Project Manager Approval
You can configure who is allowed - or required - to review timesheets before it is approved. eHour supports two types of workflows:
Enabling
When configuring approvals, select "Project Managers" to enable this workflow. When selected, all relevant Project Managers need to give their approval.
When there are no Project Managers set for a project, a fallback reviewer can give his or her approval.
Example:
To enable the Project Managers Approval Workflow, select the "Project Managers" tab when Configuring Approvals.
For this example, this workflow is enabled but no fallback reviewers are set.
The process is:
- In week 18, Andrew tracked time on three different projects;
- Andrew requests approval;
- Two of those projects have a Project Manager set: John and Sally. Both project managers receive a notification by email;
- John reviews the hours for his project on Andrew's timesheet and approves. The timesheet is still in the pending state;
- Sally also reviews the hours for her project on Andrew's timesheet and approves. The timesheet is approved;
- Andrew receives an email notifying him that his hours are approved.
Example with a fallback reviewer
The Project Managers Approval Workflow is enabled and the Line Manager is configured as the fallback reviewer. Thomas is Andrew's Line Manager.
- In week 19, Andrew was two days on vacation. He tracked hours on the vacation/PTA project and on the Development project;
- The development project has John as PM while the PTA project does not have a PM set;
- Andrew requests approval;
- John needs to approve the hours for the Development project;
- Thomas needs to approve the hours for the PTA project as he is Andrew's Line Manager;
- When both John and Thomas approve the hours the timesheet is considered to be approved and Andrew is notified by email.
It is advised to add a Manager or Admin as a fallback reviewer. Timesheets get auto-approved when there are no Project Managers available nor any fallback reviewer is set.