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Approve and sign off hours

Learn how to approve and sign off employees' hours in the WFM Admin Dashboard, either individually or in bulk.

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Written by James Pardy
Updated over a week ago

You can approve and sign off employee hours in two stages:

  • Approve hours – Review and approve each employee's hours before sign-off.

  • Sign off hours – Finalise the process by signing off the approved hours.

You can follow the steps below or watch the training video if available.

How to approve an employee's hours

  1. From the dashboard menu, click WFM Admin Dashboard then click Sign Off Hours.

  2. Select the relevant calendar from the drop-down menu.

  3. Click Actions Required.

  4. Next to the relevant employee, click the three-dot menu.

  5. Click Sign Off Detail.

  6. Turn on the Approve toggle for each listed item.

  7. Add a reason and narrative, if required.

  8. Click Save.


How to sign off an employee's hours

  1. From the dashboard menu, click WFM Admin Dashboard then click Sign Off Hours.

  2. Select the relevant calendar from the drop-down menu.

  3. Click Pending Sign Off.

  4. Next to the relevant employee, click the three-dot menu.

  5. Click Sign Off.


Bulk sign off

If you want to sign off multiple records at once, click Bulk Sign Off to process up to the first 600 records in bulk.

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