The Staff Times tab allows your team to approve all company-wide timesheets, make edits, and manually add timesheets.
You have the option to filter timesheet results using these criteria:
- Individual staff members
- Start date
- End date
- Type (productive / non-productive)
- Job ID
- Cost Code
- Non-productive staff type
- Department
- Status
- Shift type
- Trade
- Responsible staff
To approve a timesheet, follow these steps:
1. To approve multiple entries at once, select the checkbox in the upper left corner next to Staff. For individual approvals, simply tick the checkbox next to the staff member's name.
Note: By default the system will always display unapproved timesheets for the current day. Use the filters if you'd like to view timesheets for a different day or status.
2. Next, click the Actions button and select Approve time. A pop-up will appear, confirming the successful approval of the entries.
Once approved, the timesheets will be updated, and a green checkmark will appear under the Approved section.
To edit a timesheet on behalf of a staff member, follow these steps:
- Editing is only available for timesheets that are in an unapproved status. To begin, click the pencil icon on the right side of the timesheet you wish to modify.
2. Make the necessary changes to the timesheet, then click Save. A pop-up will appear confirming that the timesheet has been successfully updated.
Follow these steps to edit a previously approved timesheet.
1. To reverse the approval of a timesheet (so you can edit and reapprove it), check the box next to the timesheet you want to modify. Then click the Actions button and select Unapprove Time.
2. Next, proceed to edit the timesheet by clicking the pencil on the right side of the timesheet you wish to modify.
Make the necessary adjustments to the timesheet and then select Save. A popup notification will appear confirming the successful update.You can now follow the steps outlined earlier to proceed with approving the timesheet.
Click here to learn how to add a non-producing or producing timesheet from staff times.