How Do I Create A New Time Approval Group

If you have the time approval add-on you can set staff members to have their timesheet approved or rejected when it is posted. This is often used when line managers wish to check their staffs hours each week. The guide below will show you how to set an approval group. Please refer to the "Creating A New Time Approver" guide if you have not already assigned the time approver role.

If you are unable to complete any of the steps in this guide please use the Submit a request button in the top right of this page to contact our team for help.

Index
How Do I Create A New Time Approval Group
Page Glossary (A list of all fields with descriptions)

1. Click Admin:
   
   
   
   
   
2. Click Timesheets > Time Approval > Add New:
   
   
   
   
   
3. Enter a name for the new approval group, and then select the group’s approver *:
   *Please note the approver must have the time approval role to appear in this list.
   
   
   
   
   
4. Tick the staff members that the approver will be approving timesheets for:
   
   
   
   
   
5. Click Save :
   
   
   
   
   

Page Glossary

Approval group name
This field sets the name of the approval group, this if often the name of the person who will be approving the timesheets or the department name. 

Approver
This field sets who will approve timesheets for this group. Accounts that have the role "Time Entry Approver" will be displayed in this drop-down box.

Dept
This field filters the list of staff members displayed to a single department. 

Close date
This field sets an end date for this group where timesheets will no longer be approved. 

Staff who can be approved
Adding a tick to these checkboxes set the staff members who will be added to this time approval group. Staff members can only be in one-time approval group at a time. 

Delete
You can use this button to delete an existing time approval group, when a group is deleted all pending timesheets will be set as unposted and all approved timesheets will be set as posted. 

You may also be interested in the following guides

Editing / Deleting an Existing Approval Group
Approving / Rejecting Timesheets