Lumary WFM - This article explains how to review, approve and process timesheets and pay transactions in preparation for a pay batch run.
Timesheets are important for hourly and contract employees as their pay advices are determined by the entries inputted and approved on these timesheets. The types of entries include work appointments, expenses, leave events and allowances.
Required packages
Available with: Lumary WFM (Payroll)
Supported in: Lumary DC
This article assumes that you have completed and approved worker appointments ready to be reviewed in the workers' timesheets. If you have not completed those steps, head over to approve completed worker appointments.
Once timesheets are ready to be reviewed and processed for pay batch, you may review the timesheets individually or in bulk. To do so:
- Navigate to the Timesheets tab by clicking it on the top tab bar. If it’s not available, click on the App Launcher icon (nine dots on the top left hand side of the screen) and type in Timesheet.
- If you want to review a specific timesheet, click on the timesheet record. Otherwise, you may switch between the different timesheet list views (configured by your admin) to filter on records that you should look into more detail.
- While on the timesheet record, the key details to review include:
- Start Date (field)
- End Date (field)
- Time Entries (tab)
- Leave (tab)
- Allowance (tab)
- Once you have finished reviewing, click Submit. The message Success: Timesheet Submitted will appear.
Once the timesheets have been submitted, they're ready for approval.