Issuing Approvals  

Use

If your profile settings require time sheet data to undergo an approval procedure, you can select the necessary approval report from the time sheet menu. This is still possible even if you selected to use a workflow for the approval procedure when you maintained your profiles.

Procedure

1. Call the time sheet.

2. Choose Time sheet -> Approval -> Selection Using Personal Data, Selection Using Organizational Structure, or Selection Using Time Sheet Data.

The selection screen for your chosen report appears.

3. Select the data you want to approve

Select the data you want to approve according to the report you have called:

– Selection using the Personnel Administration (PA) database

This option allows you to select employees based on their organizational assignment (for example employee subgroup, cost center, and so on).

– Selection using organizational structure:

You can use the following object types:

Object type

Meaning

Object ID

O

Organizational unit

Organizational unit number

S

Position

Position number

P

Person

Personnel number

– Selection using the time sheet database

With this option, you can use important working time attributes to select data (network, cost center, or purchase order, for example).

You can display the relevant selection criteria by choosing Sender parameters, Receiver parameters, or All parameters.
      1. You have no authorization for them
      2. They are locked because they are being processed elsewhere

4. Choose Execute.

The General Hierarchy Display screen appears. You can expand the nodes to display an overview of the data due for approval.

The following hierarchy levels are displayed:

– Persons from

This level shows the data for all the personnel numbers you selected for the entire selection period.

– Personnel number

This level shows all the data for one personnel number for the entire selection period.

– Date

This level shows all the data for one personnel number for one day.

Traffic-light icons indicate the processing status of the data:

Traffic-light icon

Meaning

Released for approval

Approved

Approval Denied

Records without a traffic-light icon are predecessors, which generated new records when they were changed after being approved.

5. Select the data you want to approve.

The approval view appears.

6. Approve or reject the data.

To do this, select one or more data records and choose Approve or Reject.

If you reject records, a dialog box appears in which you can enter a rejection reason. You define the rejection reasons in your system settings.

7. Save your entries.

Result

You have approved or rejected data records for the employees assigned to you. The approved records are ready for transfer to the target component(s).