- Logi in as Admin, click Settings (on extreme right).
- Under Settings, click Time and Expense.
- On Time and Expense Settings page, click People.
- Under Mange People, select Person Type (Employees, Contractors, Resources and Approvers) and Person Status (Active/Inactive).
- Click Add Skills, Add Approver and Add Person (as per the project needs).
- Under selected Person Type list, click Action against the name of individuals (define their permission level, job title, department and hourly rate) to manage their profiles, approval path, time-off and assigned projects.
- Click Save, once changes made.
- Click Delete or Inactivate to delete or inactivate an individual’s profile.
How do I enable timesheet and expense approval directly via email?
How do I add or edit the approval mechanism?
How do I create a timesheet to bill my people?
How do I check approval details?
How do I view a timesheet and approve or reject timesheet?
Expense sheet approval from email
How do I create and send expense sheet for approval and track its status?
How do I approve or reject expenses sheet via email?