The time approval feature can be found under the Time tracking module from the left hand menu and is only available to Enterprise users.
Except for guest users, all Nutcache members can use the timesheet feature to enter worked hours, but only members with the project manager security profile or team leader role (and, of course administrators) can approve time.
Setting the approval parameters
Before proceeding with the approvals, you must set a few parameters to best suit your business reality. Those parameters can be found under the organization settings screen:
Nutcache lets you set the submission/approval mode (once a week or daily + weekly), and lets you decide if you want to send standard or custom notifications to members upon timesheet approval or rejection.
Approval by team or by project
Once all your team members have recorded their work hours into Nutcache, the next step is to approve them, or reject them.
1- Choose one of the two approval options: by project, or by team.
2- Select the project, or team, for which you want to approve time.
3- Set the appropriate work hour status.
4- Define the appropriate date range. Click the right or left arrow (<,>) or click directly on the dates to move to the desired period faster.
Approving a timesheet
The approval screen summarizes the work hours for each team member: For each period, you can see:
1- The performed tasks and their related projects
2- The number of hours worked
3- The number of billable hours
4- The alert icon indicates a discrepency between worked hours and billable hours.
5- The bubble count indicates the number of time entries for a same day.
Once you reviewed the accuracy of the information displayed, click the Approve week button. If you disagree with some of the information displayed, click the Reject week link button. A notification will be sent out to inform the member if the approval settings are set accordingly. If you have selected the daily approval option, you will be able to approve the time entries for a day by hovering over it.
You can also cancel an approval/rejection, should you wish to make further modification to it.
A timesheet that has been submitted can be modified only if it has not been approved or rejected by the project manager or team leader. Once a timesheet has been approved or rejected, it is locked and therefore cannot be modified by the person who submitted it.
The approval different statuses
A timesheet that contains greyed-out time entries means that it has not yet been submitted for approval.
Yellow time entries indicate that the timesheet has been submitted and is waiting for approval or rejection.
Red time entries mean that the timesheet has been rejected.
Green time entries indicate that the timesheet has been approved.
Time tracking reports
The time tracking functionality is supported by comprehensive reports, giving you better insights into how your team runs and how long projects take.
The reports can be found under the Reports module from the left hand menu: