Approve timesheets
Review and approve or reject submitted timesheets from the Inbox.
Timesheet approval is required only when the Timesheet Submission admin setting is enabled. When a timesheet is submitted, an approval request is sent to the resource manager.
Approve a timesheet
To review a submitted timesheet:
-
From the top navigation bar, click the inbox icon.
-
Select the Timesheet Approvals tab. This lists the submitted timesheets awaiting approval.
-
Click Review to see the complete timesheet with all the comments made by the user. If the timesheet meets expectations, click Approve. Otherwise, click Reject.
Note: When Reject is clicked, Consult prompts for a reason.
When a timesheet is rejected, the employee is notified with the rejection reason. The employee can then update the hours or comments and resubmit the timesheet for approval.
Reopen an approved timesheet
Approving a timesheet locks the week, but the approval can be undone when hours were approved in error or need correcting after the fact.
Reopening is restricted to resource managers, and only for the people they manage. A Reopen button appears next to approved submissions in the Timesheet Approvals tab and on the timesheet submissions page of a user you manage. Nobody else sees it.
To reopen an approved timesheet:
- Find the approved submission, either in the Timesheet Approvals tab or on the user’s timesheet submissions page.
- Click Reopen.
- Confirm in the Reopen Timesheet dialog, which asks “Are you sure you want to reopen this timesheet? The employee will be able to edit and resubmit it.”.
Consult confirms with “Timesheet reopened”.
Confirming discards the submission along with any project manager approvals recorded against it. The week returns to draft, so the employee can edit their hours and must submit the week again for it to be approved.
Warning: Reopening cannot be undone from the app. The week has to go through submission and approval again, which also means it is no longer counted as compliant until the employee resubmits.