Managing Timecards to Approve in the PSA Mobile Application

With the Timecards to Approve tab, you can carry out the following tasks:

  • Approve Timecards
  • Reject Timecards
  • Reassign Timecards

If your administrator has configured approval processes for Timecards in your org, you can approve, reject, or reassign Timecards.

To navigate to the list view of approval requests:

  1. Tap the Timecards to Approve tab. The Timecards to Approve page displays.
  2. Tap one of the following:
    • Primary Timecard Approval Requests
    • Delegated Timecard Approval Requests

Selecting any of the tabs displays the list view of the primary or delegated approval requests, and you can view up to 50 approval requests to start with. More approval requests if they exist, get loaded as you scroll down.

To filter the approval requests displayed in the list view:

  1. Tap Filter. The Filter panel is displayed.
  2. Type values in the fields you want to filter by.
  3. Tap Apply, the matching records display.

To sort the approval requests displayed in the list view:

  1. Tap Sort. The Sort panel is displayed.
  2. Tap the Ascending or Descending toggle on the fields that you want to sort by.
  3. Tap Apply, the sorted records are displayed.
  1. Navigate to the Primary or Delegated Approval Requests list view.
  2. Tap the name of the Timecard you want to approve or reject. The detailed view of the selected Timecard is displayed on the page. You can also view the Approve and Reject buttons on the button bar.
  3. Tap Approve or Reject on the button bar. Approve Timecard or Reject Timecard window displays.
  4. [Optional] In the Comments field, enter the comment.
  5. Tap one of the following:
    • Approve: To approve the Timecard.
    • Reject: To reject the Timecard.
Note: If you have tapped Approve in step 3, then the Approve button displays with the comment box on the window, you can enter the comment and tap Approve. Similarly, if you have tapped reject in step 3, then the Reject button displays with the comment box on the window you can enter the comment and tap Reject.
  1. Navigate to the Primary or Delegated Approval Requests list view.
  2. [Optional] Filter or Sort to locate the approval requests you want to approve or reject.
  3. Tap Select. Checkboxes appear with records. You can view the Approve and Reject buttons in the Button bar.
  4. Tap anywhere on the records to select.
  5. Tap one of these buttons:
    • Approve: To approve the selected Timecards.
    • Reject: To reject the selected Timecards.
    Approve Timecard or Reject Timecard page displays.
  6. [Optional] In the Comments field, enter the comment.
  7. Tap one of the following:
    • Approve: To approve the selected Timecards.
    • Reject: To reject the selected Timecards.
Note: If you have tapped Approve in step 5, then the Approve button displays with the comment box on the page, you can enter the comment and tap Approve. Similarly, if you have tapped reject in step 5, then the Reject button displays with the comment box on the page you can enter the comment and tap Reject.

The approver you are reassigning Timecards to must be active. If the Allow Reassign checkbox is selected for you in the PSA Mass Approval Mobile component, you can reassign the Timecard approval requests to another approver. If the Reassign button is not visible, contact your administrator.

To reassign one or multiple Timecards:

  1. Navigate to the Primary or Delegated Approval Requests list view.
  2. [Optional] Filter or Sort to locate the approval requests you want to reassign.
  3. Tap Select. Checkboxes appear with the records. You can view the Approve, Reject, and Reassign buttons in the button bar.
  4. Tap anywhere on the records to select.
  5. Tap Reassign. The Reassign Approval Request window displays.
  6. Search for an approver name.
  7. Tap Reassign.
Note: The Reassign button is also visible on the detail view of the Timecard. You can open the detail view by tapping the Timecard. If you tap Reassign in the detail view, you can then reassign that single Timecard to another approver. To reassign more Timecards, follow the above steps.