Managers need to manually review and approve the shifts to verify the accuracy of clock-ins, clock-outs, and any adjustments in Shift Approvals, ensuring that the worked hours are accurate. Once confirmed, they can further approve and lock the timesheet for payroll export.
How to approve shifts
Go to Shift Approvals.
Select the time range, the location, and the rota you want to view.
Choose Queries to filter pending shift approvals.
Information about the employee, date, rota, scheduled shift, and clock-in and clock-out times will be displayed on the board.
You can amend the shifts in the Approved section as needed.
Click the comment icon allows you to add a comment.
You can approve shifts individually or in bulk.
Click the tick icon to approve a single shift.
Select the confirmed shifts, then click Approve Selected.
Tick the box at the top to select all shifts, then click Approve Selected.
Did you know...?
The maximum number of shifts you can approve is 10, so please ensure the number of selected queries is correct.
How to edit approved shifts
If you approve a shift by mistake, you can unlock and correct it.
Go to Shift Approvals.
Select the time range, the location, and the rota you want to view.
Choose All to filter the shifts that have been approved.
Click on the unlock icon to unlock the shift that needs to be corrected.
Once the details are corrected, click on the tick icon to approve the shift.
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