A manager can approve a timesheet once it is in the ‘Pending Appoval status’. Timesheets can be ready for approval when;

1. A timesheet has been manually submitted inside the timesheet console by a manager
2. Auto submitted – Can be active is some environments.
3. Submitted by a resource via the mobile app – if this has been activated.
   • A email Timesheet Awaiting Approval can be sent. Click the link within the email to open the Timesheet Console in Skedulo on Salesforce.
   • If clicking the link in an email the Timesheet Console opens, displaying the resource’s timesheet period with the Approve / Reject buttons in the header.

Approving a timesheet

Once a Timesheet is created a manager can approve the Timesheet

1. Review the timesheet and any exceptions, referring to the following sections.

• Timesheet Exceptions
• Manage Jobs in the timesheet console
• Manage Shifts in the Timesheet Console
• Manage or Add Activities in the Timesheet Console

2. Click Approve, if the timesheet details are correct. The timesheet status changes to Approved and an email confirmation is sent to the resource. It will approve all related records linked to the timesheet (Job Allocations / Resource Shifts)

Or, click Reject if the timesheet contains errors that the resource needs to rectify. The timesheet status changes to Submit and an email is sent to the resource advising that timesheet requires amendment.

Note: If the resource user does not have a manager assigned, an error will display when they submit the timesheet in the mobile app.

Other considerations

• Timesheets can be automatically approved at the end of the timesheet period once submitted, if they do not have any exceptions.
• Please contact your Salesforce system administrator to set up the auto-creation of timesheets and auto-approval functions.
• The approval process is controlled by the Salesforce approval process, named ‘Timesheet Approval’. The process actions and email templates can be configured to meet your local business requirements.

Payrol Integration

• Some customers have an award interpretation solution, that can change the experience when approving a timesheet.
• Approved timesheets can send the data to a 3rd party system ready for award interpretation.
• Please refer to the relevant award interpretation user guides based on the solution you are using to learn more.