Dashboard and Approval Inbox Overview

The Company Dashboard & Approval Inbox is designed to speed up approval workflows and give managers a clear, real-time view of pending activity. It provides quick access to timesheets, expenses, project approvals, and time off requests - eliminating the need to dig through filters or reports.

Navigating the Dashboard

At the top of the page, the hero section highlights key information about the current and previous timesheet periods.

Current Period Deadline

This area shows when the current timesheet period ends.

Prior Period Submissions

This area shows the percentage of timesheets submitted for the last period.

Prior Period Approvals

This area shows the percentage of timesheets approved for the last period.

Approval Funnel Chart

This chart, displayed on the top-right of the screen, shows a summary count of timesheet statuses for a selected period.  The supported statuses for this view are Open, Waiting (Waiting for Approval) and Approved.  The arrow option to the right of the section header allows you to move to different timesheet periods.

Filters

Through the Company Dashboard and Approval Inbox, you will have access to a people filter via this icon:

Once you select the My People option, you will receive a view showing you the users you have access to.  From this new screen, you can choose to filter by specific people by checking the box to the left of their names.  Additionally, you can use the search fields above Person Name, Approver, Division, Start Date, End Date or Employment Type to filter down to the people list by a specific value.

Using the Approval Inbox

The Approval Inbox is the primary workspace in the company dashboard where approvers have the ability to approve, reject, or display additional details on any ClickTime object awaiting their review.  It displays only the items that are currently awaiting your approval.  This includes; timesheets, time off requests, project approvals, expense approvals.  

By default, Admins will always be able to see all data Waiting for Approval.  Managers will always be limited based on their specific permissions.  If a Manager is not set as an approver for Timesheets, Project Approvals, Expenses or Time Off, they will not see the Approval Inbox.  If a Manager does not have access to Company >> Reports, they will not see the My Favorite Reports area.  If a Manager has no access to review timesheets, they will not see the Time Entry Completion widget.

If a Manager does not qualify (via permissions) for any widget on the screen, the following message will appear:

Timesheets

The timesheet section displays Submission Date (sortable), Timesheet Owner Name, Timesheet Period, Completeness, Comments and hours.  To view comments on an individual timesheet, you can click the icon in the Comments column.

There are three Action options per timesheet row.

• The checkmark will allow you to approve that timesheet row.
• The X icon will allow you to reject that timesheet row.
• The details icon (magnifying glass over paper) will allow you to review the details of that timesheet row.
  • Once in this view, you will be able to see the Client/Project/Task that were worked on, their aggregate hours and any timesheet comments/notes.  This option also supports Sub-Jobs and Custom Fields.

Additionally, approvers have the ability to select multiple rows and approve/reject in bulk by clicking the checkboxes next to each timesheet row and using the Reject/Approve buttons in the top-right.

For more detail about Timesheet Approvals, please see our primary article here.

Project Approvals

Project Approvals shares a similar layout with the timesheets view, showing the Name, Submission Date, Timesheet Period, Client/Project, and hours worked along with basic actions that can be taken.  Project Approvers can select the details icon to view the details of any Project Approval.  This screen will display the Creation Date, the Task and Task Code, and Hours.

For more details about Project Approvals, please see our primary article here.

Expense Sheets

Expense sheets shares a similar layout with the timesheet view, showing the Name, Submission Date, Expense Sheet Title, # of Expense items associated, total, and reimbursable amount along with basic actions that can be taken.  The details icon will display each expense items creation date, type, description, payment type, amount, as well as a link to display a receipt if attached.

For more information on approving/rejecting expense sheets, see our main article here.

Time Off Requests

Time Off Requests shares a similar layout with the timesheets view, showing the Name, Submission Date, Date Range for the Time Off Request, Leave Type and hours along with basic actions that can be taken.  Time Off Approvers can select the details icon to display each day requested off, its leave type, and hours requested.

For more detail on approving time off requests, see our main article here.

Approval Sections Reminders:

• Each view will give you the ability to perform bulk actions
• Each view will offer a detail icon on the rows it contains, allowing users to see more detail
• Each view gives ability to navigate between different entries when viewing detail
• Each view highlights key details about the area it is dedicated to

Other Dashboard Elements

In addition to the Approval Inbox, we also offer quick views for Favorite Reports and Time Entry Complete, detailed below.

Favorite Reports

The Favorite Reports section provides one-click access to your saved reports.  This allows you to quickly launch commonly used reports without leaving the Compliance View.

If no reports are marked as favorites, a prompt will guide you to explore and save them from the Reports Tab.  For more detail on managing favorite reports, see our article here.

Time Entry Completion

The Time Entry Completion chart shows how consistently your team has been entering time each day.  It can help managers identify days where entries are missing or incomplete and follow up with employees accordingly.  For more information on Completion rules, see our article here.