This article explains the steps to approve and unapprove shifts in the project timesheet section.
Things to Consider:
- Only users with "Approve" timesheet permissions are able to use this feature.
- The default permission template for ALL users includes both privileges but is not applied for restricted users.
- Users with "Admin" permissions can add/remove both permissions if needed.
- Once a shift has been approved, it cannot be changed. Authorized users must first unapprove the shift before making any further modifications.
To Approve a Shift:
Step 1. Open the project and scroll down to the timesheets section.
Then, select the shift you wish to approve and click on the "Approve" button.
Step 2. After the shift is approved, they will turn green to confirm it has been approved.
⚠️ A red highlight indicates that the shift has been deleted ⚠️
Once all shifts for the day have been approved, you can finalize the approval for the "daily project" by clicking the "Approve" button located at the top of the page.
This action will lock the day's project timesheets, preventing further modifications after approval.
💡Quick Tip: To reverse this action, click on the 🗑️ icon located next to the approval option.
To Unapprove a Shift:
Step 1. Find the shift you wish to unapprove, click on the three-dot menu, and select the "unapprove" option.
Step 2. The shift will be unlocked for review and adjustments to be made and the "Approve" option will become visible
Video:
FAQ:
- How can I edit time that has already been approved?
To edit time that has already been approved, you’ll need to unapprove the shift first.
If you don’t see the "Unapprove" option after clicking the three-dot menu (⋮) next to the shift, it means you do not have permission to perform this action. In that case, contact your Admin to unapprove the shift for you. Once the shift is unapproved, you'll be able to edit the time if you have permission to edit shifts.