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Users with Timesheet Manager access maintain escalated approvals, automatic period generation, periods and shifts.

Role: Users with Timesheet Manager, District Manager or Admin roles.


Timesheet Escalated Approval

The Timesheet Escalated Approval grid will display outstanding timesheets. The user will be able to singularly or mass approve outstanding timesheets directly, bypassing the workflow approval.

replace image below in TS escalated approval grid

image-20240510-005811.png

View an Escalated Leave Request

If you prefer to view the details of a timesheet before approving it, click on image-20240509-210708.png . It will open a window containing their leave request details. You will not be able to edit their leave request. Options to Reject or Approve it are displayed at the bottom of the screen.

  • Approve: A pop-up confirmation window will appear providing a note area to optionally enter a reason for the approval. Click Approve. The timesheet will bypass the rest of the workflow and will be updated with an approved status. The originator will be notified that the timesheet has been approved. The originator may open their timesheet to view the ‘Timesheet Approval Trail’ which will include the approver who approved the timesheet, optional notes they entered, and the date/time the timesheet was approved.

  • Reject: A pop-up confirmation window will appear providing a note area to enter a reason for the rejected timesheet. Click Reject. The originator will be notified that the timesheet has been rejected. The timesheet will be updated with as a status of ‘rejected’ and displayed in their ‘My Timesheets’ grid . The originator may view the timesheet to click on the ‘Timesheet Approval Trail’ to see the approval trail of who rejected the timesheet, optional notes they entered, and the date/time the timesheet was rejected. The originator also has the option of editing the timesheet, if needed, and re-submitting it.


Automatic Period Generator


Period


Shift

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