Notifications
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      Notifications > Notification settings

      Set up the rules your business wants for expenses, timesheet and leave notifications and then individuals can opt-in based on their preferences.

      When configuring the notification settings, you choose whether to notify the line manager of the person, the project manager of applicable projects, or one or more named individuals. Settings are specified per organisation (if your Projectworks environment has multiple organisations).

      You can choose to turn off all notifications which will prevent emails being sent for expenses, timesheets and leave even if individuals have opted it to receive them.

      You can use any combination of options and notifications will be sent accordingly.

      You can have different settings for different organisations

      Configuring expense notifications

      By default, notifications will be set to go to the Line Manager, with additional options to have notifications sent to different people.

      • Project Manager of the project the expense is logged to

      • Line Manager of the person the expense is for

      • One or more specified individuals

      Settings are specified per organisation, with rules for personal expenses and company paid expenses.

      Notifications - Expenses

      Configuring timesheet notifications

      By default there are no notifications enabled for timesheets so you will need to set these up if required. Configure whether notifications will be generated when a timesheet is submitted, with options to notify:

      • Project Manager of projects that have time on the timesheets

      • Line Manager of the person the timesheet is for

      • One or more specified individuals

      Settings are specified per organisation.

      Notifications - Timesheets

      Configuring leave notifications

      By default, notifications will be set to go to the Line Manager. Configure whether notifications will be generated when a timesheet is submitted, with options to notify:

      • Project Manager of projects the person is resourced on during the leave dates. The type of leave will not be included in the notification.

      • Line Manager of the person the leave is for

      • One or more specified individuals

      Settings are specified per organisation, with rules for personal expenses and company paid expenses.

      Including an individual is a great option if your company centralises the leave approval process or needs to ensure a specific person is aware of all requested leave.