What It Does
Explains timecard approval, unapproval, lock, unlock, and review controls in Timesheet V3.
This article is written for help desk users who need a simple, practical explanation of the feature and the checks to make before saving changes.
When To Use It
- Use it when setting up or reviewing this feature for a company.
- Use it when a user asks where the feature is or why the expected record is missing.
- Use it before importing, approving, publishing, syncing, or reporting data related to this area.
Before You Start
- Confirm you have permission to use the screen.
- Check that required setup records already exist.
- Review the record before saving changes.
Basic Steps
- Open the timesheet or report screen for the correct period.
- Apply location, department, employee, and status filters.
- Review regular hours, overtime, leave, holiday, and exception columns.
- Correct records that are incomplete or inconsistent.
- Approve, lock, export, or report only after the review is complete.
Practical Example
A manager reviews last week before approval. They use timecard approval and locking in v3 to filter to their department, find two missing clock-outs, correct the records, confirm overtime totals, and lock the timecards only after the totals match the expected work pattern.
Common Mistakes
- Approving records before fixing missing punches.
- Changing clock times without checking overtime impact.
- Confusing legacy reports with Timesheet V3.
- Exporting before filters are reviewed.
What To Check If Something Looks Wrong
- Confirm the employee, company, department, location, or date range is correct.
- Confirm the user has both module access and role permission.
- Check whether the record is filtered out by status, date, location, or department.
- Review related logs, history, or reports before changing production data.
Related Articles
- Timesheet Report Overview Legacy Vs V3 Beta
- Using Timesheet V3 Filters Columns And Calculations
- Editing Clock Times In Timesheet V3