Time Tracking & Verification4 min read
AdminManager / Coordinator

How do I review, edit, and approve staff timesheets?

Audit completed shifts, review supervisor signatures, adjust missed punches, resolve overlapping time entries, and approve timesheets in bulk.

YourMedSoft · Time Tracking & Verification
How do I review, edit, and approve staff timesheets?

What You Need Before Starting

  • Staff must have recorded clock-in and clock-out entries.

Step-by-Step Instructions

1

Open the Shift Log

Go to Time Tracking and select the active pay period from the header dropdown to display all completed shifts.

UI: Time Tracking > Shift Log Table
Step 1 Preview
Timesheet verification log showing GPS clock punches, supervisor signature status, and bulk approval actions.

Timesheet verification log showing GPS clock punches, supervisor signature status, and bulk approval actions.

2

Inspect Shift Details and Signatures

Click the "Eye" icon on any timesheet row. The verification modal displays exact ISO timestamps, calculated regular vs. overtime hours, and the digital facility signature.

UI: Button: View Shift Details (Eye icon)
3

Check for Overlap Alerts

If a staff member logged multiple conflicting shifts across facilities, the modal displays a red "Overlap Detected" alert detailing the duplicate records.

4

Edit Hours if Necessary

If a worker forgot to end a break or had a missed punch, coordinators can adjust the Regular Hours, OT Hours, or Break Minutes directly in the modal.

5

Single Approval or Rejection

Click "Approve" to mark the timesheet ready for billing and payroll, or click "Reject" to return it for revision.

6

Bulk Approval Shortcut

Select the checkboxes next to multiple clean timesheets in the table and click the "Approve All" button in the top action bar.

UI: Button: Approve All

Pro-Tips & Best Practices

  • Approved timesheets instantly unlock for inclusion in the Invoicing builder and Payroll calculation engines.
  • Missed punch shifts are flagged with red warning text so they can be prioritized for verification.

Frequently Asked Questions & Troubleshooting

Can I export filtered timesheets to Excel?

Yes. Select the rows you wish to export and click "Export Selected" in the bulk action bar.

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