A Step-by-Step Guide to the Timesheet Approval Process

Timesheet Approval

  • All timesheet requests go through an approval process.

  • Navigate to My Team → Timesheets → Approvals or Task Box → Approval Management

  • For each timesheet record, click the View More button. A preview of the submitted timesheet will be displayed, All related timesheet details will also be visible for your review.

  • After review, choose to Approve or Reject the timesheet.

  • Click the Arrow to return the request with a comment. The employee can view the comment, make necessary updates, and re-submit the request, which will then move through the approval process again.


Fig: Timesheet Approval


Fig: Timesheet Request- View Timesheet

Individual Approval

Each record in the approval section has specific icons for action:

  • Tick Icon (✔): Click this icon to approve the particular record.

  • Cross Icon (❌): Click this icon to reject the particular record.

Bulk Approval

Click the checkbox before the Title column to select all the pending approvals. Then, click either the Approve or Reject button located on the right-hand side, above the Actions column, to process the selected approvals.

My Approval
Designated approvers can view all the salary revision requests that are pending approval. They have the ability to take action on these requests, either by approving or rejecting them based on the information provided.

Group Approval
This tab is accessible only when the user is part of an approval group. When approval is assigned to a group, any member of the group can claim the task. Once claimed, the task will appear in their My Approval tab, and they can proceed with the necessary actions. If someone from the group wishes to disclaim the task, they can reassign it to another member of the group, allowing for seamless delegation and approval.

Outstanding Approval
This tab is available exclusively to users with admin access. Admins can view all pending approval requests from various approvers across the organization. They have the ability to take action on these requests on behalf of the approver, ensuring that the approval process continues smoothly.

Approval History
The Approval History tab maintains a complete record of all approvals and rejections. It provides a detailed log of past approval actions, including who approved or rejected the request and any comments made during the process. This allows for easy tracking and transparency throughout the approval workflow.

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