Reports and Timesheets for Jira and Timesheets for Jira add-ons, allow organizations to setup approval workflow for timesheets.
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Enabling Timesheet Approval Process
To enable Timesheet approval, go to Administration → Time Tracking Settings → Timesheet Approval
A Jira Administrator can check the “Enable timesheet approval” checkbox and click on “Save” button to save the settings
Duration after which approved timesheets cannot be reopened: specify the number of weeks after which no one can re-open the approved timesheets. If left blank, there will be no locking
Allow users to re-open submitted timesheets, if the timesheet is pending approval: check this box if users in your organization can recall submitted timesheets before they are approved. If this isn’t checked, users cannot re-open their timesheets until it is rejected by the approver
Allow users to ‘auto-approve’ their timesheets, if a timesheet approver is not assigned to them: check this box if you have users that will not have an approver but will still be submitting time (e.g. executives, vice-presidents, etc.)
Setting up Timesheet Approvers
After enabling timesheet approval, a new tab will appear on the Administration screen - "Timesheet Approvers".
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There is also an organizational view, using which you can perform all the above actions.
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Submitting Timesheet for Approval
After timesheet approval is enabled, users will see a button on the “My Timesheet” page to submit the timesheet for approval.
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A user can view the history of his timesheet submissions/withdrawals by clicking the history button.
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Approve/Reject/Forward the Timesheet
The Timesheet approvers can approve or reject the timesheets from My Area → Timesheet Approval Queue. They can also forward the timesheet to some other user for review and approval. If a timesheet is rejected, it gets unlocked for the user to edit the time and re-submit for approval.
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The Team Status tab shows status of timesheets for the selected period, overall team status and the direct reports status of the logged in user
Reporting on Timesheets
Once timesheet approval process is enabled, new fields related to timesheets will appear in the report designer under “Time Tracking (Worklogs)” section. These fields can then be added to the reports for reporting purposes.
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