Approving timesheets in Fluid is a key step in ensuring that time entries are accurately recorded, reviewed, and finalised. Depending on the organisation’s configuration, timesheets may be approved by Resource Managers (Line Managers) and/or Project Managers.

• Resource Managers approve time booked against non-project activities (e.g., administration, leave, training). If the system is not configured for project manager approvals, resource managers will also approve project time.
  
  

• Project Managers approve time booked against their assigned projects (if project manager approval is enabled).

This article explains how to access and approve timesheets, including bulk approval options.

Accessing Timesheets for Approval

Timesheets awaiting approval can be accessed from different areas in Fluid:

• Resource Managers can access timesheets from:

  • Their action dashboard, i.e. My Items page.

  • My Team Page.

• Project Managers (if approval is required) can access timesheets from:

  • My Items page.

  • The Project Workspace.

The timesheet request summary view displays the resource's name and the total hours booked for that period.

Reviewing and Approving Timesheets

To review and approve timesheets:

1. Select a timesheet to open it.

2. Review the time entries to ensure accuracy.
   
   

3. Click On Show Days to see the numbers of hours booked per day.
   
   

4. If required, use the Comments section to add notes.
   
   

5. Choose an action:

   • Click Approve to approve the timesheet.

   • Click Amend to return the timesheet for amendment.

Bulk Approvals

For efficiency, Fluid allows bulk approval of timesheets:

1. Select multiple timesheets from the list by checking the boxes on the left-hand side.

2. Click the Approve button to approve all selected timesheets at once.

This feature is particularly useful for managers handling a high volume of timesheet approvals.