On logging into Mobile Timesheets, the Timesheet Home screen is displayed and allows you to access the list of available, incomplete, rejected and submitted timesheets. All timesheets have a status based on the stage of the timesheet workflow that they have reached. You can open a list of timesheets that are at a specific stage of their workflow by clicking on one of the timesheet options that are listed on the Timesheet Home screen, as highlighted below.
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As shown in the example above, the number of timesheets is listed next to each option, thereby allowing you to see how many timesheets are currently at each respective stage. For more information about each of the timesheet workflow stages, see below.
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You can display a list of available timesheets by clicking Available Timesheets on the Timesheet Home screen.
Where a user has security permission to Expire, Restore and Delete, a user can expire an available timesheet if the shift was not worked and there is no leave to be claimed - as such the timesheet is no longer required.
Incomplete Timesheets
If an available timesheet is edited and saved, its status is set to Incomplete to indicate that it has been edited but is yet to be submitted for approval. For example, a timesheet may be keyed in/edit progressively during the course of the corresponding work period and the changed can be saved until the timesheet is complete and is ready to be submitted for approval.
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A timesheet may be subject to multiple approval stages and will remain in the Submitted status until it has passed all approval stages. Therefore, if you act as an approver of a timesheet, the timesheet may remain in the list of submitted timesheets after you have approved it because the timesheet may yet to be approved at each applicable level. |
Expired Timesheets
From the Expired Timesheets section a user is able to Restore or Delete one or more timesheets. The Restore action is used where a user has accidentally expired an Available Timesheet, and the Timesheet needs to be reinstated so that time can be keyed. The Delete action is used where the expired Timesheet is no longer required and will not need to be restored at any stage. These actions are editable where one or more timesheets are selected in the list. A user will need security permission to Expire, Restore and Delete to be able to expire, restore and delete timesheets.
Delegate
Where an Agency User or Client Contact has permission to 'Delegate', this item is also available within Mobile Timesheets whereby users can create and manage timesheet delegation. Click here for more details on this feature.
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