Approval via Dashboard
Approval Timesheet Approval can be initiated from the Time Summary Portlet on the Home Dashboard.
- Click Time to approve list from the portlet to drill down into the list of Time Entries ready for approval.
- Click on the Employee to review Time Entries
- Click Approve/Decline Selected
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Approval via List
- Navigate to Time & Allowance > Approve Time & Allowance
- Click on the Employee to review Time Entry and return to the list
- Click on the checkboxes next to the Employee and click the Approve or Decline buttons accordingly
- 4. Note that the Time Entries have now been processed and removed from the Timesheets to approve list.
Decline or Modify Timesheet
To Decline an entry, simply click on the time entry you don't agree with so that it turns red.
Alternatively, click Edit and make changes accordingly.
Click Approve/Decline Selected
To Decline from the list check the box next to the timesheet in the list and use the Decline button on the top right on the page.Approving Timesheets via the Dashboard
There are 2 possible ways to initiate the timer approval from the Dashboard:
- Pending Approvals
a. Go to the Home Page (the Dashboard)
b. In the Time to approve portlet are listed all the pending times
c. Click the 'Approve' button for instant approval
or
d. Click one of the pending items
e. Review all values
f. Click the 'Approve / Decline Selected' button
- Time Summary
a. Go to the Home Page (the Dashboard)
b. Click the Time to approve (a grey rectangle) located in the Time Summary portlet
c. Click one of the pending times displayed in the list
e. Click the 'Approve / Decline Selected' button
Approving Timesheets via List
Time entries can also be approved in bulk from the List view. To do this:
- On the left menu bar, choose: Time & Allowance→ Approve Time & Allowance
- Click one the Employees
- Review the Timesheet
- Return to the list
- Tick on the checkboxes next to the Employees
- Click the 'Approve' or 'Decline' buttons accordingly
Note that the Timesheets have now been processed and removed from the ApproveTime & Allowance list
Declining or Modifying Timesheets
When reviewing a Timesheet, you can easily:
- Edit value(s)
a. Click the 'Edit' button
b. Modify values as desired
c. Click the 'Back To Approval' button
d. Click the 'Approve / Decline Selected' button - Decline individual value(s)
a. Click the time entries you don't agree with (so that it turns red)
b. d. Click the 'Approve / Decline Selected' button - Decline the whole Timesheet
a. On the left menu bar, choose: Time & Allowance→ Approve Time & Allowance
b. Tick the checkboxes next to the Employee's name
c. Click the 'Decline (x selected)' button
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