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Approve a timesheet

For the office team

Do this once a week, after your engineers submit their time. By default Sustainable ERP reminds engineers with an open week at 15:00 on Friday.

  1. Open People → Timesheets. Each row is one engineer’s week, with Paid time, Overtime, Flags and Cost.
  2. Use Previous week and Next week to change week, and the status filter to show only Submitted weeks.
  3. Select an engineer to see their week day by day.
  4. Look at anything with a flag:
    • Overlaps other time: two entries cover the same minutes.
    • No end time: a visit or entry was never finished.
    • Unusually long: by default, an entry over 12 hours.
    • Outside working hours: outside your business hours.
  5. Put right anything that’s wrong. See Add or correct time.
  6. Select Approve, then Approve again to confirm.

The week is locked from then on. Nobody can change it, so put any later correction in the next open week.

You can’t approve your own timesheet. That needs timesheets.approve and someone else’s week.

  1. Select Send back.
  2. Under What needs changing?, write what’s wrong.
  3. Select Send back.

The engineer is told why. The week shows as Sent back until it’s changed and submitted again.

  • Paid time is work plus holiday and sick, without unpaid breaks.
  • Breaks come from pauses with a reason marked as a break. See Labour settings.
  • Overtime is work beyond your weekly limit, 40 hours by default. Holiday and sick don’t count towards it.
  • Labour cost uses each person’s cost rate.