Timesheet Approval Workflow

If your organization uses timesheet approvals, team members submit their time entries for a manager to review and approve before they are finalized for billing or payroll.

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For Team Members: Submitting Timesheets

1. Complete your timesheet entries for the week or period.
2. Review your entries to ensure they are accurate and properly categorized.
3. Select the entries you want to submit (or submit all pending entries).
4. Click Submit for Approval.

Submitted entries change status from Pending to Submitted.

You cannot edit entries after they are submitted for approval. If you need to make changes, ask your manager to reject the entry so you can correct it.

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For Managers: Reviewing and Approving Timesheets

1. Go to Timesheets.
2. Filter by Status: Submitted to see entries awaiting your approval.
3. Review each entry:
   • Check the description, hours, and billable status.
   • Verify the associated activity or task.
4. For each entry (or bulk select):
   • Click Approve to confirm the entry.
   • Click Reject to send it back with a reason.

Approved entries change status to Approved. Rejected entries return to the team member for correction.

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Bulk Approval

1. Select multiple submitted entries using the checkboxes.
2. Click Approve Selected to approve all at once.

This is useful for end-of-week or end-of-month bulk reviews.

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Timesheet Entry Statuses

Status	Description
Pending	Created but not yet submitted
Submitted	Submitted for approval, awaiting review
Approved	Confirmed by a manager
Rejected	Sent back for correction

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After Rejection: Correcting a Timesheet

If your timesheet entry is rejected:

1. Go to Timesheets and filter by Status: Rejected.
2. Open the rejected entry to see the rejection reason.
3. Click Edit and make the necessary corrections.
4. Re-submit for approval.

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Tips

• Submit regularly — Don't let timesheets pile up. Weekly submission makes approval easier.
• Check your entries before submitting — Once submitted, you cannot edit without a manager's rejection.
• Provide clear descriptions — Entries with vague descriptions are more likely to be questioned or rejected.
• Managers: Approve promptly — Delayed approvals hold up billing and team reporting.