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Preparing for Time Sheets and Resource Absences
Before your support reps use time sheets or specify resource absences, set up these features.
Required Editions
| View supported editions. |
| Configuration Step | Documentation |
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1. Assign permission sets. If you haven’t done so already, assign the Shift Scheduling Planner or Workforce Engagement Planner permission set to users who approve time sheets and absences. Assign the Shift Scheduling Agent or Workforce Engagement Agent permission set to users who submit time sheets and absences. |
Manage Permission Set Assignments |
2. Create service resources. If you haven’t done so already, create a service resource for each support rep who submits time sheets and absences. |
Create Service Resources for Agents |
3. Add related lists to objects. Add the Absences and Time Sheets related lists to the Service Resources object. Add the Time Sheet Entry related list to the Time Sheets object. |
Add a Related List to an Object |
4. Let support reps access their own Service Resource records. If you haven’t done so already, create an Apex trigger that allows each support rep to view their own Service Resource record. This action lets the support rep access the Time Sheets and Resource Absences related lists where they can submit a new time sheet or time-off request. |
Allow Agents to See Their Assigned Shifts with an Apex Trigger |
5. (Optional) If you require manual approval, add the Status field to resource absences. Some companies have unlimited PTO where absences are submitted to advise management. Other companies require managerial approval for an absence. |
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6. (Optional) Set up a Salesforce approval process for resource absences and time sheets. This approval process alerts a team lead when a new absence or time sheet has been submitted by a support rep. |
Approval Processes |
