Here’s a streamlined breakdown of how approval works in the Global Worker workflow.
When a Global Worker is invited:
- A phantom project is created automatically
- It must be approved by the Finance Manager in the Lending Office
- The Project Manager in the Borrowing Office approves submitted time (not the home
office)
Timesheet Approval
The Project Manager of the Agency Project is responsible for all time approval, including Global Worker time.
Once timesheets are submitted they will need to be approved or will auto approve depending on the lending office approval rules.
- Once timesheets are submitted, time appears in both offices.
- Approval by the Project Manager in the Borrowing Office automatically applies to both sides.
- Time is reviewed using the Pending Approval Report :
- General Time Approval
- Weekly Time Approval
- This process ensures timesheet accuracy across both offices while supporting billing, reporting, and compliance.