Setting up Timecard Web Pages

To allow resources to enter timecards from a web page, without logging into Salesforce.com:

  1. Select the resource that you want to enable the feature for on the Contact tab.
  2. Click Edit.
  3. Select the license type that you want to designate and click ► to move it from the Available list to the Chosen list.
  4. Enter an email address for the resource in the Email field.
  5. Click Save.

    The resource receives an email with instructions to create a PIN and log in to the timcard entry page where they can enter and view timecards.

  6. To configure the Expense Submit and Expense List View Salesforce pages that users see, change the options in the Feature Users configuration group.

Related Information

Setting up Timecards

Schedule Grid Permissions

Reference Materials

Timecard Settings

© Copyright 2009-2012 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.