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Approval from the Home screen

The Approval of Timesheets can be initiated from the Time Summary Portlet on the Home screen. 

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  1. Click Time to approve list from the portlet to drill down into the list of Time Entries ready for approval.
  2. Click on the Employee to review Time Entries
  3. Click Approve/Decline Selected
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Approval via List

Entries

Approving Timesheets via the Dashboard

There are 2 possible ways to initiate the timer approval from the Dashboard:

  1. 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 Selectedbutton
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  2. 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 Selectedbutton
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Approving Timesheets via List 

Time entries can also be approved in bulk from the List view. To do this:

Navigate to 
  1. On the left menu bar, choose: Time & Allowance
>
  1.  Approve Time & Allowance
  2. Click
on the Employee to review Time Entry and return
  1. one the Employees
  2. Review the Timesheet
  3. Return to the list
Click
  1. Tick on the checkboxes next to the 
Employee and click the Approve or Decline
  1. Employees
  2. Click the 'Approve' or 'Decline' buttons accordingly
    Note that the
Time Entries
  1. Timesheets have now been processed and removed from the
Timesheets to approve list.

Decline or Modify a Timesheet

When viewing
  1. ApproveTime & Allowance list 

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Declining or Modifying Timesheets

When reviewing a Timesheet, you can

easily Decline an entry by selecting/clicking the time entry and make changes accordingly

easily:

  1. 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 Selectedbutton

  2. Decline individual value(s)
    a. Click the time entries you don't agree with (so that it turns red)
    b
Alternatively, click Edit
  1. d
Click 
  1. Click the 'Approve / Decline Selected' 
Selected
  1. button
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. 

  1. 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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