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How to review and approve timesheets

Review and approve the clock-in/out records of your employees

Permissions

You need to activate the permission to enable managers, team leaders, or specific users to review and approve timesheets.

  1. On your sidebar, go to Settings
  2. In General, click on Permissions
  3. Select the Permission group
  4. Open Attendance
  5. Enable Review and approve timesheets
  6. Click on Save changes

 


 

Review and approve timesheets

  1. On your sidebar, go to Time tracking
  2. Select the period you want to approve using the date navigator (month, week, day)

 

  1. Open Pending tab
  2. To view the clock's detail for the choosen period in each employee's section, click on the arrow located on the right side of each row.
  3. Review the monthly or weekly Timesheet
  4. You can then validate employee’s timesheet directly from the page
  1. You can also validate Timesheet from the Time Tracking page individually or in bulk
  2. Add a  to select your employees in bulk or select one by one
  3. Click on Approve timesheets

 

Disapprove an approved timesheet

Timesheets from a closed period that have been approved cannot be edited by the employee but can be unapproved by the manager or the admin.

 

 

Disapproving Timesheet from the Time tracking Page

  1. Head to the Approved tab
  2. Select the employees to whom you want to disapprove their timesheets.
  3. Click on the three dots located in the upper right corner
  4. Click on Disapprove timesheets

 

Disapproving a Timesheet from the Timesheet itself

  1. Go on the approved section of the Time tracking page
  2. Click on the arrow located on the right side of the employee’s row.
  3. Click on the button ‘Disapprove’

 

Notifications

Email notifications

Admins and managers will receive:

  • An email at the beginning of the month if there are timesheets pending approval from previous months.

Employees will receive:

  • An email by the end of the month if there are timesheets to be completed for that month.
  • An email when their timesheets have been approved.

 

Dashboard pending tasks

Employees will receive:

  • An alert every time there are shifts pending to be completed.

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