Approvals
Approve timesheets
Timesheet approvals let agents submit a week and admins approve it. Approved weeks are locked until they are reopened.
Turn on approvals
- 1Go to Settings, then Workforce Management.
- 2Open Time tracking.
- 3Turn on Enable time tracking.
- 4Turn on Enable timesheet approvals.
- 5Choose whether admins are notified when a week is submitted.
- 6Optionally set Auto lock weeks older than.
How the week moves
Open
The week can still be edited by the agent.
Submitted
The agent has sent the week for review.
Approved
The week is locked. Time entries and punches become read only.
Reopened
An approved week was reopened with a reason so it can be corrected.
Where admins approve
Admins approve submitted weeks from the Team tab in the timesheet area. They can approve one week, approve all submitted weeks, or reopen a week with a reason.
Auto lock is optional
Auto lock closes older weeks even without approval. Leave the field blank if you only want manual approval locking.