Timesheet Workflow Phases

Initiate Timesheet

The Administrator initiates a timesheet.

Time Entry

The Timesheet Reporter manages the Time Entry Phase:

• Add, edit, and delete time entries.

• Add comments.

• Add, edit, and delete attachments.

• Certify the timesheet and send it to the Approval Phase.

In the Time Entry Phase:

• The ellipsis menu is hidden for Timesheet Reporters and Timesheet Assistants.

• The Reject button is hidden in the ellipsis menu for all users.

• The Cancel button is available in the ellipsis menu for Admins.

Timesheet Approval

The Timesheet Approver (or Approvers) manages the Timesheet Approval Phase:

• Add comments.

• Add, edit, and delete attachments.

• Approve the timesheet and send it to the Financial Review Phase. If there are multiple reviewers added, the next reviewer is notified if is their turn to approve the timesheet.

• Reject a timesheet and send it back to the Time Entry Phase.

In the Timesheet Approval Phase:

• Timesheet entries are read-only.

• The ellipsis menu is hidden for Timesheet Reporters and Timesheet Assistants.

• The Reject button and the Cancel button is available for Admins and Approvers.

Timesheet Financial Review

The Timesheet Financial Reviewer manages the Timesheet Financial Review Phase:

• Add comments.

• Add, edit, and delete attachments.

• Complete a timesheet by clicking Payment Complete.

• Reject a timesheet and send it back to the Time Entry Phase or Timesheet Approval Phase.

In the Timesheet Financial Review Phase:

• Timesheet entries are read-only.

• The ellipsis menu is hidden for Timesheet Reporters and Timesheet Assistants.

• The Reject button and the Cancel button is available for Admins and Financial Reviewers.