The Review tab is where managers approve the time their teams submitted in the field. The day before, every team member clocked in and out from a task on their phone; today, you see a tidy roll-up of who worked, on what, for how long — and you approve, edit, or reject the entries before they flow into payroll and job costing.
Think of Review as the single approval surface between "the team submitted hours" and "those hours hit payroll." Nothing about labor cost is final until a manager has approved the day on this tab.
Navigation: in the left sidebar, click Tasks, then click the Review tab at the top of the page.
What you see on this screen
# | Area | What it is |
|---|---|---|
1 | Date range | FROM and TO date pickers in the toolbar. Both default to today; widen the range to catch a full pay period or to revisit days that are not yet approved. |
2 | Team filter | TEAM drop-down in the toolbar. Defaults to All Teams; pick a single team to limit what you are reviewing. Only active teams are listed. |
3 | Summary counters | To the right of the toolbar: X people, Y entries, Z hrs. Updates as you change the date range and team filter — useful for sanity-checking that you have everyone accounted for. |
4 | Expand All / Collapse All | Show or hide every person's detail rows at once. |
5 | + Add Blank Day | Manually create a day-of-work record for someone who forgot to clock in. The form asks for the team member, the team, and the date. |
6 | Section tabs | Two sub-tabs: Team & Time (the master/detail time grid; the default view) and Resources (a flat grid of resources installed on the visited tasks, with an approval toggle). |
7 | Master grid | One row per person per day, with columns for Person, Role, Team, Date, Clock In, Clock Out, Break Hrs, Direct Hrs, Indirect Hrs, Entries, Approved Hrs, Status, and the approval toggle in the last column. Expand any row to see the detail panel. |
8 | Detail panel | Inside an expanded row: the individual clock entries that make up that day — usually one or two segments per task. Each entry shows Team, Task, Task Name, Project, Clock In, Clock Out, Hours, Work Class, and Note. |
9 | Totals bar | Pinned along the bottom: Total Hours, Resources item count, and an Approved ratio in the form "3/5 time, 2/4 resources". A running edit count appears in amber once you start changing entries. |
The Team & Time tab — approving the day
The Team & Time tab is the default and the one you will use most. The flow is the same for every person:
Find the row. Set FROM and TO to cover the day you are approving. The master grid shows one row per person per day.
Expand it. Click the arrow at the left of the Person cell to open the detail panel underneath. You see each task the person worked on that day, with clock-in and clock-out times.
Fix anything that is wrong. Edits happen inline — click a cell to change the clock-in time, the work classification, the task, the project, or the note. If a clock entry should be split across two tasks, right-click the detail row and choose Copy Row.
Approve. Click the toggle in the last column of the master row. It flips from an empty box to a green check, Status changes to Approved, and Approved Hrs fills in with the day's Direct Hrs plus Indirect Hrs. The Approved ratio in the bottom totals bar moves up as you go. Click the toggle again to unapprove.
The approval is saved to the server as soon as you click, and the row is re-read from the server afterwards — so what you see in Status and Approved Hrs is what actually persisted, not an optimistic guess. If the approval is refused, the row reverts and a message explains why.
If approval is refused: the most common reason is "Task hours are greater than clock hours, please fix". That means the hours attributed to tasks in the detail panel add up to more than the day's clock-in-to-clock-out window allows. Correct the detail rows (or the day's Clock In / Clock Out / Break Hrs) so the two agree, then approve again.
Editing an approved day un-approves it. If you change a punch time, task, project, team, or work classification on a day that was already approved, the day drops back to Not Approved and Approved Hrs resets to zero — you must review and approve it again. Editing only a note leaves the approval intact.
Approved hours are what payroll and job costing consume. In HR & Payroll, a payroll run picks up approved days when someone assigns them to it — approving here makes the day eligible, it does not push it onto a payroll by itself. Only days that fall inside the payroll's pay period can be assigned, and a day already attached to another payroll is never taken. Approved hours also roll into the project's labor cost. Unapproved hours remain visible on the task and on the project but are not yet final.
Editing clock entries
Most edits happen in the detail panel of an expanded row. Editing is one click — click a cell and it opens for editing straight away. Changes save when you press Enter or click out of the cell.
Not every cell is editable, and that is deliberate:
Grid | What you can edit |
|---|---|
Master row (person / day) | Clock In, Clock Out, and Break Hrs. Direct Hrs, Indirect Hrs, Entries and Approved Hrs are calculated — they update themselves and cannot be typed into. |
Detail row (clock entry) | Task Name, Project, Clock In, Clock Out, Work Class, and Note. Task Name, Project and Work Class are drop-downs, not free text. Hours is calculated from the clock-in/clock-out span. |
Resources row | Nothing — the Resources grid is review-only apart from its approval toggle. Quantities are corrected on the task itself. |
Choosing a Task Name fills in the matching Project and task number automatically, and the task drop-down is narrowed to the tasks on the row's current project. If you change the Project to one the current task does not belong to, the task is cleared so you have to pick a valid one.
The grid refuses edits that would quietly corrupt the day rather than silently accepting them. You will see a message if you:
Clear a Clock In. A punch must keep its clock-in time. Clock Out may be left empty (the person is still on site).
