Under "Settings" -> "General" -> "Approval", you can configure options related to the approval process in 7pace Timetracker.
This is what you will see when you expand the "Approval" section:
|Lock Weeks Automatically||
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.
|Approval Start Date||
The date from which you want to enable the approval feature.
Once you enable the approval feature, you cannot change the first day of the week. Similarly, all the weeks prior to the approval start date are automatically locked to all users for editing.
|Approval Managers||By clicking "Add Manager", you can give team members "Approval Manager" permissions to view the "Approval" page and to view and approve submitted timesheets. You can also click on the "Is Global" checkbox and assign global permissions to your Approval Managers. This allows them to not only see and approve the timesheets submitted to them specifically for approval, but to view (and potentially approve) all submitted timesheets, regardless of to whom they were assigned.|
|Reset All Approval Data||Resets all approval data, which is in either submitted or approved state. No worklogs are ever deleted during this process.|
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.
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.