet for that particular project. Once the approval type of expense sheet is selected for any project, all of the employees defined in that particular approval type (approval flow) become expense entry approver for that project, and the system automatically grants the permissions and privileges of Role “Expense Entry Approver” to that particular employees. It can be system defined role or custom approval type created from Admin Options > Approvals.

Steps to select Expense Sheet Approval Type:

  1. Click on Projects link at the top-right side of the application.
  2. Scroll to the project in which you want to set Expense Approval Type and click Options gear icon then click View Project option.
  3. Click Options and click Edit Project option.
  4. On the Approval tab, under Expense Approval Type field, select the role/approval type to which you want to assign Expense Approval Type.
  5. Click Update button.

External User

In TimeLive, external users are not considered as employees hence, doesn’t appear in employee list as well. External users can be added/edited from External Users available in Admin Options. The system automatically grants the permissions and privileges of Role External User to all the external users.