Overview
The Time Sheets tab allows approvers to review and approve (or reject) submitted time sheets.
How to Approve/Reject a Time Sheet
Using the filters in the left-hand pane, time sheets can be loaded into the Time Sheets grid for review and approval/rejection as appropriate.
When loaded, each row listed displays the current status of the Time Sheet. Clicking a Time Sheet row will load it's details into the Time Sheets Detail.
The steps below walk you through a basic approval process.
Note Firms using line-item approval must approve all lines via the Time Sheet Lines tab prior to approving the Time Sheet.
1. Browse to PR>Approver>Time Sheet tab
2. Use the filters to load Time Sheets for review
2. Click a row in the Time Sheets grid to review the related lines
3. Approve/Reject the Time Sheet by checking the box in the Time Sheet grid and clicking Approve or Reject as appropriate. Multiple Time Sheets can be marked for bulk approval.
a. If rejecting, you'll be prompted to provide a reason.
The approval process has been completed for the selected Time Sheets.
Field Descriptions
Toolbar
| • | Refresh - Refreshes the applet |
Buttons
| • | Submit (visible only with special rights) - Submits the selected time / expense sheets governed by line-item approval regardless of the approval status of all lines. |
| • | Reject - Rejects the selected time / expense sheets |
| • | Approve - Approves the selected time / expense sheets |
| • | Toggle Checked - When checked, all of the time / expense sheets in the grid will be selected or deselected. |
Time Sheets Grid
| • | Employee - Employee associated with the loaded time sheet |
| • | Status - Approval status of the time sheet. |
| o | Unsubmitted - Time Sheet has not been submitted |
| o | Pending - Time Sheet lines are partially approved. Only available when using line-item approval. |
| o | Ready for Approval - Time Sheet is submitted and ready for approval. When using line-item approval, also denotes all line items have been approved. |
| o | Approved - Time Sheet has been approved |
| o | Rejected - Time Sheet has been rejected |
| • | Period End - Period End Date of the Time Sheet |
| • | Regular Hours - Regular Work Hours |
| • | Premium Hours - Overtime Hours |
| • | Total Hours - Total hours for the time sheet |
| • | Documents - Number of documents associated with the Time Sheet. Click to review documents. |
Time Sheet Detail Grid
Time Sheet Detail Grid displays line items associated with the selected time sheet.
| • | Work Date - Date the hours were worked |
| • | Hours - Number of hours worked |
| • | Is Premium - When checked, the hours are considered overtime |
| • | Path - Project Path associated with the record |
| • | Job Code - Job Title code associated with the record |
| • | Labor Code - Labor Code associated with the record |
| • | Location Code - Location associated with the record |
| • | Comment - Time Sheet line comment |
Time Sheets tab uses standard Approvers applet Filters and Columns.
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