Timesheets approval

Overview

Workbench enables the designation of primary, secondary, and administrative approvers for each Timesheet Group through the Control Parameter. In cases where a supervisor's approval is not necessary, the administrative authority can be assigned to the person responsible for managing payroll.

User Document: Timesheet Approvals

Employees must complete the timesheets before they can be reviewed.
Employees will only be displayed if they have the appropriate authority.
An individual cannot approve their own timesheets, even if they are the primary approver for their Timesheet Group.
Job manager approvals will not authorise the entire timesheet, but only the pertinent time entries, thus the approver must still examine it.

For companies with employees assigned to various jobs overseen by different Job Managers, Workbench offers a feature known as Job Manager Approval( or Daily Approval). This feature enables each Job Manager to review and approve the time logged by employees on a daily basis for the jobs they manage, prior to the final approval by the official approver.
Remember to approve any Expense Claims for employees if your company uses them.

Steps

Tasks	Actions	Person

Tasks	Actions	Person
Job manager approval (option)	The job manager confirms the relevant time slots that correspond to the employee's job.	Job managers
Timesheet Approval	Check and approve completed timesheets. Send messages to employees when needed and put it on hold.	Approver.

Relations

Inputs	Outputs	Relations

Inputs	Outputs	Relations
Timesheet entry.	Approved Timesheets	Timesheet Administration Expense Claims

Questions & Answers

Once a timesheet is approved, it is considered finalised, allowing the authorised individual to proceed with exporting it to payroll or financial software for billing processes.

Yes, if discrepancies are found on a timesheet, the approver can email the employee requesting corrections or an explanation and place it on hold until approval can be granted.

On the Timesheet Approvals screen, the approver can review the status in the "Completed" and "Approved" columns to determine which timesheets require their attention.

Daily Approval or Job manager Approval provides a solution for companies where employees move between jobs frequently. It ensures that each Job Manager can review and approve the time worked by their respective team members on a daily basis.

The use of Daily Approval may vary depending on the organisation's policies and requirements.