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Approving or Rejecting Timesheets

  • Approving team timesheets requires the Approve Timesheet permission for the team.

  • There can be only one reviewer per timesheet - multiple reviewers are not supported.

  • 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 (timesheet periods), team members must submit their timesheet for approval at the end of the timesheet approval period to a single 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 (see above).

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:

To approve a timesheet through email notification, the reviewer needs to first log in to Jira.

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

  • Open My Work’s Approvals tab and approve one or more timesheets of the team members there.

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

  • Open a team member's timesheet directly.

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

Watch our video: How to Approve Your Team's Timesheet

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 My Work

  1. Open My Work from the Tempo sidebar.

  2. Click Approvals to view all the timesheets you can review.

  3. 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.

  4. If you have Financial Manager with Project Time Approval enabled and you are a project time approver, you can also view any time your team members have spent on Tempo projects and Approve or Reject the project time.

Approving or Rejecting Timesheets in the Team Approvals View

  1. Select Teams 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 section, as described above.

  2. Open a team member's timesheet by clicking the ellipsis () 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

You can quickly review and approve any team members' timesheet by clicking the down arrow 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. If you have Financial Manager with Project Time Approval enabled, you can also view the same information for project time approvals.

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.png

You can access the Approval Log in two ways:

  • On the Approvals tab of either My Work or the Teams page, click the ellipsis () 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.

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