Timesheet Approval

The Timesheet Approval feature in TimePlanner allows managers and designated approvers to review, approve, or reject timesheets submitted by employees. This ensures the time logged is accurate and aligned with project or organizational requirements.

How to Access Timesheet Approvals

1. In TeamBoard TimePlanner, click on from the left sidebar.

2. Select Time Requests to open the Timesheet Requests page.

Timesheet Approval Page Overview

The Timesheet Approval page is divided into three main sections that help approvers review, filter, and take action on Timesheet requests efficiently.

1. Filters and Selectors

Use this section to refine the list of timesheet requests:

• All requests / Requests to me – Sort all submitted requests or only the requests submitted to you.

• Members filter – Select one or multiple members to view their timesheet submissions.

• Date range selector – Choose a preset or custom date range for displaying requests.

2. Status Summary

This top section displays the total number of Timesheet requests, grouped by status:

• All – Shows the total number of submitted timesheets.

• Pending – Timesheets that are waiting for review.

• Approved – Timesheets that have been accepted.

• Rejected – Timesheets that were declined and may require adjustments.

3. Timesheet Details Table (or List View)

This section displays the actual list of Timesheet entries that match the selected filters and status category.

Click to select which columns you want to show or hide in the table.

Approving or Rejecting a Timesheet

1. Select the Date Range and Member/Team

On the Timesheet Requests page:

• Use the Members filter to choose the specific members whose timesheets you want to review.

• Use the date range selector to set the period you want to view.

2. Open a Timesheet Entry to View Details

• Click any timesheet entry in the list to open its details.

• A Timesheet Requests detail pop-up will appear, showing all daily logs for that week, including logged hours, tasks, and status for each day.

3. Approve or Reject the Timesheet

• Select the task you want to approve.

• Click Approve to accept the timesheet.

• Click Reject to decline it.

• (Optional) You may also provide a reason in the notes for clarity.

Approving or Rejecting Multiple Timesheets

Approving or Rejecting Multiple Days Within a Week

1. In the Timesheet Requests list, click any timesheet entry to open the pop-up.

2. In the pop-up, check the boxes next to each day you want to approve or reject.

3. Click Approve or Reject in the bulk action bar that appears at the top.

Approving or Rejecting Multiple Weeks at Once

1. In the Timesheet Requests list view:

   • Check the boxes next to the timesheet entries you want to approve or reject.

   • You can also click the select-all checkbox at the top to choose all visible entries.

2. Once selected, the bulk action bar appears at the top.

3. Click Approve or Reject to apply the action to all selected weeks.

Revoking Timesheet Approval

If an employee needs to update a previously approved timesheet, they can submit a recall request. Approvers will see these recall requests directly in the Timesheet Requests list.

To revoke the approval:

1. Click the Revoke button ( ) next to the timesheet entry.

2. Confirm the action in the dialog box.

Once revoked, the timesheet status returns to Open, and the employee can re-submit after making changes.