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Timesheet Approvers -EmployeeTerm-based approval
Timesheet Approvers -EmployeeTerm-based approval

How to set up a timesheet approver

Updated over 7 months ago

There are two modes of approval available in Timesheet Portal.

The first is single stage approval. Single stage approval allows the timesheet to be approved once by a single person. You can assign multiple approvers, however the timesheet submitter must choose a single person to approve the timesheet before submitting the timesheet.

The second mode approval mode is multiple stage approval. With multiple stage approval, you assign two approvers to your employee. When the timesheet is first approved, its status changes to "Partially Approved" and it is automatically submitted to the second approver. Once the second approver approves the timesheet, its status changes to "Approved".

Setting Up Approvers

To set up the approvers for employees, go to the Employees Page, and edit the employee's details. Click on the "Approvers" tab. You must then select "Timesheet Approvers" on top, and select whether you want single stage or multiple stage approval. For single stage approval, select as many approvers as you want, bearing in mind that the employee must select the correct approver before submitting the timesheet.

For multiple stage approval, you must select 2 approvers. The first approver is fixed and the employee will not get a choice of which approver performs the first stage of approval. The timesheet is automatically submitted to the second approver once the first approver approves it.

To save your approver changes, don't forget to click on Update to update the employee record.

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