Timesheet Approval

The Approvals page has been designed to make the timesheet approval process more practical, transparent, and organized. From a single interface, users are able to submit, approve, or reject their timesheets for a selected period, and categorize them by user, project, or team. This reduces the need for manual tracking, ensures that pending approvals are clearly monitored, and provides greater clarity regarding team responsibilities and task distribution.

The primary advantages of this page are the time efficiency and structured tracking it enables. Users may approve or reject multiple projects simultaneously, access reports instantly, and review the complete history of each project.

By default, timesheet approval is disabled. In order to utilize the Timesheet Approvals page, it is necessary to first configure the required permissions on the permissions configuration page and create timesheet periods. For timesheets to be submitted and approved, the relevant period must be selected in advance. Subsequently, based on the worklogs entered within the selected period, projects can be viewed on the Timesheet Approvals page.

As the page is both period-based and project-based, it is mandatory to define which project roles are authorized to approve worklogs and which user groups require timesheet approval.

If the necessary configurations are not in place:

On the Your Work page, the button displaying timesheet status will appear disabled, preventing users from viewing their approval status or submitting their timesheets for approval.
On the Timesheet Approvals page, users will not be able to approve timesheets, as submitted projects will not be visible.

Certain functionalities also depend on the configurations made under the Approval Settings section in administration. More comprehensive information regarding these settings is available on the “Timesheet Approval for Admin” page.

The main contents of the document and sections for further details are presented below:

I. Timesheet Approval
I.I. Your Work Page
I.II. Timesheet Approvals Page
I.III. Reports Page
I.IV. How It Works in Practice

II. Timesheet Approval for Admin
II.I. Approval Permissions
II.II. Approval Settings

Timesheet approval can be done in two ways:

Timesheet Approval Page: Allows multiple users and projects to be approved at once.
Reports Page: Provides a detailed view of a user’s worklogs and also allows multiple projects of the same user can be approved in one action.

On the Your Work, Approvals, and Reports pages, statuses are shown based on projects or users. These statuses consist of six different categories:

OPEN: Projects that have not been processed yet or have been revoked.
SUBMIT: Generated when all projects in the relevant period are submitted.
PARTIAL SUBMIT: Occurs when some projects in the relevant period are submitted while others are still open.
PARTIAL APPROVED: Occurs when some projects in the relevant period are approved while others are still open or submitted.
APPROVED: Occurs when all projects in the relevant period are approved.
REJECTED: Occurs when at least one project in the relevant period is rejected.