Approving and Rejecting Multiple Timecards

To approve or reject multiple timecards using the PSA Mass Approval component:

  1. Select the checkboxes of the records.
  2. Click one of these buttons:
    • Approve to approve the selected records.
    • Reject to reject the selected records.
  3. [Optional] Enter comments in the Comments field.
  4. Click Approve or Reject.

You can also select Reassign to assign selected timecards to another approver.

Note:

The approver you are reassigning timecards to must be active. To use the Reassign button, it must first be added to Mass Approval, contact your administrator for more information.

Tip: You can right-click a column header to display hiding, grouping, and sorting actions. You can also drag-and-drop columns.

To filter the approval requests displayed, click Filter button. Start typing a value in the box displayed underneath the column you want to filter by. Matching records will display as you type.

The PSA Mass Approval component supports delegated approvers. For more information, search for "Approvals" in the Salesforce Help.

If you are using delegated approvers, you can use the picklist to determine whether to display all, primary, or delegated approval requests.