Increase the efficiency of managing your employees’ shifts by approving them in bulk.
Overview
With batch shift approval, you can select multiple shifts in Time Approval and approve them based on either their scheduled or clock-in and clock-out times.
Before you start
Here are some things you must do before you start:
- Contact us to activate Batch Approval on your TrackTik portal.
- Once our team activates Batch Approval, automatic shift approval needs to be disabled.
- Go to Settings
- Select BackOffice Default
- Under Payroll & Overtime Default Settings, choose Auto Approval of Shifts
- Select Do not approve automatically
- SAVE DEFAULT SETTINGS
- Sign out and back into your TrackTik portal for the changes to take effect.
Batch approve shifts based on scheduled time
To approve shifts based on their scheduled time:
- Go to Schedules & Attendance
- Under Approval & Audit, choose Time Approval
- Filter your shifts based on Region, Account, Position, Employee, and Date as needed.
- From the Batch approve shifts drop-down, choose Based on scheduled shifts.
- The selected shifts will be displayed. Deselect any shifts you do not want to approve.
- Choose Approve to continue or Cancel to return to your previous screen.
Batch approve shifts based on clock in / clock out
To approve shifts based on their clock-in and clock-out time:
- Go to Schedules & Attendance
- Under Approval & Audit, choose Time Approval
- Filter your shifts based on Region, Account, Position, Employee, and Date as needed.
- From the Batch approve shifts drop-down, choose Based on clock in / clock out.
- Specify the time range for clock-in and clock-out using the sliders.
- Select Bill scheduled hours if necessary
- The selected shifts will be displayed. Deselect any shifts you do not want to approve.
- Choose Approve to continue or Cancel to return to your previous screen.
Conclusion
Manage your shift approval process more efficiently by selecting shifts based on their scheduled or clock-in/clock-out times and approving them as a batch.