Approve time off in lieu

If a manager must approve the time off in lieu hours of employees, you use the approval functionality for this purpose. Once lines are approved, you can no longer change or delete them unless you first undo the approval.

Description

By approving the time off in lieu entry, the manager indicates he/she is OK with the entry.

Difference between actual costing approval and approval for Payroll

You can enter expense declarations using the entry layout. This procedure actually uses old functionality. Using the new functionality, you enter declarations on a separate page in InSite.

If you are using the old functionality, you can approve the declarations for actual costing and approve them for Payroll.

Approval is not mandatory. That is why you can use the above components in the way that suits you best:

• If you do not use Approve actual costing, the actual costing lines remain available for editing. This means that employees can change entries without approval later on. Because you skip this step, you must specify that period balances for the Time off in lieu leave type are updated after the time off in lieu is entered.
• If you do not use Approve for Payroll, Profit automatically channels the expense lines to Profit Payroll after they have been entered. You specify this in the HR settings (applies to the entire environment).

The approval functions can be performed separately or consecutively. Below you can see the possible methods.

Method 1: Consecutive actual costing approval and approval for Payroll

You first approve the actual costing. You then approve the expense lines for Payroll so Profit channels them to Profit Payroll. This gives you greater control over the costs entered.

As you see in the diagram, you can also undo the approval.

• If you undo Approve actual costing, Profit unblocks the declaration lines in question. That means the employees can once again change or delete these lines.
• If the approval results in an update of the time off in lieu period balances, undoing the approval also updates these period balances (changes are reversed).
• If you undo Approve for Payroll and the lines in question have already been processed in the wages, RAE entries are created.

Method 2: Separate actual costing approval and approval for Payroll

You approve the actual costing, but you can also immediately approve the lines for Payroll without approving the actual costing. So in this setup, the approval processes are performed independently. As a result, you may only review a cost entry after it has already been channelled to Profit Payroll.

Undoing an approval is not shown in this diagram.

Method 3: Only approve for Payroll

You do not use the actual costing approval functionality. This means that you do not review the actual costing lines for their consequences for time off in lieu. That is why the time off in lieu leave balances must always be updated immediately after entering the actual costing lines. This setup must be configured in the properties of the Time off in lieu leave type.

You do approve the expense lines for Payroll. Profit only processes the expense lines in the wages after they have been approved.

Method 4: No approval

You do not approve the actual costing lines.

• This means that you do not review the actual costing lines for their consequences for time off in lieu. See method 3 for the remainder of the process.
• Neither do you review the expense declarations to be processed in the wages. Profit processes these lines automatically.

Preparation

• Declaraties inrichten
• Accorderen voor Payroll inrichten

Procedure

• Approve the time off in lieu actual costing
• Undo the approval of time off in lieu