Approve a Time Entry in the Company Level Timesheets Tool

Objective

To approve a time entry in the company's Timesheets tool.

Background

Timesheets are designed to be filled out by a foreman or site manager in the field. Once the timesheets are filled out, they generally need to be reviewed for accuracy before being sent to accounting at the end of each week. This feature enables a supervisor to review and approve a foreman's submitted timesheets for their site teams and site managers for their employees to ensure readiness for payroll and increase accountability with time entries.

Things to Consider

Required User Permissions:
- To approve a time entry in the Company level Admin tool, 'Standard' or 'Admin' level permissions on the Company level Timesheets tool.
  AND
- To view time entries for a Procore project, users with 'Standard' level permissions on Company Timesheets must also have 'Admin' level permissions on the project's Timesheets tool.
Additional Information:
- After a time entry is 'Approved', it is locked in Procore. To unlock an entry, you must Unapprove a Time Entry in the Company Level Timesheets Tool.

Prerequisites

To appear in the Timesheets tool, you must mark the 'Is Employee of <Your Company>' checkbox in your employee's user accounts. See Edit a User Account in the Project Directory.
Optional: To ensure all employees can be viewed and tracked, make sure the 'Can Company Employees be Tracked on all Projects?' setting is enabled. See Configure Advanced Settings: Company Level Timesheets. When enabled, users must have 'Read Only' permissions or higher on the Company Directory to view all employees and workers.
Complete the steps in Create a Timesheet in the Project Level Timesheets Tool

Video

Steps

Navigate to the company's Timesheets tool.
Locate the time entry you want to approve.
Notes:
- Time entries are grouped by a person.
- Narrow your results by selecting a specific Work Week and using the Search and Filter functions.
- Your workweek is determined by the default work week configuration chosen in the company's Time Tracking settings. See Configure Advanced Settings: Company Level Timesheets.
Mark the checkbox next to the time entry.
Note: You can bulk approve time entries. See Perform Bulk Approval Actions in the Company Level Timesheets tool.
Click Bulk Actions.
In the drop-down menu, click Approve.
Note: The time entry will become editable if the time entry is Unapproved and its status changes to 'Pending Approval'.