![]() Next, users be prompted to enter an optional note and to "Submit for Approval": Organizations with a "weekly" timesheet model can submit from the bottom of the Week View page: If the Employee Cannot Submit Their Timesheet Once the employee's timesheet is complete, the employee can submit their timesheet to their Default Approver for review. Click Update to save the change.Īs of June 2020, Administrators will also be able to use the "Actions" option on the Company -> People page to change Timesheet Approvers for multiple employees at the same time. These options will include all Administrators, as well as any Managers that have permission to approve time for that employee. Check the box next to Timesheets are approved by:, and in the drop down menu, select the User who will be approving timesheets for the employee. In the Timesheet Settings & Approvals section, click Edit Section. To select which Manager or Administrator will approve time for an employee, navigate to the Company -> People page, select the "edit" pencil icon next to the employee's name, and navigate to their Person Details page. An employee can only submit a timesheet when they have a Default Approver. When finished, remember to click Update at the top of the section to save your settings.Įmployees are assigned one Default Timesheet Approver. This is intentional to allow multiple Managers to approve time when the Default Approver may not be available. You will need to set each employee with a Default Approver, and only the Default Approver will be notified when a Timesheet is submitted, but a Manager will be able to approve/reject timesheets for anyone in those Selected Divisions. ![]() Please note: A Manager who can approve time for someone in a specific Division will be able to do so for all people in that Division. Click the right pointing arrow to move those Divisions to the Selected Divisions column. If you want the Default Approver to approve time for only specific Division(s), navigate to the Specify Division(s) section of Security & Permissions. Check the boxes next to the Divisions you want the Default Approver to approve time for in the Available Divisions column. Selecting People in specific divisions allows Managers to use their selected settings for the Divisions you specify.Selecting All people allows Managers to take these actions for all employees in the system.Overriding timesheets allows Managers to enter time for their employees. For more information about the Overriding timesheets permission, please click here.Lock and approve timesheets allows Managers to lock, approve, and reject timesheets.For more information about this function click here Notify users about their timesheets allows Managers to send pre-written emails from the Company -> Timesheets page communicating to employees they're timesheets are overdue, incomplete etc.Review timesheets allows Managers to view timesheets.If you select "Manager", you will find several options in the Timesheets section of the page: In the menu to the left of the page select Security & Permissions, click Edit Section to open the Security & Permissions section. Navigate to their Person Details page by selecting the "edit" pencil icon next to their name: To set up an Administrator or Manager as a Timesheet Approver or Default Approver, first go to the Company ->People page. An Administrator or Manager assigned to approve an employee's timesheet is a Default Approver. ![]() Setting up Administrators and Managers to Approve TimeĪn Administrator or Manager with the ability to approve time is called a Timesheet Approver. If you would like to discuss what adding the Timesheet Approvals Module to your account would look like to your organization, please email our Support Team and we'll be happy to answer any questions and assist with upgrading. ![]() More information on this process can be found in this guide. If your team does not have the optional Timesheet Approvals Module, you can still "lock" timesheets to prevent edits to the timesheet. Setting Up Managers and Administrators to Approve Timeįor assistance reviewing and approving time using the Mobile Application, please see the Approving Time with the Mobile Application help guide. Employees can be set up with a Timesheet Approver if they will be submitting time for approval. ![]() If your organization is utilizing the Timesheet Approvals Module, Administrators can approve time for any employee while Managers can be set up to approve the time of their employees. ClickTime's Timesheet Approvals module allows your employees to easily submit, review, and approve time. ![]()
0 Comments
Leave a Reply. |