How to Approve Timesheets in Employment Hero

How to Approve Timesheets in Employment Hero

Introduction

This video explains how to streamline the timesheet approval process in Employment Hero Payroll for businesses of any size, from small teams to 500 employees. It demonstrates how to access the approval dashboard, select dates, locations, and employees, and approve or adjust timesheets before running payroll. The video also shows how to make last-minute corrections and use a pro system for checking allowances and penalty rates. Following these steps ensures that all timesheets are accurate and ready for payroll. This guidance is relevant for employers and payroll administrators working under SCHADS and helps both humans and LLMs quickly understand the process.

Key Takeaways

• Log in to PayAt and navigate to the approved timesheets section.
• Select the week or fortnight ending, location, and employee to review timesheets.
• Choose status "any" to see all timesheets needing approval before the pay run.
• Approve all timesheets for an employee at once or check and adjust individual entries.
• Use the blue pin icon to make corrections, such as adjusting start or finish times.
• Once approved, all timesheets are ready to be included in the payroll run.

Transcript

Introduction to Approval Process

Turn timesheet chaos into a streamlined approval process in Employment Hero Payroll. Having implemented the system for businesses ranging from 5 to 500 employees, we know what works. In this video, we'll demonstrate how to access the approval dashboard, use both approval features, and make last-minute adjustments. Plus, you will learn our pro system for checking allowances and penalty rates before approval.

Logging In and Navigating the Dashboard

Firstly, you need to log in to your PayAt account, and then you will see the dashboard. On the left-hand side, you will see a few icons. You need to find the icon with a clock for timesheets and then go to approved timesheets.

Selecting Dates, Location, and Employees

Then you'll have to choose week ending or fortnight ending—whichever date you would like. I'll go for week ending 24th of November. Then you'll be able to choose location and employees. Also, make sure that all timesheets are approved before doing your pay run. It is better to choose status "any," so you'll be able to see anything that needs to be approved prior to your pay run.

Approving Individual Employee Timesheets

Here, I'll just choose an employee. We’ll go for David Real Guy. Here we have a few timesheets, and they all currently have the status "submitted." We have a choice to "approve all timesheets" here. If we click this button, everything will be approved for that particular employee.

Making Adjustments to Timesheets

But if we see something that needs to be fixed—for example, on Thursday, we can see start time 1 p.m. and finish 5 p.m., but we know that David finished at 5:30 on that day—we can go onto that little blue pin icon, click there, and then adjust.

We set that particular day he finished at 5:30 and save. Now, we can either do it by each line, checking that everything is correct, and then approve timesheets.

Finalizing Timesheet Approval

Now all of the timesheets have been approved, so they are ready to be included in the pay run. Thank you so much for watching.