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Timesheet Approval Workflow

Admins and Employee Admins review submitted timesheets and approve or reject them. This ensures accuracy before payroll processing. Approving and rejecting requires the Timesheets — Manage permission, which the Employee Admin role carries, so timesheet managers can approve without full admin access.

Reviewing timesheets​

  1. Navigate to Timesheets in the sidebar
  2. Filter by status Pending to find days that need review (a day shows Mixed when its entries don't all share one status)
  3. Click a day to open its detail page and review the hours, per-location entries, description, and the service visits worked that day

Approving and reverting​

Approvals can happen at the day level or per entry:

  • Whole day — from the day's detail page (or the row's Approve button in the table), approving applies to every entry for that day. Use Revert / Revert to pending to move an approved day back.
  • Individual entry — open the day and approve or revert a single location entry from its row.

Approved entries are locked and can no longer be edited by the employee.

Rejecting entries​

Reject entries with the table's bulk actions: select days with the checkboxes, then click Reject Selected. Rejection applies to all entries in the selected days and signals to the employee that a correction is needed; the employee can then submit a corrected entry.

Bulk actions​

Select days using the checkboxes in the table, then use the bulk action buttons to approve, reject, or mark as pending. Bulk actions apply to every timesheet entry within the selected days.

Notifications​

Admins can receive notifications when employees submit timesheet entries:

  • Push notifications: Enabled by default for admins. Individual admins can disable these in their notification preferences under Timesheet alerts.
  • Email notifications: Optional company-wide setting. Enable in Company Settings under the Payroll section by checking Email admins when employees log time.

Export​

After approving timesheets for a pay period, export the data for payroll processing. See Exporting Pay Periods.