Permissions
You need to activate the permission to enable managers, team leaders, or specific users to review and approve timesheets.
- On your sidebar, go to Settings
- In General, click on Permissions
- Select the Permission group
- Open Attendance
- Enable Review and approve timesheets
- Click on Save changes
Review and approve timesheets
- On your sidebar, go to Time tracking
- Select the period you want to approve using the date navigator (month, week, day)
- Open Pending tab
- 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.
- Review the monthly or weekly Timesheet
- You can then validate employee’s timesheet directly from the page
- You can also validate Timesheet from the Time Tracking page individually or in bulk
- Add a ✔ to select your employees in bulk or select one by one
- Click on Approve timesheets
An Admin or a manager cannot edit the timesheets:
When the Clock in for a specific date is approved there is no possibility to modify the Clock-in. First, disapprove the Time Tracking and then the employees will be able to manually modify it.
Steps: Time sheet > filter by employee > filter the day or week that has a conflict > check the approval sheet
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
- Head to the Approved tab
- Select the employees to whom you want to disapprove their timesheets.
- Click on the three dots located in the upper right corner
- Click on Disapprove timesheets
Disapproving a Timesheet from the Timesheet itself
- Go on the approved section of the Time tracking page
- Click on the arrow located on the right side of the employee’s row.
- 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.