This guide covers: enter hours as an employee, request a correction, approve the draft as an employer or accountant, edit after approval, and cross-portal views.
Enter hours (employee)
What it does: Lets an employee log regular, overtime, PTO, holiday, and sick hours for the current pay period.
Where: Employee portal → Timesheets.
Steps:
- Sign in to the employee portal and open Timesheets.
- Use the Time Clock card to Clock In or Clock Out if your employer uses the punch clock. The card shows the running elapsed time and the location captured at clock-in.
- Scroll to the Current Pay Period section. The grid lists one row per day: Day · Regular · OT · PTO · Holiday · Sick · Total.
- Click Edit Timesheet if the timesheet is in draft or rejected status.
- Enter hours per day, in 0.25-hour increments, up to 24 per cell.
Who: Employee, signed in to the employee portal.
Notes: When you clock in, the browser prompts for location permission. Location is recorded for both clock-in and clock-out and shown on the punch.
Corrections (Request a change)
What it does: Lets an employee fix a day whose punches were wrong or missed. There is no "submit for approval" step — clocking in and out already builds the draft; a correction routes through the amendment flow instead.
Where: Employee portal → Timesheets.
Steps:
- On the Current Pay Period card (or on a row in Timesheet History), open the timesheet and click Edit Timesheet.
- Adjust the hours per day and click Submit Change Request, entering a reason when prompted. See the Edit after approval section below for the full amendment flow.
Who: Employee.
Notes: Every employee edit goes through the change-request (amendment) flow — the employee never flips the timesheet's status themselves. The draft the clock builds is what the employer or accountant approves.
Approve or reject (employer or accountant)
What it does: Approves or rejects an employee's draft timesheet so it can flow into the next payroll run. The draft is built automatically from the employee's clock-in/clock-out punches and is approvable directly — the employer (client owner / manager) approves it, or the accountant may approve it on the employer's behalf.
Where: Accountant dashboard → Timesheets or Client portal → Timesheets.
Steps:
- Pick the pay period using the left/right arrows; the badge shows
(Current)when you are on the active period. - On the accountant dashboard, filter with the Status dropdown: All Statuses · Submitted · Approved · Rejected. In the client portal, filter using the status pill buttons: All · Drafts · Pending Approval · Approved · Rejected.
- Scan the table: Employee · Regular · Overtime · PTO · Total · Status · Actions.
- On the accountant dashboard, click the green CheckCircle icon in the row's Actions column to approve a single row, or the red XCircle to open the Reject Timesheet modal. In the client portal, click the timesheet row to open the Timesheet Details modal, then click Approve or Reject at the bottom.
- To reject, enter a reason of at least 5 characters (e.g., "Hours do not match time clock records") and click Reject Timesheet. The employee is notified.
- To approve in bulk, check several rows and click Approve Selected in the blue bar above the table.
Who: Accountant (dashboard) or client owner / manager (client portal).
Notes: A yellow Missing Timesheets banner lists active employees with no timesheet for the period; terminated employees are excluded from that list. An orange Pending Change Requests banner links to amendments waiting on review.
Edit after approval
What it does: Lets an employee request a correction to an approved or processed timesheet without overwriting the record.
Where: Employee portal → Timesheets → click the period.
Steps:
- Open the timesheet detail page from the Timesheet History list.
- The blue Edit Approval Required banner explains the rule: all changes go through review.
- Edit hours per day in the entries grid.
- Click Submit Change Request. In the modal that opens, enter a reason in the Reason for Change field (minimum 10 characters), then click Submit Request.
- The yellow Change Request Pending banner appears. The employee can click Cancel Request to withdraw it before review.
Who: Employee.
Notes: While a change request is pending, the cells are read-only. Manager-side review happens on the same Timesheets page under the Pending Change Requests banner.
The employer doesn't have to wait for an employee request to fix an approved timesheet — from the client portal they can correct an approved timesheet directly. The change is audited per-day and the timesheet stays approved (no re-approval needed). The one exception is after the pay period has been paid — once a payroll has run for the period, the correction has to go through an off-cycle adjustment instead. See Off-cycle, bonus & correction payrolls.
Cross-portal views
What it does: Lets accountants, clients, and employees see the same record from their own portal.
Where:
- Accountant:
/clients/[clientId]/timesheets— multi-employee table with bulk approve and pay-period navigation. - Client owner:
/client-portal/timesheets— same table scoped to that one company; Timesheets and Change Requests tabs. - Employee:
/employee-portal/timesheets— own timesheet plus history by year.
Steps:
- Pick the portal that matches your role.
- In the accountant and client portals, use the pay period arrows to move back or forward; click Today to return to the current period. The employee portal has no pay-period arrows — browse your history with the year selector instead (prev/next year and the year dropdown).
- On the accountant dashboard, the summary cards count Total · Pending · Approved · Rejected · Total Hours for that period. The client portal shows three cards: Total Timesheets · Pending Approval · Approved.
Who: Each role uses its own portal.
Notes: The dashboard view also shows a Pay Period banner with the frequency badge (Weekly / Biweekly / Semimonthly / Monthly) drawn from the client's pay schedule.
Related: Request and approve time off · Time-off policies.