Review Time Sheets

This window gives managers the ability to review on line time sheets, claims and leave application requests entered by the employee through Self Service.

Prerequisites

  • Transactions will only appear if a request was submitted using the SelfService option.

Rules and Guidelines

  • To use this feature, the manager must be a Preceda user. If there are defined Security Profiles for the Manager, the security profile is recognised and only the employees the manager is authorised to access are available for review.
  • Transactions are imported into the Payroll to become part of the Payrun.
  • Managers can approve, reject or request more information for all submitted requests. Each request can be reviewed and approved individually or approve all the requests for that employee.
  • When a manager requests more information, they can enter comments which display on the appropriate windows in Self Service for that employee.
  • The Reviewing the Leave Application window is used to review individual leave requests via email.
  • For Managers to review individual leave requests via email refer to Reviewing the Leave Application.
  • An employee must be selected to view their information. Only pending and unprocessed transactions appear in the transaction list.

Field Information

The Approve All button is selected to approve all displayed transactions for the selected employee including time sheets, leave applications and claims.

This section of the window displays information about Time Sheets and Leave Applications.

  • To change the Status or add a Managers Comment drill down on the selected transaction.

This field displays the current status of the application.

Request Submitted The employee has submitted the transaction for approval by the Manager
More Information Required The Manager or Payroll Office has requested more information about the submitted transactions.
Information Provided The employee has provided more information as requested from the Manager or the Payroll Office to provide more information.
  • Approved and Cancelled transactions are not displayed in this window.

 

Add Indicates that the employee did not add a comment with the request.
Edit Indicated that the employee added a comment with the request.

 

The Hours Code and description of the Time sheet or leave application hours requested.

Enter the first and last day of the requested transaction.

Enter the date the employee is returning to work.

Enter the number of hours for the transaction, including Public Holiday Hours.

Enter the number of Public Holiday hours in the requested transaction.

Was a Doctor's Certificate supplied with the sick leave request?

This field specifies if leave other than those available in the prompt box was chosen.

This field displays the employee's comments.

This is the allocated account number for this transaction.

This is the allocated department number for this transaction.

This is the allocated costing codes for this transaction.

  • To change the Status or add a Managers Comment drill down on the selected transaction.

This field displays the current status of the transaction.

Request Submitted The employee has submitted the transaction for approval by the Manager
More Information Required The Manager or Payroll Office has requested more information about the submitted transactions.
Information Provided The employee has provided more information as requested from the Manager or the Payroll Office to provide more information.
  • Transactions with a status of Approved, More Information Required and Cancelled are not displayed in this window.

 

Add Indicates that the employee did not add a comment with the request.
Edit Indicated that the employee added a comment with the request.

The Allowance/Deduction code and description of the requested claim as entered by the employee in the Claims window.

This is the date the request was entered by the employee.

The number of units for the claim requested. This is multiplied by the value in the Rate field.

  • If the units field is blank or not displayed the default is 1.

 

This is the rate for the requested transaction. This is multiplied by the value in the Units field.

This is the allocated account number for this transaction.

This field displays the allocated department number for this transaction.

These are the allocated costing codes for this transaction.

To drill down on Time Sheet transactions, select either the Add or Edit buttons or double click on any row.

This field displays the employee's comments.

Comments entered by a Manager and when saved, will appear in the employee's Self Service window relevant to the reviewed request.

This field displays the current status of the request and can be changed to reflect the action to be taken.

Approved
More Information Required
Declined

The changes must be saved, so that information is transferred to the employee's Self Service window for their further review or information.

  • Once a transaction is approved it is removed from the Review Time Sheets window.