Managers can review time cards and time sheets for agents in their assignment groups.
Before you begin
Role required: wm_manager
Procedure
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Navigate to .
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Select a time sheet.
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If necessary, review the time cards associated with this time sheet in the
Time Cards related list.
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Click one of the following.
| Option | Description |
|---|
| Approve |
The state of the time sheet and the associated time cards changes to
Approved and becomes read-only. Time cards
for any work order tasks that are in the Work in
process state are marked as
Processed. Once the work order task is
Complete, the time cards are marked as
Approved. |
| Reject |
The state of the time sheet and the associated time cards changes to
Rejected. The field service agent can make
changes to the time sheet and submit again for approval. |
If rate cards are applicable for the time worked, expense lines are
generated as part of the time sheets. Users with the financial_mgmt_user role
can view these expense lines.