Monthly Clearing

With Monthly Clearing, the monthly journals checked by the employees themselves are submitted to the supervisor for approval.

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

Process

• Submission by the employee
  Employees whose group has been enabled for monthly clearing by the administrator see the Submit button in the monthly journal. Before submitting, the system checks whether all criteria are met (e.g., period closed, journal of the previous period approved, no open change requests, no unexcused absences, no irregularities from the time recording system). After submission, no corrections can be requested for this period.
• Approval by the supervisor
  The supervisor receives a task (Workflow --> open tasks) with the target time, actual time and balance of the employee for the month in question. Via the Open journal 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 (Submitted, Approved, Rejected) is 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 his or her journal.