Available on Plus and Premium plans.
When you enable Approvals, timesheets will require your manual approval after workspace members submit them.
To enable Timesheet Approvals, go to Timesheets>Timesheet Approval and Assign approvals.
Select the members whose timesheets will need to be approved, the pay period, and when this feature will take effect.
Pay Period Types
You can select the pay period to be:
- Daily
- Weekly
- Bi-weekly
- Twice a Month
- Monthly
- Custom
Custom pay period gives workspace members flexibility and allows them to submit timesheets of any date range with a Submit button available right on the Timesheets page.
How to approve timesheets?
To approve submitted timesheets, go to Timesheets>Timesheet Approval. In the Submitted tab, you will see all the submitted timesheets with respective pay periods.
To view the timesheets before approving,
- Click the three-dot icon next to each timesheet
- Click View
To approve the timesheet in View mode, click the green Approve button.
To approve them without viewing, in the Submitted tab, click the three-dot icon and Approve.
Who can approve timesheets?
To select who can approve timesheets in your workspace,
- Go to Settings>Timesheet
- Under Who can approve timesheets? select the members
Emails to Submit Timesheets
When timesheet approval is enabled, members will receive an email reminding them to submit their timesheets.
Emails to Approve Timesheets
When a timesheet is submitted, members who have permission to approve timesheets will receive an email reminder to approve the timesheet.
Autosubmit of Timesheets
When you enable Autosubmit, the timesheets will be submitted automatically according to the set pay period.
To enable autosubmit:
- Go to Settings>Timesheet
- Enable the toggle for Automatically submit timesheets for approval
How to unsubmit timesheets?
To cancel a timesheet's submission, under Submitted tab, click the three-dot icon and Unsubmit.
How to turn off Timesheet Approval for a member?
To turn off or edit the details of timesheet approval for a member, you can do so in People>Members>selected member>Billing.
Why can't I track or add time after submitting a timesheet?
When you submit a timesheet earlier than the end of the pay period, you cannot track or add time until the pay period is up.
If you submitted by accident, you can unsubmit the timesheet and continue tracking time.