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Timesheet approval

1. What is Timesheet Approval?

Timesheet Approval is the process in Teamboard TimePlanner where managers or designated approvers review and decide whether to approve, reject, or request modifications to timesheets submitted by employees.

2. Who Has Permission to Approve Timesheet Requests?

To approve timesheets in Teamboard TimePlanner, a user must have the "Timesheet Approver" permission enabled in the permission settings.

How to grant permissions to Timesheet Approver, click here

3. How Access to Timesheet Approval

Timesheets that were sent to the approver to approve are listed in ApprovalTimesheet

Screenshot 2024-09-24 at 15.01.59.png

4. How to Approve Timesheet Requests

Timesheet approvals include the following statuses:

  • Screenshot 2024-09-25 at 17.09.05.png : The number of timesheets waiting for approval.

  • Screenshot 2024-09-25 at 17.09.16.png : The number of timesheets that have been approved.

  • Screenshot 2024-09-25 at 17.09.11.png : The number of timesheets that have been rejected.

To approve the Timesheet, click the Screenshot 2024-09-25 at 17.12.59.png button. To reject it, click the Screenshot 2024-09-25 at 17.13.44.png button. The approver can then leave a reason for approval or rejection in the comments section.

Screenshot 2024-09-25 at 17.20.11.png

4.1 Approve Multiple Timesheets at Once

  • In the Approvals List, check the boxes next to the timesheets you want to approve or reject. You can select multiple timesheets simultaneously.

  • After selecting the desired timesheets, bulk action buttons will appear at the top: Approve or Reject then Apply it

Screenshot 2024-09-24 at 15.05.51.png

After clicking "Apply," the approver can add notes or comments for the timesheet owners.

Screenshot 2024-09-24 at 15.08.04.png

4.2 Revoke Timesheet Approval

When the submitter decides to make changes and requests resubmission, the requests will be sent to the approver and they can Revoke it.

Screenshot 2024-09-24 at 15.11.05.png

To approve the Recall Request, Click the Screenshot 2024-09-25 at 17.13.09.png icon next to the timesheet entry that needs to be revoked. This action will open a confirmation dialog.

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