Timesheets Roles and Responsibilities

Service Modules > Service Org > Timesheets > Timesheets for Administrator > Timesheets Roles and Responsibilities

Timesheets in ServiceMax Core involves several roles that work together to enable, configure, generate, and review timesheet records for technicians across the organization.

The following table describes the roles involved in the Timesheets module:

Persona	Role	Responsibilities	Related Topics
Administrator	Business Administrator	Enables the Timesheets feature, sets up access and permissions, creates and maintains timesheet configurations, and runs the timesheet engine to generate records on schedule. • Enable Timesheets and assign object and field permissions for administrators and technicians. • Launch the Timesheet Configuration screen and create profile-based or criteria-based configurations. • Define schedules, notifications, and default business hours for technician territories. • Configure autofill rules and mappings to create time entries from work details, tasks, and events. • Set up timesheet generation for recurring events, recurring tasks, and custom date-time fields. • Configure the timesheet pull option and run the timesheet engine on demand using Run Now. • Manage timesheet engine behavior for multi-day events, non-business hours, and manual time entries.	• ServiceMax Timesheets for Administrator • Access and Permissions • Enabling Timesheet • Launching Timesheet Configuration • Profile-Based Timesheet Configuration • Criteria-Based Timesheet Configuration • Creating Time Entries for Recurring and Multi-User Events • Creating Time Entries for Recurring Tasks • Executing Timesheet Engine using Run Now • Timesheet Autofill with Custom DateTime Mapping • Configuring Timesheet Pull Option • Timesheet Engine Execution • Splitting Multi-Day Events using Business Hours • Splitting Multi-Day Events using Actual Hours • Capturing Non-Business Hours in Timesheet
End Users	Service Manager Supervisor	Oversees timesheet generation for assigned technicians, monitors engine execution, and ensures source record updates flow into time entries and daily summaries correctly. • Review timesheet records and daily summaries generated for technicians across weekly, monthly, and bi-monthly schedules. • Monitor time entry updates triggered by changes to source records such as work details, events, and tasks. • Trigger timesheet generation manually when adjustments are needed outside the regular schedule. • Validate non-business hours and multi-day event handling for technicians working across shifts and time zones.	• Viewing and Managing Timesheets and Related Records • Viewing Generated Timesheets and Daily Summary Records for Weekly Schedule • Viewing Generated Timesheet Records for Monthly Schedule • Viewing Generated Timesheet Records for Bi-Monthly Schedule • Time Entries and Daily Summary Update from Source Record Updates • Processing Manual Time Entries for Daily Summary and Business Hours Calculation • Generate Future Timesheets
End Users	Technician Field Engineer	Reviews generated timesheets and time entries, searches for past records, and validates that the captured hours reflect work performed on assigned jobs. • View generated timesheet records and daily summaries for the assigned schedule. • Review time entry records created from work details, events, and tasks. • Search for timesheets across periods to confirm submitted hours. • Raise corrections through the manager when source records or time entries need updates.	• ServiceMax Timesheets for End User • Viewing and Managing Timesheets and Related Records • Viewing Generated Time Entry Records from Work Details • Searching Timesheets

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