As an administrator, you can access the Timesheet/Assignment settings. To do this:

1. Go to 'Settings' tab

2. Select ‘Timesheets’ 

Here you can select whether or not Timesheets or Assignment Projects require approval. If turned on, when an employee submits the Timesheet or Assignment Project, an email will be generated to the manager to let them know that this requires approval. When a Timesheet or an Assignment Project is pending, the box shown within the planner will have a dotted lined around it:

The manager and admins can view/approve/decline this request from the authorisations tab. For more on Authorisations, please see this article:

You can define access rules for each Project, meaning an employee cannot log their overtime with a project that does not relate to them. For example, you may set it as the following:

Project: Overtime

Task: Saturday Overtime

Detail: Time and half

When setting up the Project, you can limit the access to this option by using the Company/Location/Department/Employment Type/Job role filters. Alternatively, you can specify certain employees to use this project, or to exclude from this. 

Once this has been added, you can create a Task to link to this Project and a Detail to link to the Task. Using the example above, only the employee’s using the ‘Overtime’ Project will be able to use the 'Saturday Overtime' task. Following on, this is the same for selecting a Detail, specifying which Task this relates to. 


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[Related Articles]

Adding a Timesheet:

Adding an Assignment Project:

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