Managers can now seamlessly review and approve timesheets of their reportees. Here’s how:
Open the dashboard by typing "settings" as a DM to the app. Head to the Time tracking -> Timesheet Approvals section.
The approval page will be organized into two tabs - pending approval “Approvals” and already approved “Approval log”. Both tabs are organized by employee, with each employee being represented by their own tile summarizing the number of timesheet periods and hours either approved or unapproved.
While you may use the “select all” button to highlight and approve all timesheets, or use the “approve employee” button to approve all timesheets for any one or multiple employees, it is recommended to open each employee tile and review individual timesheets for approval.
Please note your filter options:
Show only timesheets with overtime will hide all timesheets WITHOUT overtime.
People will allow you to select a subset of employees to view.
Date range will allow you to select a subset of time for which to view timesheets, though note that timesheets will always be organized by week (or two-weekly or monthly period if configured).
To approve a single timesheet, hit “Expand” on the employee you’d like to view. This will show each timesheet (weekly period) along with a summary of hours and overtime if configured. You may further click “Expand” on a single timesheet period to view the day-by-day summary of hours, and click “Expand” on a single day to view the full minute by minute punch history on that day.
Please note that approvals happen at the timesheet level, and you cannot approve or reject individual days or individual punches. To change a punch you will need to visit the timesheet editor before approving the full timesheet.
Notes:
A) If you have employees with biweekly or monthly payroll cycles, you’ll see a “timesheet tenure" toggle near the top that captures these different groups of employees by approval cycle. If you have only one approval cycle (e.g. weekly) then you will not see this option.
B) Once approved, the downloadable timesheet report will display relevant approval data (if approved, when, and by whom).
To unapprove / retract an approval:
Use the aforementioned “approval log” tab, where you can view the historical approved timesheets for employees. To unapprove a timesheet, select the employee, click “Expand,” and you’ll see the option to “Unapprove” for the specified date range.
Note: Automatic manager alerts for unapproved timesheets are available on request by emailing sarah@harmonizehq.com, chatting support, or contacting our team on any channel.