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Approve a Time Entry in the Company Level Timesheets Tool

Objective

To approve a time entry in the company's Timesheets tool.

Background

Timesheets are designed to be filled out by a foreman or superintendent in the field. Once the timesheets are filled out, they generally need to be reviewed for accuracy before being sent to accounting at the end of each week. This feature enables a supervisor to review and approve a foreman's submitted timesheets for their crews and superintendents for their employees to ensure readiness for payroll and increase accountability with time entries.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the Company level Timesheets tool.
      OR
    • 'Standard' level permission on the Company level Timesheets tool.
      AND
      'Admin' level permission on a time entry's Project level Timesheets tool.
  • Additional Information:
    • Once a time entry has been 'Approved', it is locked and cannot be edited until it is 'Unapproved'.
    • For a person to appear in this tool, they must be added to a Directory and a checkmark must appear in the 'Is Employee of <Your Company>' box on their profile. For more information on how to check for this setting in a user's profile, see Edit a User Account in the Project Directory.
    • Employees who are only entered in the Company Directory can be seen if the setting "Employees Can Be Tracked On All Projects" is enabled. See Track Employees To All Projects For Timesheets for more information.
      • With the setting "Employees Can Be Tracked On All Projects" enabled, you must have at least 'Read Only' permissions on the Company Directory tool to see all employees and workers.

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.


Steps

  1. Navigate to the company's Timesheets tool.
  2. Locate the time entry you want to approve.
    Notes:
    • Time entries are grouped by person.
    • Narrow your results by selecting a specific Work Week and using the Search and Filter functions. 
    • Your work week is determined by the default work week configuration chosen in the company's Time Tracking settings. See Manage Time Tracking Settings
  3. Mark the checkbox next to the time entry. 
    Note: You can bulk approve time entries. See Perform Bulk Approval Actions in the Company Level Timesheets tool.
  4. Click Bulk Actions.
  5. In the drop-down menu, click Approve
    Note: The time entry will become editable if the time entry is Unapproved and its status changes to 'Pending approval'.

See Also

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