Approval Setup

• Read more about Team Approval.
• Read more about Department Approval.

Approval Structure

The Approval Structure defines the process through which employees' timesheets and expense reports will pass after employee completion and submission. Admin provides for four different types of approval:

• Department
• Team
• WBS
• Policy

All four approval types can be used in any combination. It is also possible to have no approval structure. Different approval structures can be created for timesheets and expense reports, or they can be the same.
Administrators can configure approvals so that approvers see the submitted timesheets and expense reports either simultaneously (parallel) or sequentially (with the exception of policy approvers, who will have access to the timesheet or expense report immediately upon submission).

In building the approval structure, Admin uses reference groups and approval groups. A reference group comprises the department associated with a particular department approval process, the level 1 or level 2 for a WBS approval, or the employees who comprise an approval team. The approval group comprises the individual approvers. A reference group is associated with one or more approver groups.

If a simple single-level team, department or WBS approval is employed, Admin will automatically create the associated reference and approval Groups. Administrators will not need to configure approval or references groups for this simple approval.

If a multi-level sequential approval workflow is used, an administrator must directly create and configure a reference group to determine the approval sequence, and assign a separate approval group to each level. Reference and approval groups can also be created directly in Admin.

Admin has two levels of Approver Rights that are established in the setup process.

• Modify and Approve
  • Can make changes to timesheets and expense reports.
  • Authorization to approve report that the user modified.
• Review Only
  • Cannot access actual timesheets and expense reports.
  • Can access employee information for department, team or WBS via Time's Printable Reports section.

Additionally, approvers can be configured as primary approver, secondary approvers or both.

• Primary Approvers: Approve all timesheets and expense reports except their own.
• Secondary Approvers: Only approve the work of the primary approvers.
• Both: No approver limitations