Team view and approvals (managers)

/team

Shows everyone you manage (or the full company, if you're an admin or finance). Per-employee row: name, department, role, hours in range, meeting %, billable %, unclassified %, correction count. Cost column is admin & finance only — managers don't see salary-derived costs.

Grouping: None / by Department / by Role. Filter by dept. Date range picker.

Workload signals: rolling 3-week aggregate pattern detection — too many meetings, too many late-night events, etc. Shown as prompts, not verdicts — use as 1:1 talking points.

/team/employees/<id>

Per-person detail. Shows: - Totals in the selected date range - Sparkline of daily hours - Project breakdown - Category / work type breakdown - Recent events (editable as manager override) - Clockify historical summary if imported

Manager overrides

On any event in /team (or the employee detail page), you can override the classification with a reason code. This: - Updates the event on the spot - Marks classification_source=manager_override - Logs an audit entry so it's traceable - Future events with the same (app, window_title) inherit your correction

/team/approvals — timesheet approval flow

Weekly timesheets enter draft → employee marks submitted → it lands in /team/approvals (Team → Approvals tab) for you (their manager) to approve or send back with comments.

Approving locks the week: employees can't edit events in a locked week without a manager re-opening it.

Hierarchy rules

• You only see events + timesheets for your direct reports (per the employee_manager join table).
• Admins see everyone.
• An employee can have multiple managers.

Expense and vacation approvals

Three approval surfaces share the same hierarchy rules above:

• /team/approvals — weekly timesheets (covered above)
• /team/pto-approvals — vacation requests
• /expenses — when there's anything in your "Awaiting my approval" pane

Each pending item gives you three actions: - Approve — finalizes the decision - Reject — sends it back with a required reason - Escalate to executive — passes the call to a senior approver instead of deciding yourself (see below)

Two-step approvals — manager → executive

For larger items (big-ticket expenses, long vacations) a second sign-off from an executive is often required. There are two ways an item lands in the executive queue:

Auto-escalation when amount/days exceeds the per-tenant threshold configured at /admin/approval-policy. Manager's approval still counts; status becomes pending_admin until an executive signs off. Both signatures are recorded for audit.

Manual escalation by clicking the "Escalate to executive" button instead of Approve / Reject. This passes the call up entirely — the executive is the sole decider, the manager skips.

After escalation, every executive approver in the tenant gets an email, and the items show up in /admin/approvals (the ⚖ Executive approvals sidebar link, visible to admins + designated approvers).

Who is an "executive approver"

By default, every employee with role='admin' is an executive approver. Admins can also designate non-admin employees (e.g. CFO, CEO, dept heads) as executive approvers at /admin/approval-policy — the checkbox list at the bottom of the page. Designated approvers see the queue and get escalation emails, without gaining other admin powers.

Setting thresholds

Admin → /admin/approval-policy: - Expense auto-escalation threshold in USD (e.g. 500 → anything > $500) - Vacation auto-escalation threshold in days (e.g. 10 → anything > 10 days) - Leave a field blank to disable auto-escalation for that category — manual escalation still works.