Portal Timesheets & Approvals
How client portal users check, approve, reject, query or propose changes to the hours worked at their sites, on a computer or a phone.
Overview
For your client's supervisors and approvers.
The portal Timesheets page shows the shifts worked at the sites the portal user is allowed to see, with the hours and the charge. Pay rates are never shown. Every action the client takes is recorded with their name and the time, and the agency is told straight away about rejections, queries and proposed changes.
Viewing Hours
Filter to the week and site you need.
Use From, To, Worker, Site and Approval to filter, then Filter. The summary shows shifts, billable hours, workers, how many are pending approval and the charges. Export CSV downloads the list. On a phone the page shows one card per shift.
Approving
One shift, a selection, or everything pending.
If the agency has made your approval a payroll requirement, shifts you have not approved are not paid until you approve them. Approve before the pay-week cut-off your agency gives you.
Rejecting
When a shift should not be charged.
Click Reject (or tick shifts and Reject selected) and give a reason; the reason is required. The shift shows "Rejected" with your reason, the agency is notified, and the shift stays out of pay until it is corrected and approved again.
Proposing New Times
When the times are wrong.
Click Amend
On the shift, click Amend to open Propose new times.
Enter the times and a reason
Enter the correct clock-in, clock-out and break, and why. Click Send amendment.
Wait for the agency
The shift shows Amendment pending. The agency accepts or declines it; either way you are told, and an accepted change updates the shift with the reason "Client request".
Raising a Query
When you need to ask about a shift.
Click Query, choose Raise a query, write your question and click Send query. The shift shows "Query sent" until the agency resolves it, and then the resolution. A shift with an open query cannot go into a closed pay week until it is resolved.
Who Can Do What
Set by the agency for each portal user.
| Role | Can |
|---|---|
| Approver | Approve, reject, query and propose changes; request workers; see charges. |
| Supervisor | Raise queries and request workers. Cannot approve or see charges. |
| Viewer | Look at timesheets and attendance. Cannot change anything. |
Each portal user can also be limited to named sites, so they only see and approve the hours worked there.
Know who turned up, and pay every hour right.
Face-verified clock-ins, live geofencing and payroll-ready timesheets in one system. Tell us how your shifts run and we will show you how it fits.
App hosted in the UK · Onboarding led by a pilot site · No app needed to clock in