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How to use the Workflow in HRplus Time?

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Before using this module, please ensure that:

  1. For each Schedule, employees (timekeepers) to whom timesheets should be routed are identified.
  2. Timekeepers are categorized into the various workflow stages of Level 1, Level 2 etc.
  3. Timekeepers have the necessary permissions (Schedules, Company Access, etc).

The steps to use the Time and Attendance Workflow are as follows:

  1.  Enable the Workflow.
    • For the selected Schedule, enable the Workflow – by default, the workflow is disabled. Enable/Disable Workflow.
  2. 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
  3. 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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