Approver Reports [Approvers]

Overview

As an Approver, you’ll have access to reports to assist with the overall management of employees or contractors who report to you in your Reports tab.

Reports can be exported in .csv format by clicking Export to CSV from the top right of the screen.

Allocated Employees Report

The Allocated Employees report details the contractors and employees you have been assigned to as either Primary or Secondary Approver.

The report includes the recruiter and job duration for each employee.

Budget Balance Report

The Budget Balance report tracks hours worked by an employee against a budgeted amount set in the system. This budget can be a job total or a permitted amount per week.

The administrators for your portal can configure the system to automatically notify you via email when a budget threshold limit is reached.

This report will only appear if the Budget Management module is enabled in your organisation.

Record Search

The Record Search allows you to view all timesheets and expenses in the system for employees and contractors assigned to you.

You can select one or more timesheets or expenses from the report and export these to PDF.

Leave Calendar

The Leave Calendar displays all approved, pending or taken leave for each employee assigned to you in a calendar format.

This will only appear if the Leave module has been enabled in your organisation.