How do I approve a timesheet?

Before you get started

If you are approving timesheets for certain employees, you will see their timesheets appear in the dedicated Approval module.

If you do not have access to this module, please contact your administrator.

Approve or reject a timesheet

The Approval module lists all timesheets pending your approval on the left-hand side of the page. They are always grouped by submission period (e.g. Chloé Alibert’s timesheet for January 1 to 31 is pending approval).

When you select a timesheet, the details appear on the right. In addition to time accounts and warnings, timesheet details now include comments. If there are more than three, a link appears so you can view the other comments on the timesheet.

The entire timesheet can be accessed by clicking on “View timesheet”.

You can approve (or reject) the timesheet from any view. If you reject a timesheet, you must specify the reason for refusal.

If you have authorized your submitters to choose between payment and recovery, it is now possible to edit the allocation of payroll variables from the Approval module.

Process the timesheets of other approvers 

If you need to approve timesheets in place of someone else (a team member who has gone on leave without setting up a delegation, a team leader who has left the company without approving all their team’s timesheets, etc.), you can go to the tab of timesheets to be approved “By others”, then select, for example, the approver concerned in a filter, to see all timesheets still pending their approval. Other filters are available, such as the submitter, their department, or their establishment.

If you do not apply a filter, by default you will see all timesheets pending approval that you are authorized to process, in accordance with the permissions associated with your role. If you would like to change these permissions, please contact your administrator.

Approve several timesheets at the same time

You can select timesheets to be approved at the same time. If you move the mouse over a timesheet, checkboxes appear to the left of each timesheet. By clicking on “select (x) timesheets”, you can tick off all timesheets pending approval for mass processing. 

Please note that timesheets must always be approved in chronological order for payroll variables to be calculated correctly. Therefore, you may get the following message when approving timesheets in bulk: “+ x previous timesheets”, which informs you that you will be approving other timesheets in addition to your selection, so that chronological order is respected: 

Quick approval

Under the list of timesheets to be approved, a “Quick approval” button may appear, which indicates the number of eligible timesheets. These are all the timesheets with no warnings and no payroll variables that you can approve quickly since they do not require any special attention:

You can, of course, view them before approval, if need be:

To respect the chronological order of the timesheets when giving your approval, the only timesheets eligible for quick approval are those that are not blocked by a preceding timesheet containing a warning or payroll variable.

Reminders for late submitters

There is a dedicated module for reminders that can be accessed from the Reporting module. 

You can access the Reminder module directly from the Approval interface, via the links at the bottom left, “View submitters to be reminded” or “View approvers to be reminded” (depending on whether you are in the “by you” or “by others” section):

Delegate your approval rights

Under the list of timesheets pending approval, there is a link allowing you to delegate your approval rights, in case of absence, for example. 

To configure the approval workflow, go tothis help sheet. 

 

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