Overview: The time card approvals - required agreement feature allows you to require an employee agree to specific text, such as a question or statement, before submitting their time card for approval.
Common Use Cases: The Time Off Accrual Entry is frequently used to front-load time off for the year or to manually enter an existing time-off balance. It is also used to make one-time adjustments to an employee's balance.
Enabling Time Card Approvals - Required Agreement
1. Start by going to Settings --> Time Card Approval Settings:
2. If you haven't yet enabled Time Card Approvals, check the box next to Enable Time Card Approvals and click Save. Then check the box next to Require that the following text is agreed to when submitting the time card and enter the text you'd like the employee to agree to. Save once done:
Viewing the Submitted Time Card Agreement
When reviewing a submitted time card, you can view the Agreed To information by scrolling down to the bottom of the time card. There you'll find the Approval History of the time card as well as the Agreed To text.
Example of Feature In Use (Employee Perspective)
Now that you have the agreed to text option enabled, when an employee submits their time card, they will see a checkbox along with the text you entered. An employee is required to agree to the text in order to submit their time card for approval.
Q: Can an employee recall their time card?
A: No, their Manager or an Admin will need to reject the time card for the employee.
Q: My employee submitted their time card and now they can't punch time. How do I fix this?
A: Once a time card is submitted for approval, it becomes locked so new time can be added. In order to allow an employee to continue punching time, the time card will need to be rejected.
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