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Enabling Supervisor Time Card Approvals on ExakTime Mobile

ExakTime Mobile allows your supervisors to approve their employees' timecards/timesheets directly from the convenience of the app without needing to log into the ExakTime Connect website. Keep in mind that this is allowing Supervisor approvals as "Sign Off"-level approval is not currently available from ExakTime Mobile. 

This article assumes that Time Card Approval has already been enabled and set up. For more information about setting up Time Card Approvals, please refer to the following comprehensive article.

Table of Contents

Enable Supervisor Time Card Approval

  • Go to Manage and click on Security Roles
    ETC_-_Menu_-_Manage_-_Security_Roles_-_00.png
  • The left-hand side will be a list of available roles. By default, we offer Administrator, Supervisor, Employee, and No Access. Select the role that should be able to approve other time cards or add a new security role. The Administrator role cannot be adjusted. The right-hand side will list available permissions. 
    ETC_-_Security_Roles_-_Mobile_Role_-_01.png
  • Enable the appropriate approval permission for the role.
    ETC_-_Security_Roels_-_ExakTime_Mobile_-_Time_Card_Approvals_-_02.png
    • Enable "Supervisor: can approve time cards for employees in their viewset" so supervisors can approve the time cards of other employees. For more information about setting up a supervisor's viewset, please refer to the following article.
      • "Can Approve Time Cards That Have Exceptions" allows supervisors to approve the time card even if the time card is incomplete or needs to be corrected, e.g., the employee forgot to clock in or out on a day, overlapping time, etc.
      • This allows "Supervisor" level approval and not "Sign Off" level approval. "Sign Off" level approval is not currently available in ExakTime Mobile. 
  • Press Save.
  • If you are unfamiliar with assigning a security role, you can follow the steps in the following article to assign security roles through the security roles page or through an employee profile.

Set Up Employee Viewset

An employee's "viewset" determines who they can see and interact with in the ExakTime system. If a user has not been set up yet, they will not be able to approve their employee's time card in ExakTime Connect or ExakTime Mobile.

If you are not familiar with setting up an employee's viewset, you can learn more from our dedicated article here.

What Supervisors Will Do

You can refer to the following article for steps on what the supervisor would do to approve time cards. The article can also be accessed by supervisors from the Help section of ExakTime Mobile.

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