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Digital Production Control - 05.03.03 Posting and Approving Timecards - DPC

Views: 697 Last Updated: 08/12/2024 09:26 am 0 Rating/ Voters
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After you've entered all employee time on the Timecard Tab, the timecard can be posted. Posting the timecard is usually done by the Foreman on a daily basis. The Project Manager is responsible for approving the timecard.

Timecard Status Indicators

The Timecard Status Indicator is located to the right of the Post/Approve Timecard button and changes from Active to Posted to Approved depending on the status of the timecard.

Status Indicator What it means...
Active timecard notification Displays while the Foreman is making the daily update to the Timecard Tab - this means that the timecard has not been posted and is open for updates and changes.
Posted timecard notification Displays once the Foreman clicks the Post Timecard button Post Timecard button - the timecard is now locked and can only be updated by the Project Manager.
Approved timecard notification Displays once the Project Manager reviews the posted timecard and clicks the Approve Timecard button Approve Timecard button - the timecard is locked from further changes.

Posting a Timecard

To post a timecard:

Click Post Timecard - the Post Timecard dialog displays

the Post Timecard confirmation prompt

Click either Post and Lock Timecard or Cancel

Posting the timecard changes the Timecard Status from Active timecard notification to Posted timecard notification .

Caution
Once a timecard is posted by a Foreman, it is locked and can only be updated by the Project Manager.

Approving a Timecard

First, the Project Manager needs to review the timecard to ensure accuracy.

After completing the review:

Click Approve Timecard button - available to Project Manager - the Approve Timecard dialog displays showing the date of the current timecard

Approve Timecard confirmation prompt

Click Yes

Approving the timecard changes the Timecard Status from Posted timecard notification to Approved timecard notification.

Caution
Once a timecard is approved by a Project Manager, it is locked and cannot be updated any further.

click here to view the previous article Timekeeping - Entering Hours Worked Per Employee Reviewing and Exporting Timecards click here to view the next article



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