Approve entries & time off requests for Workspace members

As a Workspace Admin or Owner, managing time entries and time off requests is crucial to make sure that team members’ time is accurately tracked, and that planned absences are accounted for. This guide will walk you through the process of approving time entries and time off requests, including how to edit, reject, and send reminders.

Conceitos principais #

• Time entries: Hours tracked by team members for their work on various projects or tasks
• Time off requests: Requests submitted by employees to take time off, such as vacation or sick leave
• Approval workflow: The process by which you review and either approve or reject time entries and time off requests

Access permissions #

• Workspace Admins and Owners can approve, reject, and edit time entries and time off requests for all team members
• Os gerentes de equipe (if enabled) can approve, reject, and edit the time entries and requests for users they manage
• Os gerentes de projeto (if enabled) can approve or reject time entries and time off requests for team members working on their assigned projects

Configure approval permissions #

To configure approval permissions for your workspace:

1. Navigate to Workspace settings > Permissions tab
2. In the Who can approve submitted timesheets and expenses section, choose:
   • Admins & Team managers: Team members can approve time entries for users they manage
   • Admins & Project managers: Project managers can approve time entries for users on their assigned projects

If a user has both Admin and Manager roles, the Admin role will override the other roles. For example, an Admin who is also a Team Manager will have the permissions of both roles.

Approve time entries #

To approve or reject time entries:

1. Go to the Approvals page in your dashboard
2. In the Pending tab, you’ll see time entries waiting for approval. Each entry will show the author, time, and status (e.g. pending, approved, rejected)

Review time entries #

Each time entry will include:

• User name: Team member who submitted time
• Project and task: Project or task to which the time is assigned
• Logged time: Number of hours worked
• Descrição: Notes or description provided by the team member

You can filter the entries by user, group, or date range to make it easier to review.

Approve or reject time entries #

• Approve time entry: If everything looks good, click the Approve button. The entry will be marked as approved and locked.
• Reject time entry: If there are issues with the entry (e.g. incorrect hours), click Reject. A prompt will ask you to leave a rejection note. The user will be notified of the rejection via email.

Bulk approve or reject time entries #

To approve or reject multiple time entries at once:

1. Select the checkboxes next to the entries you wish to approve or reject
2. Click the Approve or Reject button at the top of the page to apply your action to all selected entries

Edit pending time entries #

Admins can edit any user’s pending time entries directly. Team managers can only edit pending time entries for their team members.

To edit a pending time entry:

1. Go to the Pending tab on the Approvals page
2. Click on the edit pen icon next to the time entry
3. In the Edit time entry screen, make the necessary changes:
   • Adjust time and date
   • Edit the description or project/task
   • Change the billability status

After making the necessary changes, click Save to finalize the change.

Approval notifications #

• The user will receive an email notification when their time entry is approved
• The manager will be notified when a time entry is submitted for approval
• Admins will be notified when a user submits their timesheet (if they have the necessary Manager role for that user)

Approve time off requests #

Time off requests can be approved through the Requests tab under the Time Off section of your workspace dashboard.

Filter requests by status (pending, approved, rejected), or by a specific team member.

Each request will show:

• Usuário: The employee requesting time off
• Request dates: The start and end dates of the requested time off
• Status: pending, approved, or rejected
• Remaining leave: Shows if the employee has enough available leave for the request

If the employee does not have enough leave, the request will appear in red, and the request cannot be approved until leave balances are adjusted.

Approve or reject time off requests #

To approve or reject a time off request:

1. Click on the request to open it
2. Choose either Approve or Reject
   • If you reject the request, leave a note to explain the reason
   • The user will receive an email notification if their request is approved or rejected

Reject previously approved time off requests #

If you need to reject a previously approved request (e.g. due to a scheduling conflict), you can do so by:

1. Click request to open the details
2. Click Reject and leave a rejection note

The user will be notified of the rejection via email.

