Review and approve time sheets for customer service agents

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.

   Option	Bezeichnung
   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.