How-To: Time Card Approvals

Time Card Approvals

Time Card Approvals is a feature that allows an employee, supervisor, and/or manager to have the ability to approve time cards electronically prior to payroll. This eliminates the cost of printing and storing signed time cards while still ensuring the approval process takes place.

Note: To activate Approvals contact your timekeeping provider. Additional fees may apply.

Understanding Approval Images:
  • No image means the Approvals feature is not active.
  • One level of Approval - Own status  
  • Two levels of Approval - Own and another’s statuses  Description: https://www.payrollservers.us/pg/Images/approvals/approval_yy.png 
  1. If logged in as a supervisor the larger image on the left is the supervisor with the employee on the right. 
  2. If logged in as an employee the image on the left is the employee, with the supervisor on the right.
  • Three levels of Approval - Own and two others’ statuses  
  1. If logged in as a supervisor the middle image the supervisor, the employee on the left and management on the right. 
  2. If logged in as an employee the middle image is the employee, the supervisor on the left and management on the right. 
  3. If logged in as management the middle image is management, the left is the employee and the right side the supervisor)
The Time Card Approval process can be accomplished in two ways.
  • One, approve only certain days by selecting the approval image then clicking on “Time Card Options,” “Approve Time Card” and “Approve Selected.”  In the example below the time card is set at one level of approval.
(1) Click on the yellow approval image for a single day to be approved.
(2) The image background will turn black indicating this image has been selected and will allow you to select additional days.
(3) Click on the Approve Selected button found at the top of the page to approve.
(4) The approval image will then change to green indicating the approval was accepted

  • Two, approve the whole pay period by clicking “Approve All Entries.” Once approved the approval image will change from yellow to green. In the example below, the time card has three levels necessary for approval.



To “UN-approve” a time card, simply edit or add information to a time card.  Once the changes are saved you will then need to approve the time card again, along with any other levels of approvals needed.
 
Note: For approval reporting options, see the “Approvals Report” found in the “Reports Menu.”

 

Attachments

Time_Card_Approvals.pdf Time_Card_Approvals.pdf

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