Timecard and payroll approval workflow

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This article applies to the New Timecards Experience in Wrapbook.

  • Most companies are using this version

  • If your company is still using the Legacy Timecards Experience, refer to the documentation in Timecards (Legacy Experience)

Overview

The new timecard experience keeps time checks lightweight up front, consolidates wage approvals where they belong, and reduces rework when running payroll.

How to review and approve project worker timecards

Team members that are part of the timecard approval workflow can approve worker timecards from either:

  • The project’s Timecards dashboard -  click the Needs my review tab to review and approve timecards

  • From a project worker’s timecards page - the worker’s timecards must be part of a batch in order to use the review and approval controls

  • From the project’s Payroll batches dashboard - click the Needs review tab, then click the View button next to the batch of timecards that you want to review and approve

Timecard review section highlighting items needing attention for user action.

Example of a Timecards dashboard Needs my review tab

Timecard details for Emanuel Skiles, including approved hours and wages for various dates.

Example of a project worker’s timecards page with  timecard review and approval controls displayed.  If you are part of the approval workflow, clicking the Calculate / Recalculate button will automatically add your approval.

Payroll batches overview showing status and options for review and viewing details.

Example of a project’s Payroll batches dashboard. Click the Needs review tab, and then click the View button next to the payroll batch you want to review and approve.