Approving a Timesheet
Once a user has submitted their Timesheet for approval, administrators may view the Timesheet and perform amendments before finally approving or rejecting the Timesheet.
- Navigate to Timesheets > Timesheet Approval in the sidebar
- On this page, as well as viewing Timesheets that are Requiring Approval, you can view previously approved Timesheets, import timesheets, and download reports
- Select the Timesheet that you would like to Approve from the Requiring Approval table
- This page provides a full summary of the Timesheet
- Viewing the "Totals", "Weekly", and "Daily" tabs will show you the summary of each time segment
- Viewing the "Companies", "Types", and "Projects" tabs will display the totals for each of these categories
- On the left hand side of the page is a filter to allow you to view specific information for date ranges, companies, projects etc.
- Important Note: While the filter changes the information you are currently viewing on the page, the Approve All / Reject All buttons act on All Line Items - not just the currently visible ones
- Ensure the information in the submitted Timesheet is accurate
- If you notice a Line Item that needs adjustment, press the Edit button on the right hand side of the item
- In the dialog that appears, you may make amendments to any of the fields from the Line Item, before pressing the Save button
- After saving, you must reload the page to see the changes you have made
- Once you are satisfied with all the Line Items in the Timesheet, you may press the Approve All button on the left hand side of the page
- If you are not satisfied with the Line Items in the Timesheet, you may press Reject All to send the Line Items back to the user's active Timesheet
- This will allow the User to make their own amendments before re-submitting at a later date
Added Monday 5th August 2019 Last modified Monday 5th August 2019