Timesheet submission and approval

Step by step

1. Record labour Crew Member

   Crew Member enters the work date, positive hours, project and team member. The entry can also identify the site task, billable category and work description.

   • Ties hours to worker, date, site and optional task.
   • Updates Timesheets, Site tasks, Construction projects

2. Submit the entry Crew Member

   Crew Member moves the timesheet from Draft to Submitted which triggers the approval workflow and places the entry in the submitted list.

   • Changes Draft to Submitted.
   • Updates Timesheets

3. Timesheet approval Crew Member

   The configured workflow checks positive hours and a current Submitted status. It moves a valid entry to Approved and records a submittal review and inspection receipt. Site Manager checks the result.

   • Records Approved and the decision outcome after submission.
   • Updates Timesheets, Submittal reviews, Inspection receipts

4. Handle an exception Crew Member

   Site Manager checks any failed receipt. Nonpositive hours or a timesheet no longer Submitted blocks the approval; the crew member corrects the source entry before another submission.

   • Shows why a submitted approval did not succeed.
   • Updates Timesheets, Inspection receipts

5. Review labour position Project Manager

   Project Manager compares submitted and approved hours with project and task actuals before making a delivery call.

   • Compares labour with the project plan.
   • Updates Timesheets, Construction projects

Crew Member

Prepares and submits labour.

Site Manager

Reviews approval results and failed attempts.

Project Manager

Reviews project labour and package variance; Admin maintains access.