Understand Timesheet Statuses

This article provides an overview of the statuses that apply to timesheet rows in OnePlan. It explains what each status means, how statuses change as timesheet rows move through the submission and approval process, and how they affect what actions are available to team members and managers.

What you will understand
After reading this article, you will understand the lifecycle of a timesheet row, what each status represents, and how statuses govern the actions available to you.

Audience

This article is intended for:

Team members who track time in OnePlan and need to understand what happens after they submit a timesheet
Managers who review and approve timesheets and need to understand the approval process
Timesheet Administrators who manage locked or unlocked timesheet rows
New OnePlan users looking to understand the timesheet workflow at a high level

This article is not intended to replace task-based instructions for submitting, recalling, or approving timesheets.

Conceptual Overview

Every timesheet row in OnePlan has a status that reflects where it is in the submission and approval process. As a timesheet row moves from initial time entry through submission, review, and approval, its status updates to indicate what has happened and what actions are still available.

Understanding these statuses helps you know:

Whether your time entries are still editable
Whether your submission is waiting for review
Whether a manager has approved or rejected your entries
Whether a row has been locked by an administrator

Key Components

Timesheet Row Statuses

Not Submitted
The default state of a timesheet row before or after time has been entered. The row is fully editable. You can modify time entries, delete the row, or continue adding time. Rows in this state have not yet been sent to a manager for review.
Submitted
The row has been sent to a timesheet manager for review and approval. Once a row is submitted, it is no longer editable. If you need to make changes to a submitted row, you must recall it first.
Approved
The timesheet manager has reviewed and approved the submitted row. Approved rows cannot be recalled or edited. Only a Timesheet Administrator can unlock an approved row if changes are required.
Rejected
The timesheet manager has reviewed and rejected the submitted row. The manager may include a comment explaining the reason for the rejection. A rejected row can be edited and resubmitted.
Locked
A Timesheet Administrator has locked the timesheet period or row. Locked rows cannot be navigated to or edited. A Timesheet Administrator can unlock rows to make them editable again.

NOTE
If automatic submission and approval can be enabled to streamline team members workflows. If they are turned on timesheet items will be automatically submitted and approved at the end of each period.

Time Off Statuses

Time off requests submitted from the timesheet follow their own set of statuses:

Requested
The time off request has been submitted and is awaiting approval.
Approved
The time off request has been approved. Approved time off displays as a line item in the timesheet.
Rejected
The time off request has been denied.

Common Scenarios

You might encounter to timesheet statuses when:

You submitted your timesheet but realize you entered time on the wrong task and need to recall the row
You are a manager reviewing pending submissions and want to understand which rows still need your attention
A timesheet period has been locked and you need a Timesheet Administrator to unlock specific rows
You submitted a time off request and want to check whether it has been approved or is still pending