Only users with the Timesheet Automation permission can configure approval rules.

Create an Approval Rule  

1. Navigate to in the top-right corner.
   
2. Click Automation > Approval Rules.
   
3. Click Create Approval Rule.
   
4. Enter the Rule Name and Description (optional).
   
5. Add Criteria to define when this rule should be applied.
   
1. Note: Project Name is added as a default condition in criteria.
   
6. Click  to add more conditions.
   
7. Click the edit icon () to modify the criteria.
   
8. Set the Approval Flow to Set Rules, Auto-Approve or Auto-Reject.
   
9. If approval Flow is to Set Rules:
   
1. Select approvers from the Add Approver dropdown (choose users or profiles). Multiple approvers can be added to the rule based on the requirement. 
   
1. User : Add a specific user as an approver. The timesheet is routed only to that individual for approval.
   
2. Profile : Add all users with a selected profile as approvers. The rule applies to everyone holding that profile.
   
3. Team : Add a project team as approvers. The rule applies to all members of the selected team.
   
4. Reporting Hierarchy : Add approvers based on reporting levels in the user’s hierarchy (e.g., Level 1 = immediate manager, Level 2 = manager’s manager). You can choose between Everyone must approve or Anyone can approve if Reporting Hierarchy is selected.
   
5. 
   ​If multiple projects are associated and the approver Profile is set to Project Owner, approval from any one of the selected projects’ owners would be sufficient. Based on the rule configuration, the timesheet will either move to the next reporting level or be approved.
1. Choose one of the following options:
   
1. Anyone can approve - The timesheet is marked approved as soon as one of the assigned approvers gives approval. If both the Team Lead and HR/Payroll Admin are approvers, and the Team Lead approves the developer’s weekly timesheet first, the approval is final. The HR/Payroll Admin doesn’t need to take further action.
   
2. Everyone must approve - The timesheet requires approval from all assigned approvers before it is marked as approved. The timesheet first goes to the Team Lead. Once approved, it then moves to the HR/Payroll Admin for a second-level check. Only after both approvals is the timesheet marked approved.
   
2. Enable Set Reminders for Approvers (optional):
1. Choose Daily, Weekly, or Monthly.
   
10. Set the reminder time.
    
11. Click Submit.
    

Edit an Approval Rule

1. Navigate to  > Automation > Approval Rules.
   
2. Hover over the rule, then click  > Edit, or click on the rule name to open it.
   
3. Make the necessary changes and click Submit.
   

Reorder Approval Rules  

1. Navigate to  > Automation > Approval Rules.
   
2. Hover over the rule, then click and hold the reorder icon ().
   
3. Drag and drop the rule to the desired position.
   

Activate or Deactivate an Approval Rule  

1. Navigate to  > Automation > Approval Rules.
   
2. Use the toggle next to a rule to activate or deactivate it.
   

A rule can only be deactivated if all associated timesheets are either approved or rejected.

Delete an Approval Rule

1. Navigate to  > Automation > Approval Rules.
   
2. Hover over the rule, then click   > Delete.
   

Similar to deactivation, a rule can only be deleted if all associated timesheets are either approved or rejected.