Approving and Processing Labor Records

All 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 will be generated when the labor records are approved and processed.

To approve and process labor records:

1. 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 defaulted 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 the status or type. Select an option to include records with that characteristic and deselect an option to exclude records with that characteristic.
Select the Ready filter to display only the records that are ready for approval and processing. Ensure that all the other filters are cleared for the records.

Note: A labor record is ready to process, if there is no value in the Status field and no visual cue on the record (no background color on the record).
This step is optional. Confirm the records’ status by clicking on the Status view option. If username or time stamp is not displayed in the Approved By field or Processed By field, the record is not approved or processed.
Select the checkbox for each record that is to be approved and processed. Click Select All option to select all the records.
Click Approve and Process.