Require that Timesheets Be Approved

You can require that timesheets go through an approval process.

Prerequisites:
  • You must have at least one employee entered in the Employees hub.
  • If you want to use an approval workflow for timesheets that is different than the ones that are provided in Vantagepoint, you must set up the approval workflow in Settings > Workflow > Approval Workflows in the desktop application.

If you have multiple companies, you must complete these steps for each company.

Video: See related video below

To require that timesheets go through an approval process:

  1. In the Navigation pane, select Settings > Time > Time Approvals.
  2. On the Time Approvals form, set the Use Time Approvals option to Yes.
  3. In the Approval Workflow field, select the approval workflow to use for timesheets.
    You can select a predefined approval workflow or any approval workflow that you created for timesheets in Approval Workflows Settings that has an Active status.
  4. In the Approval Administrator field, select the employee who will have administrative responsibilities and provide assistance for approval workflow processing for timesheets.
    If the approval workflow that you entered in the Approval Workflow field already has an approval administrator assigned to it in Approval Workflows Settings, the name of that approval administrator prefills in the Approval Administrator field on the Time Approvals form. If you change the approval administrator in this field, the approval administrator for the workflow is also changed in Approval Workflows Settings.
  5. Click Save.

Video

Title Description

Set Up Time

Learn how to set up time tracking so that employees can enter, submit, and approve timesheets.