Approving and Rejecting Multiple Timecards

To approve or reject multiple timecards using the PSA Mass Approval component:

  1. Select the checkboxes of the records.
  2. Click one of these buttons:
    • Approve to approve the selected records.
    • Reject to reject the selected records.
  3. [Optional] Enter comments in the Comments field.
  4. Click Approve or Reject.
Tip: You can right-click a column header to display hiding, grouping, and sorting actions. You can also drag-and-drop columns.

You may encounter unexpected results when you are using this page and someone else adds you or removes you from public groups.

To approve or reject multiple timecards:

  1. Click Approve Multiple Timecards on the PSA Links sidebar.
  2. Optionally, to locate the timecards you want to approve or reject, filter the timecard approval requests listed and group them into categories.
    1. In the Filter pane, select the filters you want and click Filter.
    2. In the Group pane, select primary and, optionally, secondary categories to group approval requests by.
    3. Select Group. Approval requests are grouped by the primary category followed by the secondary category. For example, if you group by Project and Milestone, approval requests for each milestone are listed in groups underneath the parent project. If records in the secondary group span multiple pages, the primary group is displayed at the top of each page. Uncategorized approval requests are also displayed. The dates of timecards grouped by their week ending dates in the primary category are displayed according to your locale.
    4. Expand the primary group to view timecard totals, rolled-up to the primary grouping level.
  3. Select the approval requests you want to approve.
    Tip:

    Hover over an approval request to view a tooltip, which shows the dates for which time has been entered together with any daily notes. You can sort the list in ascending or descending order by clicking on a column heading.

  4. Review the total billable and non-billable hours in the Approve / Reject Timecards pane and enter a comment about the approval.
  5. Click Approve or Reject.
Note:

The currency code and value in the Total Billable Amount field are displayed according to your user locale.

When timecards with multiple currencies are grouped, the Total Billable Amount field and value are not displayed. However, other hours-related fields are still displayed.

To filter the approval requests displayed, click Filter button. Start typing a value in the box displayed underneath the column you want to filter by. Matching records will display as you type.

The PSA Mass Approval component supports delegated approvers. For more information, search for "Approvals" in the Salesforce Help.

If you are using delegated approvers, you can use the picklist to determine whether to display all, primary, or delegated approval requests.