# Approve

### Content

* [Review reports](#review-reports)
* [Approve](#approve)
* [Lock or unlock time](#lock-or-unlock-time)
* [Change user](#change-user)
* [Update flextime balance](#update-flextime-balance)

## Review reports

Users that are assigned approval rights for one or more groups (this is set on their userprofile, under *Administration* - *Users* - *User*) have the menu option *Approve*. Here the user with approval rights gets an overview of all reports for all the users that he/she is in charge of. All reports are presented as PDF:s. You can also find the same reports in the menu under *Report*.

**The available reports are:**

* Work  - A project report for every individual user.
* Flex diff. - The change of flex, day to day.&#x20;
* Timesheet - Specifications for time worked, absence, overtime and flex.
* Driver’s log - Reported kilometers driven with their own car
* Exp./Allow. - Report for allowance and expenses (can be shown with or without pictures of receipts.&#x20;

Go to *Time registration* - *Approve.*

<div align="left"><figure><img src="https://540380137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzAi1nm81I4wWkROifDVb%2Fuploads%2FnmssaFlyKHvStsWJCwTP%2Fimage.png?alt=media&#x26;token=55055f1a-5a12-4202-b200-5a91c7614dee" alt=""><figcaption></figcaption></figure></div>

Choose which month you would like to see (use the format YYYY-MM and press Go to, or just use the arrows). You can use the search bar to find a specific user.

In this view you can see the status of each user (Not locked, Locked or Approved), scheduled times and time worked. Press the icon![](https://540380137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzAi1nm81I4wWkROifDVb%2Fuploads%2F9JvFaeBXpv3L1VJX9J12%2Fimage.png?alt=media\&token=77a165df-9eb2-461f-aa96-215c6d486a2f)directly beside the person's report to review it. Expenses with attached photos are shown with an additional icon![](https://540380137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzAi1nm81I4wWkROifDVb%2Fuploads%2FC2nCVUuFsIdapYkyPSid%2Fimage.png?alt=media\&token=754907af-ff38-4db0-999b-211a8c781eb1) This is also clickable and shows the expenses with the picture attached. If you want to watch several persons and/or reports at the same time: Mark each user (check the top box to choose everyone) and mark which report you want to see (mark the heading for each type). Then press the button Report.

<div align="left"><figure><img src="https://540380137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzAi1nm81I4wWkROifDVb%2Fuploads%2FZ9O4ytgQVVkTP9AfdWKe%2Fimage.png?alt=media&#x26;token=665962b2-3728-4239-bfb8-4e32001a13d6" alt=""><figcaption></figcaption></figure></div>

## Approve

Users with approval rights are able to approve times for everyone they are in charge of (the right to approve your own times is a configuration made on the server and the setting therefore varies from company to company). Everyone that are meant to get salary needs to be approved for it to be possible to export the salary data.&#x20;

**Approve users by:**

Mark the users that you want to approve by checking the box in the column *Username*. Check the box next to the heading to select all.&#x20;

<div align="left"><figure><img src="https://540380137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzAi1nm81I4wWkROifDVb%2Fuploads%2FO0WmY4RnFUf2u3tIkUNz%2Fimage.png?alt=media&#x26;token=69b525e4-90ab-4956-bf10-09bf02bc632d" alt=""><figcaption></figcaption></figure></div>

* Press the button *Approve to the upper/down right*.

<div align="left"><figure><img src="https://540380137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzAi1nm81I4wWkROifDVb%2Fuploads%2FVWEp9lgTySl0BDlkjvfI%2Fimage.png?alt=media&#x26;token=dfde30a4-44d4-43c3-b057-84490e092eec" alt=""><figcaption></figcaption></figure></div>

Your selection opens in a new view. Press *OK* to the right to approve.

The status for the selected users has now been changed to *Approved*.

**NOTE!** *You can approve both locked and unlocked times.*

<div align="left"><figure><img src="https://540380137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzAi1nm81I4wWkROifDVb%2Fuploads%2FWYd3roGu2OiSWWGxVFga%2Fimage.png?alt=media&#x26;token=c9c06558-a26b-4f10-b01e-74f1cc524091" alt=""><figcaption></figcaption></figure></div>

## Lock or unlock time

**To lock, do the following:**&#x20;

In the column Username, select the users you want to approve. Check the box next to the heading to select all. Press the button Lock. Confirm the action by pressing *OK*. The status is now changed to Locked.

