TeamBoard TimePlanner

Submit Timesheets

After logging your hours in the Timelog section, you can submit your timesheet for review and approval. It will then be sent to an approver who has the required Timesheet Approval permission, such as your Team Leader, Project Manager, or another assigned approver.

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Permissions to Submit Timesheets

  • All Members can submit their own timesheets.

  • Team Admins/ App Admins or Team Leaders (with “Manage Team” permission) can submit timesheets on behalf of their team members.

Submit Your Own Timesheet

Step 1: Log Your Time

  1. Go to the Timelog section from the left sidebar.

  2. Log your hours for scheduled tasks within the selected period (daily or weekly).

👉 [Learn how to log your time here]

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Step 2: Submit Timesheet

  1. Click CleanShot 2025-09-08 at 11.17.15@2x-20250908-041724.jpg button in the upper-right corner.

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  1. In the pop-up, type the approver’s name and select it from the dropdown list.

In some cases, a default approver is pre-assigned and cannot be changed.

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  1. Click CleanShot 2025-09-08 at 11.17.15@2x-20250908-041724.jpg button to confirm.

Once submitted, the timesheet status will change to Pending:

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While a timesheet is pending, it cannot be edited directly. If you need to make changes, you can use the Recall option to withdraw it, update your logs, and resubmit.

Submit Your Team Member’s Timesheets

In situations where a team member is unavailable to submit their timesheet, Team Admins/ App Admins or Team Leaders (with “Manage Team” permission) can submit timesheets on behalf of their team members.

Steps to Submit on Behalf of a Team Member

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  1. Go to the Timelog section from the left sidebar.

  2. Use the User Name dropdown to select the team member whose timesheet you want to submit.

  3. Choose the time period for which you want to submit the timesheet.

  4. Click CleanShot 2025-09-08 at 11.17.15@2x-20250908-041724.jpg button in the upper-right corner.

  5. In the pop-up, type the approver’s name and select it from the dropdown list.

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  1. Click CleanShot 2025-09-08 at 11.17.15@2x-20250908-041724.jpg button to confirm.

Edit Timesheets After Submission

After a timesheet has been submitted, you may need to make changes due to updates in time logs. Editing options depend on the current status of the timesheet:

1. Timesheet Edits Before Review

Pending Status

If the timesheet is still in Pending status and has not yet been reviewed by the approver, click CleanShot 2025-09-08 at 11.57.11@2x-20250908-045715.jpg button to recall it. You can then update and resubmit the timesheet without requiring authorization from an admin or approver.

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→ A notification will be sent to the approver (via email and in-app alert) that the timesheet has been recalled. (Learn more: How to Revoke a Submitted Timesheet)

2. Timesheet Edits After Review

Rejected Status

  • If the timesheet has been Rejected:

  1. Open the rejected timesheet in the Timelog section.

  2. Edit the relevant dates, hours, or add new logs.

  3. Click Re-Submit to send the corrected timesheet back for approval.

Approved Status

  • If the timesheet has been Approved, direct edits are not allowed. To make changes, click the CleanShot 2025-09-08 at 11.57.11@2x-20250908-045715.jpg button to revoke approval.

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To check progress, go to Timesheets > Approval History for real-time status updates.

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Additional Tips for Timesheet Approval Workflow

TimePlanner provides flexible settings for managing how timesheet approvals are assigned and handled. These options allow administrators to adjust workflows based on the needs of different teams.

Restrict Default Approver for Team Members

In this setup, team members cannot change their assigned approver. This ensures a consistent and controlled approval process.

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  • Configuration Steps:

  1. Go to Settings > General.

  2. Set:

  • Allow users to change the default approverOFF

  • Allow users to add themselves as timesheet/vacation approverOFF

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  1. To set or update the default approver: Go to the Resources > Member Profile > Edit Profile > Assign or update the Timesheet Approver.

Allow Team Members to Change the Default Approver / Add themselves as their own Approver

This option gives regular members flexibility to select a different approver when submitting their timesheets.

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  • Configuration Steps:

  1. Go to Settings > General.

  2. Set:

  • Allow users to change the default approverON

  • Allow users to add themselves as timesheet/vacation approverON

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