HRplus Time Workflow (Introduction and Key Concepts)
Introduction and Key Concepts
HRplus Time Workflow Overview
The workflow in HRplus Time refers to the approval of Timesheets and allows you to:
set up a maximum of ten (10) sequential approval stages (Levels 1 to 10) and a minimum of two (2) (Levels 1 to 2).
link EACH of these ten (10) individual stages to ONE employee ONLY. Each employee must be a designated Timekeeper.
Enable/Disable workflows.
Perform the following actions:
Move Forward: send timesheet to next sequential Level.
Move Backward: send timesheet to previous Level. Must be at Level 2 or more.
Post Record: Only the Timekeeper at the last Level can perform this action. Post Record means final approval of the timesheets.
These actions can also be performed in Batch – enabling the approval and/or posting of a batch of timesheets (by Company, Schedule, Shift etc.).
Schedules, Shifts, Employees in Schedules/Shifts are, of course, pre-requisites that need to be set up before using the Timesheets workflow.
How to use the Workflow in HRplus Time?
Before using this module, please ensure that:
For each Schedule, employees (timekeepers) to whom timesheets should be routed are identified.
Timekeepers are categorized into the various workflow stages of Level 1, Level 2 etc.
Timekeepers have the necessary permissions (Schedules, Company Access, etc).
The steps to use the Time and Attendance Workflow are as follows:
Enable the Workflow.
Set up Approval Levels/Timekeepers.
Set up Approval Levels to a maximum of 10 and a minimum of 2.
Assign each Approval Level to a single Timekeeper. The Timekeeper must have the required permissions for the Schedule, Company etc. Step 1: Set up Approval Levels/Timekeepers
Use Workflow
On logon, Timekeepers are able to view the Timesheets for their approval.
Timekeepers at Level 1 can move forward timesheet records.
Timekeepers at Level 2 and up, can move forward/backward timesheet records.
Timekeepers at the final approval Level, can move forward/backward/post timesheet records.
Timesheets, once moved forward/backward, will only be displayed to the Timekeeper who has to perform the next approval action.
All Timekeepers can view the workflow history of a timesheet by clicking the Progress button.
Timesheets can be processed individually or in batch via the Batch Workflow Actions button.
Posted Timesheets are checked as Approved and is the final workflow stage.
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