In Beta
This feature is in beta. Contact your CSM to learn more.
Approving a timecard confirms that the hours are complete and ready for payroll export. Approval can be done on the Timecards page or within a specific timecard record. Timecards may be approved at any time, even in closed pay periods. Timecards with missing punches or overlapping shifts can’t be approved and aren’t included in exports. When a timecard is edited or updated, it’s automatically unapproved. Both approved and unapproved timecards are included in payroll exports, but approval helps ensure payroll accuracy.
When to Approve
Approve timecards after all hours, breaks, and adjustments have been reviewed and verified for accuracy.
If any changes are made after approval, recheck the record to confirm it’s correct, since edits automatically remove approval. Approving at the end of each pay period helps confirm readiness for payroll processing and reduces the chance of export errors.
Timecards with missing punches or overlapping shifts cannot be approved and are not included in payroll exports. Learn more about reviewing timecards.
Security
Users must have the following permission to approve timecards:
Labor → Time & Attendance → Timecards → Approve Timecards
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Approve a Single Timecard
Follow these steps to approve a single timecard:
Click steps to expand for additional information and images.
1) Navigate to the Timecard page.
2) Select the location for the desired timecard.
Only locations that the user has access to can be selected.
3) Select the appropriate day, week, or pay period for the timecard.
4) Click on the row for the desired timecard.
Search for the desired employee, or scroll through the listed timecards.
5) Review the timecard details in the grid or click on the timecard’s row to open its timecard record.
After reviewing, close the timecard record. Timecards can only be approved from the timecard record after edits are made.
6) If the timecard is accurate and does not have punch errors, click Approve.
If the timecard is not accurate or has errors, click the timecard’s row to make edits before approving.
Timecards with missing punches or overlapping shifts cannot be approved.
Approve Timecards in Bulk
Follow these steps to approve multiple timecards in bulk:
Click steps to expand for additional information and images.
1) Navigate to the Timecard page.
2) Select the location for the desired timecard.
Only locations that the user has access to can be selected.
3) Select the appropriate day, week, or pay period for the timecard.
4) Click on the row for the desired timecard.
Search for the desired employee, or scroll through the listed timecards.
5) Check the bulk select checkbox for all desired accurate timecards without punch errors.
If the timecard is not accurate or has errors, click the timecard’s row to make edits before approving.
The bulk select checkbox in the header will select or deselect all listed timecards.
6) In the bulk action menu at the bottom of the page, click the Checkmark button.
Timecards with missing punches or overlapping shifts cannot be approved.
