Review and approve time sheets for customer service agents

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Managers can review time cards and time sheets for agents in their assignment groups.

    Vorbereitungen

    Role required: sn_customerservice_manager

    Warum und wann dieser Vorgang ausgeführt wird

    When a time sheet is approved, the time cards are processed and used to create expense lines that reference the defined labor rate cards.

    Prozedur

    1. Navigate to All > Customer Service > Manager > Time Sheets - Pending Approval.
    2. Select a time sheet.
    3. If necessary, review the time cards associated with this time sheet in the Time Cards related list.
    4. Click one of the available actions.
      OptionBezeichnung
      Approve The state of the time sheet and the associated time cards changes to Processed and these records become read-only.
      Reject The state of the time sheet and the associated time cards changes to Rejected. The customer service agent can modify the time sheet and submit again for approval.