To approve labor distribution templates by employee

  1. Access Labor Distribution Template Approval by Employee (GM11.1).
  2. Inquire on the labor distribution template you want to approve. Use the following guidelines to enter field values.
    HR Company

    Type or select the Human Resources company for the employee in the template you want to approve.

    Employee

    Type or select the employee in the template you want to approve.

    Job Code or Position

    Type or select a job code or position (if any) in the template you want to approve.

    Pay Code

    Type or select a pay code (if any) in the template you want to approve.

    Effective

    Type the effective date in the template you want to approve.

    Status

    Type or select a status to filter the template lines to view. Valid values are:

    • All (X) (Default)
    • Approved (A)
    • Released (R)
    • Unreleased (U)
    • Hold (H)
  3. Review the distribution lines you want to approve. Use the following guidelines to enter field values.
    Note: If a salary cap warning appears for any line, you must unrelease the whole template so that you can execute the Salary Cap action on Labor Distribution Template Entry (GM10.2) to adjust the salary percentages. Click the Cap button to access Labor Distribution Template Salary Cap (GM10.5) and review the salary cap information.
    Note: Select the Unrelease form action to unrelease all the template lines.
    FC

    Type or select the new status for each template line.

    If the existing line status is Released, you can change the line status to Approved, Unreleased, or Hold.

    If the existing line status is Unreleased, you can change the line status to Hold.

    If the existing line status is Approved, you can change the line status to Hold or Unreleased.

    Note: You can change or delete lines with an Unreleased status on Labor Distribution Template Entry (GM10.2). You can change a line status from Unreleased to Released on GM10.2 or on Labor Distribution Mass Status Change (GM115).
    Approval

    Type an approval level (if any). Approval level is typically used with multi-step approvals in Infor Process Automation. Values populated in the approval level field are updated when the Change line function code is used, or when the line function is used to change the line’s status.

  4. To approve any line, select the Approve line action and the Change form action.