Approving Lockout Exceptions

When an employee or approving manager submits a request to open a period or timesheet, the manager receiving the request must approve or reject the submission. The following details how to approve/reject a lockout exception request.

To approve/reject a lockout exception request:

Select Approval Workspace from the menu (Menu > Views tab > Approval Workspace).
Select the Time & Expense Approval tab near the top of the screen.
Select a Time Lockout exception request from the To Be Approved drop-down list.
Review the request details and adjust if necessary.
Select an Auto close date. This is the date the period/sheet will automatically ‘re-lock’.
(Optional) If approving the request, enter additional instructions for the person submitting the request. This is added to the e-mail automatically sent to the person who made the request.
To approve the request, click the Approve button on the toolbar.

To reject the request, click the Reject button and enter a reason for the rejection.

Notes:

If the request is to unlock a timesheet, then the sheet automatically ‘locks’ when it is approved or at the Auto close date, whichever is first.
Information regarding the exception request is logged in the Audit trail.