Auto-Approve Time Sheets Humanity HelpDesk - Auto-Approve Time Sheets

Popular help topics: Scheduling, Setup, Time Clock, Leave Request

Auto-Approve Time Sheets

Setting up the 'Time-Sheet Auto Approve Rule' allows you to automate the Time-Sheet approval process. You can setup the rule by navigating to 'Time-clock' module and click 'Auto Approve Time-sheet Rules'.
 

User-added image


Setting up the Timesheet auto approval process is based on the following:

  • Timesheet length. (Shift not necessary)

  • Shift Deviation. (Shift necessary for the corresponding date)

Time Sheet Length
 

By moving the 'Slide Bars' towards the right, you increase the Minimum and Maximum 'TimeSheet' length the 'Auto approve rule' will observe to approve the corresponding Time-sheets automatically.
 

http://cdn.spgrab.com/17_08_16_08_55_45.png

 

Shift Deviation

 

This rule requires a corresponding shift to auto-approve the TimeSheet against that shift. This rule ensures that, if an employee has clocked in and clocked out according to his scheduled timings, then his TimeSheet can be auto approved.  Note: Having no shift for the date of 'TimeSheet' entry will void the rule.

 

Deviation from shift start  and Deviation from shift end:

The Values which we set under (Deviation from shift start +/- and Deviation from shift end +/-) allow you to set up the least acceptable Time deviation.
 

http://cdn.spgrab.com/17_08_16_08_56_44.png


Shift Deviation rules cover both the cases i.e. if you want theTimeSheets which were accurately recorded against the Shift Times to be auto approved then set '0/Off' from the drop down menu. Similarly, if you want the TimeSheet which deviates 15 minutes (+/-) from the actual shift time to be auto approved then select 15 Mins from the drop down menu.

 

From the Bottom of the page, you can select whether you want only One rule to be followed for auto approval or you want both the rules to be followed for the auto approval to work.
 

https://shiftplanning.zendesk.com/hc/en-us/article_attachments/202747664/both_2.png


Selecting Both means: The time sheet must obey both the rules which are set under 'TimeSheet length rules and Shift deviation rules' to get auto-approved.

 

Explanation with the help of a scenario


If there is this shift (8 am - 5 pm = 9 hours total)

  • And you set the Maximum TimeSheet length to '9' hours. 

  • Also, the values which you set under the 'Shift Deviation rule' are:

http://cdn.spgrab.com/17_08_16_08_58_36.png


Then the TimeSheet added from 6 am - 3 Pm = 9 hours will be auto approved because it obeys the maximum limit set under 'maximum shift length rule' + the TimeSheet deviations remains inside the allowed threshold under the 'Shift Deviation rule'.
 

But the Time sheet added from 6 am - 4 pm= 10 hours, won't be auto approved, though it obeys the threshold for time deviation under 'Shift Deviation rules' but it does not satisfy the maximum shift length limit under 'TimeSheet length rules'.
 

Selecting 'At least one': Satisfying any 'One' out of the set rules under 'Maximum shift-length' and 'Shift deviation rule' will endorse the TimeSheet for auto approval.

Please feel free to let us know of any feedback by emailing support@humanity.com. Happy Scheduling!