### Unlock locked or approved times

Approved or locked times can be unlocked by a user with approval rights. You can edit registrations such as time, allowans, driver’s log and expenses when the have been unlocked.

**To unlock, do the following:**

* Select the users that you want to approve by checking the box in the column Username. Check the box next to the heading to select all.&#x20;
* Press Unlock and confirm with *OK*.

The user's status is now set to *Not locked*.&#x20;

## Change user

Approval rights also come with the right to “change user”, which means you can see data from other users. This right also enables you to edit their time and other registrations. You can change user regardless of where in the system you are.

Press the change icon ![](https://540380137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzAi1nm81I4wWkROifDVb%2Fuploads%2FRLTOoIpsnqG2WKimsdCA%2Fimage.png?alt=media\&token=2f07ba3f-95bb-404a-b631-778eae1e580f)in the menu to the upper right. Click on the persons name you want to change to. If there are a lot of users you might want to search for the one you are looking for (we suggest trying the first letters in their first name).

<div align="left"><figure><img src="https://540380137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzAi1nm81I4wWkROifDVb%2Fuploads%2FaCMcBSktptnhLv6vADoP%2Fimage.png?alt=media&#x26;token=d4e05da2-5cfe-4b4f-a709-3fdf92ac2438" alt="" width="341"><figcaption></figcaption></figure></div>

The information about who you are inlogged as is visible in the menu. To change back just click on  ![](https://540380137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzAi1nm81I4wWkROifDVb%2Fuploads%2FhBIl5VrcCPKgeSOMVrcB%2Fimage.png?alt=media\&token=b17cd895-5d26-4314-9555-79baf4fe6cb0) to the the right.

<div align="left"><figure><img src="https://540380137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzAi1nm81I4wWkROifDVb%2Fuploads%2Fxi41eA5IYup7OBvPvuIY%2Fimage.png?alt=media&#x26;token=56cc4cff-8ba4-412c-8f3e-3f0c7fffae8f" alt=""><figcaption></figcaption></figure></div>

## Update flextime balance

Under approval it is also possible to change the flextime balance for a certain month. The change in flex counts from the first in the month. You can change flex for users that:

* Have the right to flex chosen on their userprofile.
* Haven't locked their time.

To change the flex balance form the first in the month:

Choose month by entering it in the format YYYYYY-MM and pressing Go to, or by using the arrows to the left of the datepicker. You can also search for a specific user. In the column Flextime balance, click on the flextime (link) for the user you want to adjust.

<figure><img src="https://540380137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzAi1nm81I4wWkROifDVb%2Fuploads%2FgXr45AocCPQxNFod2oBe%2Fimage.png?alt=media&#x26;token=6837f409-bfe8-47bd-bd2f-98d0c3255b2e" alt=""><figcaption></figcaption></figure>

Change *new incoming flex.*&#x20;

<div align="left"><figure><img src="https://540380137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzAi1nm81I4wWkROifDVb%2Fuploads%2FmdzjSZ1kqpVBTgYsuGMq%2Fimage.png?alt=media&#x26;token=ecb13ce3-b8e3-437d-97b6-994676d37b35" alt=""><figcaption></figcaption></figure></div>

When you are done, press![](https://540380137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzAi1nm81I4wWkROifDVb%2Fuploads%2FNAgHi9rI22cpWwZdntMf%2Fimage.png?alt=media\&token=2d45392a-3a6e-4922-98de-043d12550eca). Then press![](https://540380137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzAi1nm81I4wWkROifDVb%2Fuploads%2Fhxup9GbBzgs1ZyusrSkE%2Fimage.png?alt=media\&token=f8f52ba8-b6bb-4675-9c88-ff03775b2244)to return to the approval list. Your manual adjustment is shown with an exclamation point (!) next to the flextime balance of the user that you edited.

**NOTE!** Adjusting a flextime balance further back in time then the current month, you first need to make sure that all months ahead of the one you want to adjust, is unlocked. Otherwise the change will not appear correctly. For example: Time is locked until August. An adjustment of the flextime balances has to be made in June. Then June, July and August need to be unlocked. When you're done with the adjustment you simply re-lock/approve the times. Remember to lock the months chronologically.


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