Set Up the Edit and Approve Time Report
- Create time calculation tags.
- Security:Set Up: Time Trackingdomain in the Time Tracking functional area.
The
Edit and Approve Time
report is a configurable report that enables managers or timekeepers to review, edit, submit, and approve time for all their workers in a consolidated view. From the report, you can select a worker's name to view summary totals and validations. You can use the Edit and Approve Time
report as an alternative to My Tasks
.The
Edit and Approve Time
report totals each day by hours. When you track time by days, Workday doesn't show values in the Summary
section. - Access theEdit Time Approval Templatetask.Complete the task:
Option Description Review Time by PeriodSelect to enable approvers to review and approve time for nonweekly periods.Workday displays aView Optionsprompt on the report that approvers can use to select a weekly or period schedule. The report displays all workers who are eligible for the selected schedule.For period schedules, reviewers must select the period schedule they want to view.When reviewers selectReview Time by Period, Workday doesn't display theStart Day of Weekprompt.Start Day of WeekWhen you enable only the weekly view, select the day that begins the week to approve.When managers review time by week, they can only approve time for workers with the sameStart Day of Week. Managers can see hours for direct reports whose work week begins on a different day, but they can't use the report to approve the hours. - (Optional) On theDefault Worker Filterstab, select additional search fields to display on the report:
- Show Employee Type
- Show Worker Type
- Show Pay Rate Type
- Show Job Exempt Status
You can add values that automatically populate in the search fields you've added. To add filters to the report that approvers can't modify, add values without selecting the check box to display the field in the report. Workday applies an implicit filter to the report according to the values that you've entered. - (Optional) Complete theEdit and Approve Timetab:
Option Description Collapse Top Summary CardsSelect when you want the summary card at the top of the report to be collapsed by default.Don't Display Scheduling DataSelect when you don't want to include scheduling data from Workday Scheduling or the work schedule calendar. Clear the check box to display:- Scheduled in and out times on each calendar day.
- Total scheduled hours for the period in each worker row.
For workers who have time entry templates with theEnable Workday Schedulingcheck box selected, we display Workday Scheduling data on theEdit and Approve Timereport. For all other workers, we display scheduling data from the work schedule calendar.Disable AutofillSelect to disable the autofilling of out times on unmatched time clock events and incomplete time blocks. When you don't disable autofill, Workday displays check-ins with their matching out times from workers' schedules. - On theEligibilitytab, from theCountryprompt, select the countries where managers or administrators will be running the report. When their country isn't included in a template, the report runs with the Global Time Approval Template.
- (Optional) If your managers submit time by period, approve time by period, or both submit and approve by period, access theEdit Time Entry Templatetask.On theNoneffective-Datedtab, expand theBusiness Processsection. SelectSubmit by Time Period.
- Add reviewers to theManager: Time Tracking Manager Edit and Approvedomain.
If you approve time entries after running a payroll calculation, use the
Run Pay Calculation
task. Select Smart Calculation
or Smart Calculation Based on Events
.