Time Approval Process

Set your time sheet submission approval workflow prior to any real time entry taking place.

Please note: Mixing your approval methods can make an administrative mess. If your team wants to change configurations after users have submitted live time sheets, follow these steps:

1. Set a cut-off date for all time entries before the switch-over
2. Ensure all time sheets in the previous process are approved
3. Making the change in the Administration section
4. Monitor any time sheet resubmissions very carefully

Which Time Sheet Approval option is right for you?

None (Auto-Approved Time Sheets)

• Approve all time entries immediately upon time sheet submission
• This is the easiest method unless your team will truly monitor and approve time sheets

By Time Sheet 1-Tier Approver Only

• Submitted time sheets require the users' designated Time Sheet Approvers' approval
• All time entries on that time sheet are approved or rejected as a complete record

Time Sheet 1-Tier PM Approver Only

• Submitted time sheets require one project manager per project for every project included in the time sheet
• Notifications are sent to all project managers for each project
• The first project manager approving the time entries for their project automatically approves all time entries for that project
• No further approval required by any other project managers for that same project
• All separate projects on the time sheet must be approved by one of the project managers in order for the time sheet to complete the approval process
• Any time entries on the time sheets which are not associated with projects are automatically approved (i.e. Company-level time entries)

By Time Sheets 2-Tier PM Approval & Final Approver

• Follow the same process for both the 1-Tier PM Approver Only followed by the 1-Tier Approver Only
• In other words, PMs will look at their individual project time entries first, then the final approver approves the entire time sheet
• The final approver process cannot take place until all projects have been approved through the project manager approval process