Approve a Timesheet (iOS)
Background
Field workers can submit their own timecards or foremen can submit time for their crews. All timecards are added to a timesheet. A foreman or superintendent typically reviews the timesheet for accuracy, changing the status to 'Reviewed'.
Next, a responsible party 'approves' the entries for payroll. This check ensures hours are accurate, overtime is applied correctly, and costs are logged to the right code, before they are marked as 'complete' in the Company's Timesheets tool.
Things to Consider
TipWondering how to configure user permissions to best fit your business needs? For a more detailed explanation about user permissions and multi-tier approvals, see How do I configure user permissions for multi-tier approvals with timekeeping?
'Approved' timecard entries:
Can only be edited by a user with 'Admin' permissions on the Company level Timesheets tool.
Cannot be deleted.
Can only be marked as 'Completed' in the Company level Timesheets tool.
'Completed' timecard entries:
Cannot be edited at the project level. See Edit a Time Entry in the Company Level Timesheets Tool and Edit Your Company's Timesheets in Bulk.
If you see an 'Individual Entries' section on a timesheet, time was entered in the Company Timecard, Daily Log, or My Time tools and can be approved in the Company and Project level Timesheets tool.
Prerequisites
Steps
Approve Individual Timecard Entries on a Timesheet
Approve a Timesheet
Approve Individual Timecard Entries on a Timesheet
Navigate to the project's Timesheets tool.
Tap the timesheet with the the timecard entry that you want to review.
Tap the timecard entry and review it.
Tap the status and tap Approved.
Repeat the steps above for each timecard entry on the timesheet until you've approved all of the entries on the timesheet.
Continue with steps to Approve a Timesheet.
Approve a Timesheet
Navigate to the project's Timesheets tool.
Tap the timesheet that you want to approve.
When all timecard entries on the timesheet are accurate and complete, tap the status and tap Approved.
Repeat the steps above for each timesheet.
TipIf you need to edit the timesheet at a later time, you must change its status to 'Reviewed' or 'Pending'. If you are collecting employee signatures on your mobile device, you will need to collect those signatures again.
If you need to edit the timesheet at a later time, you must change its status to 'Reviewed' or 'Pending'. If you are collecting employee signatures on your mobile device, you will need to collect those signatures again.