How To: Approve hours in TimeClock Manager

Question / Issue

How do I approve hours?

 

Answer / Solution

There are a number of ways that a record may be approved in TimeClock Manager:

  • Approval Manager (Choose Approval Manager to obtain a list of unapproved records and then approve each record.)
  • Edit Hours (Choose Edit Hours to approve records on a strictly individual basis.)

Approval Manager allows users to quickly locate records that have not been approved by the individual and/or manager rather than searching Edit Hours. Approval Manager is the suggested solution, however, steps to identify and approve an unapproved record in Edit Hours have also been included should it ever become necessary (e.g., a manager may be editing hours and notice, during the process, an unapproved record).

 

Approval Manager

 

6.0/Web 3.0

Step by Step

  1. Browse to Employee > Approval Manager.
  2. Enter the beginning of the desired period in the From field and enter the end in the To field or choose a period from the drop down list.
  3. Place a check next to one or more of the following options:
  1. View shifts that do not have employee approval: If enabled, shifts that have not been approved by the individual will appear.
  2. View shifts that do not have management approval: If enabled, shifts that have not been approved by the manager will appear.
  3. Show only shifts that require approval based on the employee information: If enabled, unapproved shifts belonging to individuals who require employee or manager approval before the week can be closed will appear. This requirement is an option in 4.0 and later (Employee > Add/Edit > select an individual > Misc).
  1. Click Update.
  2. Place a check in the O column next to the shift to provide Other approval.
  3. Place a check in the M column next to the shift to provide Management approval.
  4. Place a check in the I column next to the shift to provide Individual approval.

Note: You may select multiple records by holding the Shift key or Ctrl key while selecting each record. Then right click on one of the selected records and select Management approve selected or Employee approve selected.

 

Edit Hours

Step by Step

  1. Choose the Employee menu and select Edit hours.
  2. Select an individual.
  3. Locate an unapproved record.
  4. If a check does not appear in the O column next to a record then it has not been approved by Other.
  5. If a check does not appear in the M column next to a record then it has not been approved by a manager.
  6. If a check does not appear in the I column next to a record then it has not been approved by the individual.
  7. Approve the record by placing a check in the appropriate column(s).

 

 

4.2/5.0

 

Step by Step

  1. Browse to Employee > Approval Manager.
  2. Enter the beginning of the desired period in the From field and enter the end in the To field or choose a period from the drop down list.
  3. Place a check next to one or more of the following options:
  1. View shifts that do not have employee approval: If enabled, shifts that have not been approved by the individual will appear.
  2. View shifts that do not have management approval: If enabled, shifts that have not been approved by the manager will appear.
  3. Show only shifts that require approval based on the employee information: If enabled, unapproved shifts belonging to individuals who require employee or manager approval before the week can be closed will appear. This requirement is an option in 4.0 and later (Employee > Add/Edit > select an individual > Misc).
  1. Click Update.
  2. Place a check in the M column next to the shift to provide Management approval.
  3. Place a check in the I column next to the shift to provide Individual approval.

Note: You may select multiple records by holding the Shift key or Ctrl key while selecting each record. Then right click on one of the selected records and select Management approve selected or Employee approve selected.

 

Edit Hours

Step by Step

  1. Choose the Employee menu and select Edit hours.
  2. Select an individual.
  3. Locate an unapproved record.
  4. If a check does not appear in the M column next to a record then it has not been approved by a manager.
  5. If a check does not appear in the I column next to a record then it has not been approved by the individual.
  6. Approve the record by placing a check in the appropriate column(s).

 

Applies to

4.2, 5.0, 6.0, Web 3.0

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