Manage Branch Level Reminder Settings

Some settings can be managed at the Branch level and apply to all of clients within a branch in Bullhorn Time & Expense. This includes Employee and Approver reminder settings. Follow the steps below to locate the Branch level Reminder settings.

Most settings should be adjusted with Bullhorn Time & Expense Support'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.

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. You will see several options that outline how time entry and approvals work for this specific branch. You can perform the following actions:

   

   • Enable or Disable Methods: In both the Time Entry and Approval sections, you will see allowable options as defined by your agency. Use the check boxes to enable or disable different settings. Click Submit when you're done.

     

   • Apply Default Timing to Clients: Standardize time dependent reminders for all clients under the Branch.

     • Steps

       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.