How do I work in the approval view?

Color Coding

Each row in the list on the Approve page has a color that indicates the current status.

Red: time report missing

Gray: time report is ready for approval

Green: time report is approved

Sort the rows

Group: By default, you can group the time reports by date, week, role, shift, user, and customer. Click on Select field to choose a different parameter to group by.
Filter: You can use all your registers to filter the rows in the Approve view. For example, if you have a customer register, you can filter to show all rows for a specific customer. Filtering can also be done based on alerts and approval phases.
Show columns: You can choose which information to display in the view. The available options depend on the settings for your shifts and time reports.

👀If you want to save the settings for your filters and grouping, you can do so by clicking on + and entering a name for the tab. You can then navigate between tabs with different settings.

Manage warnings

The warning settings allow you to determine how flexibly the system should handle deviations in the time reports and whether they can overlap.

The system displays a warning if the time deviates more than what is specified in the settings.

👀Each row with a deviation has a warning symbol that, when clicked, opens a window with more detailed information about how the deviation affects salaries and invoicing.

View information, edit and approve

On rows where both shifts and time reports are available, you will find two pens. The one on the left is used to view and edit the shift, and the one on the right is used to view and edit the time report.

The Report button helps you create a time report based on scheduled hours where they are missing.
By clicking the Approve button, you approve time report for payroll and invoicing.

Create and approve multiple time reports simultaneously

You can create and approve time reports on multiple rows at the same time by selecting the rows and clicking on Report/Approve.

To select all rows at once, check the box at the top left of the page under the Today button.
To select all rows in a specific group, check the box at the top left of the group header.
To select individual rows, check the box on each row you wish to select.

💡For rows without deviations, you can use Approve all without warnings to quickly approve your employees' time reports.

Send external approval

On this page, you can send time reports for approval to your clients. Select one or more rows and click on Send for external approval.