We have just introduced one of the most wanted features:
Timesheet approval and automatic email reminders
To enable this new feature, go to the screen of your company.
It should be something like: https://***your-account-name-here***.beebole-apps.com/#company-3
Click the top-right menu Customize.
Locate Timesheet settings in the catalog:
And drag it to your screen. You should see the module below:
Timesheet settings has 2 modes:
- No approval.
As above. Hours remain open for change and there is no approval. - Yes, there is an approval.
Choose this option if you want to get an approval process in your company.
You should get the screen below:
In addition to enabling the approval, you can set an email reminder option.
This will send an email reminder to all people who have not yet submitted their hours.
You can choose a day of the week, or the first or last day of the month.
In this mode hours entered by your team, will be part of the approval process below:
The staff members record hours in their timesheets as before.
A new button appears at the top right of the timesheet: Send for approval
Click this button to submit the hours.
The hours that were submitted can’t be changed anymore and they appear in green color.
Admin and managers can now approve or reject the hours.
To do so, add to your home screen the modue Timesheet approval
Go to the home screen and click the top right menu Customize
Locate Timesheet approval
And drag it to your screen. You should see the module below:
You can view the hours for a week or for a month.
The available actions are Accept or Reject
If you click the name of the person you go to the person’s screen.
If you click the number of hours, you get the details of theses hours.
When you click Accept the hours will be approved.
And these hours remain locked in the timesheet.
When you click Reject the hours appears as rejected in the timesheet and can be corrected or changed by the person who filled her timesheet.
Hours that are approved, can still be rejected.
This is to allow you to make some modifications in case of errors.
