How to Use the IIA Report Approval Wizard

At the beginning of each month, a new widget will automatically appear on your main dashboard to initiate the approval process.

• Log in to your account.
• On the Dashboard, locate the IIA Report Approval widget.
• Click the Report Approval button to begin the 3-step process.

The wizard will guide you through the following three screens to ensure all data is correctly reported.

Step 1: Fill in Missing Timesheets
This first step ensures that all of your daily work hours are fully recorded.

• Action: The screen will display any days from the previous month that have missing punch-in or punch-out times.
• Correction: You can fill in the missing entries manually, or you can use the Auto-fill report button to automatically populate the hours according to your contract (e.g., 09:00 – 17:00). You cannot proceed until all work hours are accounted for. You cannot proceed until all work hours are accounted for.
• Click Next to move to the next step.

Step 2: Allocate Hours to Tasks
This step is for assigning your logged work hours to specific, reportable tasks.

• Action: The screen will show a table of your workdays. You must distribute your “Total hours” across the relevant task columns.
• Correction: You can allocate hours in two ways: type the hours directly into the table cells for each task or use the Auto-fill tasks button to automatically distribute your work hours across the tasks.
  Fill in all the required time entries for each task until no hours remain unassigned.
  • Note: Automatic completion of a task over 24 hours is considered a retro report.
• Click Next to continue.

Step 3: Final Report Approval
This is the final stage where you review and formally approve the completed report.

• Action: Review the finalized report summary to ensure all information is correct.
• Approval: Click the Approve button to complete the process for the month.