✔️ Available on Scale subscriptions.

What
Review, edit, and approve your team's timesheets. 
Why
  • Increase accountability of your team's logged time.
  • Improve time tracking accuracy with collaboration and review between the user logging time and the approver.
  • Streamline the approval process by nominating key individuals as approvers.
Who
  • Site admins can view, edit, and approve submitted timesheets. They can also grant other users permission to manage time approvals.
  • Standard users with the profile permission to:
    • Manage time approvals (allows users to view, edit, and approve submitted timesheets on projects they're a member of and have permission to view time logs on.
When
At the end of each week, review, manage and approve your teams submitted timesheets. 
What
Review, edit, and approve your team's timesheets.
Why
  • Increase accountability of your team's logged time.
  • Improve time tracking accuracy with collaboration and review between the user logging time and the approver.
  • Streamline the approval process by nominating key individuals as approvers.
Who
  • Site admins can view, edit, and approve submitted timesheets. They can also grant other users permission to manage time approvals.
  • Standard users with the profile permission to:
    • Manage time approvals (allows users to view, edit, and approve submitted timesheets on projects they're a member of and have permission to view time logs on.
When
At the end of each week, review, manage and approve your teams submitted timesheets. 

Enable time approvals

Set up time approvals and select which users have access to view, edit and approve all submitted time. 

🔑 Approvers can only edit time logs from projects they're a member of and have permission to view time logs on.
 
  1. Select your profile icon in Teamwork.com's main navigation menu. 
  2. Click Settings.
  3. Switch to the Time tab. 
  4. Toggle on the Enable time approvals option. You are added as an approver automatically.

    Image Placeholder
     
  5. Click the plus icon (+) to open the people picker.
  6. Click the name of each user you want to add as an approver. Need to remove an approver? Click their name again to unselect.
 
The selected approvers can access the Time area's Approvals tab and can approve submitted time. 


Submit time for approval

Submit your timesheets for approval via the My Timesheet area. 

  1. Select Time from Teamwork.com's main navigation menu. 
  2. Click My timesheet. 
  3. Choose your view: calendar (Image Placeholder) or sheet (Image Placeholder).
    📝 The option to submit your timesheet is visible in sheet view and in the calendar week view.
  4. Use the date range picker to navigate to the timesheet period you want to submit.
  5. Review your logged time for the period to ensure all relevant time is accounted for in your timesheet. Missing some entries? Log additional time to tasks and projects in your timesheet before submitting.
  6. Click Submit for approval. The submit button only becomes active once at least one time entry exists for the period being viewed.
     
     
  7. Click Yes, submit timesheet. 
     
The timesheet is submitted for approval. An email is issued to approvers at the end of the working week. 

Resubmit a timesheet

Once you submit a timesheet for approval, an approver may request changes via email.

  1. Open the email from Teamwork.com.
  2. Click View timesheet in the email.
  3. Update the timesheet.
  4. Click Resubmit timesheet. This button is only active once you make a change to the timesheet's existing time logs.


Manage your approval request notification preferences

Time approvers receive a timesheet approvals email at the end of each working week stating they have timesheets to review. Teamwork.com sends these emails at 4pm local time. Each time approver can manage their approval notifications from their profile preferences.
 
  1. Select your profile icon from Teamwork.com's main navigation menu.
  2. Select Edit my details. 
  3. Click the Preferences tab. 
  4. Enable Receive time approval notifications. No longer want to receive notifications? Disable notifications by toggling off this option. 

Review and approve timesheets

Time approvers receive an email at the end of each working week with a list of time submissions needing review and a link to the Approvals area in Teamwork.com. 

Time approvers can access the Approvals tab in-app at any time. 
 
  1. Select Time from Teamwork.com's main navigation menu. 
  2. Switch to the Approvals tab. All submitted timesheets are listed, grouped by user.
    1. Use the search and filter options to locate particular users' timesheets.
    2. Click the arrow on a user's left to expand and view their submitted timesheets. 
 
Image Placeholder
 
 

Step 1: Review a user's timesheet

  1. Search for or scroll to the user whose timesheet(s) you want to review.
  2. Click the arrow on the user's left to view their submitted timesheets.
  3. Click the individual timesheet you want to review. 

    Image Placeholder

  4. Review the timesheet.
    1. The date and total logged time are displayed at the top of the timesheet. 
    2. Time logs are listed by date. Details included project/task name, description, billable or non billable status, invoiced status (aka whether it's been added to an invoice), and total time.

      Image Placeholder


Step 2 (optional): Edit the user's logged time

  1. Hover over an individual time log.
  2. Click the pencil icon. 
  3. Edit the relevant time log details. 
  4. Click Update. 
 
Any changes made are instantly reflected on the user's timesheet. 
 

Step 3 (optional): Request changes

  1. Click Request changes in the timesheet's top right. 

    Image Placeholder
     
  2. Enter feedback in the text field. 
  3. Click Send email. 
 
A request email is issued to the submitter to update the timesheet. The timesheet is changed to "Needs change" status.

Once the user has updated any required changes, they can resubmit the timesheet for approval.
 

Step 4: Approve the user's timesheet

  1. Click Approve in the timesheet's top right. 

    Image Placeholder
     
An email is issued to the submitter with the approver details.


Sort and filter approvals

 

Sort

Use the timeframe selector in the Approvals page's top left to switch between months. 

Image Placeholder

Search

Use the search field to locate a particular user. 

Filter

  1. Click the Filter button in the Approvals area's top right.
  2. Select a filter option:
    1. Approval status: In review, Needs changes, Approved. 
    2. Client: Select one or multiple clients (also known as companies) whose users you want to view. 

Best practices

  • Build habits: Create a routine — check your timesheet throughout the week to ensure you're keeping track of your time as you work and can quickly review before submitting for approval at the end of the week.
  • Encourage accountability: Utilize the request changes feature to address any time tracking gaps and ensure users' accuracy.