7Review and approve

Your crew has worked their first day. Now close the loop: check who showed up and for how long, read what they reported from site, and handle the requests they sent — time off, corrections and the rest. A daily check takes about ten minutes.

Menu: Approvals › Approval inbox

Before you start

• Who should do this: owners, project managers and whoever approves requests in your company.
• Approvers: by default a request goes to the employee's direct manager, and to an admin when the person has no manager. You can change that per request type in Approval templates.

The flow at a glance

Your teamSite ConnectDecisionBlockedDone

1. Check today's site activity

• Who checked in where — open Project › Check-in map. Each check-in is a pin, marked Within range or Outside range of the project address. Set the time filter to today. See Check-in map.
• Who accepted or declined — on the Scheduling board, each person's avatar on a published task shows whether they accepted, declined or haven't answered yet. Reassign anything that was declined.
• What happened on each task — open a task to read the check-in and check-out cards, the form answers and the photos, all in its activity. See Task details.

2. Review hours

Hours from task check-ins are counted per project and per person:

1. Open the project

   Go to Project › List and open the project.

2. Read the Work hours tab

   Open the Work hours tab. You'll see Total actual hours against Planned hours (task estimates), a bar for each week, and a table of each person's hours.

For a view across all projects, open Tasks and switch to the Workload view: one row per person, one column per day, with planned hours and, underneath, actual hours from check-ins. See Tasks.

Check-ins and attendance are two different things

Task check-ins record time on a job. Separately, Site Connect can record time present for the day, when people clock in and out on the app's Attendance tab. The timesheets under HR are built from attendance, not from task check-ins — so if your crew only checks in on tasks, look at hours on the project's Work hours tab instead. Read Attendance vs. task check-ins before you decide which to use.

If you also use attendance, review it on HR › Timesheet (weekly) for a quick look and HR › Timesheet (monthly) for payroll, with an Excel export. See Timesheets.

3. Handle requests

Employees send requests — time off, overtime, expenses, attendance corrections and more — from the Approvals tab of the app or from the web. They all land in one place:

1. Open your queue

   Go to Approvals › Approval inbox and select Tasks › To do. The number next to it is how many requests are waiting for you.

2. Read the request

   Select a request to read it, with any attachments and comments. The Workflow tab shows every step and who approves it.

3. Decide

   Select Approve (with an optional note) or Reject (a reason is required). To ask the sender for a change, use Send back instead.

The next request opens automatically so you can keep going. The person who asked is notified of your decision. See Approval inbox for sharing, bulk approval and statistics.

You can approve on the go too, from the Approvals tab of the app — see Approvals on mobile.

Where approved requests show up

Request	After approval
Time off	Listed on HR › Leave › Leave, and annual leave days come off the person's balance. See Time off requests and Annual leave balances.
Attendance correction	The person's attendance record for that day is fixed, and the correction is listed on HR › Adjustment approvals. Corrections sent with Explanation from the app's monthly timesheet are approved on that page itself. See Attendance adjustments.
Anything else	Stays in the approval inbox with its full history.

4. Make it a routine

A simple rhythm that works for most crews:

• Every morning: check the Scheduling board for declined or unanswered tasks, and the Check-in map once the crew should be on site.
• Every afternoon: clear To do in the approval inbox.
• Every week: compare actual and planned hours on each project's Work hours tab, then publish the next week's schedule.

You're up and running

That's the whole loop: people → projects → tasks → schedule → check-in → review. From here:

• Add the rest of your crew and projects.
• Tune the rules for all projects in Project settings.
• Decide who can do what in Roles and permissions.
• Stuck, or have an idea? Get help and send feedback — right from the Help button in the hub.

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