How to review, adjust, and approve timesheets
Ext-Tech
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Navigate to "Timesheets"
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Click on the person your would like to review
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You can click "Approve" from this screen or review their timesheet - see next steps
Review
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To review a time sheet, click on the timesheet/day for review. You can see from the main screen that this one has a note.
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To adjust the timesheet, after clicking on the day, click on "EDIT"
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Click the clock to change the time.
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Add in the time and click "OK"
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Click "Save"
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This will bring you to the time segments of that day.
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Click "Approve timesheet" if you are satisfied
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Click the back button to go back or click on timesheets
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Notice the update
Timesheets can not be edited once they have been approved. You need to clear the approval before being able to edit it again.
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Click "Approved" to remove the approval
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It will change to white and say "APPROVE"
Making adjustments - adding time segments
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Click on the day you want to adjust
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Click "Edit"
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Click "+ Time segment"
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Click the clock icon or type in the time manually
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Add in the time
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Click the clock icon or type in the time manually
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You can also associate an address and/or timecode by clicking "+ Add Detail"
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Click "Add Customer Service"
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Filter by searching, by route, or by zone
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Choose the address
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Click "Add job site"
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You will see it appear beside the time segment
Add notes
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Click into the "Notes" box and start typing your message
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Click "Save"
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Click the back arrow
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Click "Approve timesheet" if you are satisfied
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Click "Timesheets" to go back to the main list
You can also approve and unapprove a timesheet from this screen
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Click "Approved"
