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It covers setup requirements such as enabling Path Settings, defining manager assignment for employee user creation, assigning required permission sets, and adjusting default values via Custom Metadata Types. It also details the approval workflow configuration, including initial submission actions, approval and rejection steps, recall actions, and manager reporting with employee dashboard selection.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/installation-guide-simple-timesheet-app/385029/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/installation-guide-simple-timesheet-app/385029.png","ImageObject",442,249,{"name":88,"@type":89},"Elsa","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-27","2026-09-24",true,{"@type":98,"interactionType":99,"userInteractionCount":20},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"How do I install the app in a Production org?","Question",{"text":108,"@type":109},"Open the AppExchange link and select Get It Now, then log in and choose the org to install. Confirm by clicking Install in Production and finalize with Confirm and Install.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What setup steps are required after installation?",{"text":113,"@type":109},"Enable Path Settings in Setup, assign the manager in the user record, and ensure permission sets are assigned to Timesheet User, Timesheet Manager, and Timesheet HR Admin as needed.",{"name":115,"@type":106,"acceptedAnswer":116},"How are approval and rejection emails configured?",{"text":117,"@type":109},"Create a new Classic Email Template for approvals by enabling Unified Public Classic Email Templates and inserting Timesheet merge fields. Create a similar template for rejected actions using the corresponding subject and body fields.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},385029,1791346728,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":20,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":141},137455077381,"https://ap-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","Installation Guide  \nUsage Instruction  \nInstall the App from the AppExchange  \nSet Up  \nEnable Path Settings User Assignment Permission set Assignment  \nChange default values using Custom Metadata Type  \nCreate Email Template for Approval Process  \nApproval Process  \nAdd Initial Submission Actions  \nApproval Steps  \nAdd Final Approval Actions  \nAdd Final Rejection Actions  \nAdd Recall Actions  \nDeactivating inactive employee user Flow  \nManagerial Reporting  \nSelect Employee Reports DashBoard  \nOn Upgrade  \nLayout  \nUninstall Instructions  \nContacts:  \nDigital Biz Tech LLC 6500 Emerald Parkway, Ste. 100, Dublin OH 43016 USA [https://www.digitalbiz.tech/](https://www.digitalbiz.tech/ 1-614-440-2384)[ 1-614-440-2384](https://www.digitalbiz.tech/ 1-614-440-2384)  \nUsage Instruction  \nTo understand how to use this Timesheet app please refer this file:  \n05-Usage Instructions  \nInstall the App from the AppExchange  \nSimple Timesheet App  \n1. After clicking the above link click Get It Now if you want to install the app in your Production org.  \n● On the next screen, click the Log In button.  \n● You’ll then see options to log in with Google or Salesforce.  \n● If you choose Google , select the org where you want to install the app.  \n● Select your organization, then click Install in Production.  \n● If you choose Salesforce , it will open the Salesforce login page where you can log in with your credentials.  \n● Next, click the Confirm and Install button.  \n2. If you want to install the app in your Sandbox org. Click the Try It button.  \n● After clicking Try It, you’ll see two options:  \nTry in your Sandbox  \nTry in a Test Org  \n● Select Try in your Sandbox and then click Continue to Installation.  \n● Then, click Log In & Install.  \n● Enter your sandbox credentials, then click Log In to Sandbox.  \n3. Install for Admins only.  \nSet Up  \nPerform the following setup instructions after successfully installing the app.  \nEnable Path Settings  \n● If not enabled already, Enable Path Settings in setup.  \nUser Assignment  \n● Define the manager in the user record.  \n( NOTE :Validation rule will prevent the creation of Employee record If the manager isnot assigned to the User. )  \nPermission set Assignment  \nAdmin has to assign the following permission sets to the respective users.  \n● Timesheet User-This will give the end user access to their Timesheet and Timesheet Line Items.  \n● Timesheet Manager-This will give the Manager access to Approve users submitted Timesheets.  \n● Timesheet HR Admin-This will give access to every component of this Application.  \nChange default values using Custom Metadata Type  \nThe default values are set for Custom Metadata Types. Admin can change these values for Working hours per day, Working Days per week,, Accrued Vacation days OR Maximum Hrs Per day from Setup.  \nCustom Metadata Types >TimeSheet Default Value > Manage Timesheet Default Values .  \nCreate Email Template for Approval Process  \n1. In Setup, search for 'Email Templates' and select 'Classic Email Templates' .  \n2. Click on the ‘new email template’ button.  \n3.Select the 'Unified Public Classic Email Templates' folder, and check the 'Available for Use' checkbox.  \n4. Give the approved email an appropriate name.  \n● In the email body section, enter the desired content.  \n● To insert timesheet-related merge fields, select ‘Timesheet Fields’ from the merge field dropdown.  \n● Use the search bar to find the specific field, as shown in the image below.  \nEmail Template Name : Timesheet Approved Email Templates  \nDescription : Timesheet Approved Email Templates  \nSubject : Timesheet is Approved  \nBody : {!dbt Timesheet  c.dbt  Employee  c},  \nYour {!dbt Timesheet  c. Name} is Approved.  \nComments : {!ApprovalRequest.Comments}  \n5. Similarly follow the same steps and create another email template for rejected action.  \nEmail Template Name : Timesheet Rejected Email Templates  \nDescription : Timesheet Rejected Email Templates  \nSubject : Timesheet is Rejected ","cbCairA3i4nklron","https://ap.wps.com/l/cbCairA3i4nklron","pdf",2135620,24,"English","# Installation Guide\n## Install the App from the AppExchange\n## Set Up\n## Approval Process\n## Managerial Reporting\n## Uninstall Instructions","[{\"question\":\"How do I install the app in a Production org?\",\"answer\":\"Open the AppExchange link and select Get It Now, then log in and choose the org to install. Confirm by clicking Install in Production and finalize with Confirm and Install.\"},{\"question\":\"What setup steps are required after installation?\",\"answer\":\"Enable Path Settings in Setup, assign the manager in the user record, and ensure permission sets are assigned to Timesheet User, Timesheet Manager, and Timesheet HR Admin as needed.\"},{\"question\":\"How are approval and rejection emails configured?\",\"answer\":\"Create a new Classic Email Template for approvals by enabling Unified Public Classic Email Templates and inserting Timesheet merge fields. Create a similar template for rejected actions using the corresponding subject and body fields.\"}]","Installation Guide - Simple Timesheet App | PDF",1790266409,8]