Creating Timesheets Approval Flow

In the realm of project management and resource allocation, accurate and organized timesheet tracking is pivotal. Timesheet approval flows are a structured process for reviewing and approving recorded work hours. They ensure accuracy, help projects stay on track, and enable better decision-making. This facilitates efficient resource allocation, project monitoring, and accurate reporting throughout the project's lifecycle.

To add a new approval flow:

1. Navigate to Settings⚙ and open the Approval Flows → Timesheets section.
2. Click the + Add button.
3. Start configuration of Approval Details, Approvers, and Projects options.

Approval Details

• Approval Name - Enter the unique name in the Approval Name field.
• Sequential - Enable or disable the Sequential toggle to determine the type of approval flow.
• Feedback Deadline - If the Sequential toggle is enabled, choose the working or calendar days for the response deadline.
• Response Deadline - If the Sequential toggle is disabled, specify the number of days for the response in the Feedback Deadline field, and choose the working or calendar days for the response deadline.

Note: If you've chosen Sequential approval, don't forget to specify how many days each approver has to make a decision in the Approvers section.

Approvers

• Select the corresponding approver (Approver, User Role).
• Choose a user role or name.
• Specify the number of days allowed for each approver's response (in case of sequential workflow).
  
• Once done, click Save to proceed with the Projects or click Cancel to discard the changes.

Tip: Use the + Add button to include additional approvers in the flow.

Important: Reports To(s) are unique to individual employees within the assigned project. These designations are determined when a particular employee is associated with a specific project.

Projects

• Click the + Add button.
• Select project(s) from the drop-down list.
• Once done, click the Save button or click Cancel to discard.

Note: Please be aware that a project already assigned to another approval flow cannot be linked to the newly created one. It will not be visible among the choices in the drop-down list.

Warning: Deleting the approval flow is not possible; you can only archive it. Remember that if any projects have been included in the flow, the system won't allow for archiving.

Tip: Use the Filter functionality to view archived, active, or both approval templates.