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:

1. Select Time & Expenses from the navigation bar (Approvals > Time & Expenses).

2. Select a Time Lockout exception request from the To Be Approved drop-down list.

3. Review the request details and adjust if necessary.

4. Select an Auto close date. This is the date the period/sheet will automatically ‘re-lock’.

5. (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.

6. To approve the request, click the Approve button.

or

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.