Resetting Timesheet Approvals for a Job: A Quick Guide

When configuring your jobs, the 'bulk sign off' option allows one designated staff member, mobilised to the job, to collect client sign-offs. Once obtained, all timesheets for the job are locked. It's advisable to communicate to the team who should secure the sign-off and ensure everyone submits their timesheets before this step. If, for any reason, the client sign-off precedes timesheet entries, and a team member can't submit their timesheet, administrators can reset the password. To initiate this, they should navigate to the timesheet tab of the specific job and select 'reset sign off.'

 

 

Now, the staff during that period can submit a timesheet, but they'll   have to obtain client sign off once more.