Timesheet Approvals allows you to review, approve, and lock timesheets before exporting the approved records for further use.
Please note: An administrator can review anyone’s timesheet. You also have the option to set Reviewers for each individual in your account.
Enabling Timesheet Approvals
Click on your profile picture and then select Settings > Timesheets >
Enable Timesheet Approvals.
Once enabled, any timesheets prior to the current week will be automatically marked as Approved.
Choose who is required to submit timesheets
You can specify which individuals are required to submit a timesheet each week.
Head into the People & Resources section and click on the person’s profile. First ensure they have edit their own permissions for Timesheets, then you’ll see the Required to Submit Timesheets option on their profile.
By default, all individuals are set as required to submit a timesheet, when you enable Timesheets Approvals.
The people marked as required will appear in the Awaiting Submission list (if they fail to submit their timesheet for a given week).
People who do not have this option checked will still be able to log and submit time, but they will not appear in the Awaiting Submission list.
Guru Tip
People will appear under Awaiting Submission starting from the date when all the following conditions are met. If any condition is no longer met, the date will reset:
The timesheets feature is enabled
The individual is active in your account
The individual has permission to edit their own timesheet
The individual is marked as Required to submit timesheets
Submitting a timesheet
After filling out your timesheets for the week, click the Submit button. Once submitted, the timesheet will be locked for editing and appear as Pending Review in the reviewer’s queue.
If you need to make edits after submission, ask your timesheets reviewer to reject your timesheet.
Reviewing and approving timesheets
Click on Pending Review in the Timesheets section. It will show a table with all timesheets that are awaiting a review. Click onto each column to see the details of the timesheet of the person.
After reviewing the timesheet details, click Approve and the timesheet will move from the Pending Review table to the Approved table.
Rejecting a timesheet
As an administrator or reviewer, when reviewing a timesheet in the Pending Review list, click Reject to reject the timesheet. You can leave a note explaining the rejection. After rejecting, the person owning the timesheet will receive an email notification and the timesheet status will change to Rejected.
The timesheet will now appear under Awaiting Submission until it is resubmitted for approval.
Withdrawing approval for a timesheet
Changes may be necessary after a timesheet has been approved. As an administrator or timesheet reviewer, you can withdraw approval with the following steps:
Choose the Approved column
Select the correct week
Find the relevant person and open their timesheet by clicking on it
Click Withdraw in the top right corner
Please note: The person owning the timesheet will receive an email notification and the timesheet resets to pre-submission. The timesheet will now appear under Awaiting Submission.