As a secondary approver how do I use timesheets?

How to Approve Timesheets as a Secondary Approver

In this article, we will walk through the process of being a secondary approver for timesheets. This guide assumes that the primary approver has already approved the timesheet and that you have been set up as a secondary approver in the system.

Step 1: Access Timesheets

Once a timesheet has been submitted by a worker, an email will be sent to the site or project admin for approval. After the primary approver has approved the timesheet, as a secondary approver, you will receive an email notification. Click on the link provided in the email to access the timesheets.

Alternatively, you can navigate to the timesheets module from within the system.

Step 2: Review Timesheets

As a secondary approver, you have access to more information than the primary approver. You can view the first approver and the second approver for each timesheet. You can also filter the timesheets based on their status, such as approved or rejected.

Review the timesheets and ensure that everything is in order. If necessary, you can highlight only the timesheets that need to be moved to the next stage of approval.

Step 3: Approve Timesheets

Once you have reviewed the timesheets, select the ones that are ready for secondary approval. You can approve them individually or in bulk. To approve them in bulk, select all the timesheets and change their status to "approved."

Step 4: Export Approved Timesheets

After you have approved the timesheets, you can export them to a CSV file. This is useful for record-keeping or for importing into other systems.

To export the approved timesheets, select the ones you want to export based on criteria such as project, worker, or time type. Once you have selected the appropriate timesheets, click on the export button. This will download the timesheets as a CSV file that can be used elsewhere.

Conclusion

Being a secondary approver for timesheets involves reviewing and approving timesheets that have already been approved by the primary approver. By following the steps outlined in this article, you can quickly and easily approve timesheets and export them for further use.