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Navigating Approved Timesheet
There are options you can use to display the approved timesheet of the employees.
- Status Filter: The status filter allows you to view only services that have a particular status on the calendar
- Date Range Filter: The date range filter allows you to easily navigate back and forth between weeks/months. You are able to click between the arrows to select a date, or to select the day of the week to start the calendar on.
- Period Filter: The period filter allows you to view the calendar by week or fortnight.
- Toggle Filter: Toggle Filter allows you to show timesheets that has been approved and not approved.
- Search Box: The search box allows you to filter the list on a particular employee.
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Changing the Employee's Timesheet View
You can change the employees timesheet view to show the shifts that are not yet approved and timesheet that needs approval. You can use this feature to show the employees timesheet that needs an approval to complete the shift. By default, all shifts are shown on the employee's timesheet view.
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Showing Shifts for Approval
You can show the timesheets that needs approval by clicking on the For Approval button.
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The calendar will only show the shifts that needs approval. This view can be useful if you want to only show the shifts that needs approval to complete the shifts.
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Showing Shifts that are not Approved
You can show the employee's timesheet that are not yet approved by clicking on the Not Approved Button. Showing the not approved shifts will let you review the shifts of the employee that are not yet approved and hides all the approved timesheet of the employees.
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The calendar will show the employee's timesheet that are not yet approved.
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Approving the Employees Timesheet
When the employees finished a shift using the Brevity Mobile App, you need to approve the timesheet of the employee to complete the shift. You cannot create an invoice for the completed shift of the client if the employee's timesheet is not approved. You can approve the timesheet of the employee by clicking on the shift of the employee you want to approve and then clicking on the Approve Selected Timesheet button.
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Once the Timesheet has been approved, you will see a check mark on the upper right side of the shift. This indicates that the shift has been approved.
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Approving Multiple Employee's Timesheets
You can approve multiple timesheets for the employee. There are two ways to select the timesheets of the employee. The first way is by manually clicking on the shifts of the employee that you want to approve. The shift you selected will have a red box on the shift box to indicate that the shift has been selected.
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You can select the timesheets that you want to approve by clicking on the check box under the Approved column. Once you selected the timesheets, click on the approve button to select the timesheets.
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Updating the Shift Time and Travel
When approving the Employee's Timesheet, you can update the shift time, shift km's and travel time. You can click on the dropdown for each column to show the option in updating the time and travel.
Update Shift Time: You can use this column to update the shift time of the employee
a. Yes - If you selected yes, the login hours of the employee will be selected and will be used to pay the employee
b. No - Selecting this option will use the time of the shift.
c. Reset - Selecting this option will use the shift time and it will remove the login time of the employee.
Update Shift Km's: If the employee has a shift Km's, you can use this column to add kms for the shift of the employee.
a. Yes - Selecting the Yes option will add the KM to the shift of the employee.
b. No - This will disregard the shift KM of the employee.
Update Travel Time: You can update the employee's shift's travel time. It is the same with Shift Km's but this option is for the shift's travel time.
a. Yes - Selecting this option will update the shift's travel time.
b. No - This will regard the travel time of the employee.
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Checking the Approved Shifts
You can check the approved shift details on this page. The approved shifts are highlighted in green and it includes the shift details created by the employee using the Brevity Mobile App.
If the notes for the service schedule is long, you cannot see the signature of the client.
If the note for the service schedule is short, you can see the signature of the client.
- Service Schedule Time: This is the time and duration of the service schedule.
- Login Time: This is the Login time of the Employee for the Shift.
- Service Type: This is the service type that has been given by the employee to the client
- Client's Name: The name of the client that the employee has given a service.
- Client's Funding: This indicates what is the client's funding that has been used for the service schedule.
- Location: This is the exact location of the employee when starting and ending the shift. This also shows the duration of the travel time of the employee. You can click on the location icon to check the exact location of the employee's time in. Brevity will open google maps to show the exact location of the employee.
- Rating: This is the rate of the client for the given service.
- Shift Notes: This is the note that the employee has filed using the Brevity mobile app.
- Signature: The signature of the client confirming that the shift has been done.
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Query Timesheet
One of the function from the Employee's Timesheet is the Query Timesheet. You can leave a note on the Completed timesheet of the employee and you cannot use this function for other shifts with different status (scheduled, pending). You can create a note by clicking on the completed timesheet of the employee and then clicking on the Query Timesheet button.
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