Context

This page shows time sheets for all users for whom the person logged in has responsibility for approving, either for the time sheet overall or for one or more individual lines in the time sheet. As an example, a line manager may be responsible for overall approval whilst a project manager may be responsible for approving time spent on a project managed by them.

Accessing this page

To access this dashboard page, select 'Approve Time' from the 'Time' section of the pull-down menu.

Filtering

• Status. Use this to filter time sheets to a specific status, for example ‘Awaiting Approval’.

• Users. Use this to filter on time sheets for specific users.

• Start After/End Before. Use these to filter on a specific time range.

• Show everyone’s time sheet. Use this to select time sheets for all users.

Action buttons

• Approve. Displayed when the status filter field is ‘Awaiting Approval’ and the results are displayed in table format.

Approving an individual timesheet

To approve an individual time sheet, click on the time sheet and then click on the approve button in the time sheet detail page.

Approving multiple timesheets

• Set the status filter to ‘Awaiting Approval’.

• Switch the display format from tiles to table (using the icons to the right of the order by field).

• Check the boxes of time sheets to be approved or check the box in the header to select all of them.

• Click on the Approve action button.

Freezing an individual timesheet

To freeze an individual time sheet, click on the approved time sheet and then click on the freeze button in the time sheet detail page..

Freezing multiple timesheets

• Set the status filter to ‘Approved’.

• Switch the display format from tiles to table (using the icons to the right of the order by field).

• Check the boxes of time sheets to be frozen or check the box in the header to select all of them.

• Click on the Freeze action button.

FAQ

Q: I am trying to approve or freeze time en masse but there is no approve/freeze button.

A: There are 2 pre-requisites for the approve or freeze action button to display:

1. The status filter field must be set to ‘Awaiting Approval’ (for the ‘Approve’ button) or ‘Approved’ (for the ‘Freeze’ button).

2. The results must be in table format. The toggle for this is to the right of the order by drop-down field.