Notify users of monthly closure

  • 1
  • Idea
  • Updated 2 years ago
  • Planned
Hi,

We have a recent requirement that all our timesheets for a given month must be approved before the 10th of the next month.

So, we want to notify:
1) Users that did not submitted their timesheets before the 3rd weekday of that month
2) Approvers that did not approved their timesheets before the 6th weekday of that month

Is there any "Replicon way" of doing that? Or something similar?

Thanks,
Nuno
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Nuno Ferreira, Champion

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Posted 2 years ago

  • 1
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Aashnee Kamboj, Community Moderator

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Hi Nuno,

Thank you for using the Replicon Community!

We have two email notifications in the system that can solve your issue:

1. Timesheet is Overdue
2. Timesheet Approvals are Due (Batch)

Both these scenarios can be taken care by these. You can specify the time when these notifications should go out and the users will receive the same. Hope this answers your question.

Thanks,
Aashnee Kamboj
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Nuno Ferreira, Champion

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Hi Aashnee!

Thanks for your reply, but this does not meets our requirements...

Those notifications can only be sent between -6 to +6 days after the timesheet due date.

Our timesheet due date is set to the first weekday after the timesheet ends (that is monday), so the range for this notification does not meets what our requirement states: "3rd weekday of that month" and "6th weekday of that month".

Any other advice?

Thanks,
Nuno
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Aashnee Kamboj, Community Moderator

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Hi Nuno,

I apologize for the confusion, but why what I understand from your reply, your due date is the first weekday of the month and you want the timesheet notification to go out  on the third weekday of the month. So would this not be possible by setting the frequency to 2 days after due date?

Thanks,
Aashnee
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Nuno Ferreira, Champion

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Hi Aashnee!

We have weekly timesheets (monday to sunday). A timesheet for a given week is due in the following monday. The timesheet for the current week 18/april - 24/april is due on the 25th.

Thanks,
Nuno
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Aashnee Kamboj, Community Moderator

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HI Nuno,

I am sure I am missing something here. Let me know a convenient time to reach you so I can look through the system and confirm

Thanks,
Aashnee 
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Nuno Ferreira, Champion

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Hi Aashnee! 

You can call me in the next hour or next Tuesday, after 11am GMT.

Thanks,
Nuno
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Aashnee Kamboj, Community Moderator

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Hi Nuno,

Thank you for the clarification. As per our conversation here is the summary of the issue:

You would like a notification to be sent out that contains list of all the timesheets that have not been submitted by the user. This notification should be sent out on the third of ever month and should include all the previous timesheets that have not been submitted irrespective of the period.

We proposed a solution to you. The solution was to use the Timesheets are overdue (batch) notification. This works partially for you as you cannot set the sent date based on the Due Date. You want it to be 3rd of the next month compulsorily. 

With this information I am putting it further to my team and will await a confirmation from their end regarding the same.

Thanks,
Aashnee Kamboj
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Nuno Ferreira, Champion

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Hi Aashnee!

Thanks for the summary.

Just a small note:
We want the notification to be sent out on the 3rd weekday of every month. (not the 3rd day of the month).

Thanks,
Nuno
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Charlene Eriksen, Product Manager

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Hi Nuno,

We have been working on a new notification system that allows more customization. By default, the new notifications don't provide that option, but we would be able to customize it for you to do that. The new notifications will be available to our customers in the coming months. So I'll mark this one as Planned as the option will be there in future.

Thanks,
Charlene
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Nuno Ferreira, Champion

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Thanks Charlene!

Nuno