Submission Process

Submit/Resubmit timesheet for the approval

The submitted timesheet which is approved would be generated to an invoice to bill the customer, the submitted timesheets which are in the timesheet status like Rejected, Submitted, Waiting for My Approval and Not Submitted (other than the approved status all other timesheet status comes under) should be resubmitted for the approval from the designated manager. The unapproved timesheets can also be edited by an employee and resubmitted.

Approval process

This approval process value is determined by the project timesheet approver setting or set to the employee manager itself who creates a timesheet.

• Approved by the Project Manager
• Approved by the Customer Project Manager
• Approved by the Employee Manager

Approved by the Project Manager

The timesheet gets approved from the project manager, is when the timesheet task is related to the existing project. The corresponding project manager will receive an email based on the timesheet submission, either he can approve or reject. At once the timesheet gets approved by the project manager then the status will be changed to approved. If the project manager rejects the timesheet must provide the comments otherwise the warning pop up will be displayed.

Flows of Submission

1. Enter the task and link them to the existing project.
2. Checks for the project manager for the selected project.
3. Submit the timesheet, the project manager will receive an email from them employee who creates the timesheet.
4. Check out the project manager itself creates the timesheet then it is auto approved.
5. From the received email view the timesheet.
6. The submitted timesheet webpage is opened with two options “approve and reject”.
7. If the project manager accepts accordingly the timesheet history will be shown and also the timesheet status changed from submitted to approved.
8. If it gets rejected then warning pop up will be displayed to alert you to enter the comments.

Flow of an Approved Timesheet

• Once the timesheet gets approved from the project manager then it changes to the approved status.
• Generate an invoice for the approved employee timesheet to bill your customer.

Flow of a Rejected Timesheet

• Once the timesheet is rejected from the project manager then it gets hold in a rejected status.
• Resubmit or Edit and resubmit the appropriate employee timesheet from the rejected status to get approved.

Approved by the Customer Project Manager

The timesheet gets approved by the customer manager, is when the task timesheet has the customer. Then the corresponding customer project manager (if the customer has the mail contact already then it will automatically pre-populated otherwise enter the email address manually) will receive a mail based on the timesheet submission, either he can approve or reject. At once the timesheet gets approved then the status will be changed to approved. If the customer project manager rejects the timesheet must provide the comments otherwise the warning pop up will be displayed.

Flows of Submission

1. Starts typing in customer name, it will auto populates the existing customer or create a new customer.
2. Enter the task.
3. Select the customer project manager as the approver for this timesheet
4. Submit the timesheet to Customer Project Manager enter the Email address.
5. Check out the mail triggers to the corresponding customer project manager for approval.
6. Click “view timesheet” from the received mail, the submitted timesheet can be viewed with two options “approve and reject”.
7. If the customer manager accepts accordingly the timesheet history will be shown and also the timesheet status changed from submitted to approved.
8. If it gets rejected then warning pop up will be displayed to alert you to enter the comments.

Flow of an Approved Timesheet

• Once the timesheet gets approved by the customer project manager then it changes to the approved status.
• Generate an invoice for the approved timesheet to bill your customer.

Flow of a Rejected Timesheet

• Once the timesheet is rejected from the customer project manager then it gets hold in a rejected status.
• Resubmit or Edit and resubmit the appropriate timesheet from the rejected status to get approved by the customer.

Approved by Employee Manager

The timesheet gets approved by the employee manager, is when the timesheet task is not linked to the existing project and also has no customer. The employee who creates the timesheet will act as an approver. Once the timesheet created and submitted then it is automatically approved by the employee manager.

If the timesheet has customer and is created with multiple project for the multiple tasks then it is auto approved by the employee manager. Since the multiple tasks are linked with multiple projects it submits to the employee who creates the timesheet itself.

Flows of Submission

1. Start typing in customer name, it will auto populates the existing customer or create a new customer. (Note: Customer field is not required).
2. Type in a task and link the timesheet to a previously created project. Add multiple tasks if you are needed. (Note: Project is not required).
3. If the timesheet does not link to the project and has no customer manager, then the employee manager (who creates a timesheet) itself plays a role of an approver.
4. Check out the created timesheet is auto approved.
5. Automatically the submitted timesheet moves to the approved status.

Flow of an Approved Timesheet

• Once the timesheet gets approved by the employee manager, generate an invoice for the approved timesheet to bill your customer.