Approve timesheet entries
If used, the approval process confirms that the time entered against a client is valid. Once approved, what happens next, will depend on the staff member's timesheet settings.
If the member of staff has Auto Post on Approved enabled, once the timesheet is approved, their timesheet entries will be automatically posted to the applicable client. If this option is not enabled, entries must be posted manually.
Access the required timesheets
You must be set as the approver for each required staff member and have applicable permissions before being able to approve entries. From the Timesheets dashlet on the Staff dashboard, click the number under the Timesheets column marked For Approval.
The Staff Approval tab displays any complete timesheets for whom you are the approver.
The Weekly Approval tab displays timesheets for a particular calendar week where staff have met their target hours (as specified in staff working hours).
If you are marked as a manager for any jobs and have applicable permissions (see Set timesheet approvers), you are able to approve timesheet entries for the applicable job.
Click Timesheets for Job Approval from the Timesheets dashlet.
The Job Approval tab displays complete timesheets relating to jobs you manage.
This option is only available if Classic Approval has been enabled. The Classic Approval tab lists any timesheets that have been marked as complete (once the staff member has achieved their target hours for that week).
From the Timesheets dashlet on the Staff dashboard, click the number under the Timesheets column marked For Approval.
The Classic Approval tab displays complete timesheets (where the staff member's target hours have been met).
Approve timesheet entries for staff or jobs
All timesheets that are ready for approval are displayed. Various filters are available to limit the list if needed.
The following example shows how to approve staff entries - the same principle applies to job approval.
(Filter the list as required, then click Approve All.
Approve timesheets for a specific member of staff by client or job. Click the required staff name to display their timesheets, then click Approve All, or click Approve at the end of each required timesheet.
Approve individual entries for the member of staff by clicking the arrow icon to expand the list, then clicking Approve. You can edit the timesheet entry (if you have permission) by clicking the Edit button.
Reject timesheet entries
In the same way that you can approve timesheet entries, you can also reject them. Rejecting a timesheet entry sends an email to the affected staff member including the reason you rejected the entry.
- Locate the entry to reject (as described in the previous section), then click Reject.
- From Reject Timesheet Entry, enter the reason for rejection, then click Reject.
- An email is sent to the affected member of staff and the entry is then removed from the approval tab. The affected member of staff will then need to deal with the rejected timesheet entry.