Approving or Rejecting Timesheets

Abstract

How to approve or reject Tempo timesheets and view the approval log

Important

  • Approving team timesheets requires the Manage Team or Approve Timesheet permission for the team.

  • Viewing the contents of team timesheets requires the View Worklogs permission for the team.

  • To prevent data inaccuracies and ensure accurate reporting, users with Approve Timesheets permission cannot approve their own timesheets.

If your organization is using timesheet approvals (reporting periods), team members must submit their timesheet for approval at the end of the reporting period to a reviewer. This reviewer is often the team lead for the team in which the employee is a member, but a reviewer can also be anyone else who has the correct permissions for that team.

When a team member submits their timesheet for approval, a notification email is sent to the reviewer. The reviewer can approve timesheets in three ways:

  • Review and approve a team member's timesheet via the email

  • Open the Team's Approvals page and approve one or more timesheets of the team members there.

  • Open a team member's timesheet directly

Tip

You can also easily submit and review timesheets using the Tempo Mobile app.

Watch this video to see how to approve timesheets:

Reviewing and Approving Timesheets via email

If you're a reviewer who receives a Timesheet Approval request email, you can review and approve the timesheet for that team member:

  1. Click the Review Timesheet button in the email. This open the sender's timesheet that they've submitted.

  2. From there, you can review the time logged for the period, then click Approve in the upper-right. To reject the timesheet, click the arrow next to Approve and select Reject from the menu.

  3. In the form that opens, click Approve Timesheet.

  4. The timesheet owner is notified of your actions via email.

Approve_from_email.gif

 

Approving or Rejecting Timesheets in the Team Approvals View
  1. Select Teams Teams__1_.png in the Tempo sidebar.

  2. In the Teams view, select the team for which you want to approve or reject timesheets.

  3. Click Approvals at the upper-right.

  4. You can approve or reject any timesheets that are Waiting for Approval

  • To approve a timesheet for a single team member, click Approve or Reject, under Actions.

  • To approve or reject timesheets for all team members, select the topmost checkbox, then click Approve or Reject at the top-right.

  • To approve or reject timesheets for multiple team members, select the checkboxes for the team members whose timesheets you want to approve or reject, then click Approve or Reject, at the top-right.

Approve_all_timesheets.gif
Approving or Rejecting Timesheets in the Timesheet View

If you would like to review your team members' timesheets prior to approving them, or approve or reject the timesheet, you can do so directly from the team member's timesheet.

  1. Navigate to the Approval tab in the Teams Teams__1_.png section, as described above.

  2. Open a team member's timesheet by clicking the ellipsis ellipsis-button.png at the far-right of their name, and then select View Timesheet.

    View_timesheet.jpg
  3. In the team member's timesheet, either click Approve or click the arrow next to Approve and select Reject from the menu.

    Timesheet_approve_or_reject.jpg

Tip

You can quickly review and approve any team members' timesheet by clicking the arrow Down_arrow.png next to the name at the top-left of the Timesheet and selecting a name from the drop-down list.

Viewing a Team Member's Approval Log

If you'd like to view the approval history for your team members, you can do so easily using the Approval Log. This shows you the status of the user's timesheet approvals, the reviewer's name, date and time of action, etc. The logs include a timestamp showing when the event happened. Each action in the timesheet approval process triggers a log – one when the timesheet is submitted for approval and another log when the timesheet is approved or rejected. This way the complete approval history is visible to both the approver and team member.

Approval log

You can access the Approval Log in two ways:

  • On the Approvals tab of the Teams page: Click the ellipsis ellipsis-button.png to the far-right of the name of the team member whose Approval Log you would like to view.

  • In the user's timesheet: Click the down arrow on the Submit period button at the top of the user's timesheet, then click Approval Log.