How to Use Client Job Approval

Overview

Client Job Approval is used when your company requires formal approval of worked hours — either from an internal manager or from an external client. Approval reports capture which check-in pairs were worked, any disputes, comments, and a digital signature.

Selecting Check-In Pairs for Approval

• Open the Client Job Approval section from the app menu.

• Select the check-in pairs (shifts) you want to include in the approval report.

• You can select individual entries or multiple entries at once.

Internal Approval Workflow

For internal approvals:

• Select the check-in pairs and tap Submit for Internal Approval.

• An internal reviewer (e.g. your manager) will review the hours.

• Once reviewed, the approver signs off with a digital signature.

Client Approval Workflow

For client-facing approvals:

• Select the check-in pairs and tap Submit for Client Approval.

• Hand your device to the client so they can review the entries.

• The client can approve or dispute individual entries.

• Once satisfied, the client provides a digital signature to complete the approval.

Disputing and Approving Entries

• During review, each check-in entry has a toggle:

  • Approve — confirms the hours are correct.

  • Dispute — flags the entry for review or correction.

• Disputed entries can include a comment explaining the issue.

Adding Comments to Approvals

• Tap the comments field on any entry to add a note.

• Comments are saved with the approval report and visible in the history.

Digital Signature Sign-Off

• At the end of the approval process, the approver is prompted to provide a digital signature.

• Use your finger or stylus to sign on the screen.

• Tap Confirm to save the signature with the report.

Saving and Managing Drafts

• If you are not ready to submit, tap Save as Draft.

• Drafts are saved locally and can be resumed later.

• Access your drafts from the Approval Reports section.

Viewing Approval Reports

• Go to the Approval Reports section to see all submitted reports.

• Use search and filter options to find specific reports by date, employee, or status.

Approval Report Statuses