Dashboard > Time Center OR
Dashboard > Select a project > Timecards
Whether you're working with individual entries or handling multiple approvals at once, this guide will walk you through the process across different views.
Note: You may do it in either Time Center or Timecards
List View
Bulk Approve Time in List View
Navigate to the People or Equipment Tab:
From the Time Center or Timecards, select either the "People" tab or the "Equipment" tab based on your specific needs.
Select Entries for Approval:
Choose the checkboxes next to the user names or equipment entries you want to approve. Alternatively, click the checkbox at the top of the table to select all entries.
Access the Actions Menu:
Click on the "Actions" button, triggering a dropdown menu.
Choose the Approval Action:
From the dropdown menu, select "Approve" to approve the selected entries. Alternatively, explore other available actions such as "Undo Approve," "Process," "Undo Process," "Edit," "Delete," "Lock/Unlock," and "Push to QB."
Individually Approve Time in List View
Navigate to the People or Equipment Tab:
From the Time Center or Timecards, select either the "People" tab or the "Equipment" tab based on your specific needs.
Select Specific Entry:
Click on the name of the user or equipment whose time entry you want to approve.
Access Approval Options:
A modal with detailed information about the time entry will appear. Look for the vertical 3-dot icon in the top right corner of the modal.
Choose Approval Action:
Click on "Approve" from the options presented. You can also explore other actions like "Undo Approve," "Process," and "Undo Process."
Grid View
Applicable to People Tab Only:
Note that Grid View works for the People tab, and although the Equipment tab has the grid view, the approval option does not appear.
Approve Time in Grid View
Navigate to the People Tab:
From the Time Center or Timecards, select the "People" tab.
Find the User for Approval:
Locate the user you want to approve time for using manual scrolling or the search bars and filters.
Access Approval Options:
Once you've identified the user, look for the "Approve" button in line with their name.
Choose Approval Scope:
A dropdown will appear, allowing you to decide whether to approve all time entries for that user during the selected period or approve time created within specific project/s.
Wondering why the Tile view is not in the option? It is because Tile view doesn't have the option to approve time.