As a leader, you need to approve or decline requests the users under your supervision send you. Whether its their timesheet of the week or a vacation request, you as the leader need to either accept or decline their requests.
In TimeGuru you can approve or decline your users requests different places in the system.
If its their timesheet, you can go straight into their worksheet and approve from there, or you can approve from the leader approval widget on your dashboard. You can also use the leader approval report.
If its users leave requests you can use the leader approval widget.
Approval through the users Timesheet
To leaderapprove your users Worksheets, you can go to their Worksheet. Follow these steps to know how to do so:
- Start on your dashboard. Here (If enabled in your dashboard settings, can be enabled under the wrench to the right) you can change between the users under your supervision. From here you can use the quicklink “Go to admin worksheet” under the user those worksheet you would like to approve.
2. When you have used the quicklink from the dashboard, you can then switch between the users weeks to find the weeks you want to approve (Click on the arrows on the top). Here you can also switch between the users under your management. (Click on the name bar on the top of the page).
Always check the users timeregistrations and make sure everything is correct before approving.
If everything is good, you can then go down to the approval box and press “Approve as leader”. Here you can also press “Send to leader” for the user if they forgot how to do it themselves.
3. When pressing on “Approve as leader” the system then asks you if you are sure. Remember that ones you approve the worksheet, the user can no longer edit their week. So make sure that you are approving the correct week.
4. When the worksheet is approved, the timesheet will be locked for the user. If there is anything that needs to be changed in the approved week, you as a leader would have to cancel the approval for that to be possible. You do this by clicking “Cancel” under “Approved” in the approval box.
Approval through the Leader approval widget
To Leader approve your users leave request or timesheets, you can use the “Approve/Decline request” widget.
1. Go to your dashboard and look at the leader approval widget. (This widget needs to be enabled in your dashboard settings if not already enabled)
If the widget is empty you need to go to the “View settings” in the top right corner of the widget and set the widget to show As leader, substitute or both. Here you can also enable a mail notification, if you want to receive an email every time you have a request pending.
If you still dont see any request, the users might be assigned to the wrong leader and therefor you need to then contact the administrator, so they can change the users leader to you.
Enable the show processed to see previous request. Here you can also change requests you’ve already approved or declined.
2. In the widget on the right side you can then respond or change previous answered requests. When you click on respond or change, a small window will then pop up, showing you the details about the request. From here you can then approve or decline requests. You can also leave a comment to the user if needed.
Approval through the Leader approval report
To Leader approve your users timesheets, you can use the “Leader approval” report.
1. Go to your “Reports” icon on the top right. (The lightning icon). Here you see all the different reports you have as a leader. Then choose “Leader Approval”.
2. Here you can then choose (If administrator or leader for multible departments) which department, employee type and userfilter if needed. And you can choose the date span. To see the last full payment period, choose “Last 5 Weeks”. Then press “show”.
Here you can then see the employees last 5 work weeks. From here you can then approve the worksheets for them. If the user has not sent their worksheet to the leader it will be grey. You can then notify the users about the missing approved timesheets by clicking “Notify about missing approval” on the top right.
The system then asks you if you are sure, and shows you a list of the missing approval weeks and who.
3. To approve your users worksheets, you can choose either to approve one by one, or approve all users worksheet from the chosen week.
Either you press on “Approve all” to approve everyones worksheet, or you press on each indivituals workweek.