What
Sometimes a scenario can manifest itself when users seem unable to generate Timesheets or Expenses for a Placement, but no error occurs. This is when you click on the Create Timesheets now or Create Expenses now buttons. If Timesheets or Expenses do not generate on a Placement, then it is possible that the issue is not with the Placement setup itself, but instead with the Candidate record. Mercury automatically sends out an email to the Candidate informing them that Timesheets and Expenses have been set up on the Placement once generated by the Mercury user. If there is no associated email for the Candidate however, then this process may fail without a visible error.
This article applies if:
1. You have selected the appropriate Timesheet/Expense template.
2. You have set the corresponding Create timesheets? and/or Create Expenses? drop-down settings to Yes.
and...
3. Nothing happens when you select the Create Timesheets now / Create Expenses now buttons.
Where can the issue occur?
Home > Placements > select your View > click into the affected Placement > Related tab > select Timesheets & Expenses
Where can the issue be corrected?
From the Placement record, click the Placement Details tab then click on the Candidate name which will take you to the Candidate record associated with the Placement.
How
1. On the Candidate record, ensure that the Personal Email field has been completed:
2. Once this field has been filled in, you can return to the Timesheet & Expenses tab on the Placement. Clicking the Create Timesheets now and/or Create Expenses now buttons should now generate the respective forms as expected.