Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 6 Current »

First-level approval of Timesheets

The first-level approval process in TimeZee allows project leaders or designated approvers to review, approve, or reject employee work time reports for projects they manage. To be eligible for first-level approval, users must either be project leaders in Jira or be assigned as approvers according to [this instruction].

Accessing approvals

  1. Navigate to Approvals
    In the TimeZee Dashboard, select Approvals from the menu to view all pending time reports requiring your review.

  2. Filter Reports as Needed
    Use filters to narrow down the list of reports based on Employee, Reporting Period, or Status (e.g., in review, accepted, rejected) to find specific reports quickly.

Zrzut ekranu 2024-10-29 o 17.42.32.png

Reviewing and Approving Reports

  1. Approve or Reject Entire Report

    1. In the Approvals list, locate the report you want to review.

    2. On the right side of each report entry, there are dedicated Approve and Reject buttons, allowing you to make a decision without opening the full report.

    3. Selecting Approve confirms the hours logged across all relevant projects you have approval rights for.

    4. Selecting Reject will prompt you to enter a Reason for Rejection, which will be sent back to the employee for necessary adjustments.

  2. Approve or Reject by Project (Optional):

    1. Expand the report to see work time entries for each individual project.

    2. For each project, you can Approve or Reject hours independently, based on your project-specific approval permissions.

Viewing Detailed Report Information

  1. Access Timesheet Details and Decision Log

    1. To review logged hours and the report’s approval history, click the hamburger menu on the right side of the report entry.

    2. From the menu, select Timesheet details to view a breakdown of hours by date, task, and project, allowing you to verify the accuracy and relevance of the work.

    3. To see the report’s approval history, select Decision log for a record of previous actions, including who reviewed, approved, or rejected the report and any added comments.

Completing the First-Level Approval Process

After reviewing the report and making your decision, the report will either advance to second-level approvers if necessary or be finalized if no further approvals are required.

Second-Level approval of Timesheets

Only users with a designated second-level approver role can perform this action. For information on assigning this role, please refer to the TimeZee configuration guide

  • No labels