This tutorial aims to guide you through controlling documents, Timesheets, Expenses, and Absences pending validation!
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Control timesheets
Activity and Expenses module > Timesheets
To display timesheets pending validation:
Filter by the State "Pending validation"
Select the perimeter of your search using the "Perimeter" filter. By default, the Perimeter is set to "Indifferent"
Click on the row of each timesheet to control it directly (and not on your resource's name, which would take you to their profile)
Check the validity of the information provided by your collaborator
Click either the Validate button to accept and lock the timesheet or the Reject button to send an email requesting your collaborator to modify their timesheet
Good to know
If your collaborator needs to have their timesheet signed by the client, they can attach the signed "Client PDF" with only the project data converted to days.
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Control expense reports
Activity and Expenses module > Expense report
To display expense reports pending validation:
Filter by the State "Pending validation"
Select the perimeter of your search using the "Perimeter" filter. By default, the Perimeter is set to "Indifferent"
Click on the row of each expense report to control it directly (and not on your resource's name, which would take you to their profile)
Check the validity of the information provided by your collaborator
Click either the Validate button to accept and lock the expense report or the Reject button to send an email requesting your collaborator to modify their expense report
Good to know
If you want to have the expense report signed by the client, click the "Client PDF" button and check the information to be included in the PDF format report.
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Manage absence requests
Activity and Expenses module > Absence requests
To display absence requests pending validation:
Filter by the State "Pending validation"
Select the perimeter of your search using the "Perimeter" filter. By default, the Perimeter is set to "Indifferent"
Click on the row corresponding to the absence request to validate it directly (and not on your resource's name, which would take you to their profile)
Click either the Validate button to accept and lock the absence request or the Reject button to send an email requesting your collaborator to modify their absence request
Good to know:
When an absence request is validated, the timesheet of the concerned resource is automatically pre-filled. If the resource later modifies the pre-filled absences, an alert appears on the timesheet "The entered absences do not match your validated absence requests!".
The pre-filling of the timesheet works after validating an absence request only if the timesheet has not yet been created in the tool. If the timesheet has already been created and the resource has not entered their absences, an alert then appears on the screen "The entered absences do not match your validated absence requests!".
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Synthetic view of the validation state of times, expenses, and absences
Activity and Expenses module > Validations
By going to this view, you then have a synthetic view of all documents (times, expenses, and absence) pending validation, validated, or rejected.