Adjust an Approved Timesheet
Once a timesheet has been approved, it has a status of Historical and it can't be changed. If changes need to be made to a timesheet that hasn’t been included in a pay batch, it can be reversed. If it has been included in a pay batch an adjustment timesheet will need to be done.
Below are the steps required to either reverse or adjust an approved timesheet.
Step-by-step guide
Reverse an approved timesheet:
- Go to Interpreter Review
- Enter search criteria to find the timesheet with a status of Not Reviewed - If the timesheet has a status of Reviewed and it hasn’t been included in a Pay or Invoice batch, you can set it back to Not Reviewed.
- Select the timesheet then click Reverse Timesheet - The timesheet status will change back to Incomplete
- Go to Time & Attendance > Timesheets > Incomplete – If the timesheet has a bulk timesheet workflow, go to Bulk not Incomplete
- Enter search criteria to find the timesheet
- Click on the timesheet to open it
- Click Save (status will still be Incomplete) or Submit (status will be set to Submitted) - If the timesheet has a bulk timesheet workflow, it will remain in the Bulk tab
The approval process will need to be followed to set the status to Historical and to re-send it to the Interpreter service. The timesheet can then be set to reviewed and processed in a pay batch.
Adjust an approved timesheet:
- Go to Time & Attendance > Timesheets > Historical
- Enter search criteria to find the timesheet
- Tick the timesheet to select it
- Click Adjust to open the adjust timesheet screen
- Select an Adjustment Reason and make the required changes – if you need to remove an item you can delete the entire line
- Click Save (status will be set to Incomplete) or Submit (status will be set to Submitted)
The approval process will need to be followed to set the status to Historical and to re-send it to the Interpreter service. The timesheet can then be set to reviewed and processed in a pay batch.
Interpreter Review
- The adjustment reason will be shown in the search results so you can easily identify adjustment timesheets.
- Only the difference between the original and adjusted timesheet details will be shown on the Interpreted Timesheet Details tab.
- You can see the original timesheet details by clicking on the History tab.
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