Managing Timesheets

Every user can edit or delete their time entries, as long as their timesheets haven’t been locked. To see your previous week’s timesheet, use navigation arrows around your current timesheets’s dates or click on the dates and choose a week from the drop-down calendar.

If you edit an approved or rejected timesheet, its status will be rolled back to “Not Ready”.

Edit Assigned Users’ Timesheets

Managers with “Modify & Approve Users’ Time-Track” permission can review and edit time records of users assigned to them. To do that, go to the “Enter Time-Track” interface, click “Me” and use the drop-down menu to select from the list of users.

After you select a user, you’ll see their timesheet and will be able to edit it as your own. Its color will turn to a darker blue so that you don’t mistake it for your own timesheet.

Note that managers can edit time entries only for tasks that belong to their management scope.

To go back to your timesheet, click “Back to me” right next to the user selector.

Review Assigned Users’ Time Entries

Managers can also review time entries of other users in the “View Time-Track” interface. Use the user selector to choose from a list of users assigned to you and change chart and time-track details settings to adjust the view.

Approve Timesheets

With timesheet approval, you can make sure that the time logs of your team members are correct.

To enable this feature, go to Settings > Turn Features On/Off > Click on the slider next to Time-Track Approval.

There are two ways of how managers can see and manage timesheets submitted for approval:

• Directly from the Enter Time-Track interface. Select the user using the user selector, approve or reject their timesheet. Timesheet status will be updated instantly.
• From Enter Time-Track > Approve Time-Track interface. For more convenience, you can filter timesheets by statuses or search users by their names. Select one or several timesheets and click “Approve” or “Reject”.

If you would like to see the approval history, click the bell icon next to Approve Time-Track:

To review user’s entries before approval, click on their name, and you’ll be forwarded to their weekly “Enter Time-Track” interface.

Managers can view automatically approved timesheets of their team at any time. If you need a manager to edit automatically approved timesheets, go to Settings > General Settings > Data Access Restrictions and enable the option “Allow managers to modify time-track of users configured for automatic approval”.

Grant Approving Permission

Managers can assign approvers by granting users the right to “Modify & Approve Users Time-Track” and assigning subordinating users to them.

Any user can be assigned multiple approvers. However, they only need to get one approval from any of them. For more data security, you may want to grant the permission to “Lock Time-Track”.

To see who can approve a user's timesheet, go to Users > Accounts & Permissions. Select the necessary user from the list, scroll down to the “Time-Track Approval” section and click on the number of managers if there are any.

If you turn off the switch, the timesheet will be approved automatically.