Where it usually breaks
And how to keep it from happening.
- Time is corrected after it was already exported to payroll.
- Reopening are approved without a reason that holds up later.
- An exemption is left active long after the correction.
- Time Tracking
- Process
- Reopen and retro-edit
Reopen and retro-edit
Request a reopen for locked time, decide it, correct the entries and re-approve the sheet.
Step by step
-
Request the reopen Resource
Resource raises a reopen request for the locked sheet with the reason.
- Reopen request submitted
- Updates Timesheets
-
Decide the request Controller
Controller approves or rejects it with comments.
- Reopen request approved or rejected
- Updates Timesheets
ApprovalA person approves before the work moves on. -
Reopen and audit Controller
Approval reopens the sheet's entries, returns the sheet to Submitted and writes a controller-reopen violation as an audit row.
- Entries reopened, sheet Submitted
- Updates Time entries, Timesheets, Time policy violations
-
Correct and resubmit Resource
Resource corrects the entries. The sheet goes back through its approval chain.
- Sheet re-approved
- Updates Time entries, Timesheet approvals
-
Use an exemption instead Controller
For known corrections, the Controller approves a lock exemption for a person or project code over a date range, allowing retro-edits without a request.
- Exemption active
- Updates Lock exemptions
Who does what
Roles and permissions- Resource
- , Controller, Project Manager.
Set up Time Tracking your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.