TimeSite Pro supports two important timesheet management workflows:
- Approve timesheet; and
- Authorise timesheet.
Refer to our FAQ article for additional information on the difference between the Approve and the Authorisation workflows.
The Approve timesheet tab enables you to review and approve timesheets submitted by your team. You can filter the timesheets displayed by User, Date, Status, and Approver. Use the Status filter to display all Actionable timesheets. Select a user's timesheet to review the timesheet records included in the timesheet in the Timesheet Details tab.
Select and click a timesheet record to bring up the Timesheet approval panel to see all timesheet records for the timesheet period. Select the Timesheet Details tab to see the list of timesheet records.
Select and click on a timesheet record to review and (if permitted) edit the details of a specific timesheet entry.
Timesheet Approval Actions
You can take the following actions to set the Status of a submitted timesheet:
- Resubmit: send the timesheet back to the Resource user for corrections before submitting the timesheet again.
- Approved: approve the timesheet for further processing such as export to payroll or invoicing.
- Ignore: make the timesheet unavailable for further payroll or invoicing workflows.
You can make timesheet approval status changes either in the listing screen or in the timesheet details screen. To request that the timesheet be amended and resubmitted, you can unlock the timesheet via the Resubmit status. Set the Timesheet Status to Resubmit and then click on the Apply changes made above button. If you have checked the Always on ReSubmit option, the user will receive an email notification and/or a notification via their TimeSite Pro mobile app.
If you check the Notify User box on either the web Approve screen or our mobile tablet app Approve screen, the user will receive a notification that their timesheet has been returned to them for amendment. Once the necessary changes have been made, then the user can submit their timesheet again.
Approval History documents that different actions taking during the approval workflow for this timesheet.
Authorisation Emails shows any emails sent to clients or project supervisors when the timesheet was submitted together with any replies indicating the "authorisation" of the relevant timesheet details. See Authorise timesheet for more information on this feature.
Login and activity history shows the Resource user's activities during their use of the system during the period selected.
Approval via Mobile App
Timesheets can also be approved on our mobile app for both smartphones and tablets. Please refer to our help article, TimeSite Pro Mobile App for Smartphones and Tablets, for more information on this feature.