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Approve a Timesheet (iOS)

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Objective

To approve a timesheet in the project's Timesheets tool.

Background

Depending on your project's business process, your employees and workers might be responsible for submitting their own timecards and timecard entries or your foreman/superintendents may choose to create timecard entries on behalf of their site team. The next step is to verify the timesheet's data for accuracy and completeness. Typically, this first-tier approval is completed by a foreman or site manager who changes the timesheet's status to 'Reviewed'.

The next tier in the approval process is for a project manager (or another project executive) to approve the entries to ensure readiness for payroll—Do the hours submitted look accurate? Was 'Overtime' applied properly? Are the hours logged to the appropriate cost code? The steps below show you how to approve a timesheet.

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • '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:
    • If you see an 'Individual Entries' section on a timesheet, time was entered in the Company Timecard, Site Diary or My Time tools and can be approved in the Company and Project level Timesheets tool. 

Steps

Approve a Timecard Entry

  1. Navigate to the project's Timesheets tool. 
  2. Navigate to the timecard entry that you want to review. 
  3. Tap the timecard entry and review it. 
  4. Change the status of the timecard entry to 'Approved' as follows:
    • On the timecard entry, tap the 'Reviewed' status icon.
    • On the 'Change Status' tab, tap the 'Approved' status icon to select it.  

      timecard-entry-reviewed-to-approved.png
       
  5. Repeat the steps above for each timecard entry on the timesheet until you've approved all of the entries on the timesheet.
  6. Continue with Approve a Timesheet below. 

Approve a Timesheet

  1. Navigate to the project's Timesheets tool. 
  2. Navigate to the timesheet that you want to review.
  3. If all your timecard entries on the timesheet are accurate and complete:
    • On the timesheet, tap the 'Reviewed' status icon. 
    • On the 'Change Status' tab, tap the 'Approved' status icon to select it.

      timesheet-reviewed-to-approved.png
       
  4. Repeat the steps above for each timesheet. 
 Tip
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.