- Select the other person's calendar
- (Tag appointments if this is not done)
- Click the TimeCard Reporting button
in Outlook to open the Reporting dialog
- (Make changes if necessary)
- Select the correct nameThe right name from the dropdown
- Report time (and expenses if enabled) by clicking the OK button
No TimeCard installation
The kalmstrom.com team of course wants everyone to use TimeCard
, but with the "Report on behalf of" feature it is actually possible to report time also for people who don"t have TimeCard
installed on their computers. It could be for example someone who needs to use a Mac instead of a PC. Let"s call this person Linda.
In this case a person with TimeCard
installed: Jack: must have access to Linda"s Outlook calendar. This calendar may very well be on Microsoft's cloud based Office 365
, if Linda and Jack are not connected in a local network.
Add person to the TimeCard database
For this to work Linda has to be added to the central database used for TimeCard
reports. If Linda is not there the first time Jack reports her time, he will be asked if he wants to add her.
Adding persons to the database may also be done manually or with a little tool for add/edit/delete users that the kalmstrom.com team has developed and will send to Community Members
Tagging appointments with time reporting data
As Linda has no TimeCard
application installed, she cannot tag her appointments with the values that convert them into timesheets. Instead John will to that for her.
When John has tagged Linda"s calendar appointments with TimeCard
values he simply clicks the OK button to report her time. When Linda is added to the database and Jack has entered her calendar, her name comes up as the default name in the User dropdown John can choose from when he reports time. To be sure everything is right he is also asked if he is sure he wants to report time for Linda.