Review, Correct, Approve an Elapsed Timesheet


Concept

In this topic, you will review a direct report's elapsed 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
     "claire.smearman"
     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
     "Mouse"
     into the Selection Criterion Value field.

    Step 12

  13. Click the Get Employees button.

    Step 13

  14. Click the Mouse 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 the Reported Time Status section can be used for additional information as well.

    Step 15

  16. Click the Add a new row at row 4 button to make a correction to the employee's timesheet.

    Step 16

  17. Click in the Wed field.

    Step 17

  18. a valid value
     e.g.
    Enter
     "1"
     into the Wed field.

    Step 18

  19. Click the Time Reporting Code drop-down list.

    Step 19

  20. Click the 04 CMPTE - Comp Time Earned list item.

    Step 20

  21. Click the Look up Override Reason button.

    Step 21

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

     

    Click the CORR link.

    Step 22

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

     

    Click the Look up Project ID button.

    Step 23

  24. Click the COURT OPS link.

    Step 24

  25. Click the Look up Activity ID button.

    Step 25

  26. Click the OT-LAND RCDS link.

    Step 26

  27. Click the Submit button to post the correction to the timesheet.

    Step 27

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

    Step 28

  29. 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 Reported Time Status 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 29

  30. 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 30

  31. For this example, we are approving the timesheet including the correction.

     

    Click the Select All button.

    Step 31

  32. Click the Approve button.

    Step 32

  33. Click the Yes button.

    Step 33

  34. Click the OK button.

    Step 34

  35. After time has been submitted, you can review the status on the Reported Time Status tab.

    Step 35

  36. Click the Summary tab.

    Step 36

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

    Step 37

  38. Click the Leave / Compensatory Time tab.

    Step 38

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

    Step 39

  40. Click the Absence tab.

    Step 40

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

    Step 41

  42. 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 42

  43. Click the Exceptions tab.

    Step 43

  44. 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 and does not affect the time.

    Step 44

  45. Click the Home link.

    Step 45

  46. Click the Sign out link.

    Step 46

You have completed the Review, Correct, Approve an Elapsed Timesheet topic.

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