Time and Labor Redwood Manager Template Functionality Enhancements

As a line manager or time and labor manager, you can now create and manage public templates. But only workers can apply them to their Redwood time cards.

• If you're a line manager, use the new My Team > Show More > Time > Time Card Templates quick action. You're able to see only the templates that you create.
• If you're a time and labor manager, use the new My Client Groups > Show More > Time > Time Card Template quick action. You can see the templates that you and other managers create.

Time > Time Card Templates Quick Action

Time Card Templates Page

The Time Card Templates page shows the layout set used to create the template. Workers assigned the same layout set can see these public templates in the list of templates they can apply. If you're a line manager, you can delete public templates you created and use the Edit action to rename templates. If you're a time and labor manager, you can delete and edit any public templates.

Time Card Template Drawer Opened by Clicking the Edit Action

To create a public template, open a worker's time card with the appropriate layout from your Redwood Team Time Cards page.  You can configure the relevant attributes and values on the worker's time card and save the changes to just a template or to both the time card and a template. You need to fix any errors before you can complete the save. If you haven't made any changes and there aren't any errors, you can just save the time card as a template.

Redwood Time Card Showing the Templates > Save as Template Action

Message Asking What to Do with Unsaved Changes

Template Drawer Opened from a Redwood Time Card

These enhancements let line managers and time and labor managers manage public templates. These templates let workers they support to streamline their time card entry and submission, reducing errors and leaving those workers more time for other required tasks. 

Steps to Enable

You need to configure security to use this feature. See the Access Requirements section.

Tips And Considerations

What do I need to consider when creating public templates for worker time cards?

Access Requirements

The delivered Line Manager and Time and Labor Manager roles have these privileges, which let them manage public time card templates. You need to grant these privileges to any equivalent custom roles.

Privilege Name	Code	Description
Manage Time Card Templates by Line Manager	HXT_MANAGE_TIME_CARD_TEMPLATES_BY_LINE_MANAGER_PRIV	Lets the line manager manage time card templates.
Manage Time Card Templates by Time and Labor Manager	HXT_MANAGE_TIME_CARD_TEMPLATES_BY_TIME_AND_LABOR_MANAGER_PRIV	Lets the time and labor manager manage time card templates.