Tier 7 — People, Timesheets & Leave

Timesheet statuses, permissions and messages

Every timesheet status, every timesheet permission, and every message that stops a timesheet or its time from changing, with what to do about each.

Statuses

A week shows exactly one of these. The status filter and the badges on every timesheet screen use the same labels.

Timesheet statuses and what moves a sheet into each one.
StatusMeaningSet by
Not startedNo sheet exists for the week yet.—
DraftBeing filled in. Lines can change.Starting a sheet, Recall, Reopen
Awaiting approvalSubmitted. The sheet and its job time are locked.Submit
Changes requestedSent back with a reason. Lines can change, then it is submitted again.Request changes
ApprovedSigned off. The sheet and its job time are locked.Approve

Line sources

The three kinds of timesheet line and where each is changed.
LineComes fromChange it
Job timeClosed job time entries, 24 hours or less, on that dayOn the job's Time Tracking card
LeaveApproved leave, per working day coveredOn the leave request
Hand-enteredAdd time on the sheet — Work, Travel, Admin, Training or OtherOn the sheet

Permissions

These appear under Timesheets in the People & HR group on an employee's Permissions tab.

Timesheet permissions and what each allows.
PermissionKeyAllows
View All Timesheetserp:hr:timesheets:viewEvery employee's sheets, the week view, and the two people reports
View My Timesheetserp:hr:timesheets:view-ownYour own sheets
Submit Timesheetserp:hr:timesheets:createStart, fill in, submit and recall your own sheets
Edit Any Timesheeterp:hr:timesheets:editStart and fill in sheets for other employees
Approve Timesheetserp:hr:timesheets:approveApprove, send back and reopen other people's sheets
Full Managementerp:hr:timesheets:manageAll of the above, plus the timesheet settings

Messages

These come from the server, so they read the same in the portal and the app. Job numbers, names and dates are filled in for the sheet in question.

Messages that stop a timesheet action, and how to resolve each.
MessageWhat to do
Still clocked in to JOB-… Clock out before submitting.Clock off the job, then submit.
Time on JOB-… runs over 24 hours — correct it on the job before submitting.Fix the entry's end time on the job.
There is no time on this timesheet. Add your hours before submitting.Add time, or delete the sheet.
This week has not started yetSubmit once the week begins.
Timesheets cannot be created for future weeksStart the sheet during the week.
This timesheet has been submitted. Recall it to make changes.Select Recall.
This timesheet has been approved. It must be reopened by an approver before it can change.Ask an approver to select Reopen.
This time is on …'s submitted timesheet for the week of …The sheet must be recalled or sent back before the job time can change.
This time is on …'s approved timesheet for the week of …The sheet must be reopened before the job time can change.
This line mirrors time logged on job JOB-… Change it on the job and the timesheet follows.Edit the time on the job.
This line mirrors approved leave. Change the leave request instead.Edit or cancel the leave request.
The end time must be after the start time. Split overnight work across two days.Enter one line before midnight and one after.
That would record … hours on … — more than a day holdsReduce the hours on that day.
You cannot approve your own timesheetAnother approver, or an administrator, approves it.
… already has a timesheet covering …Open the existing sheet. This happens after the week start day changes.

Source of truth: statuses and line sources from migrations/528_timesheets.sql; permissions from portal/src/constants/permissionLabels.ts; messages from api/src/services/erp/TimesheetService.js. Re-verify there when reviewing this page.

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