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The Timesheet lockout feature forces Users to complete their Timesheets.  

Enabling this setting will trigger mails to be sent out to Users making them aware of the lockout.  Users with incomplete Timesheets will be locked out of all Chase features, except for Timesheets, until they complete the required minimum Timesheets.  Users will also be able to extract a report of their incomplete Timesheets.

Find out how to:


Step-by-step guide


Setting up a date based Timesheet lockout


  1. Click the Company Configuration group in the Configuration tree.



  2. Click the Company Details item.



    The Company Details screen appears. 

  3. Click the Traffic Settings tab.



    All Traffic Settings appear. The daily hours are affected by the Work day set out within this tab.

  4. Click the drop down arrow on the Lockout Type field, and select Date Based.



    Once you select the Date Based option, the related settings will be enabled. You can then select an Activation DateActivation Alert Time, and Grace Days. The Activation Date will have a date-picker control, and can be for either the current date or a future date.

  5. Click the Activation Date field calendar button and select the date on which the activation will take place.

    When setting the Activation Date, the Timesheet Cutoff date must be considered. This is an existing agency-wide setting, found in Global Settings - Timesheet Settings, that specifies a date before which no time may be logged. The timesheet lockout should not consider any timesheets prior to the Timesheet Cutoff Date.

    In a case where there’s no Timesheet Cutoff Date set, the timesheet lockout will consider days from the past 12 months. The Timesheet Activation Date may not be set to a date prior to the Timesheet Cutoff Date.

    From the calendar that appears, select the MonthYear and Day that the activation will start.




  6. Click the drop down arrow on the Activation Alert Time field, and select the time that the alert will be sent out to users.

    Activation Alert Time is the time that daily mail notifications will be sent out to employees notifying them about the lockout. The default time will be set to 00:00. When the Activation Date is for the current date and the User attempts to save the Activation Date without setting the Activation Alert Time, an alert will be displayed with the message You have set Timesheet Lockout Activation Date to today’s date, would you like for the Lockout mail to be sent now?.  




  7. Enter the number of hours in the Grace Period field.

    The Grace Period contains a default value of 10. This means Chase will not consider incomplete Timesheets until 10 hours after the start of the Timesheet Lockout Activation Date when enforcing the lockout, thereby accommodating a more lenient Timesheet completion policy. 

    It is also possible to set the grace period to a number of days by inserting the appropriate number of hours. For example, if a 2 day grace period applies, then you would enter 48 hours. For the strictest Timesheet policy, the Timesheet Lockout Grace Period (Hours) should be configured to 0.




  8. Click the Save button to make your changes permanent.





Setting up a day of week based Timesheet lockout


  1. Click the Company Configuration group in the Configuration tree.



  2. Click the Company Details item.



    The Company Details screen appears. 

  3. Click the Traffic Settings tab.



    All Traffic Settings appear. The daily hours are affected by the Work day set out within this tab.

  4. Click the drop down arrow on the Lockout Type field, and select Day of Week Based.



  5. Click the drop down arrow on the Activation Day of Week field, and select the day of the week in which the Timesheet lockout will happen.



  6. Click the drop down arrow on Activation Alert Time field, and select the time that daily mail notifications will be sent out to employees notifying them about the lockout.



  7. Enter the number of hours in the Grace Period field.

    The Grace Period contains a default value of 10. This means the system will not consider incomplete Timesheets until 10 hours after the start of the Timesheet Lockout Activation Date when enforcing the lockout, thereby accommodating a more lenient Timesheet completion policy. 

    It is also possible to set the grace period to a number of days by inserting the appropriate number of hours. For example, if a 2 day grace period applies, then you would enter 48 hours. For the strictest Timesheet policy, the Timesheet Lockout Grace Period (Hours) should be configured to 0.




  8. Once satisfied with your changes, click the Save button.