Approve
Last updated
Last updated
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.
Timesheet - Specifications for time worked, absence, overtime and flex.
Driverâs log - Reported kilometers driven with their own car
Exp./Allow. - Report for allowance and expenses (can be shown with or without pictures of receipts.
Go to Time registration - Approve.
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.
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.
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.
Press the button Approve to the upper/down right.
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.
To lock, do the following:
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.
Approved or locked times can be unlocked by a user with approval rights. You can edit registrations such as time, allowans, driverâs 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.
Press Unlock and confirm with OK.
The user's status is now set to Not locked.
Approval rights also come with the right to âchange userâ, 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.
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.
Change new incoming flex.
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.
In this view you can see the status of each user (Not locked, Locked or Approved), scheduled times and time worked. Press the icondirectly beside the person's report to review it. Expenses with attached photos are shown with an additional icon 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.
Press the change icon 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).
The information about who you are inlogged as is visible in the menu. To change back just click on to the the right.
When you are done, press. Then pressto 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.
