How to enable approval and set approval start date
How to lock weeks automatically after timesheet approval
How to add an approval manager
How to change the first day of the week for time entry
Enable approval and set approval start date
1. Navigate to the "Settings" tab of 7pace Timetracker, then expand "General" and finally, "Approval".
2. Click the Approval Start Date field and select the date on the popup calendar from which you want to start using the approval functionality.
Page refreshes and changes are saved automatically.
The approval feature is now enabled.
NOTE: Once you save the start date, you cannot change the first day of the week unless you want to reset all approval data. Similarly, all the weeks prior to the approval start date are automatically locked to all users for editing.
Lock weeks automatically after approval
1. Select the Lock Weeks Automatically check box to automatically lock the week for further editing after the timesheet for that week is approved or closed by a manager.
Page refreshes and the changes save automatically and all the weeks prior to your selected date will be locked for editing for all Timetracker users.
With this selection checked, when a manager approves or closes a timesheet for one of his/her users, that week is automatically locked so that user can no longer make any additional changes.
If this option is not selected, the "Lock" confirmation dialog box appears after a manager approves or closes a timesheet. The manager can then click "Lock" to lock the week or "Cancel" to leave it unlocked.
How to Add an Approval Manager
A 7pace Timetracker administrator can create Approval Managers and Global Approval Managers who can view and approve the timesheets of their team members, regardless of their user role within Timetracker. Approval Managers can can see and approve only those timesheets specifically submitted to him/her. Global Approval Managers can see and/or approve all timesheets that have been submitted by members of the team (regardless of to whom they were submitted).
Approval and Global Approval Managers can have any user role within 7pace Timetracker (they don't need admin permissions) to approve time. Once set as an Approval or Global Approval Manager, these team members will be able to access the "Approval" page of 7pace Timetracker and view and approve timesheets accordingly.
The "Unsubmitted" section of the "Approval" page is available/visible to any approval manager (both regular and global).
1. Navigate to the "Settings" tab of 7pace Timetracker, then expand "General" and finally, "Approval".
2. Click the "Add Manager" button.
List of team members display.
Note: This list shows only users that already exist in 7pace Timetracker (user needs to open Timetracker at least once in order to appear in the users' list).
3. Click on the name of a team member.
The team member's name displays in the "Add Manager" field.
4. Click the blue "Add" button.
Your team member is added to the list of 7pace Timetracker managers who team members can select when sending time for approval. This Approval Manager will only see the timesheets submitted to him/her specifically when the "Approval" page is accessed. When a team member submits his/her time at the end of each week, he/she will now see this person's name in the list of potential Approval Manager names.
5. Click on the "Is Global" checkbox next to an approval manager's name.
This Global Approval Manager now has the ability to see all the submitted timesheets, regardless of to whom they were submitted, when they access the "Approval" page of 7pace Timetracker.'
Note: If you are a Timetracker administrator, you will automatically be able to see and/or approve timesheets on the "Approval" page.
Change the first day of the week for time entry
1. Navigate to the "Settings" tab of 7pace Timetracker, then expand "General" and finally, "Approval".
2. Click the Reset All Approval Data button to reset/clear approval data that is in either a submitted or approved state, which allows you to change the first day of the week for future time entry.
Important: This will delete all existing approval data from the database. If you confirm this action, all approval settings are then reset to their default values. However, worklogs are never deleted. It will reset the approval state only, so you'll just need to approve the timesheets again.
3. Select the “Reset” confirmation button.
4. Click "Apply" to save changes.
You can then change the first day of the week for time entry (which defaults to Monday).
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