Employee Time Entry: Time Card Approval
Depending on your company’s policy, time cards may require approval by authorized employees before being released. The time card approval functionality is available if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form.
Assignment for Approval
The system assigns a time card for approval once an employee enters it on the Employee Time Cards (EP305000) form and clicks Submit on the form toolbar.
The system automatically assigns time cards for approval based on the approval map created on the Approval Maps (EP205015) form. This approval map must be specified in the Time Card Approval Map box on the Time and Expenses Preferences (EP101000) form. If no approval map is specified or if a time card does not meet any conditions specified in the approval map, the time card is automatically approved.
Approval of Time Cards
You can approve or reject a time card on the Employee Time Cards (EP305000) form by clicking Approve or Reject on the form toolbar if the time card meets one of the following conditions:
- It is assigned to you
- It is assigned to the members of the workgroups at lower levels in the company tree than your workgroup
You can also mass-approve the following time cards on the Approvals (EP503010) form:
- Those assigned to you
- Those assigned to other members in your workgroup
- Those assigned to the members of the workgroups at lower levels in the company tree than your workgroup
On the Approvals form, you can approve all listed documents at once by clicking Approve All on the form toolbar or approve only particular documents by selecting those documents and then clicking Approve.
If the Time Management feature is enabled on the Enable/Disable Features (CS100000) form, you cannot approve or release a time card unless all the activities included in the time card have been approved (if required). For more information, see Employee Time Entry: Time Activities.
Once a time card is approved, it is assigned the Approved status and can be released.