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LTS Managing Entries - Guide

LTS Managing Entries - Guide

Description:  In this topic, the user will learn how to manage entries.

Roles Required: Super User, Supervisor, Employer

Permissions Required: N/A

Contents:

Available Actions by Entry Status

The following outlines the actions that can be taken, based on entry status, by an employee (E) and by a user with a Supervisor role (S) for the cost center in which the entry was made.

*Please note: In FI Mode, Employer is equivalent to Supervisor throughout this document.                       

Entry Status

Description

View

Edit*

Cancel*

Reject

Approve

E

S

E

S

E

S

E

S

E

S

Pending

The entry has been saved and is awaiting review by the supervisor. Most pending entries can be edited except for Residential and Day program entries, which can only be edited or rejected by the employee if True Clock In/Out is set to No on the associated employee service account.

X

X

X*

X

 

 

X*

X

 

X

Open

A true clock in/out entry that has been clocked in but has not been clocked out of

X

X

 

 

 

 

 

X

 

 

Approved

The pending entry has been reviewed and approved by the supervisor and is ready for billing/payroll

X

X

 

X

 

X

 

 

 

 

Rejected

A pending entry that has been reviewed and rejected by an employee or supervisor or an original entry that has been edited

X

X

 

 

 

 

 

 

 

 

Canceled

An approved entry that has been backed out. Has been paid and/or billed correctly.

X

X

 

 

 

 

 

 

 

 

Compensated

An original entry that has already been approved, batched, or paid that has been edited. Does not necessarily indicate the entry has been paid.

X

X

 

X

 

 

 

 

 

 

Unvalidated

If a phase 2 business rule is enabled, the entry may be in unvalidated status after the entry was created, and before the business rule runs.

X

X

 

 

 

 

 

 

 

X

Unverified

The entry was made/edited on behalf of an employee and must be verified or rejected by the employee before further action can be taken. Only applicable to punch entries.

X

X

 

 

 

 

 

 

X

X

Batched

An approved entry that has been included in a pending payroll batch

X

X

 

X

 

X