Timesheet approval via the Desktop Portal
A Client or professional can access the Approve Timesheets tab available in the top menu.
The user can then apply the date range to review submissions for and select Search.
Please note that the timesheet must be submitted via the member for the shift to appear for client approval.
If shift details are displayed in red font within this screen it is highlighting that the details submitted have discrepancies from the original booking details. By hovering over the red font it will show the original shift data. For example the image below is indicating a different finish time and total hours work. By hovering over the font we can see that the shift was originally booked for a 23:00 finish.
To review a timesheet submission the user can select the Timesheet number or the orange text 'Pending Client Review'
In the next screen they will see a break down of the original booking details and the details submitted by the member.
To Approve
The user selects the green Approve Timesheet button
To dispute
The user adjusts the Start, End or break time and enters notes on why the changes were made for the member to review. Once this is updated they select the Orange Dispute Timesheet button
Alternatively is the user is happy with all of the submitted timesheet details they can bulk approval all selected shifts
