Vergleichsreport

With Monthly Clearance, the monthly clearing, the journals checked by the employees themselves are submitted to the executive staff supervisor for approval.

The former list view Monthly clearingclearance, in which the executive staff supervisor could clear the journals via the column "Approval" column, is no longer available. Today, the monthly clearing is Monthly clearance is now done via a workflow directly in the monthly journal.

Procedure

Process

• Submission by the employee
  Employees whose group has been enabled for the monthly clearing clearance by the administrator see the Submit button Submit in the monthly journal. Before submissionsubmitting, the system checks whether all criteria are fulfilled met (e.g., period completedclosed, journal of the previous period approved, no pending correction open change requests, no unexcused absences, no irregular events recorded by irregularities from the time acquisition recording system). After submission, no further corrections can be requested for this period.
• Approval by the supervisor
  The supervisor receives a task (Workflow --> open tasks) showing with the target time, actual time and balance of the employee for the respective month in question. The link Via the Open journal leads to the monthly journal of the employee, where the month can be Approved or (with a decline reason) Declined. Declined months If a month has been declined link, he or she reaches the employee's monthly journal and can Approve the month there or (stating a reason for rejection) Reject it.
• Rejected months
  If a month was rejected, the employee can correct the journal and Submit again.

The status of the monthly clearing clearance (Submitted, Approved, Declined Rejected) is shown displayed in the monthly journal.

Depending on the configuration, the employee is reminded by e-mail and with an open task a certain number of days after the end of the month to submit the his or her journal.