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Lesson 2 - Approving Timesheets

Timesheets to approve notifications.

  1. Verify that you receive a notification when users submit timesheets for approval.

 

Navigate to the "Timesheets" module

  1. To approve/disapprove timesheets, navigate to the "Timesheets" module, and choose the list "Timesheets to Approve" on the right.

Check which weeks to review.

  1. On the calendar on the right side of the timesheet grid check the weeks marked as “To Review”.
  2. Look at the legend below for the colour code.
  3. To navigate to the desired week, click on one of the days of that particular week.
  4. The system will automatically show you the list of hours you need to approve, organized by user.

Approve time.

  1. To approve specific hours click on top of the cells you want to approve.
  2. To approve all hours of a particular user, click on the green thumbs up button next to the user's name.
  3. To approve all hours for all users, click on the green thumbs up button on the timesheets to approve menu bar.
  4. Verify that you can filter the entries to approve by user, client or by Project/Job/Product/Brand/Work Type.
  5. Verify that the approved cells change colour according to the legend just above the timesheet grid.
  6. Verify that the yellow indicators on the right change as you approve time. 

Disapprove time.

  1. To disapprove specific hours click two times on the cells you want to disapprove (the first click will approve and the second click will disapprove).
  2. To disapprove all hours of a particular user, click on the red thumbs down button next to the user's name.
  3. To disapprove all hours for all users, click on the red thumbs down button on the timesheets to approve menu bar.
  4. Verify that you can filter the entries to disapprove by user, client or by Project/Job/Product/Brand/Work Type.
  5. Verify that the disapproved cells change colour according to the legend just above the timesheet grid.
  6. Verify that the yellow indicators on the right change as you disapprove time.

 

 Provide a rejection motive.

  1. You can provide the user with a motive for rejecting his hours.                                  

Revise rejected hours.

  1. When a supervisor rejects some hours, the user will be notified that he needs to revise the hours and to submit his timesheet again.
  2. Verify that the users receives a notification and a rejection motive.

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