This setting when enabled allows access for Clients & Professionals to view, authorise and query Timesheets that have been submitted by a Member.
How do I Enable this setting?
To enable the setting please follow the steps below:
1. Open the Locations profile you wish to edit. If you are not sure how to view a locations profile please visit: How to update Location Details
2. Select the Online Permissions Tab within the locations profile.
3. Select Yes from the drop down field applicable to the setting (highlighted in the red box below)
4. Select Save to apply the setting change to the locations profile.
How does a Client or Professional authorise a Timesheet?
For Clients or Professionals to access submitted Timesheets they can select the Authorise TImesheet tab available in the top menu. If they have access any submitted dockets will appear in the Authorise TImesheet page, if not this screen will not show any shifts.
Once a Timsheet has been submitted the shift will become visible within the Authorise Timesheets page.
If shift details are displayed in red font within this screen it is highlighting that the details submitted have discrepancies from the original booking details. By hovering over the red font it will show the original shift data. For example the image below is indicating a different finish time and total hours work. By hovering over the font we can see that the shift was originally booked for a 23:00 finish.
To review the original booking details and the submitted docket image select the icons found within the following columns highlighted below.
Original Booking - Will provide a pop screen with the details of the original request from the location.
Signed Docket - Selecting the icon under signed docket will provide a pop up with an image of a hard copy docket or a digital docket.
To approve/query a docket select the docket you wish to update using the tick-box located in the far left column. Once the shift is selected you are able to choose "Approve Docket" or "Lodge query".
- Approve Docket - This will pre-confirm this docket for the finance team.
- Lodge Query - This will flag to the finance team that a query has been made against this shift. The user is required to add notes as to why they are lodging a query.
Mobile App Access
To access submitted timesheets select Timehseets located in the bottom menu of the Mobile App.
If a location does not have access to Authorise TImehseets they will see the below within their App prompting them to request authorisation.
If the location has Authorise Timesheet enabled then professionals can view all Timesheets awaiting review. To view the submitted docket and booking details select the docket details relating to the shift you want to review.
For example we wish to review Bat Man's Docket "Test109" so we can select anywhere within the red box below.
The next screen will provide the details of the booking request any discrepancies will be highlighted in Red font with the original booking details inserted below in a shadow box.
you can view the docket submitted by selecting the blue Icon in the top right hand corner. The red icon will appear in the top right hand corner if there are discrepancy notes entered from the Member.
If you wish to view the discrepancy notes select the red icon. This will provide a pop up screen with the notes that the member submitted.
To approve the docket select "Approve Docket" or to Lodge a Query select "Lodge Query" .
If you select Lodge Query a pop up to enter discrepancy notes will appear on the screen.
Details of Client approved Timesheets or any discrepancy notes are viewable within the Finance portal when confirming shifts.