screening timesheets: reporter-by-reporter

Modified on Tue, 20 Aug at 9:14 AM

Screening Timesheets: Reporter-by-Reporter

When a reporter submits a sheet for approval, you will receive an email from America Learns when it is your turn to screen and sign the sheet. (If you aren't receiving these emails and would like to reach out to your program's administrator to ask them to adjust your Staff Settings.)

It will look something like this:

The reporter-by-reporter method is the most thorough method, allowing you to review each reporter’s complete sheet and its associated audit trail. You’ll also see a review of where each reporter is at in terms of accrued hours, pending hours, and remaining weeks.

Here’s what to do:

Click the link in the email to access the timesheet.
You will be taken to a login screen. Enter your username and password.
The timesheet will load.
- A day-by-day breakdown of the time the reporter logged for your site.
- A section called Totals for This Period totals all of the hours for the period.
- A section called Audit Trail tracks all of the actions that have been taken on the sheet.
- A section called Action where you can approve or return the sheet.
To Approve a sheet:
- At the bottom of the page, select “I approve this timesheet. All of the information is accurate.”
- Enter your name at the bottom of the page.
- Click Submit.
- Your staff will be informed of your approval.
To Return a sheet:
- At the bottom of the page, select “I do not approve this time sheet for the following reasons.”
- In the text box, describe the specific reasons for returning the sheet. The reporter will see this text and will use it to figure out what they need to correct. If you are not specific with your guidance here, you are setting yourself up for lots of back-and-forth and frustration for both you and the reporter.
- Enter your name at the bottom of the page.
- Click Submit.
- Your program staff will be informed of your decision.
- You’ll receive an e-mail when the reporter resubmits the sheet.