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How to Setup Time Card Approvals

Step-by-step instructions on how to setup time card approvals as an Administrator from our website.

Rachel avatar
Written by Rachel
Updated over a month ago

Overview: The Time Card Approvals feature allows your employees to submit their time cards at the end of the pay period. The time card will then go to their Manager or an Administrator for approval/rejection.

Instructions


Enable Time Card Approvals

1. Start by going to Settings --> Time Card Approval Settings:

2. Check the box next to Enable Time Card Approvals and Save once done:

3. The time card approval feature is now enabled. If you want to quickly approve time cards for past pay periods that have already closed, click the red Approve all X closed time cards now button:

Now that the time card approval feature is enabled, all employees will be asked to submit their time cards once the pay period closes.

Managers assigned to employees with Approval permissions will be able to approve time cards submitted. Administrators are also able to approve time cards.


Enable Agreed To Text

When an employee submits a time card, you have the option to require them to agree to certain text such as "I agree that I've taken all required breaks and that my work hours are accurate." The agreed-upon text they acknowledge will be visible in their time card approval history.

1. To enable the Time Card Approvals Agreed To option, simply visit the Time Card Approval Settings page and check the box next to Require that the following text is agreed to when submitting the time card. You'll then want to enter the text you'd like the employee to agree to and Save once done:

2. With the required agreement option now enabled, an employee will be required to check a box next to the statement to Submit for Approval:

3. Managers and Administrators will be able to see the agreed to text when approving time cards as well as once a time card is approved or rejected:


Video

FAQ

Q: Can an employee recall or un-submit their time card?

A: Yes, employees can reset their time card to draft if they submitted too early or if they need to make changes. They will not be able to reset to draft if the time card has already been approved.

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