Track the signature of the team's timesheets

When you send timesheets for signature, Nicoka shows for each one where the signature stands, right in the team list, without opening the documents one by one.

Show the column

  1. Open My team > Time.
  2. Click Edit columns and tick Signature status.
  3. Save the variant to keep the column on every visit.

Each timesheet carries one of these statuses: Not sent, Signature in progress, Signature validated, Signature canceled or Signature expired. Clicking the status opens the request: documents, signatories, reminder or cancellation.

Find the timesheets still waiting for a month

  1. In Filters, add the Signature status filter and choose Signature in progress.
  2. Add a period filter on the sheet Date (the activity month), for example Previous month.
  3. Save the variant: the timesheets of the month still to be signed are in one view.

For timesheets never sent, filter Signature status "is empty".

Filter the Documents > Signatures list

In Documents > Signatures, the Status filter offers the list of statuses, and the Signatories filter looks a person up by name, with autocomplete.

Good to know

  • A timesheet sent several times (corrected, sent again) shows the status of its last sending.
  • The status follows the signature service: it updates at every change (signature, refusal, cancellation, expiry).
  • Sendings made before this feature are picked up when it goes live.
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