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STAGE 5: Supervisor Approval

The Summary is a synopsis of the week's time entries and expenses for an employee.

A supervisor (or an 'additional approver') can use the Summary to approve all a particular employee's time and expense entries in a selected week.

Supervisor Time Approval

A supervisor (or an 'additional approver') can approve time either in the Summary screen or in the Team Chart:

Summary Screen

1. Click Summary in the left-hand pane's Time view.
2. Select the employee whose time you wish to approve in the Summary for drop-down list.
3. If necessary, select the week for which you want to approve time for this employee.
4. Select the expenses you want to approve. Alternatively, you can choose to approve all expenses at once.

5. Click the Approve Time button in the upper right-hand corner of the screen.

   

6. Click OK to confirm that you want to approve this employee's time entries in the relevant week.

The employee's time in the current week is now approved.

Team Chart

The Team Chart enables a supervisor (or an 'additional approver') to view sets of employee time entries at a glance, and approve these entries.

1. Open the Time view in the left-hand pane.

2. Click Team Chart in the left-hand pane.

   

3. The Team Chart opens.

   The time entries of a particular employee are summarised on a single line. By moving the cursor over an individual entry on the line you can view summary information relating to that entry.

   This summary includes:

   • Client/Project.
   • Activity.
   • Hours worked.
   • Notes made by the Employee.
4. Select the App checkbox of an employee whose time for the current week you want to approve.
5. Click the Approve Time button at the top of the screen.

You have approved the selected employees' time.

Supervisor-approved time is marked with a thumbs-up icon in the employee's timesheet and in the project review WIP screen:

Team Chart Colour Coding

A system of colour coding shows the various types of time entry the employee has recorded:

• Chargeable Time : Green.
• Non-chargeable time: Blue.
• Unavailable time: Red.
• Time at zero value in WIP: Yellow.
• Overtime: Black.

Supervisor Expense Approval

A supervisor can approve an expense entries for an employee assigned to them.

1. Click Summary in the left-hand pane's Time view.
2. In the Summary for drop-down list in the main workspace, select the employee whose expenses you wish to approve.
3. If necessary, select the week for which you want to approve expenses for this employee.

4. By default, all the employee's unapproved expenses in the relevant week are selected for approval.

   

5. Click the Approve Expenses button in the upper right-hand corner of the screen.

   

6. Click OK.

Next Step

Now you are ready to move on to STAGE 6: Posting Time.

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