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How to review and approve timesheets

Review and approve the clock-in/out records of your employees

Permissions

You need to activate the permission to enable managers, team leaders, or specific users to review and approve timesheets.

  1. On your sidebar, go to Settings
  2. In General, click on Permissions
  3. Select the Permission group
  4. Open Attendance
  5. Enable Review and approve timesheets
  6. Click on Save changes


 


 

Review and approve timesheets

  1. On your sidebar, go to Time tracking
  2. Select the period you want to approve
  3. Open Pending tab
  4. To view the clock's detail in each employee's section, click on the arrow located on the right side of each row.
  5. Add a  to select your employees in bulk or select one by one
  6. Click on Approve timesheets

💡 You can view the hour distribution by positioning the cursor on the green and yellow color bars:

  • Light green: the extra hours worked that day
  • Dark green: the exact hours worked that day
  • Yellow: less hours worked that day

 

 

Disapprove an approved timesheet

❗ Timesheets from a closed period that have been approved cannot be edited by the employee but can be unapproved by the manager or the admin.

 
  1. Head to the Approved tab
  2. Select the employees to whom you want to disapprove their timesheets.
  3. Click on the three dots located in the upper right corner
  4. Click on Disapprove timesheets

 

Notifications

Email notifications

Admins and managers will receive:

  • An email at the beginning of the month if there are timesheets pending approval from previous months.

Employees will receive:

  • An email by the end of the month if there are timesheets to be completed for that month.
  • An email when their timesheets have been approved.

 

Dashboard pending tasks

Employees will receive:

  • An alert every time there are shifts pending to be completed.

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