This is a quick guide explaining how to edit and approve timesheets.
It's best practice to approve timesheets at the end of each shift using the daily timesheet view.
The benefits of approving timesheets daily are:
Reduced workload at the end of the period
It's easier to remember what happened during the shift if you need to make any corrections
More accurate reporting, as any errors will be corrected each day
To approve your daily timesheets, navigate to Timesheets > Daily:
Daily timesheets are filtered by status. As each shift is approved it moves to the approved tab automatically.
What to check when approving timesheets
1. Check that it was the correct employee who clocked in. Hover over the clock in photo reveals both the clock in and clock out photo.
2. Check the timesheet contains start and finish times. A start and finish time is the minimum information required to approve a timesheet.
3. If a break should apply, check that the break either includes a total time, or if you record the start and finish times of breaks, that it contains both a start and a finish time.
You can check and approve each timesheet individually, or approve all daily timesheets at once.
Approve timesheets individually
When approving shifts individually, each time a shift is approved, it will move out of view to the approved tab. This makes it easy to identify which shifts still require attention.
Approve all daily timesheets
When approving all shifts at once, all complete timesheets will move to the approved tab. Shifts that are incomplete or contain errors will remain in the pending area, and the errors will be highlighted.
Adding additional shifts
To add a timesheet manually for an employee who didn't record their hours using the time clock, click +add shift in the top right of the daily timesheets view.
Note: A blank pending timesheet is created for each shift when it is published on the roster. If an employee wasn't rostered for a shift, a timesheet is created when they clock in.
Additional Timesheet Details
Editing locked timesheets
Once a timesheet has been exported from Tanda, it will become locked. The Admin permission level is required to unlock a timesheet.
There are three timesheet statuses:
Pending: a pending timesheet is created the moment a roster is published
Approved: once a timesheet is approved it will need to be unapproved before times can be edited. Managers can unapprove timesheets.
Exported: once a timesheet has been exported it will be locked for editing, and all costs will be locked. An Admin is required to unlock an exported timesheet.
There may be situations which you wish to unlock timesheets, and it can be done from the bottom of the timesheets page located at Timesheets > Weekly/Fortnightly.
Once the changes are complete, timesheets can be locked again by selecting the Lock all approved timesheets option.
For more specific information on Timesheet configuration see: