Approving timesheets

As a manager you may be required to approve timesheets. Any that have been submitted for your approval will show on your dashboard when you log in.

If you require to submit your own timesheet go to entering timesheets. If you incorrectly approve a timesheet you will need to speak to your admin/HR team to make a change to the timesheet. If you reject a timesheet incorrectly, the timesheet will automatically go back to the employee to resubmit. You will need to ask the employee to resubmit the timesheet. 

To view a submitted timesheet either click on timesheets in the top menu bar, or click on the request within your dashboard.

Using timesheet menu option

If you have multiple timesheets to action you may want to use the menu option. This allows you to use the employee dropdown field to select from the list,, if you are required to submit timesheets you will also show within the dropdown. You can also use the date field to choose which week commencing date you require. Once you have actioned a timesheet, the date will move to the next timesheet for that employee. You can however use the dropdown or date field to select another employee or timeframe. 

Rejecting a timesheet - You will be unable to change any fields, but you can review. If you wish to reject a timesheet click reject, you will be asked if you want to proceed and click ok. The timesheet status will be draft and the employee will receive an email notifying them. 

Approving a timesheet - If the timesheet is correct simply click accept. You will be asked if you are sure, click ok, the status of the timesheet will change to approved. The employee will receive an email notification. 

Using the dashboard

If you want to use the dashboard and approve/reject timesheets individually, click on the required timesheet with my request to approve. 

A box will open showing only that timesheet. There is a free text comment box, if you have open the timesheet in error you can close without action by clicking on the cross in the top righthand corner.

At the bottom of the box you will the approve button. 

Rejecting a timesheet - If you wish to reject a timesheet, there is a small white dropdown option next to the approve button, that will then show the reject option. Click on reject, this will immediately reject the timesheet. The employee will receive an email notifying them. 

Approving a timesheet - If the timesheet is correct simply click accept, this will immediately accept the timesheet. The employee will receive an email notification.