Approving Timesheets

You can approve timesheets (and expense sheets) directly from the timesheet view. The approval menu provides commands for employee selection, approval, rejection, and locking. To approve timesheets, you simply select an employee and then click Approve. Approved time entries are displayed in blue text, and rejected time entries are displayed in red. The locking effect, indicated by a grayed background, prevents timekeepers from modifying time entries after they have been approved.  

To Approve a Timesheet:

  1. Click the approval tool , and then choose Select Employee

  2. Review the timesheet as desired

  3. Click the approval tool , and then choose either Approve, Reject, Clear, or Lock (see below)

  4. When you have finished, choose the Timesheet command from the sidebar menu to return to your own timesheet

 

Approval Commands

Command

Effect

Approve

Approves the selected timesheet, and marks time entries in blue. May lock the timesheet to prevent subsequent modification. May also trigger labor cost and/or billing calculations, and may send email approval confirmation to employee and/or approvers.

Reject

Rejects the timesheet and marks time entries in red. May also send email email rejection notice to employee and/or approvers.

Clear

Clears the timesheet, clears costs and billing for time entries, and unlocks the timesheet.

Lock

Locks the timesheet to prevent subsequent modification, as indicated by a gray background.

 

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