Review, approve, or reject a time sheet submitted by a time card user that you manage.

Before you begin

Role required: timecard_approver or timecard_admin

About this task

A user manager can review, approve, or reject the time sheets or time cards submitted by the time card users. The user manager has either of the required roles and is the one listed as the manager of the time card users.

During out-of-office time, the user manager can delegate another user with the required roles as the time sheet approver. For the specified time period, the delegated user also receives all the time sheets submitted by the time card users to process.

Procedure

  1. Navigate to All > Time Sheets > Time Sheet Portal.
  2. Click the My Time Sheet list and select a time card user under My Resources.
    The My Time Sheet list is available only for a user manager.
  3. Select the appropriate time sheet period by navigating through the calendar.
  4. Click Approve or Reject.
    ActionResult
    Approve
    • Time sheets that have time cards with multiple approvers as defined by the time sheet policy, remain in the Submitted state. When all the approvers approve the respective time cards, then the time sheet moves to the Approved state.
    • Time sheets that have time cards with a single approver move from the Submitted to the Approved state.
    • A Time Card Daily record is created for each time card to record the time logged.
    Reject
    • Time cards in the Submitted state are rejected automatically. Time cards in the Approved and Processed state remain unaffected.
    • A notification about the rejected time sheet is sent to the associated time card user. The user can view the notification from the show notifications icon (Show notifications icon).

      The user can then modify the rejected time sheet and submit it again for approval.