Integrating Audit Management with Time Card management

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Integrating Audit Management with Time Card Management

    ServiceNow’s integration of Audit Management with Time Card Management allows audit users and managers to log, submit, and track hours spent on audit engagements, tasks, issues, and milestones. This integration streamlines capturing time information for audit-related activities and supports approval workflows to ensure accurate time reporting.

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    Key Features

    • Time Logging and Submission: Users can record hours worked using time cards and time sheets, then submit them for approval.
    • Approval Workflow: Time cards are routed for approval based on the Non-project time approver field in the user’s time sheet policy. If no approver is specified, users with the Time Card Approver role can approve the time cards.
    • Manager Capabilities: Managers with the Time Card Approver role can log time and submit time sheets on behalf of their resources.
    • Reporting Scope: Time cards can be reported against engagements, audit tasks, issues, and milestones.
    • Expense and Resource Rollup: When an engagement has an associated project, approved time cards and processed expenses roll up into actual resources and expenses on the engagement, enabling accurate cost tracking.

    Requirements and Configuration

    • Activate the Project Portfolio Management and GRC: Advanced Audit plugins to enable this integration.
    • Enable advanced planning for the engagement to use this feature effectively.
    • It is recommended to create a project before logging time cards to ensure accurate expense and resource reporting.
    • The Time Cards related list on an engagement becomes available only after a project is created.

    Practical Application for ServiceNow Customers

    This integration helps audit teams improve time tracking accuracy and simplifies the approval process for audit-related work hours. It also enhances financial oversight by rolling up actual resource hours and expenses to engagements when linked to projects. Managers gain visibility and control by being able to submit time on behalf of their teams.

    Users can submit time cards directly from the time sheet portal without navigating to the engagement, increasing convenience and adoption. Understanding the time sheet policy and roles required for approval is essential for configuring smooth workflows.

    Audit users and audit managers can now use the Time Card Management feature to log and capture hours for engagements and other tasks on an engagement.

    The Time Card management feature enables users to submit and track their time for the assigned tasks. With the Time Card Management feature:
    • The time card users can record the time worked on a task using time cards and time sheets. They can then submit their time cards and time sheets for approval.
    • Time cards and time sheets are routed for approval based on the Non-project time approver field in the user time sheet policy. Managers with the time card approver role can also log time and submit the time sheet of their resources.
    When you integrate Audit Management with Time Card management, you can report a time card for:
    • an engagement
    • audit tasks
    • issues
    • milestones
    To use the Time Card management feature integration with GRC Advanced Audit, you must activate the following plugins:
    • Project Portfolio Management
    • GRC: Advanced Audit
    Note:
    You must enable advanced planning for the engagement.
    When an audit user logs time using time cards, the time cards are sent for approval based on the approvers defined in the time sheets policy. To learn more about time sheets policy, see Time sheet policy
    Note:
    If there's no approver identified or None is selected in the Non-project time approver field on the time sheet policy assigned to the user, then the users in the Time card approver field are able to approve the time cards associated to that engagement. If User Manager or Auto is selected in the Non-project time approver field, then the approvers are not overridden and remain as is. For details on the roles required to approve time cards, see Roles required for Advanced planning capability

    To create a time card, see Create a time card.

    A user can submit the time cards through the time sheet portal directly without coming to the engagement. To submit a time card, see Submit a time card. To submit a time card from the time sheet portal, see Submit time card from the time sheet portal

    Time cards and rollup of expenses and resources

    In the version 12.0.1, release of Audit Management, when an engagement has a project associated with it, after a time card is approved and expense lines are processed, both the Actual resources and the Actual expenses values roll up on the engagement. Although you can create a time card and log hours before you create a project for an engagement, it is recommended to create a time card after a project is created. This task ensures accurate reporting of the expenses and resources. The Time Cards related list appears on an engagement only after a project is created.