One crucial permission within Bizman is the "validate worklogs" permission, which lets designated users to review and approve their team members worked hours. Here's a guide on validating hours within the platform.
Step-by-Step Guide: Validating Hours
The Validate Hours feature in Bizman allows users with the "validate worklogs" permission to review and approve the worked hours of their team members.
Upon navigating to the Validate Hours page within the Management menu, users will find detailed information including the date, hours, description & notes, employee, client, and status & info for each logged entry. Users can take actions, such as approving, editing, snoozing, or deleting entries by clicking on the three-dot icon next to each entry.
Accessing Validate Hours Page:
- Navigate to the main menu on the side bar and select "Management."
- Within the Management menu, locate and click on "Validate Hours."
Other Way to Access the Validation Hours Page
Users with the "validate hours" permission will receive notifications on their dashboards indicating the number of worklogs awaiting validation. Additionally, the total count of unvalidated hours is displayed on the right side of the dashboard.
Clicking the "Take Action" button will also direct the user to the validation page, where they can review and approve pending worklogs.
Reviewing Worked Hours:
On the Validate Hours page, you will find a list of logged worked hours entries with details including the date, hours, description & notes, employee, client, and status & info. Here, admins can review each entry to ensure accuracy and completeness.
How to Approve, Edit, and Delete Worklog Entries
- To take action on a specific entry, click on the three-dot icon located next to it.
- From the dropdown menu, choose from the following actions:
- Approve - If the entry is accurate and ready to be finalized, select "Approve" to validate the hours.
- Edit - If any adjustments are needed, choose "Edit" to modify the details of the entry.
- Delete - If the entry is incorrect or unnecessary, choose "Delete" to remove it from the list.
Validate Hours Page - Other Functions
Bizman Business Management Tracking is equipped with several features to simplify validating hours.
Users can efficiently manage worklog entries by performing bulk actions, such as deleting or approving, simply by selecting the checkboxes next to the entries. Entries can be easily filtered based on dates, employee names, validation status, and clients, allowing for quick access and streamlined review.
Additionally, users have the option to filter the entries to display only deleted entries, providing a comprehensive view of all actions taken. Furthermore, users can export the entries into Excel format for further analysis or reporting purposes by simply clicking on the ‘Export’ button. This functionality provides users with an extra layer of flexibility in managing and analyzing their data.
The Validate Hours feature in Bizman provides users with the "validate worklogs" permission the ability to efficiently review and approve worked hours of their team members. Following the steps outlined in this guide help users ensure accuracy and completeness in their team's time tracking efforts, promoting productivity and accountability within the organization.