Review, Correct, Approve a Punch Timesheet


Concept

In this topic, you will review a direct report's punch timesheet, make a correction, and approve the time submitted.


Steps:

  1. Click in the User ID field.

    Step 1

  2. a valid value
     e.g.
    Enter
     "andrew.furletti"
     into the User ID field.

    Step 2

  3. Click in the Password field.

    Step 3

  4. a valid value
     e.g.
    Enter
     "welcome1"
     into the Password field.

    Step 4

  5. Click the Sign In button.

    Step 5

  6. Click the Main Menu button.

    Step 6

  7. Click the Manager Self Service menu.

    Step 7

  8. Click the Time Management menu.

    Step 8

  9. Click the Approve Time and Exceptions menu.

    Step 9

  10. Click the Reported Time menu.

    Step 10

  11. Click in the Selection Criterion Value field.

    Step 11

  12. a valid value
     e.g.
    Enter
     "Duck"
     into the Selection Criterion Value field.

    Step 12

  13. Click the Get Employees button.

    Step 13

  14. Click the Duck link.

    Step 14

  15. Prior to approving time, a Manager should review the employee's timesheet to verify its accuracy.  Best practice is to request the employee correct the time, however if the Manager must correct the time, they will need to use an override reason code to document the reason for the change. 

     

    The Comments bubble in Timesheet can be used for additional information as well.

    Step 15

  16. If the overtime is related to a project, the Manager would select a Project and Activity ID.

     

    Click the Look up Activity ID button.

    Step 16

  17. Click the OT-FILE ROOM link.

    Step 17

  18. Click the Look up Override Reason button.

    Step 18

  19. Use the Override Reason code to document the reason why the Manager is editing the employee's time.

     

    Click the CORR link.

    Step 19

  20. Click the Submit button.

    Step 20

  21. Click the OK button.

    Step 21

  22. Click the Select All button.

    Step 22

  23. Click the Approve button.

    Step 23

  24. Click the Yes button.

    Step 24

  25. Click the OK button.

    Step 25

  26. The Summary tab summarizes worked overtime and comp time hours by day.

    Step 26

  27. Click the Leave / Compensatory Time tab.

    Step 27

  28. Leave and Comp Time balances can be viewed on the Leave/Compensatory Time tab.

    Step 28

  29. Click the Absence tab.

    Step 29

  30. Click the Vertical scrollbar to move down the page.

    Step 30

  31. The Absence tab can be used to launch an absence request.  This topic will be explored in more detail in the Absence Management UPKs.

     

    All accrued absence balances can be viewed at the bottom of the timesheet page.

    Step 31

  32. Click the Exceptions tab.

    Step 32

  33. If an employee has an Exception on their time, it will be shown in the Exceptions tab.

     

    For example, an employee that worked more than their normal schedule would have an exception.  This is merely a heads up to the Manager

    Step 33

  34. Click the Home link.

    Step 34

  35. Click the Sign out link.

    Step 35

You have completed the Review, Correct, Approve a Punch Timesheet topic.

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