Lumary WFM - This article explains how to approve timesheets individually or in bulk.
Once timesheets have been submitted, they're ready for approval.
Required packages
Available with: Lumary WFM (Payroll)
Supported in: Lumary DC
You can approve timesheets:
- individually, or
- in bulk.
Individually
To approve timesheets individually:
- While on the timesheet record, input the contact for the Approved/Rejected By field along with the Approved/Reject Date.
- Click Approve. The message Success: Timesheet Approved will appear.
- All time entries are now updated to a status of Approved. The timesheet is now ready to be processed for payroll purposes.
In bulk
To approve timesheets in bulk:
- Navigate to the Timesheet tab by clicking it on the top tab bar. If it’s not available, click on the App Launcher icon (nine dots on the top left hand side of the screen) and type in Timesheet.
- Select all the timesheet records that you’d like to approve by checking the checkbox in the first column. Note, only timesheets with an approval status of New can be approved.
- Click the Approve Timesheets button on the top right hand corner.
- A screen will appear to show you the list of timesheet records that you have selected to confirm if you’d like to proceed with approving all of them. Once you’ve reviewed the list, click Next.
- All timesheets selected are now successfully approved! You may either select Click here to return to the timesheet list view page to approve more timesheets or click Finish if there’s no further timesheets to approve.
Once timesheets have been approved, they're ready for processing. A scheduled batch job should run automatically at regular intervals to create pay transaction records. However, you can also process timesheet pay transaction records manually.
Once the transactions have been processed, you can create a pay batch.