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Timesheet Approval Workflow

Understand how timesheet approvals work in DuePilot

What you'll learn

  • How the approval process works
  • What contractors need to know
  • What managers need to do

DuePilot uses a simple yet effective approval workflow to ensure accurate time tracking and billing. Here's how it works for everyone involved.

For Contractors

1
Create your timesheet: Fill in your hours for the week, adding entries for each project you worked on
2
Submit for approval: When you're confident everything is correct, click "Submit for Approval"
3
Wait for review: Your manager will receive a notification and review your entries
4
If approved: Your hours are locked and ready for invoicing.
5
If rejected: The week moves to Rejected and remains locked. Contact your manager or admin to determine next steps.

For Managers

1
Review submitted weeks: Open Timesheets and select submitted weeks using the checkboxes
2
Check accuracy: Review hours, projects, and task notes for each selected week
3
Approve or reject: Use Approve selected or Reject selected to update status in bulk
4
Generate invoices: Approved weeks become eligible for invoicing

💡 Pro Tip

Bulk approvals: Bulk approve/reject is available for organizations with the Company entitlement. If your plan does not include it, the API will return a permissions error.

ℹ️ Good to Know

All approval actions are logged in the audit trail. Rejections require a reason and are appended to the week notes for traceability.

Still need help?

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