Accounts are encouraged to introduce an internal approval process for employee-submitted Timesheets. Most users will be creating and submitting Timesheets using our mobile app, but the approval of Timesheets can only take place on the web.
By default, Timesheet hours must be approved before they can be converted to Tickets or extracted to Timecards.
How to Review and Approve a Timesheet
Once a user submits their Timesheet, the Status of that Timesheet will be changed to ‘Closed - Waiting for Review’. Authorized users can use the action button to the left of a form and select Edit, to review its contents.
With the form window open, scroll down until the Timesheet hours are visible and perform your review. Locate the Review Status field and change the status of the form to either Approved or Rejected. Once finished, Save and Close the form.
Alternatively, users can downloading one or more Timesheets PDFs to review their contents.
- To download PDFs, select Timesheets from the Timesheets page, right-click and select Download PDF.
- Once the PDFs are prepared, Aimsio will prompt users to download them to their device. Users can locate the files, open them and perform reviews outside of Aimsio.
It’s possible to change the Review Status of multiple Timesheets from the Timesheets page. Select one or more Timesheets, right-click and select Change Review Status.
- Approve or Reject the Timesheet.
Rejected Timesheets will not be eligible for Timecards or Tickets. If changes to the Timesheet are needed, authorized users can decide to Edit the form themselves or ‘Re-open’ the Timesheet and have the Employees make adjustments.
For more information please see: How to Edit or Re-open a Timesheet