Finalise or Revert a Timesheet

Overview

Once the Pay Conditions interpretation is complete, you will need to finalise a timesheet so that it can be processed in Payroll or Invoicing.

After finalising a timesheet, any changes that you make in Payroll or Invoicing will be treated separately. If you need to make changes that will impact both the employee's wages and the charges on the invoice, we'd suggest reverting the timesheet and re-finalising rather than making manual changes to both areas.

Finalise a Timesheet

To finalise a timesheet: 

1. Tick the checkbox to select the timesheet(s)

2. Click With selected Timesheet… > Finalise.

The status of the timesheet will update to Finalised and the data will be ready for payroll processing and invoicing.

Revert a Finalised Timesheet

If a finalised timesheet needs to be reverted (eg to make adjustments):

1. Go to Payroll > Pay Conditions > Pay Conditions.

2. Click Report Settings.

3. Click the Timesheets drop-down and remove the tick from All Ready for Interpretation.

4. Change the Status drop-down to All Finalised.

5. Enter a From and To date to filter for specific timesheets, if required.

6. Click Go.

7. Tick the checkbox to select a timesheet from the report.

8. Click With selected Timesheet… > Revert.

The timesheet will reappear in the Pay Conditions report the next time you view the ‘All Ready for Interpretation’ filters. You can shortcut to this view by refreshing your browser window or clicking the Payroll > Pay Conditions > Pay Conditions link.