This guide will show you how to submit, approve or reject a Timesheet.

Contents

• Overview
• To submit timesheets
• To approve timesheets
   

Overview

• Timesheets are created by employees to record time spent on specific activities related to specific projects against a period of time. Once the timesheet has been created it will need to be submitted and, dependent on the Timesheet Workflow, approved by the appropriate manager or HR User (see linked guide for more details).
• If a timesheet which required approval has been submitted then an email will be sent to the appropriate person in the workflow requesting approval
• If the approval contains additional hours and an approval is made then a Payment record is created for the employee accordingly

To submit timesheets

• Having recorded all the time against projects required click Back

• Click Submit Timesheet
• Click Yes to confirm the action

• The timesheet will now appear with a Status of ‘Awaiting Approval’

To approve timesheets

• The approver will receive an email notification of a timesheet awaiting approval
• Click on the End Date hyperlink to open
• The approver is able to edit the Additional Hours area of the timesheet to enter a number of hours to form a payment. There is also the ability to enter a number of hours against LIEU hours. As standard this is simple LIEU functionality and requires this time to be managed outside of the timesheet functionality
• Approve Payment – If the approver agrees to the payment request then a payment record is created for the employee
• The timesheet can generate up to 4 different payments depending on what has been configured and these are created as payments in the payments area with notes to signify they were generated from the timesheet and not only the monetary value but also the total hours and minutes for that payment
• Reject to Employee – if a timesheet is rejected then reasons for the rejection can be made. The status of the timesheet will be changed from ‘Awaiting Approval’ to ‘Returned’ and an email sent to the employee to notify them of the rejection