Approving and Rejecting Timecards

To approve or reject a timecard:

1. Display the timecard that you want to approve or reject.
2. Scroll to the Approval History.
3. If you are not listed in the Assigned To column on the row marked Pending, click Reassign to send an approval reassignment request.
4. Click Approve / Reject on the row with a status of Pending.
5. [Optional] Enter some comments in the Comments field.
6. Do one of the following:
   • To approve the timecard, click Approve.
   • To reject the timecard, click Reject.

To approve or reject a timecard from an approval request email:

1. Click the link in the email.
2. If the Salesforce login page appears, sign in using your Salesforce User Name and Password.
3. [Optional] Enter some comments in the Comments field.
4. Do one of the following:
   • To approve the timecard, click Approve.
   • To reject the timecard, click Reject.

Using the Slack Integration

You can approve and reject timecards using the Slack integration with PSA. For more information about the Slack integration with Certinia, see Overview of the PSA Slack Integration.

To approve or reject a timecard in Slack:

1. Locate the timecard you want to approve or reject in Slack.
2. Do one of the following:
   1. To approve the timecard, click Approve.
   2. To reject the timecard, click Reject.
   3. To do nothing with the timecard, click Dismiss.
   4. To open the Manage Timecards To Approve page in your org, click Mass Approval.