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How to Approve, Unapprove, and Reject Timesheets

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Notes:

  • To allow team members to submit their time before approval, go to Feature Add-ons > Manage Add-ons > Approvals Preferences and check Team members can review and submit their time. See: How to Set Up Timesheet Submission and Approvals
  • Time can still be approved even if it has not been submitted by a team member, when submissions are enabled.
  • If you want to change the total hours worked format from Decimal form to HH:MM (hours and minutes), before you click Run Report, next to "Show hour details in", select "HH:MM".
  • The "Approve" button will display if there are any days in the given date range are not approved. The "Unapprove" button will display if all days in the given date range have been approved. 
 
   
 

How to Approve Timesheets

  1. Go to Approvals.
  2. Select the report dates, team members, and click Run Report.
  3. Select either Check all unapproved, or select individual team members.
  4. Click Approve Selected Users.
  5. Alternatively, click Approve next to the team member's name individually. 
  Note: Approving the displayed hours approves and locks all time data up to and including the chosen report dates. 
 

How to Unapprove or Reject Timesheets

  1. Go to Approvals.
  2. Select the report dates, team members, and click Run Report.
  3. To unapprove and unlock a timesheet, click Unapprove.
  4. To reject it, click Reject.
  5. Enter the reason for the rejection, and click Send.
  Note: Unapproving and/or rejecting the displayed hours unlocks all hours from the present back to and including the displayed report dates.
 

How to Add a Timesheet Using the Approvals Report

  1. Go to Approvals.
  2. Select the report dates, team members, and click Run Report.
  3. At the right under the hours, click view details.
  4. On the left, click Add timesheet.
  5. In the Timesheet Editor, enter the information, and click Save.
  Note: The date range must be in the "unapproved" state to add more time.
 

How to Edit or Delete a Timesheet Using the Approvals Report

  1. Go to Approvals.
  2. At the right, under the hours, click view details.
  3. Do one of the following:
    • To edit: Click the edit icon (), make the changes, and click Save.
    • To delete: Click the delete icon () › Delete.
Note: A timesheet must be in the "unapproved" states to edit or delete the time. 

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