As soon as a timesheet is created it will show up in the timesheet report for the scheduler to see. With the Approval flow for Smart Timesheets schedulers can see the status daly or weekly timesheets and approve/decline them.
Technicians add and submit timesheets from the field, using the start button or manually on the timesheet page. Off-job time is added between jobs and overtime, lunch and RDO is added . You can also setup Automatic reminders for technicians to submit timesheets when they are due. If you are not familiar with the Smart Timesheet feature have a look at Getting started with smart timesheets first.
Timesheet workflow
Technicians checks their own timesheets and make any edits as needed
When the technician is happy with the timesheet they click submit. Timesheet can not be added or edited for the submitted period
The scheduler checks the timesheets in the office and Approves or Declines the submitted timesheets
If a technicians has made a mistake, set the timesheets to Declined - this allows the technician to edit the timesheets and re-submit the timesheet period
Scheduler: Check the status and approve a timesheet
Click on Repots - Timesheetsand select the daily or Weekly tab (depending on your selected timesheet period). Each technician will show one of the following statues:
Pending - timesheet is not due yet
Late - timesheet is due but have not been submitted -if reminders are enabled the technician would have been sent an SMS reminder
Submitted - timesheet has been submitted ready to be checked
Approve / Decline - this status is set by the scheduler
Settings for the Approval workflow
Open timesheet settings
Select the Timesheet period
Send a reminder to technicians to submit their timesheets (optional)
