Manage Branch Level Reminder Settings

Overview

Some settings may be managed at the Branch level if they will apply to all of the clients within a branch in Bullhorn Time & Expense. You may choose this option to disable all reminders within a specific branch or change default settings for the branch.

Steps

  1. Click Maintenance > Administration.
  2. Click group setup (The group name will appear first and is followed by Setup).
  3. Click the group name the upper left corner.
  4. click Edit in the lower right under the General Restrictions section.

Most settings should be adjusted with Bullhorn Time & Expense's assistance. If you are unsure how changing an item will impact your payroll process, it is best to leave the item unchanged and contact a Bullhorn Time & Expense Implementation or Support professional.

You will see several options that outline how time entry and approvals work for this specific branch.

Enable or Disable Methods for the Branch

In both the Time Entry and Approval sections, you will see allowable options as defined by your agency.

If the entire branch should have a certain method enabled or disabled use these steps:

  1. Click the box to fill in or remove the check box.
  2. Click Submit to save.

You may edit the approval method at this level to disable approval confirmations for all clients within the branch.

Apply Default Timings to Clients

If you notice there are varying reminder timings for clients within your branch, you may quickly standardize those timings from this menu.

  1. Click Set as default for either Supervisor or Employee.
    • Employee will be for employee requests.
    • Supervisor will be for supervisor requests.
  2. Click Apply Default.
  3. Select the clients for whom the defaults need to be added/replaced. Clients not using the default will have an indicator.
    • Replace - Click this option to apply the settings to a specific client and discard the current method in place.
    • Add - If you want to apply a method to a client and keep the methods already in place, select this option.
    • Skip - This selection will skip applying the selected method for that client.
  4. You can apply it to all clients by using the All Clients option.
  5. Click Submit to save.