Approve Time Card Entries in Planon

This guide provides a straightforward walkthrough for approving time card entries in Planon, making it an essential resource for managers and team leads. It simplifies the approval process, ensuring accuracy and efficiency when reviewing submitted hours.

Jennifer Fullerton
16 steps
2 minutes

Dartmouth

Navigate to [facilities.dartmouth.edu](https://facilities-pre.dartmouth.edu/home/BP/WebClient#home)

Find and click "Time card"

Click "Time card entry"

You are now brought to the Timecard browser. To select your team, click the "Choose Team" dropdown

Select your team

After your team has been selected, click the "Choose Technician" dropdown

Select the technician whose timecard you would like to approve

The timecard will default to the current week. If you would like to see previous timecards, use the arrow function in "Choose Date"

When a technician has submitted their hours for approval, you will see a user-defined status of "Submitted for Approval" on the right hand side of the screen

To select one record at a time, click the single check boxes to the left of each record line

To select all records on the timecard, click the checkbox at the top of the screen

Once you have confirmed that the hours on the timecard are correct, click "Approve"

Click "YES"

If successful, you will be notified that the records have been updated successfully. Click "Close"

The user-defined status has changed to "Accepted"

If a technician submitted incorrect records for approval, utilize the "Send Back" button to reject the timecard entries and return it to the technician to edit. You can send back the entire timecard by selecting the box at the top right, or selecting the individual records if some are correct and some are not

Select the records that you are rejecting, and click "Send Back"