Delegation allows you to perform timesheet activities on behalf of another user.

This is useful when:

• A Timesheet Manager is unavailable to approve timesheets
• A team member is unable to submit or update their timesheet
• Administrative support is required to maintain continuity

Important

• Only Administrators can create new timesheets on behalf of another user
• Timesheet Managers and Line Managers can:
• • Approve or reject timesheets
  • Recall and update submitted timesheets
  • Submit timesheets on behalf of users

Approve Timesheets as a Delegate

1. Navigate to Resources → Timesheet Approvals
2. Select the Filter option
3. Set:
4. • Timesheet Manager = [Person you are acting for]
4. Apply the filter
5. Follow the standard approval process:
6. • Review the timesheet
   • Select Approve or Reject

Submit Timesheets as a Delegate

1. Navigate to Work → Timesheets
2. Select the Filter option
3. Set:
4. • User = [Person you are acting for]
4. Apply the filter
5. Update or complete the timesheet
6. Click Submit

Create a Timesheet as a Delegate (Administrators Only)

1. Navigate to Work → Timesheets
2. Use the resource selector (header dropdown)
3. Select the user you are acting for
4. Select the required Timesheet Period
5. Click Save
6. Complete and submit the timesheet

Export Timesheets as a Delegate

You can export timesheets while acting as a delegate:

1. Navigate to:
2. • Work → Timesheets, or
   • Resources → Timesheet Approvals
2. Apply filters to select the relevant user(s)
3. From the command bar:
4. • Select Export to Excel, or
   • Use the ellipsis (…) if required

Tip:
Export functionality is available across most list views in Altus and can be combined with filters to extract timesheet data for specific users or groups.

Key Considerations

• Delegation uses filters, not a separate interface
• Always confirm you are acting on the correct user before making changes
• Approved timesheets will still follow the standard process:
• • Approval → actual work recorded → financial impact
• Maintain clear communication when acting on behalf of others

Tips

• Use delegation to avoid bottlenecks during absences
• Apply filters carefully to isolate the correct user
• Use exports when supporting audit or reporting needs
• Document any changes made on behalf of another user if required