There a are several ways to review and approve a timesheet with Clock In/Clock depending on the security access rights your company has set for you:
- The ability to approve as well as modify the clock in details, but no access to be able to change other details on a timesheet such as the WBS allocation, add/remove rows
- The ability to approve, modify clock in details and full access to update a timesheet
- The ability to approve from the preview page and no access to update the clock in or any other details on a timesheet
Clock In/Clock Out Time Review from the List Page
This option must be used if an approver can only approve/reject a timesheet and does not have the access rights to edit a timesheet or the clock details. This screen can be used by the approvers with the edit rights as well in addition to being able to approve/review from the edit screen.
- To view the details of the Clock In and Clock Out from the list page, go to the Time Approval tab from the home page of the application. This action will route you to your approval queue where you will be able to see the list of timesheets ready for your approval.
- Select a timesheet you would like to review from the list of the timesheets in your approval queue
- Make sure the "Preview" mode is enabled by pressing the menu icon on any timesheet line next to the printer icon. If not enabled, make sure to press "Enable Preview"
- To view/approve/reject a timesheet, select the timesheet by checking the checkbox on the left of any timesheet you would like to approve. The details will be displayed in the bottom half of the screen
- To view the clock details press on the actual hours to view the clock in details for that day
- Or as an alternative, you can click on the printer icon to view all of the clock in details in a single screen
- To approve or reject a line item or an entire timesheet press the approve or reject buttons as applicable
Clock In/Clock Out Time Review from Timesheet Detail/Edit Screen
If granted the corresponding access rights, you may be able to access the timesheet detail/edit page to be able to modify parts or full timesheet.
To access the timesheet detail/edit screen. press on the Reporting Period link or the edit button next to it. Note that this link will only be available if the corresponding access rights have been granted.
- Once in the timesheet, on the left hand side you will see a tab for "Time Clock" with the number of Clock In/Clock Out entries for the timesheet, press on the icon
- You can see the details per day for the Clock In/Clock Out on the bottom of the page
- The warning icon will show if a validation was triggered. This could be that they were outside the restricted area when clocking out. .
- If enabled, the map icon will appear on each line and will show you the exact coordinate of where the user Clocked In and Clocked Out.
- If granted the access rights you may update the time clock details by pressing the edit icon next to a time clock line
- And updating the clock in clock out fields from the drop down menu of options as applicable, then press Apply
- If updating the total hours/WBS allocation without changing the time clock details, click on the actual line item and/or the date on the timesheet and make the necessary updates.
- When ready press Approve/Reject on the header or line level as applicable.