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Timesheet Reminders are set to encourage staff to complete their timesheets on a daily or weekly basis. This will send reminders to all employees, their Manager, and the Chase Admin. The setting also requires you to set up a Chase Admin and configuring each employee that needs to receive reminders.

Once you have completed the setup, you need to send an email to Chase Support to set up the Task Scheduler. The Task Scheduler will be set up to send reminders to employees on a daily, weekly or monthly basis at a certain time.


Below are steps to show you how to setup:


Step-by-step guide



Setup the Chase Net Admin


  1. Navigate to Settings.

  2. Click on Company Configuration to expand it and select Company Details.



    The Company Setup screen appears.

  3. Click the Chase Setup tab. 



  4. In the Chase Net Admin field, enter the email address of the administrators address to whom TimeSheet reminder summaries will be sent.

    For this example, we are going to enter administrator@chasesoftware.co.za.



  5. Click the Save button.




Users for Timesheet Reminders

  1. On the Configuration screen, click on Resources to expand it and select Users.



    The Users screen appears.

  2. Click the Advanced Edit icon for the user you want to set up.

    For this example, we are going to edit Adam.



    The User Details screen appears.

  3. Select the Manager that will be cc'd when timesheet reminder mails are sent out.

    For this example, we are going to select Carol Fourie.



  4. Click the Timesheet Type drop-down and select from a list of possible timesheet rules.

    For this example, we are going to select  Reminders, Product Required

    Timesheet Type rules explained:


    Reminders, Product Required: User will receive reminders and is required to select a Product in order to capture their time.

    No Reminders, No Restrictions: User will not receive TimeSheet Reminders and there are no restrictions to how the User can capture their time.

    Reminders, No Restrictions: User will receive TimeSheet Reminders and there are no restrictions to how the User can capture their time.

    Reminders, Job No Required: User will receive reminders and is required to select a Job Number in order to capture their time.

    Reminders, Campaign or Job No Required: User will receive reminders and is required to either select the Campaign name or a Job Number in order to capture their time.

    No Reminders, Job No Required: User will not receive TimeSheet Reminders and is required to select the Job Number in order to capture their time.

    Reminders, My Tasks Only: User will receive TimeSheet Reminders and is required to select tasks assigned to them in order to capture their time.





  5. Ensure that the Target Hours are specified. This will send the user a summary of how many hours they are short of.

    Target Hours is the minimum number of hours required to be logged per working day in order to avoid the reminders being triggered.



    Click the OK button.



  6. Click the Save button.





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