The option of time approval allows employees to submit their timesheet for approval while an admin can evaluate teamwork and lock further time editing.
This article tells you about:
- The stages of the time approval process;
- Time approval for a user and for an admin;
- Some additional information about this feature.
The stages of time approval
First of all, Time approval should be turned on in the team Applications. Then a member and an admin should undertake certain steps in order to approve time.
Users make a request to approve their time for a week from Time page. The submitted time cannot be edited, though members can withdraw a submission if they want to change something. When time is approved or rejected, a member receives a notification by email.
Admins should check the Team Timesheet Dashboard where they see pending approvals, accept or reject them. Another option is to discard the approval request that makes time not approved for the member to edit it.
Submit time for approval
Members should act directly from the Time page. The first step is to submit the time for approval. Mind that you can’t send only some days, but the whole week.
There is no way to correct time entries after the time was sent for approval. However, a member can click on "Submitted" and withdraw the request. This withdrawal option disappears after the time was approved or rejected, any time edits are locked.
When your admin approves the time on the Team timesheet, we change the week time status to Approved. By default, we send an email notification for the time approval or rejection. If you don't wish to receive it, then turn it off in your notifications.
When time entries were rejected, you need to resubmit the day for approval after the tweaks made.
Approve or reject time
After the time was sent for approval, a team admin can open Team Timesheet and check the approval status of each member for this or earlier weeks. Initially, there are just 2 statuses. Not Approved means a member did not submit a request, Pending means the week was submitted for approval. Then an admin starts to check time day by day creating 3 more statuses: Approved, Partially, Pending. This is how all statuses look all together on a Timesheet.
An Admin can press on "Not Approved" and "Pending" to approve time in one click or go day by day marking them as approved. If one day is unchecked, we consider the week to be "Partially Approved". In case of mistake, team admin can easily discard the approval by clicking on a 3-dot-sign > "Discard Approval".