Review, Correct, Approve a Punch Timesheet

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. As Manager, you have the option of pushing back the entire timesheet or pushing back only the rows that need to be corrected. 

    In the Timesheet section, you can Select the individual rows to be pushed back by checking the Select column next to that row or you can click the Select All button to push back the entire timesheet.

    Step 22

23. Please note: If you push back an entire timesheet, you will receive an email notification for each field on the timesheet.  It is recommended that you only push back the row that needs to be corrected.

     

    Once you have made your selection, click the Push Back button in the Approval section.

    Step 23

24. Click the Select All button.

    Step 24

25. Click the Approve button.

    Step 25

26. Click the Yes button.

    Step 26

27. Click the OK button.

    Step 27

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

    Step 28

29. Click the Leave / Compensatory Time tab.

    Step 29

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

    Step 30

31. Click the Absence tab.

    Step 31

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

    Step 32

33. 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 33

34. Click the Exceptions tab.

    Step 34

35. Click the Home link.

    Step 35

36. Click the Sign out link.

    Step 36

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

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