DocsApproving Timesheets & Leave

Approving Timesheets & Leave

For Managers and Admins: review pending submissions, approve or reject with comments, and manage your team queue.

The Approvals section is for Managers and Admins who need to review and approve (or reject) submissions from their team.

This section is for: Managers and Administrators only

⚠️ If you are an Employee, you do not have access to the Approvals queues. Your timesheets and leave requests are reviewed by your Manager.


Overview — The Two Approval Queues

WorkRoster has two separate queues — one for timesheets and one for leave requests.

┌──────────────────────────────────────────────────────────┐
│                   APPROVAL QUEUES                        │
├────────────────────────┬─────────────────────────────────┤
│  TIMESHEET APPROVALS   │      LEAVE APPROVALS            │
│                        │                                 │
│  Timesheets →          │      Leave →                   │
│  Approvals Queue       │      Approvals Queue            │
│                        │                                 │
│  Review daily hours    │  Review holiday, sick, and      │
│  submitted by staff    │  unpaid leave requests          │
│                        │                                 │
│  Approve ✅ or         │  Approve ✅ or                  │
│  Reject ❌ with notes  │  Reject ❌ with notes           │
└────────────────────────┴─────────────────────────────────┘

How to Access the Queues

  • Timesheets queue: Click Timesheets in the sidebar → then Approvals Queue (or the orange Pending Timesheets card on your Dashboard)
  • Leave queue: Click Leave in the sidebar → then Approvals Queue (or the orange Pending Leave card on your Dashboard)

Part 1 — Reading the Approval Queue

When you open either queue, you see a summary at the top and a list of pending items below.

Summary Cards

┌──────────────┐   ┌──────────────┐   ┌──────────────┐
│      7       │   │   52.5 hrs   │   │      4       │
│              │   │              │   │              │
│   Pending    │   │ Total Pending│   │  Employees   │
│  Timesheets  │   │    Hours     │   │ Requesting   │
└──────────────┘   └──────────────┘   └──────────────┘

These give you an instant overview of how much work is in the queue before you start.

The Pending List

┌──────────────┬──────────────────┬─────────┬──────────────┬──────────────┐
│   Employee   │     Project      │  Hours  │     Date     │   Actions    │
├──────────────┼──────────────────┼─────────┼──────────────┼──────────────┤
│ James Patel  │ Acme Office      │  8.5h   │ 19 Jun 2026  │ ✅ Approve   │
│              │                  │         │              │ ❌ Reject    │
├──────────────┼──────────────────┼─────────┼──────────────┼──────────────┤
│ Sarah Lee    │ City Council     │  9.0h   │ 19 Jun 2026  │ ✅ Approve   │
│              │ (1.0h overtime)  │         │              │ ❌ Reject    │
└──────────────┴──────────────────┴─────────┴──────────────┴──────────────┘

Part 2 — Approving a Submission

Approving is quick when everything looks correct.

Quick Approval (1 click)

  1. Look at the entry — check the employee name, date, hours, and project
  2. Click the green tick (✅) button on the right
  3. The entry is immediately approved and removed from the queue

That is all! The employee is notified and the hours are confirmed for payroll.

Before You Approve — What to Check

Take a moment to review these things before clicking Approve:

Check Why It Matters
Correct project Billing wrong hours to a client creates invoicing errors
Reasonable hours 8–9 hours is typical; 12+ hours may need a quick query
Notes make sense Vague notes (e.g. "worked") may mean the time wasn't actually logged accurately
No duplicate dates Check for accidental double entries on the same day
Leave balance (for leave) Employee should have sufficient remaining balance

Part 3 — Rejecting a Submission

If something looks wrong, you can reject the entry and send it back to the employee with an explanation.

You click Reject
      ↓
A comment box appears
      ↓
You type an explanation
(e.g. "Please correct the project — should be City Council, not Acme")
      ↓
You click Reject to confirm
      ↓
Employee sees the rejection with your comment
      ↓
Employee corrects and resubmits

How to Reject

  1. Click the red cross (❌) or Reject button on the entry
  2. A comment box will appear — this is required
  3. Type a clear explanation of what needs correcting
  4. Click Reject

⚠️ You must write a comment when rejecting. The employee sees your comment and uses it to fix their submission. Without a reason, they will not know what to change.

