Time Sheet Approval

Modified on Thu, 21 Nov, 2024 at 4:52 PM


Time Sheet Approvals process can be set up as part of your company’s configuration assuming each individual has a time-sheet Approver who reviews the hours entered and will approve/reject accordingly.


If the approvals process is set-up, the Approver will be notified of any time sheets requiring approval, via their Dashboard.


To Approve Time Sheets

Navigate to My Dashboard/My Time Sheet Approvals.  


To view time sheets requiring approval expand the widget.


Expand the pane by clicking the [ ] icon

The expanded pane shows the status of the time sheets awaiting approval.



The System will require that you view the time sheet before it can be approved.


Click the pop-out icon to open the timesheet. 


The Approver can view the hours worked against all projects in the timeframe.

The Approver may REJECT, WITHDRAW or APPROVE the time sheet, as appropriate by selecting the button.


REJECT


  • Click REJECT to open the “Reject Time Sheet” pane
  • Enter a rejection comment


  • Click REJECT

The Status will update to Approved in the Approver's “My Dashboard View”.


WITHDRAW


  • Click WITHDRAW

You will be prompted to confirm 


  • You have the option to CANCEL or to continue, click WITHDRAW.

The Status goes back to SAVED.


APPROVE


  • Click APPROVE


You will be prompted to confirm:


  • You have the option to CANCEL or to continue, click APPROVE.


The Status will update to Approved in the Approver's “My Dashboard View”.


UNAPPROVE


The Approver may also view previously approved time sheets by selecting the tick box

If amendments need to be made on an Approved time sheet, the Approver can also Un-Approve it for editing and resubmission


Selecting the Un-Approve icon will put the time sheet back to 'Saved' mode and allow the user to edit their time sheet.


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