This article guides clients on how they can select a list of approvers within their organization who can efficiently review and approve worked-hour requests submitted by the workers.
In this Article
How to configure Time Tracking Approval Policies
How to Configure Time Tracking Approval Policies
✅ Step 1 – Go to the Organization Settings and Navigate to Human Resources Settings
In the left sidebar scroll to Human Resources and click Settings.
Under the expanded list choose Approval policies.
✅ Step 2 – Locate Time Tracking submissions policy
Find the row labelled Time Tracking submissions policy and click it. A side panel shows the policy description, required approvers, current approvers, and history. Click Edit to update any details.
Enter Time Tracking Approval Policy Information
✅ Step 3 – Select Policy Approvers
Clients can now select the Policy approvers within your organization and create levels of approval flow. They can also configure multiple approvers within a level.
In the Approver section, select the type of approver and their role in the organization. A Substitute approver can also be set, who may approve the submitted timesheet hours in the absence of the approver. Click on Finish.
✅ Step 4 – Set the Time Tracking Submissions Approval Policy
After configuring a Time Tracking Submissions Approval policy, return to the Time Tracking page by selecting the Time Tracking option in Organization Settings.
In the Approval Policy section, click on Set. Select the new approval policy.
This will activate the new approval policy for upcoming approvals of worked hours.
Frequently Asked Questions
[ACCORDION] How to view and edit the Time Tracking Submissions Approval Policies?
Follow the steps in the section above: Organization settings ▸ Human Resources ▸ Approval policies ▸ Time tracking submissions policy. Click the policy name to open the side panel and then click Edit.