Sheet-based approval workflows are used to direct an employee’s submitted time or expense sheet, as a whole, to one or more approving managers. When more than one manager needs to approve a sheet, the workflow also controls which manager approves first, second, and so on. Sheet-based approval workflows are one of 2 types of possible approval workflows.
Prerequisite:
The managers (employees) designated to approve time and expenses should first be established.
Select Approval Workspace from the menu (Menu > Views tab > Approval Workspace).
Select the Workflows tab near the top of the screen.
Select the Approval Workflow tab located below the toolbar.
Select All Projects from the Projects drop-down list. The term ‘All Projects’ is used to identify the workflow as one that applies to all time (or expenses) regardless of which project the entries are associated with. The term “Sheet-based” is used throughout these instructions when All Projects is selected since the entire sheet is sent to the manager in the workflow.
Click the New button 
on the toolbar to launch the Workflows pop-up window.
Enter a unique workflow name (up to 100 characters).
Select the approval type (i.e. Timesheet or Expense). Note that the approval type cannot be modified after the workflow is created.
(Optional) Enter a description (up to 250 characters).
The list of Available Employees in the top left corner is divided into two areas:
Unassigned: lists employees not currently assigned to any ‘All Projects’ type workflow.
Assigned: lists employees already assigned to an ‘All Projects’ type workflow. The name of the workflow is appended to the employee’s name.
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Notes:
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Select and transfer 
the employees whose submitted entries will be forwarded to approving managers. Selecting an employee already assigned to another workflow will move that employee to the new workflow.
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Tip: You can graphically review approval paths for any employee by clicking the Show Approval Paths button |
From the list of Available Managers in the bottom left corner, select and transfer the managers that need to approve the time or expense entries to the Approving Managers list on the right. The Managers available list includes all employees with access to administrative views (assigned to "All" in the employee properties Software access field). To approve time and expenses, employees listed as a manager should also have a security level giving them access to the Time & Expense Approval view (normally Team Lead or above).
The order of the managers displayed in the Approving managers list represents the approving order. The first manager shown will need to approve the time or expenses before the second manager listed (if any) can approve the time or expenses, and so on. To change the order of an approving manager, select the manager and click the up 
or down 
arrow button.
Click Done.
The approval workflow is now setup, assigned and active.
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Tip: There are options to notify managers via e-mail when they have time or expenses awaiting their approval. |
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Note: A red icon (Alert Center) is placed below the Logout button whenever an approving manager has time or expenses awaiting approval. |
on the toolbar.