The timesheet approval and feedback process

Up-to-date, accurate timesheets are required for:

• Monthly reporting to clients
• Internal reporting on client profitability and retainer clients
• Determining if jobs are profitable and justifying extra budget where applicable

A timesheet approval process is essential to ensure that timesheets are accurate and up-to-date. Insight will help your agency achieve this through a carefully designed process of pre-defined deadlines, email alerts and feedback at various levels in the agency.

The process is as follows. Please see the picture below for visual overview of these steps:

• Staff members should complete their timesheets for the previous week by 10am on Mondays. At 10am relevant staff will be sent the Timesheet Target Hours Reminder.
• Those who complete their timesheets by 2pm on Mondays will score 100% for on-time submission. For more about this, see On Time Submission of Timesheets.
• From 2pm on Mondays, timesheet administrators can approve timesheets on the basis of accuracy and completeness. For more about this, see Timesheet Approval Instructions.
• On approval of a person's timesheet, a Timesheet Approval Feedback email is sent to them with any comments made by the timesheet administrator.
• At 10am on Tuesdays, timesheet administrators will receive a Timesheet Administrator Approval Alert if they have outstanding timesheets for approval.
• At 2pm on Thursdays, all timesheet administrators will receive a Timesheet Administrator Summary of the performance of their team for the previous week.
• At 10am on Fridays timesheet executives will receive an email to inform them of any timesheet administrators that have not approved their timesheets.

Click on an area in the image for more information on the selected step