Timesheet: Reminder for Signing

Summary

The notification e-mail is to be sent to the crew members whose timesheet documents were approved by the manager and are pending signing by the crew. The notification is sent only to those crew who didn’t sign their documents 2 days after that timesheet has been approved by the manager.

Keywords

Timesheet, E-signing

Category

Notification Task

 

Description

The notification e-mail is to be sent to the crew members whose timesheet documents were approved by the manager and are pending signing by the crew.

The notification is sent only to those crew who didn’t sign their documents 2 days after that timesheet has been approved by the manager.

Main Data Selection

All crew members whose timesheets are pending signing 2 days after the timesheet has been approved.

Setup and Configuration

Task settings

Schedule: Daily, at the defined time.

Recipient: crew member.

Field identifying e-mail address: #Email

E-mail Subject: Reminder: Your timesheet for [#PERIOD] is ready to be signed

 

 

SQL statement

--Send email to crew When Timesheet is ready to be signed SET ARITHABORT ON SELECT DISTINCT p.FIRSTNAME #FIRSTNAME, p.LASTNAME #LASTNAME, --te.modified #UPDATED, te.originator_pin #PIN, LOWER(te.STATE_NAME) #STATE, per.name #PERIOD, --convert (varchar, Isnull(te.MODIFIED,te.repl_ModifiedDate), 104) #UPDATED, CONVERT(VARCHAR, t.DATEFROM, 104) #FROM, CONVERT(VARCHAR, t.dateto, 104) #TO, --'test.email' #Email ISNULL( CASE WHEN email.TELENO = '' THEN NULL ELSE email.TELENO END, a.EMAIL ) #Email FROM pw001p01 p JOIN ( SELECT --Ready to be signed ORIGINATOR_PIN, ORIGINATOR_NODE, APPROVER_NODE, MODIFIED, repl_ModifiedDate, STATE_NAME, DOCUMENT_ID, COMMENT FROM WEB_CP_WORKFLOW wf WHERE wf.STATE = 8 AND wf.CODE = 'HrsReg' AND wf.step = ( SELECT MAX(w2.step) FROM WEB_CP_WORKFLOW w2 WHERE w2.document_id = wf.document_id ) ) te ON p.PIN = te.ORIGINATOR_PIN LEFT JOIN WEB_CP_TIMESHEETS t ON t.DOCUMENT_ID = te.DOCUMENT_ID LEFT JOIN WEB_CP_TIMESHEETS_PERIOD per ON per.SEQUENCENO = t. SEQUENCENO LEFT JOIN WEB_CP_ACCOUNT_CREW a ON a.PIN = te.ORIGINATOR_PIN LEFT JOIN PW001P0T email ON email.PIN = p.PIN AND email.TELETYPE = 6 AND email.TELEPRIORITY IS NOT NULL AND NOT EXISTS ( SELECT 1 FROM PW001P0T t WHERE t.PIN = email.PIN AND t.TELETYPE = email.TELETYPE AND t.TELEPRIORITY IS NOT NULL AND ( t.TELEPRIORITY < email.TELEPRIORITY OR t.TELEPRIORITY = email.TELEPRIORITY AND t.SEQUENCENO < email.SEQUENCENO ) ) WHERE DATEDIFF(DAY, ISNULL(te.MODIFIED, te.repl_ModifiedDate), GETDATE()) = 2

Field Specification

Field

Description

Field

Description

#Firstname

The First Name of the person.

#Lastname

The Last Name of the person.

#PIN

PIN number of the person.

#State

The status of the timesheet document.

#Period

The timesheet period.

#From

The date from of the timesheet document.

#To

The date to of the timesheet document.

#Email

The e-mail of the crew memeber.

Sample Email

Hi [#Firstname],

This is a friendly reminder that your timesheet for the period [#PERIOD]
from [#FROM] to [#TO] is ready to be signed in the Employee Portal.

Click here to log in to the portal.

PS: If you have not yet registered your account in the portal, click on First Time Login. You will need your PIN to register your account. Your PIN is [#PIN]

Once you are logged in to the portal:

  1. Click on Electronic Signing > Pending.

  2. Click on the timesheet, and select Open to Sign.

  3. If it is your first time using the electronic signing module, click Add Signature. Add your signature by either typing your name (recommended), drawing your signature, or uploading an image of your signature.

  4. Locate the signature field on the timesheet, click on the timesheet, and drag the mouse cursor to add your signature, as shown below.

  5. Finally, click Sign.

This is an automatically generated email. For any questions, please contact your crew coordinator.

Best regards,
HR Team