Review and Approve Timesheets

This article explains how to use the Timesheets feature as a Manager, someone who is reviewing and approving time tracked on plans & tasks.

What you will accomplish
By the end of this article, you will be able to access the timesheet approval views, review submitted timesheets, and approve or reject timesheet submissions.

Requirements

Before you begin, make sure you have:
A OnePlan account with Timesheet Administrator permissions

Instructions

NOTE
These instructions only apply if submissions are active. If you have auto submissions and approval enabled then all of these steps are taken care of automatically by OnePlan

Access the Timesheet Approvals View

1. Click on the Timesheets icon in the navigation. You will begin in the "Time Entry" mode. This is where Team Members track time on their work assignments.
2. To switch to Approval mode, select the desired approval view.
   
   • Approvals by Resource: This view organizes timesheet submissions by the resources that you manage per timesheet period.
     
   • Approvals by Plan: This view organizes timesheet submissions by plan per timesheet period.
     
   • Approvals - Detail Grid: This view provides a complete overview of all timesheet submissions that you need to review. This view is NOT per timesheet period, but all submissions for all timesheet periods.
     

Select Items to Approve or Reject

1. Select one or multiple items to approve or reject.
2. Click the Approve button to approve the timesheet submission. Click the Reject button to reject the timesheet submission. The Approve Time or Reject Time form will open.
   
   
3. (Optional) Enter a comment for the end user to explain the approval or rejection.
   
   
4. Click Approve or Reject. The time submission status icons will update based on your approval or rejection.
   

Related Resources or Next Steps

• Submit Your Timesheet
• Recall Your Timesheet
• Enter Time on My Timesheet
• Copy or Import Timesheet Items
• Change Timesheet Periods