Tips for Writing Good Rejection Comments

Too vague Clear and helpful
"Wrong" "Please change the project from 'Acme Office' to 'City Council Substation'"
"Fix this" "The break duration looks incorrect — a 2-hour break was listed but your shift was only 7 hours"
"Incorrect" "Please split the notes into the morning task and afternoon task so we can bill accurately"

Part 4 — Searching and Filtering

If you have a large team, you can search and filter the queue to find specific entries:

┌─────────────────────────────────────┐  ┌─────────────────┐
│  Search by name or email...         │  │  Date range ▼   │
└─────────────────────────────────────┘  └─────────────────┘
  • Search box: Type an employee's name or email to show only their entries
  • Date range filter: Narrow down to a specific period (e.g. "last week" or a custom date range)

Part 5 — Leave Approvals in Detail

The Leave Approvals queue works the same way, but you are reviewing days off rather than hours worked.

┌──────────────┬────────────┬────────────┬──────────┬──────────┬──────────┐
│   Employee   │  Leave Type│ Start Date │ End Date │   Days   │ Actions  │
├──────────────┼────────────┼────────────┼──────────┼──────────┼──────────┤
│ Maria Garcia │  Annual    │ 23 Jun     │ 27 Jun   │   5      │ ✅ ❌   │
│ Tom Wilson   │  Sick      │ 19 Jun     │ 19 Jun   │   1      │ ✅ ❌   │
└──────────────┴────────────┴────────────┴──────────┴──────────┴──────────┘

Before Approving Leave — What to Check

  • Sufficient balance: Does the employee have enough annual leave days remaining?
  • Team coverage: Will the team be adequately staffed during this period?
  • Timing conflicts: Are multiple people already off on the same dates?
  • Reason given: Does the reason make sense for the leave type requested?

💡 Tip: Before approving leave, open the Calendar page in a separate tab to see who else is off on those dates. This helps you avoid approval conflicts.


Part 6 — Using the Calendar to Plan Approvals

The Calendar is your best tool for spotting leave clashes before you approve a request.

How to Use the Calendar for Approvals

  1. Click Calendar in the left-hand sidebar
  2. Navigate to the month when the requested leave would fall
  3. Look for amber (pending) leave entries and blue (approved) entries to see who is already off
┌───────────── JUNE 2026 ─────────────────────────────────┐
│ Mon   Tue   Wed   Thu   Fri                             │
│                                                         │
│  22    23    24    25    26                             │
│        🔵Maria   🔵Maria   🔵Maria   🔵Maria   🔵Maria  │
│        🟡Tom req. ← Tom is ALSO requesting this week    │
│                                                         │
│ ⚠️ Two people away same week — check team coverage first │
└─────────────────────────────────────────────────────────┘

See the Calendar guide for full details on reading the calendar.


Frequently Asked Questions

Q: An employee submitted hours for the wrong project. Should I reject it? Yes — reject it with a clear comment explaining which project to use. The employee will correct it and resubmit.

Q: Can I approve part of a timesheet (e.g. 7 hours out of 9)? No — approvals are for the full entry. If only part is correct, reject it and ask the employee to resubmit with the correct total.

Q: An employee submitted leave but does not have enough balance. Will the system stop it? Yes — WorkRoster prevents Annual Leave requests that exceed the available balance. If you see an annual leave request in the queue, the employee has sufficient balance.

Q: I approved something by mistake. Can I undo it? Once approved, an entry is locked. Contact your Administrator — they have tools to adjust records if a genuine error occurred.

Q: How do employees know their submission was approved or rejected? Their submission status changes on their Timesheets/Leave page (Pending → Approved/Rejected), and the status shows immediately when they next log in. For rejections, your comment is displayed to them.


Next: Administrator Console →