Approval
Approval is a feature in Tracket that allows monday.com admins and team admins to review and approve your team’s weekly submitted timesheets.
As monday.com admin you can set whether you want to work with approval of timesheets or not.
To set it up:
- 1.Go to period overview > settings > admin settings > approval process.
- 2.At approval settings, select Approval of timesheets on or Approval of timesheets off and save the change.
The approval process in Tracket works best when you work with monday.com teams. One or more team admins can be designated per team. They can manage timesheets of their own team members. Team members can only submit their timesheets to their own team admins.
If you don't work with monday.com teams, employees can submit their timesheets to all monday.com admins. The monday.com admins are then responsible for approving the timesheets of everyone in the organization.
- 1.Go to Admin > People.
- 2.Click on the left on the team for which you want to set up a team admin.
- 3.In the permission column, select which user should be a team admin. Changes are saved immediately.
Once a timesheet has been submitted, it can no longer be edited. By default, team members can reopen their timesheets when their timesheet has the status Submitted, so that they can correct mistakes they made. The status of the timesheet changes to Open again.
You can set that team members cannot reopen their timesheet themselves by selecting the option 'Only team admins can reopen submitted timesheets'.
Last modified 1yr ago