Set timesheet approvers

Manager Practice Admin

In order to be able to approve timesheet entries, you must firstly set up the required approvers. This is achieved by setting permissions and/or assigning approvers to specific staff members.

This topic describes how to set up an approver, together with who they will approve timesheets for. If you want to select an approver for an individual staff member, please see Set staff timesheet approver.

The following table lists the permission required in order to approve timesheets for groups of staff, such as everyone in the user's department. You will need to apply the applicable permissions listed.

LEVEL OF APPROVAL REQUIRED ACTION REQUIRED

Approve timesheets for everyone in my Organization.

Enable GlobReview permission

Approve timesheets for everyone in my office.

Enable OffReview permission

Approve timesheets for everyone in my department.

Enable DeptReview permission

Approve timesheets for jobs I manage.

Enable TSJobApproval

Edit any timesheets I am able to approve.

Enable TSEditApproval

Approve timesheets for staff listed on my Approves page.

TimeReview. Also see Select the staff to be approved

Select the staff to be approved

Typically, this option is used when adding a new manager to the system to identify the staff that the manager will approve timesheets for.

  1. Search for the required staff member.
  2. Select Staff > Details from the menu.
  3. From the Staff page, select the Timesheets tab.
  4. Select the Approves sub tab. Any existing staff this manager approves are displayed.
    Staff page showing who approves tmesheets.
  5. Click Add. From the Add Staff window, search for the required staff member, then click Select on the appropriate row.
    Add Staff window used to add approvers to timesheets.
  6. The selected person is then listed on the Approves tab. Repeat the process for all the required staff, then click Apply.
    Staff page showing selected timesheet approver.
  7. You can remove/delete any unwanted approvers by clicking the applicable Delete icon.