Submit and approve timesheets | Zoho Workerly

Submit and Approve Timesheets

When you have enabled temp login, temps can submit their timesheet from their mobile app or by logging in to their temp portal.

To enable temp login:
  1. Navigate to Setup.
  2. Under Portal Setup, click Temp Login.
  3. Toggle on the button to the right of Temp Login to enable this feature.
If you have opted for Agency or Client approval, the designated approver will be notified via email about the submitted timesheet. The approver can then review the timesheet and choose to accept or reject it.

Note: If temp login is not enabled, an agent can also fill out the timesheets manually and proceed to submission. Client, Agency, and Auto approval can still be designated in this instance.

Timesheet early submission 

To enable early submission for timesheets:
  1. Navigate to Setup.
  2. Under Time Logs, click Timeclock
  3. Toggle on the button for Timesheet early submission.
When this setting is enabled, temps can pre-fill and submit their timesheets before the last working day of their shift. This could be before the end of the week or month, depending on the job's billing cycle.

Timesheet Approval

Note: You can specify either Agency, Client, or Auto approval for timesheets at the client level.
While creating a client, you can choose an approval mode from the Timesheet Approval Process options. These can be changed at anytime by navigating to the Clients module and clicking on the client name from the client details page. The updated timesheet approval process will be applied only to timesheets that are created after saving the changes.
As soon as a timesheet is submitted:
  1. If you have selected Agency Approval, you can Accept or Reject the timesheet by navigating to the respective timesheet details page. Additionally, you can add remarks before approving.

  2. If you have selected Client Approval, the respective client will receive an email where they can review the timesheet and Accept or Reject it. Additionally, they can add remarks before submitting. A success message will be displayed upon successful submission.

  3. If you have opted for Auto-approval, as soon as the timesheet is submitted, it will automatically have its status updated to 'submitted' and you can proceed with creating an invoice.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Create Timesheets

                                                                                                    You can create Timesheets from three different modules--Timesheets, Jobs and Temps. Below are the steps to create timesheets from various modules.  Method 1: Create from the Timesheets module Go to the Timesheets module and click +New Timesheet ...
                                                                                                  • Timesheets

                                                                                                    Tracking the work hours of your temps is a significant part of workforce management. Accurate tracking of work hours spent by each worker will ensure that there is harmony between all the important stakeholders involved -- Your agents, temps and the ...
                                                                                                  • Approve Temps

                                                                                                    The Import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly to the Temps modules. They need to be approved first to be ...
                                                                                                  • Timesheet Reminders

                                                                                                    You can now send timely reminders to your temps to submit their timesheets for approval.   To enable reminders: Go to Setup > Time Logs > Reminders Choose when your temps should be reminded after completion of their shift. If a temp finishes her work ...
                                                                                                  • Working with Reports

                                                                                                    Zoho Workerly reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In Zoho Workerly, standard reports are provided in various modules, which can be either used as it is ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources