[From Wrike] Timesheet Approvals in Wrike Labs ⏱️

Hi everyone! 👋

We’re excited to let you know that Timesheet Approvals are now available in Wrike Labs on Enterprise Pinnacle plans ✨

Now you can review, approve and restrict your team’s timesheets to prepare for monthly billing or payroll. Once a timesheet is approved, the time tracking data is locked for the approved week for the given person ensuring that no additional time can be tracked. This will help you to prevent unexpected changes and preserve the data for accurate reporting and financial tracking.

We know that many of you have been supporting this feature idea and we’re happy to bring it to you today 🙌

Here’s how to get started:

1) Accounts admins or owners can enable Timesheet Approvals for their entire accounts from Wrike Labs starting today. 
2) Once the feature is enabled, you’ll need to set up who in your account will have the right to view and then approve other people’s timesheets. By default, account owners and admins can approve time and view other people’s time entries. You have an option to grant admin rights to your approvers or create a custom user type role instead. If you decide to create a separate role (e.g. Time approver) for timesheet approvals, you’ll see the relevant right in the setup:

After creating this role, you’ll need to apply it for relevant users in the Users tab. Don’t forget to disable the ability to view time entries from other people if you don’t want Regular users to access timesheets and approval decisions for other people.
3) Now that everything is set, users with the right to approve time will see a new Approvals tab when opening Timesheets. They will also see the Approve button (there are also options to Decline & Cancel approval). Users with permission to approve time can view all timesheets submitted across the account. It’s also possible to narrow down the user list to only the team or department that is relevant to the approver by selecting a person or user group in the filter.

Users who don’t have the right to approve time will see the option to Submit for approval instead. 
4) If you approve a timesheet, it will become locked. This means that the timesheet’s owner can no longer edit or track new time for this week across all tasks in your account. If they attempt to edit or track time anywhere in the account, the system won’t permit it.
5) Team members have an option to correct a timesheet only if it’s not approved. To edit an already submitted timesheet, cancel an approval or edit a declined timesheet. 
6) Withdrawing a timesheet (canceling approvals) is only possible if no decision has been given and the timesheet is still pending. Editing a rejected timesheet is possible only after a Declined decision has been given. Once declined, team members can’t withdraw a timesheet anymore.

But that’s not all ✨ By enabling Timesheet Approvals in Wrike Labs, you will also receive personal timesheets experience update which includes:

  • Enhanced table similar to the work-item Table view you already know and love
  • Total hours row is now located directly under the table for enhanced visibility 
  • More prefill options: automatically prefill your timesheet with tasks assigned to you from all status groups: Active, Completed, Deferred and Canceled. 

Please note: a few features are missing from the new personal timesheets compared to the old experience, but this won’t affect any existing or new time entries created. We’ll add the missing features soon! 🙌

That’s it! 

We hope this is a welcome feature that will help drive time-tracking efficiency for your organization! 🔖

Let us know your thoughts and questions below 👇

Lisa Community Team at Wrike Wrike Product Manager Wrike DiscoverでWrikeの専門家になりましょう

Lisa Wrike Team member Wrike DiscoverでWrikeの専門家になりましょう

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31件のコメント

Hi Julia Karavaeva 👋

At the moment, it’s not possible to submit a Timesheet for approval via the mobile apps. Please feel free to create a post in our Product Feedback Forum, so that other users looking for the same functionality can upvote your post. If you need help with anything else, just let us know. Thanks!

Rohan V Community Team at Wrike Wrike Product Manager Wrike Discover で Wrike のエキスパートになろう

Rohan V Wrike Team member Wrike Discover で Wrike のエキスパートになろう

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

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