1. Overview of Time Sheet Stages 0:00
Time sheets move through three stages:
Pending
Require Approval
Approved
This video focuses on how to move time sheets through these stages.
2. Creating and Amending Time Sheets 0:16
Time sheets are created at the beginning of each week.
At the start of the following week, you can:
Make amendments to the time sheets.
Approve time sheets to move to the next stage.
3. Requesting Approval for Time Sheets 0:30
To move time sheets from Pending to Require Approval:
Select the time sheets you are happy with.
Click the 'Actions' button in the top right corner.
Choose 'Request Approval'.
You can select time sheets individually or bulk select all by clicking the box in the top left column.
4. Handling Zero Value Time Sheets 1:12
Note that time sheets with a zero value cannot be moved to the next stage.
5. Approving Time Sheets 1:29
After reviewing, you can approve time sheets:
Click 'Actions' and then 'Approve Time Sheets'.
Select time sheets individually or bulk select.
6. Confirmation of Approval 1:52
A pop-up will appear to confirm approval:
It states that you are about to approve hours for invoicing.
Ensure hours are accurate before approval.
Unapproved expenses will be automatically approved.
7. Finalising Approval 2:17
If satisfied, click 'Confirm'.
Time sheets will then move from the Require Approval stage to the Approved stage.