Managing timesheet approvers is an essential aspect of facilitating smooth timesheet submissions and approvals in Rocketlane. This guide details how to add, designate, or remove timesheet approvers and describes the fallback system for timesheet approval.
Overview of Timesheet Approvers
Timesheet approvers are tasked with reviewing and approving timesheets submitted by team members. Effectively managing approvers guarantees that timesheets are processed with efficiency and accuracy.
How to Add or Designate a Timesheet Approver
To assign a team member as a timesheet approver, follow these steps:
- Go to Settings.
- Access Team Members.
- Choose the relevant team member and click the 3 dots to edit.
- Update the Timesheet Approver field to assign them an approver.
How to Remove a Timesheet Approver
If it's necessary to remove a timesheet approver for a user, you can do this from the team member page. Here's how:
- Go to Settings.
- Navigate to Team Members.
- Select the appropriate team member.
- Clear the assigned approver from the Timesheet Approver field.
In scenarios where a user lacks an assigned approver, their timesheets will automatically receive approval from the account admin.
Fallback Mechanism for Timesheet Approval
When a user has no designated timesheet approver, the account admin will assume the role of approving their timesheets. This guarantees that all timesheets are assessed and processed, even without a specific approver. By adhering to these steps, you can efficiently manage timesheet approvers in Rocketlane, guaranteeing a smooth approval process for your team.