Timesheet Approval

Timesheet Approval is the third phase in the TERMS workflow, in which the Timesheet Approver or Admin approves or rejects the timesheet.

Once the timesheet is approved, the workflow will move to the next phase. In most TERMS workflows, the Timesheet Financial Review Phase will follow the Timesheet Approval Phase.

Who can do this?

• Only an Admin or Timesheet Approver can approve a timesheet.

• The Admin or Timesheet Approver must have appropriate organizational permissions to access the contract associated with the timesheet.

When can you do this?

When a timesheet is ready for approval, the Approver will receive an automated email notification prompting them to take action. Timesheets cannot be approved until they have been certified.

How to Approve a Timesheet

• On the worklist, click on the timesheet you’d like to approve.

• Review the time entries.

• Add any attachments.

• Add any comments.

• Click Approve Timesheet.

• In the Approve Timesheet modal, click Approve Timesheet.
  OR
  To close the modal without approving the timesheet, click Cancel or ✖.

In the Certify Timesheet modal, you’ll see approval text.

How to Reject a Timesheet

• On the worklist, click on the timesheet you’d like to approve.

• Next to the Approve Timesheet button, click the ellipsis (…).

• Select Reject Timesheet.

• In the Reject Timesheet modal, complete the form.

The Reject Timesheet button will unavailable until the form is completed.

• Click Reject Timesheet.
  OR
  To close the modal without rejecting the timesheet, click Cancel or ✖.

When a timesheet is rejected, the Timesheet Reporter and, if applicable, the Timesheet Reporter will receive an automated email notification alerting them that the timesheet has been rejected.