Timesheet approval overview

Timesheet approvals will assist you in keeping track of the time and expenses that your staff enter against projects. It also gives you the ability to ensure that everything is correct when it is entered, which is especially helpful as everything will be correct when invoicing!

Enable Timesheet approvals

To turn on timesheet approvals you can go to 'Organisation > Settings > Timesheets > Timesheet Approvals' 

You can decide what type of transaction you would like to be approved. There is an option for time and expenses and a toggle for just approving expenses.

Submitting Timesheets

Once the approvals has been turned staff will be able to enter their time and expenses and 'submit' them for approval in the timesheets section of synergy. 

Staff can either either submit time individually or use the 'overview' tab in timesheets and selecting multiple lines to approve at once.

More on submitting timesheets

Approving Timesheets

When a staff member has submitted their time and expenses to be approved it will go to their 'reports to' in synergy or the stage manager of the project.

Managers can see outstanding time (to be approved) either by clicking on the staff icon and seeing a blue dot next to the staff member name, or going into their direct reports section in the status bar and viewing their direct reports. 

At the project level, managers can also bulk approve timesheets across different staff

Manager then approve or reject the timesheets as they sit fit.

Rejecting timesheets

If a manager has rejected the entries, the timesheet chat function can be used to send a message to the staff member. Staff will receive a notification, and the reason for the rejection can be discussed and the change actioned.

The staff member can then reenter/modify and re-submit the entries so the manager will approve them.

Report on unapproved timesheets

Use the 'Missing timesheets' reports to see all unapproved time per project or staff member. It can be used before an invoicing run to confirm there's no time outstanding that will need to be including on an invoice.