View time off in timeline #

To get a better overview of upcoming time off for your team:

1. Go to the Timeline tab in the Time Off section
2. The timeline shows a 30-day view of all scheduled leaves, with the following color-coding:
   • Green: Approved time off
   • Orange: Pending time off requests
   • Gray: Holidays

You can customize the colors for approved, pending, and holiday time off.

Manage Team and Project manager roles #

As an Admin, you can assign Team manager or Project manager roles to team members, allowing them to approve time entries and time off requests for their team or project members.

To assign a manager role:

1. Go to the Team page
2. Find the user you wish to assign a manager role to and click + Role
3. Select Team manager or Project manager
   • For Team managers, select the users/groups they will be responsible for
   • For Project managers, select the projects they will manage

Click Save to confirm the role assignment.

Once a user has a manager role, they will have access to the Approvals page to manage timesheets and time off requests for their assigned team or project.

Send reminders to approve time entries #

As an Admin, you can send reminders to Team or Project managers who have pending time entries to approve.

To send reminders:

1. Go to the Approvals page
2. If there are pending time entries for users assigned to a Team or Project manager, the Remind to approve button will be enabled
3. Click Remind to approve to send an email reminder to the respective managers to approve their team members’ time entries

Notifications for time entries & time off requests #

• Time entry submitted: Users are notified when their time entry is submitted for approval
• Time entry approved: Users are notified when their time entry is approved
• Time entry rejected: Users receive an email with a note explaining why their time entry was rejected
• Time off submitted: Users are notified when their time off request is submitted
• Time off approved: Users are notified when their time off request is approved
• Time off rejected: Users receive an email with a note explaining why their time off request was rejected
• Approval withdrawal: If an approval is withdrawn, both the user and the Admins will be notified via email

Perguntas frequentes #

Can I approve multiple time entries at once? #

Yes, you can approve or reject multiple time entries simultaneously:

1. On the Approvals page, select the checkboxes next to the time entries you wish to approve or reject
2. Click Approve or Reject at the top of the page to apply your action to all selected entries

Can I edit a time entry after it has been approved? #

No, once a time entry is approved, it is locked and cannot be edited. However, as an Admin, you can withdraw approval, make edits, and then re-approve the entry.

What happens if a time off request is rejected due to lack of leave balance? #

If a time off request exceeds the available leave balance, it will be highlighted in red. You will not be able to approve the request until the balance is corrected, or the employee adjusts their request.

How can I view all team members’ time off for better planning? #

You can view team members’ scheduled leaves in the Timeline tab:

1. Go to the Time off section
2. In the Timeline, you can view leaves for the next 30 days or choose a custom time range
3. Approved time off is marked green, pending requests are orange, and holidays are gray

Can I reject a time off request after it’s been approved? #

Yes, you can reject a previously approved time off request:

1. Click on the approved request in the Requests tab
2. Click Reject and providing a rejection note
3. The employee will receive a notification via email explaining why their request was rejected.

How are users notified when their time entries or time off requests are approved or rejected? #

• For time entries:
  • Usuário receives an email when their time entry is approved or rejected
  • Gerente receives notification when time entries are submitted for approval
• For time off requests:
  • Usuário receives an email notification when their time off request is approved or rejected
  • Gerente receives notification when a time off request is submitted

Can a user edit their own time entry after submission? #

No, users cannot edit their own time entries once submitted. Only Admins and managers with the appropriate permissions can edit or approve time entries. If a user needs changes, they can ask a manager to edit it on their behalf.

What should I do if a user claims they submitted a time entry, but I can’t find it? #

Check if the user might have submitted their time in a different workspace. Each user has their own personal workspace, and sometimes they may accidentally track time there instead of the correct workspace. As an Admin, you can check their personal workspace to see if the time was logged there.

Can I customize the colors for time off requests on the timeline? #

Yes, you can customize the colors for approved, pending, and holiday time off:

1. Go to the Time off policy settings
2. When creating or editing a policy, you can change the colors for approved requests (green), pending requests (orange), and holidays (gray)

What happens if I reject a time entry by mistake? #

If you accidentally reject a time entry, you can ask the user to resubmit it. Alternatively, as an Admin, you can manually edit the time entry and approve it again.