This article contains information for the Timesheet (Admin) screen
If you're looking for Daily/Period Authorisation click HERE.
This article describes the permissions required and how to authorise to Roster time in the Timesheet (Admin) screen (available via Management > Timesheets > Timesheets)
When an employee has been rostered to work and their timesheet is an exception, you can quickly authorise them to be paid according to their roster times by using the authorise to roster time function within the Timesheets screen.
What does this page cover?
Enabling
Activation of the Permission will allow a user to interact with the 'Authorise to Roster Time' button at the top of the page after selecting one or more timesheets using the checkboxes.
Activation of the 'Authorise to Roster Time' screen setting will make the 'Authorise to Roster Time' option appear in the Actions kebab menu against individual timesheets.
Access Level Permissions
For someone to authorise timesheets to the roster time, their Access Level must have the Allow authorise to roster times permission enabled. To do this:
- Go to Admin > Security Config > Access Levels
- For the relevant Access Level row, click Edit
- Click on the Permissions tab
- Search for 'Allow Authorise'
- Ensure the item TimeTarget Online > View Timesheet Authorisation Page > Allow editing > Allow authorise to roster times is ticked
- After altering the selection, click Apply Changes.
Enabling the above permission will allow the user to select one or more timesheets using the checkboxes and click the 'Authorise to roster time' button. To activate the 'Authorise to Roster Time' option in the 'Actions' menu, see 'Screen Settings' below.
Screen settings
To be able to perform this action on individual timesheets using the kebab menu, click the to open the Screen Settings window and select the 'Authorise to roster time' option.
This will make the 'Authorise to roster time' option appear when clicking the Action kebab against valid timesheets.
Authorising timesheets to Roster Times
Single Timesheet Selection
- For the timesheet you wish to authorise, click the Actions kebab and select Authorise to roster time. If it is disabled, the Roster Start or End time are not populated or you do not have the required Screen Setting (mentioned above).
- Clicking Authorise to roster time will immediately authorise the timesheet.
- The timesheet status will update to Authorised and the Pay Start and Pay End times will be adjusted to match the roster times.
- If the Unauthorised filter is active, the Timesheets will disappear from view.
Bulk Timesheet Selection
- Using the checkboxes, select the unauthorised timesheets you wish to auth to roster time - they must have Roster Start and Roster End times populated.
- Click the Authorise to roster time button at the top of the screen. If all selections are valid, all timesheets will be immediately authorised.
- An error will appear if you do not have permission to auth to roster time, or if any one of the selected timesheets does not have the required Roster Start and Roster End times populated.
- The timesheet status will update to Authorised and the Pay Start and Pay End times will be adjusted to match the roster times. If the Unauthorised filter is active, the Timesheets will disappear from view.