Following a recent system update, the External Timesheet Takeon feature in PeopleXD has moved to a new location and includes additional functionality.
This article explains how to find the feature, enable it if it's not visible, and resolve common access issues. You'll need Super User access to complete some of these steps.
What's changed
A recent system update relocated and enhanced the External Timesheet Takeon option:
Previous location
To locate the previous location for the External Timesheet Takeon, follow these steps.
Click Uploads then click External Timesheet Takeon.
New location
Click Manage Payroll then under the relevant pay group, click Inputs.
Click Timesheet Takeon.
The updated screen includes improvements that weren't available previously, providing you with better functionality for managing timesheet uploads.
Find External Timesheet Takeon
To find External Timesheet Takeon, follow one of the options below.
Go directly to the new location
Click Manage Payroll then under the relevant pay group, click Inputs.
Click Timesheet Takeon.
Use the search function
Click Manage Payroll then click Uploads.
In the Search field, search for External Timesheet Takeon and select it from the results.
What to do if the new screen isn't available
If you can't see the Timesheet Takeon option in the new location, you'll need to enable it through your security settings. You need Super User access to complete these steps.
Enable the feature
To enable the External Timesheet Takeon feature, follow the steps below.
From the dashboard menu, select Security Dashboard.
Click Menu Profiles.
In the search field, search for the following menu profiles:
Inputs - Timesheet Takeon
Get timesheettakeon
Get timesheettakeon columns
Update timesheettakeon columns
Create timesheettakeon process
Create timesheettakeon save
Get timesheettakeon references
Delete timesheettakeon references
If you don't have a suitable profile, create a new menu profile.
Click the three-dot icon then click Manage Menu Options.
To filter the systems, click the filter
icon.From the Filter By System dropdown menu, select Coreportal Pay and Web Services.
Click Apply then in the search field, search for the relevant menu options.
Turn on the toggle to save your changes.
Assign the updated menu profile to the users who require access.
Important notes
Managing menu profiles is typically restricted to Super Users or Administrators. If you don't have access, please contact your system administrator
For detailed guidance on using the new Timesheet Takeon screen, refer to the External Timesheet Takeon User Guide in the PeopleXD Help Centre.