Set Clock In after Clock Out. "Clock In must be before Clock Out" — adjust the other side first.
Create a span longer than 16 hours. A single punch cannot exceed a 16-hour shift; a longer span is almost always a mistyped time or the wrong date.
Move a punch onto a date that has no day row. Add the blank day first, then move the entry onto it.
Edit an entry on a posted payroll. Once a payroll is posted, its days and punches are locked. Unlock the payroll to edit them.
Rows whose work classification is unpaid — PTO, Holiday, Reimbursement and similar — deliberately stay at zero hours; changing their clock times will not inflate them. Switching such a row back to a paid classification recalculates its hours from the clock-in/clock-out span.
Two context-menu actions are available on detail rows:
Copy Row — duplicates the clock entry so you can split a long stretch into two short ones (e.g. one task for the morning, a different task for the afternoon).
Delete Row — removes the entry. Asks for confirmation, naming the person and the hours being deleted.
On the master row, the right-click menu adds:
Copy [person]'s Day to… — copies this whole day, and all its clock entries, onto another person for the same date. Use it when a team member's phone failed and a teammate on the same work has a correct day you can clone.
Delete [person]'s Day — removes the day record and all its clock entries. Asks for confirmation and tells you how many entries will go with it.
Clock times and time zones
Clock In and Clock Out in the detail panel render in the person's local time — the time zone their phone was in when the punch was recorded — not in yours. A punch taken at 7:00 AM on site reads 7:00 AM here, whichever time zone you are reviewing from.
When a punch sits in a different time zone from the business unit's own, the time carries a short zone marker after it (for example 7:00 AM MDT) so a day that mixes zones is obvious at a glance. Times with no marker are in the business unit's time zone. If a device reports no usable time zone, the punch falls back to the business unit's zone.
When you type a corrected time into a cell, you are typing in that same local time — the team member's, not yours — so what you see and what you type always agree. Twelve-hour times such as 7:00 AM are accepted.
The Resources sub-tab
Switch from Team & Time to Resources to review what the team installed on the visited tasks. This is a flat grid sourced from the task's resource list, showing Budget Qty against Installed so you can see what was planned versus what was actually used, along with Unit, Status, Installed At and Note. Each line has its own approval toggle in the last column, so you can sign off on the materials independently of the labor.
Resources approval matters most on T&M jobs, where the actual quantity of materials used drives the customer's invoice.
Adding a blank day
If someone forgot to clock in, click + Add Blank Day in the top toolbar. The form asks for the team member, the team, and the date — start typing a name to search for the person. If you already have a team selected in the toolbar filter it is pre-filled, and the date defaults to your FROM date. After saving, the day appears in the master grid and you can expand it and add detail rows as if the person had clocked in normally. Best practice: still get the team member to tell you what tasks they worked on, then break the blank day into proper task entries before approving.
What the status values mean
Status | Meaning |
|---|---|
Not Approved | The day was submitted; a manager has not signed off yet. Approved Hrs shows zero and the hours are not eligible for payroll. |
Approved | A manager reviewed and approved. Approved Hrs is filled in, the hours are eligible to be assigned to a payroll, and they roll into project cost. |
Two more things are worth recognising on the grid. A row whose Clock Out is blank is a person who clocked in and has not clocked out — common when someone is still on site, and a reason to hold off approving that day. And a day belonging to a posted payroll is locked: its entries refuse edits until the payroll is unlocked.
Permissions
Permission | What it grants |
|---|---|
ui tab submitted time | Makes the Review tab appear in the Tasks page tab bar. Without it the tab is not shown at all. |
tasks view | Reads the grids — the day rows, the clock entries behind them, and the resource lines. |
time clock view + ui tab clock log | Required alongside the permission below for every approve, edit, add and delete on this tab. |
tasks update | Approve or unapprove a day, edit clock entries, add a blank day, copy a day to another person, and delete entries or days. |
Assign these on the Roles & Permissions page in Settings. A user with only the view permissions sees the tab and can read everything on it, but every approve or edit is refused.
Tips
Review daily, not weekly. Fresh memory makes "did Carlos really stay until 8:30 PM?" easy to verify. By Friday everyone has forgotten.
Approve the whole team before moving on. Filter to one Team, set the date range to one day, and walk every row. Faster than jumping between teams.
Fix the detail rows before you approve, not after. Editing an approved day knocks it back to Not Approved, so a tidy detail panel first saves you approving the same day twice.
Watch the summary counters. If you expected 8 people for 64 hours and the counter says 7 people / 56 hours, someone is missing — go find their day before approving anyone else.
Check the zone marker on travelling teams. A marker such as MDT next to a punch means that entry was recorded outside the business unit's time zone. That is expected on out-of-area work and worth a second look anywhere else.
Resources matters on T&M. On any job billed Time-and-Materials, do not skip the Resources sub-tab — that is what the customer's invoice is built from.
Related topics
Tasks — every approved clock entry is attached to a task.
Teams — the teams whose time you are approving.
People — the individuals submitting time.
Payroll Batches — where approved days are assigned to a payroll run.