Temp Timesheets and Client Approval
Keep the assignment, recorded hours and approval decision connected. Agree who records time and who reviews it before passing the records to billing or payroll.
Manage temp timesheets with Zoho Workerly
Assign temporary jobs, record working hours and send timesheets for agency or client approval in Zoho Workerly.
Explore Zoho WorkerlyBased on official documentation; HRRef has not tested Workerly or measured a gain in staffing, billing or payroll accuracy.
Workerly sources and feature scope
Zoho’s setup article specifies Agency, Client or Auto approval at the client level. A changed mode applies only to timesheets created after the change is saved. Submission timing depends on the billing cycle and Timesheet early submission setting: the creation guide describes waiting until the last working day for weekly/monthly jobs, while the submission guide describes an enabled early-submission option. Temp login must be enabled for worker portal/app submission; agents can submit manually without it. Client portal access requires enabling the portal and inviting the contact. Shared shift records there are read-only, and the portal uses the agency organization’s time zone. Check your selected plan, permissions and configuration. This guide does not establish legal compliance or correct pay.
- Official Workerly features
- Creating timesheets and status definitions
- Submission timing and approval settings
- Client portal setup and contact access
Official documentation checked 2026-10-13.
From assignment to an approval decision
Agree the assignment and review owner
Record the client, job, temp worker and period before collecting time. Confirm availability and the agreed work. Name the person who will review records and handle queries. Workerly documents assigning jobs with an option for temps to accept or reject; accepting a temp assignment is a different event from accepting an employment offer.
Record hours against the right job and temp
Keep planned hours separate from recorded work. Zoho’s creation guide associates a timesheet with a job, an assigned temp and a date cycle, using Hours or Start & End log types. Agree how breaks, missed entries and corrections will be checked; keep a record of the reason for a correction in your agency process.
Submit using the chosen approval process
Saving and submitting are separate actions. Choose Agency or Client approval when the process needs human review; Zoho also documents an Auto option at the client level. Check the current mode, billing cycle and early-submission setting before setting a deadline. A pre-filled record does not prove those hours have been worked.
Review the decision before the handoff
For Agency or Client approval, the designated approver can review, accept or reject a submitted timesheet and add remarks. Check the worker, assignment, dates and hours before making the decision. Track rejected records and resolve queries in your agency process. Have the billing or payroll owner confirm the records, period and required fields; an approval decision is not a guarantee of correct billing, pay or legal compliance.
Keep the assignment and decision connected
Use this editorial checklist in your existing process. These are editorial record choices, not a claim that every item is a named Workerly field.
| Record | Purpose |
|---|---|
| Client, job and temp worker | Connect the record to the right assignment. |
| Date cycle and organization time zone | Use an agreed period; Client Portal uses the agency organization’s time zone. |
| Planned hours and recorded work | Keep the assignment plan separate from time actually recorded. |
| Log type and corrections | Agree Hours or Start & End records and how queries are resolved. |
| Approval mode and designated reviewer | Make the selected client-level route and review responsibility clear. |
| Submission and decision status | Keep saved, submitted, approved and rejected records distinct. |
| Billing/payroll handoff owner | Confirm which reviewed period and fields the next process uses. |
Read submission and decision status separately
Zoho’s creation guide defines these statuses. Interpret them with your selected approval mode; this overview concerns Agency or Client review.
Yet-to-submit
Zoho’s creation guide defines this as a timesheet that the temp has not yet submitted.
Submitted
In the documented human-review workflow, the timesheet has been submitted but not yet approved. Check the selected approval mode.
Approved
The designated approver has approved the timesheet. Keep the decision separate from payment or invoice status.
Rejected
The approver has rejected the timesheet. Resolve the query before using the record in the next process.
Connect the workflow to the right reference
Use the shift-scheduling guide to separate planned and recorded time. The time-to-hire reference explains its own recruitment events and populations; temp assignment or timesheet approval does not automatically reproduce it.
Before choosing a timesheet tool
Does saving a timesheet mean it is approved?
No. Zoho’s creation guide separates saving from submission and lists distinct submission and approval statuses. In Agency or Client approval, the designated approver reviews the submitted record.
Which approval process can I choose?
Zoho’s setup article specifies Agency, Client or Auto approval at the client level. Changes apply only to timesheets created after saving the change. The guide does not assume a mandatory agency-then-client sequence.
Can a temp submit before the billing period ends?
Check the billing cycle and Timesheet early submission setting. The creation guide describes a last-working-day rule for weekly/monthly jobs; the submission guide describes an enabled early-submission option. Treat pre-filled time separately from work actually recorded.
Is this a tested review or a recruitment benchmark?
No. HRRef provides an original workflow checklist and describes documented Workerly functions. Timesheet approval and acceptance of a temp assignment are operational events; they do not automatically produce time-to-hire or offer-acceptance benchmarks. HRRef has not tested the product or measured a performance gain.