Approving and Rejecting Multiple Timecards

Note

The columns that appear on the Timecards section of this page depend on the fields that your administrator has chosen in the field sets of the timecard object. For further information, see "Timecard Field Sets".

If your administrator has created an approval process and linked it to the Manage Timecards to Approve page, you can approve and reject multiple timecards from there. Alternatively, you can approve or reject timecards using the standard Salesforce interface.

To approve or reject multiple timecards:

1. Click Approve Multiple Timecards on the PSA Links sidebar.
2. Optionally, to locate the timecards you want to approve or reject, filter the timecard approval requests listed and group them into categories.
   1. In the Filter pane, select the filters you want and click Filter.
   2. In the Group pane, select primary and, optionally, secondary categories to group approval requests by. Select Group. Approval requests are grouped by the primary category followed by the secondary category. For example, if you group by Project and Milestone, approval requests for each milestone are listed in groups underneath the parent project. If records in the secondary group span multiple pages, the primary group is displayed at the top of each page. Uncategorized approval requests are also displayed.
   3. Expand the primary group to view timecard totals, rolled-up to the primary grouping level, in a drop-down.
3. Select the approval requests you want to approve.
   Tip

   

   Hover over an approval request to view a tooltip, which shows the dates for which time has been entered together with any daily notes. You can sort the list in ascending or descending order by clicking on a column heading.
4. Review the total billable and non-billable hours in the Approve / Reject Timecards pane and enter a comment about the approval.
5. Click Approve Selected or Reject Selected.

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