Timesheet Approval Tile
Selecting the correct User Type
Check user type at top right of the screen and use the drop-down to change if required.
NB - Senior Sister user type – Required to manage any Nurse-based takes, leave/sickness, Timesheet approval etc. (used by SS’s and DCM’s)
NB- Manager user type – No change to current Manager function, used to manage DC, DCA and DCS tasks, rota’s, absence, and the daily Quick Entry Screen for recording worked hours etc…
Once the Senior Sister user type has been selected, click on the management option from the menu and then select Timesheet Approval tile.
The SS/DCM will then need to select the relevant pay fortnight to be reviewed, tick to include sublocations and change the Status (if required) and click Go.
Reviewing the submission - Within each person’s timesheet entry, the SS/DCM will see the name of the colleague (both week’s within that pay fortnight combined for each staff member) any hours totals worked for each week and, as well as the hours for each day, fortnightly contracted hours, and then a breakdown by day on any areas claimed for.
Additional detail can be obtained by clicking on the work package, to close the additional detail - click on the work package again.
Approving the submission - Once checked, it is possible to tick the left-hand side of the screen to tick all shifts in that week or to just tick one days shift or elements within one day and then click approve at the bottom of the screen.
Once approved the approved shifts disappear, leaving the submitted but unapproved shifts.
If the SS/DCM wants to view any they have approved – these can be viewed by changing the status to ‘approved’ or ‘all’
Rejecting any submission – This is the same process as when approving any entries, the SS/DCM would either tick all shifts in that week or just tick one days shift or elements within one day and then click on the reject button at the bottom of the screen.
Rejected shifts provide the SS/DCM with the opportunity to give a reason by adding a note and saving. This note is then displayed to the nurse alongside any rejected submission.
The nurse will need to action and resubmit for approval.
If a nurse has deleted a wrong entry/addition, you will see the deleted shift in grey. Tick box and APPROVE the deletion. At which point the shift will disappear from both your and their view.
