Approvals
Approvals is where team leads, project managers, and HR decide on hours and leave. It appears for anyone who approves something, and Sandly emails you when there’s something new.
Who approves what
Section titled “Who approves what”- Hours: each line goes to its project’s manager, or to the employee’s team lead. On a project split into sub-teams, the sub-team’s lead approves their members’ hours too. Nobody approves their own hours.
- Leave: goes to the employee’s direct manager or their unit’s team lead, with HR as the fallback.
Timesheets lists the submitted weeks waiting for you, by person, with the hours to decide.
- Approve all approves a person’s whole week, and Reject… sends it back with a reason.
- To decide line by line, select the lines (or one day of a line), then Approve selected or Reject selected….
- A rejection always has a reason. The employee sees it, fixes the hours, and submits again.
Team week shows everyone on your projects and teams for the week: who submitted, and how much against what’s expected. It exports to Excel or CSV.
Leave lists the requests waiting for you, each with the days, the note, and what the person’s balance will be after it. Under each, Sandly says who else in the team is away at the same time, so you can see overlaps before you decide. Approve, or Reject… with a reason.
On the first working day of each week, in the morning, Sandly reminds approvers of anything still waiting.
Reopening approved hours
Section titled “Reopening approved hours”HR, or whoever approved them, can reopen approved hours: open the person’s timesheet and Reopen approved hours…, with a reason. The hours go back to the employee as a draft. The reopen is recorded in the audit log. In a month that Finance has closed, nothing can be reopened until they reopen the month.