Configure who can approve staff timesheets before your team starts using the approval workflow. You need access to approval settings and the relevant team and role configuration.
Set the approval rules
Open your profile menu and select Settings.
Under Fundamental Data, open Approval Settings.
Find Timesheets and select Configure.
Choose the approvers and rules that match your organisation. A rule can use team roles and membership, such as the manager of the staff member’s team.
Check the corresponding team configuration. Assign the intended person to the team role used by the rule.
If needed, configure override permissions for an authorised backup approver.
Save the configuration and review the selected rules and assignments.
Check the workflow
When a staff member changes a week from Draft to Finalised, the configured approval rules apply. Check that the request reaches the intended approver and that the approver can open the relevant timesheet. Visibility and authority to approve are separate permissions.
Review notification settings if approvers should receive email or in-app notifications. Do not assume both channels are enabled automatically.
Companion walkthroughs
For daily processing, see Review and approve timesheets.