Approving and Processing Labor Records

All the labor records in a scheduled pay period must be approved and processed. If the labor records are configured to be processed through payroll, corresponding payroll detail records are generated when the labor records are approved and processed.

To approve and process labor records on the Hours Summary form and Detail form:

Select Form > Open > Hours Summary form.
Specify the selection criteria using these parameters to display labor records for approval and processing:
- Date Preference: This field displays the date range for the selection such as Show Today's Records, Show Yesterday's Records and Show Records for Yesterday and Today.
- Report Date: The starting and ending values are automatically specified based on the Date Preference selection. You can modify, or use the Date Preference to view the previous or subsequent reporting period.
- From - To Ranges: The range of employees, employee types, work groups, departments, and/or shifts. Do not specify any value in this field to display all the available records.
- Filters: This set of options allows you to include or exclude a record based on its status or type. Select the check box to include records with the relevant characteristic and clear the check box to exclude records with that characteristic.
Select the Ready filter to display only those records that are ready for approval and processing. Ensure that all the other filters are cleared for the records.

Note: The labor record is ready to process, if the value is not updated in the Status field.
Click the Status option to confirm if the records are approved for processing. If the value is not specified in the Approved By field or Processed By field, the record is approved or processed.
Select the check box for each record which are to be approved and processed. Click the Select All option to select all the records.
Click Approve and Process.