In the Week Summary you can view the status of candidates’ time, approve or request approvals on their behalf, and send reminder messages.
You can tick the box beside individual candidates' names, or choose 'Select All Resources' from the menu options, and then either send a new message, approve time, or request approval for the selected resources. Alternatively, if approval has already been requested you can manage the existing request under Time > Approval Requests.
By default this list will show all candidates who have an active placement in the week. The coloured icons on each time entry show the status of the time, and you can change the 'All Timesheets' filter in the top right to filter only to candidates with time of that status.
The Timesheets Pending status means the candidate hasn’t yet finished their timesheet and requested approval. If you select the Timesheets Pending filter you’ll see candidates who:
- Have recorded time but not yet requested approval
- Have a Work Pattern set on their Work and haven't yet recorded time on all days the Work Pattern expects in the selected period
- Have no time recorded for the week
Approval Pending means the approval has been requested, but the contact is yet to approve the request. You can find the pending request under Time > Approval Requests > Pending.
Approved means the approval has been approved, but the time is not yet paid or invoiced.
Depending on the types of placements in your company, you may have candidates recording different units such as Hours, Days, $ Expenses, or custom units like meal or mileage reimbursements. You can see a summary of the different units beneath each candidate's name.
To filter the Week Summary to show only those candidates with specific types of units, click the filter icon. In the pop up that appears you can click the green + to select which units you'd like to filter to.
If you click a candidate's name in the Week Summary, you'll be able to view just their timesheet. This view is how the timesheets appear to the Resource when they login, and from here you can view, add and edit time and request approvals the same way the Resource does. You can also apply Time Credits from this view.
The timesheet will show hours only, or at the bottom of the timesheet you can view the Work Summary for the week to see all time, expenses, and units recorded.
Clicking the down arrow for a day in the Work Summary will show a summary of that day's entries only, where you can delete each entry or click on an entry to edit.
Please sign in to leave a comment.