Support
April 2008
How can I ensure that employees aren't exceeding their vacation time balances when approving future leave requests?
Timesheet v7.6 includes a new Leave Request Management area for approving leave requests for your employees. Included in the new interface is a check of accrual balances at the time you approve each request. If you select a request that exceeds the employee's balance, you will be notified when you click on Approve. You will then be given the option to continue with approval (e.g., the employee will be receiving more leave time between now and the date of the request) or cancel the approval. The overage notice is based on current time taken, as well as approved leave requests that are dated before the date of the selected request.
How can I view approval status information in reports?
In Timesheet v7.6 there are three options for viewing detailed approval status information:
- Sheet History Report – This report is accessible via a link at the foot of the Time Entry screen. Employees, timekeepers and approvers can review this report for information on the dates the timesheet was created, submitted and rejected/approved. It also shows the users who submitted and approved the sheet. The same report is available at the foot of Expense and Mileage Entry screens.
- Sheet Status Report – This report is accessible in a menu under the main Reports tab. It captures sheet status for multiple users for a period you define. It also allows you to filter for sheets that are late being submitted for approval.
- Time and Expense Reports – These reports include the option to display approval status fields as part of the report output. Near the bottom of the modification screen for each of these reports there is a "Fields to display in report" area that includes a group of approval fields. These include: Level 1 Approver ID and Name (both the designated approver in the plan, as well as the person who actually does the approving) and Level 1 Approval Date. Any of these 5 fields can be added to an existing or new Time/Expense Report.
