Timesheets that match the roster exactly can be automatically approved by the system when submitted.
This article will cover the following topics:
- Timesheet settings
- When is a timesheet automatically approved?
- What shows on a rostered shift when a timesheet is automatically approved?
- Modifying an automatically approved timesheet
- Timesheet report
Timesheet Settings
The setting that will enable the system to automatically approve a timesheet that exactly matches a rostered shift can be found in the Timesheet Settings menu.
By default, the option to 'Automatically approve a timesheet that is identical to the rostered shift' will be deselected for all new and existing businesses, to allow you the option to turn this on if desired.
When is a timesheet automatically approved?
Once the Timesheet Setting 'Automatically approve a timesheet that is identical to the rostered shift' has been enabled and a timesheet is created that is identical to a rostered shift for:
- Work types;
- Location;
- Date;
- Start and end times;
- Break start and end times;
- Higher classifications;
- Shift conditions
.......then the timesheet will be automatically approved.
Timesheets can be created either by Swag, the Employee portal, or via a full access user, restricted user, import or API.
Once a timesheet has been automatically approved, an auto approved icon will be shown on the 'Approve timesheets' screen within the UI.
Within Swag, any timesheet that has been automatically approved will have the same green checkmark.
What shows on a rostered shift when a timesheet is automatically approved?
A rostered shift that has been used to automatically approve a timesheet will not be able to be edited. A banner will be shown in the shift details to say 'This shift cannot be edited as it has been used to auto approve a timesheet'.
Modifying an automatically approved timesheet
Please refer to the article Timesheets - Modifying When Approved.
Timesheet reports
Once a timesheet has been automatically approved, it will be shown in the Timesheet report as 'System Approved' in the reviewed by column:
If you have any questions you can contact us via support@yourpayroll.io
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