Timesheets Approvals

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.

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.

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.

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

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.

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.

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.

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.

Viewing and Editing Someone Else’s Timesheet

Enabling and Disabling Timesheets

Using the Timesheets feature: how to log time entries