With timesheet approvals, you can require your employees to submit their timesheets for approval before payroll runs, as well as delay your payroll for your team.
Table of Contents
- Delaying payroll
- Setting up pay periods and requiring timesheet approvals
- Viewing, approving and denying timesheets
You can now delay automatic payroll. This will give you more time to review your employee’s work hours and approve or deny their timesheet before payroll is processed.
To set your timesheet approval settings go to your organization’s settings by clicking on Settings & Policies on the left sidebar, then select Features from the drop down menu.
Click on the Payments tab, then, you’ll need to specify the number of days you want the payroll to run by the end of the pay period (i.e. how many days you want to delay the payment) then hit Save.
As an example, if you’ve set a 2 day delay on your payroll, and the payroll is scheduled to run on April 19, the payroll payment would be processed on April 21st, 9:00pm UTC.
Setting up pay periods and requiring timesheet approval
When timesheet approval is enabled for your team, you’ll be required to review their timesheet before their payroll is be processed. To enable this feature for members in your organization, follow this guide:
Navigate to People > Members on the sidebar.
Under the payment column next to the member’s name, click the pencil icon.
First make sure that the user has pay periods, type, and rates set by following this guide. Toggle the Require timesheet approval setting to enable it, then hit Save.
Once timesheet approval is enabled for your users, payment details (pay periods, pay type and pay rates) will sync with payroll automatically. If you haven’t set up automatic payroll in your organization, then here’s a guide that will help you set that up.
Viewing, approving and denying timesheets
Team member timesheets can be found on the Approvals page, under Timesheets, located on the left sidebar. You’ll see how much time was logged and the corresponding activity levels within a specific pay period. There’s also a status column which will help you identify when a timesheet is open, submitted, approved, denied or paid. You’ll see an actions button right next to a user’s timesheet which lets you view, approve, or deny the timesheet.
You can also deny or approve a timesheet while viewing it. Likewise, from the timesheets view, you can switch to a different user’s timesheet, by clicking on the previous timesheet or next timesheet buttons.
Submitting & un-submitting timesheets
To submit your timesheets, click on approvals, under timesheets, located on the left sidebar. Press the actions button to expose the submit or the un-submit (if applicable) button.
A user’s timesheet will get paid through payroll, without approval, when ‘require timesheet approval’ is not enabled on the members page.
When a timesheet is already approved or submitted, the user will no longer be able to log more time for that pay period.
When users delete screenshots, timesheet status changes to Open.