Timesheets which are approved but have not been processed in a pay run can be reset to a status of ‘Pending Submission’. This can be done if amendments need to be made to the timesheet data prior to including it in a pay.
Only users with System Administrator account permissions are able to reset a timesheet.
Reset a Timesheet
Go to Payroll > Status Reports > Timesheet Status.
Use the Report Settings filters to find the timesheet and open it.
- Click ‘Reset’ in the top right.
The ‘Reset’ option will not appear on timesheets which have been included in a pay run or had a payment authorised. You will need to create an adjustment timesheet to amend the information in these timesheets.
Revert a Finalised Timesheet
If the timesheet has been ‘Finalised’ in Pay Conditions but hasn’t yet been processed, you will need to revert before you can reset it.
To revert a finalised timesheet:
Go to Payroll > Pay Conditions > Pay Conditions > Report Settings.
Deselect ‘All Ready For Interpretation’ in the Timesheets drop-down list.
Select ‘All Finalised’ in the Status drop-down list.
If you need to filter more specifically, you can enter a date range or enter the employee name in the 'Search' keyword field.
Tick the checkbox for the timesheet you need to revert > With selected Timesheets… > Revert.
Once the timesheet is reverted, you will see the Reset button when you click into it again.