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Review a Timesheet (iOS)

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Also available on  android-gray-icon.jpg  web-gray-icon.jpg

Objective

To review the timecard entries on a timesheet.

Background

After you create a timesheet, you have the option to collect signatures from your field employees. See Sign a Timesheet (Android) and Sign a Timesheet (iOS). Next, you can begin reviewing your timesheets for accuracy and completeness. 

Example

Because every construction company is different, the team members you choose to carry out your timekeeping process may differ from the roles and considerations in this example:

  • Foremen, Superintendents, and other Supervisors. These are the team members who will create time card entries and timesheets on a project. At a minimum, you should provide these team members with 'Read Only' or 'Standard' level permissions on the Project level Timesheets tool and the 'Review & Edit Timesheets' granular permission on a project permission template. This allows these users to create new timesheets in the 'Pending' status and change the status of a timesheet to 'Reviewed' in the Project level Timesheets tool. They can also change the status from 'Pending' to 'Reviewed' on project timesheets that they have permission to view using the Company level Timesheets tool. 
  • Project Managers and other Administrators or Executives. These are the team members who will approve 'Reviewed' timesheets before handing them off to your accounting/payroll team for processing. At a minimum, you should provide these team members with 'Admin' on the Project level Timesheets tool. However, if they are responsible for monitoring timekeeping on multiple projects, you may wish to also grant them 'Admin' level permissions on the Company level Timesheets tool. 
  • Accounting, Payroll, and other Administrators or Executives. These are the team members who will mark timesheets 'Completed.' This capability is only available in the Company level Timesheets tool, so you should assign these users 'Admin' level permissions on both the Project level Timesheets tool. This allows users to access the Company level Timesheets tool. It also allows users to see project data in the Company level tool.  

Things to Consider

 Tip
Need to edit a timecard entry? See Edit a Timesheet.

Prerequisites

Complete at least one (1) of these tasks:

Steps

Review a Timecard Entry

  1. Navigate to the project's Timesheets tool on your iOS mobile device. 
  2. Tap Projects. 
  3. Tap the crew member or the employee with the timesheet to review. 
  4. Tap the timecard entry and review it. 
  5. Change the status of the timecard entry to 'Reviewed' as follows:
    • On the timecard entry, tap the 'Pending' status icon.
    • On the 'Change Status' tab, tap the 'Reviewed' status icon to select it.  

      pending-to-reviewed.png
       
  6. Repeat the steps above for each timecard entry on the timesheet until you've approved all of the entries on the timesheet.
  7. Continue with Review a Timesheet below. 

Review a Timesheet

  1. Navigate to the project's Timesheets tool on your iOS mobile device. 
  2. Tap the timesheet to review. 
  3. Change the status of the timesheet to 'Reviewed' as follows:
    • On the timesheet, tap the 'Pending' status icon.
    • On the 'Change Status' tab, tap the 'Reviewed' status icon to select it.  

      timesheet-pending-to-reviewed.png
       
  4. Repeat the steps above for each timesheet that you want to review.