Reviewing time entries
If you are an employee with limited rights in Payroll, you can use the 5-6-3 Review Time window to review, and then accept or reject, time entries submitted by other employees. You might do this, for example, if your company requires you to approve the time entries submitted by workers on your crew at a job site.
If you are set up for mobile access, you can also review time entries using the Sage Time app for jobs where you are set up as a reviewer. (To find out how to assign a reviewer to a job, see Assigning an Employee Rights to Review Time Entries for a Job.)
Reviewing time entries is an optional intermediate step designed to accommodate your workflow. If your company does not require an intermediate review of time entries before sending them for approval, and you have Print Checks rights for Payroll, you do not need to review time entries before approving them in the 5-6-4 Approve Time window.
Note: If a job has no reviewer assigned to it, time entries cannot be reviewed in the mobile app, but only in the 5-6-3 Review Time window.
Before you
Specify the protocol and the email address from which to send messages to employees when you reject their time entries. You only need to set up the email once in the Review Time or the Approve Time window, unless you want to change the settings later.
To review time entries:
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Open the 5-6-3 Review Time window.
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If multiple pay period types are set up for mobile users, select a type from the Pay Period Type list.
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Select a pay period from the Pay Period list.
Sage 100 Contractor displays all the mobile and simple time entries for the selected pay period and type.
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Edit entries as needed.
Note: You can change any of the information for a time entry line except the employee, the date, and total hours until the entry is processed.
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If the number of entries is large, use the date, employee, and job filters above the grid to restrict the list to just those dates, employees, and jobs that you want to review at this time.
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Accept or reject time entries as follows:
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To accept a time entry, select it on the grid, and then click [].
Tips:
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To select a single entry, click its row number.
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To select multiple entries, hold down the Shift key and then click the first and last row numbers you want to select.
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To reject an entry, select it, enter the reason why you are rejecting the entry, and then click []. The hours for rejected entries are removed from the Hour Totals that appear below the grid.
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If you want to revert the status of an entry, select the entry, and then click [].
If you saved the entries in the window and you need to change the status of an entry, you need to select the Include Previously Reviewed Time option to display it.
Sage 100 Contractor updates the Status column according to your choice for each entry.
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Click > Save.
After reviewing time entries
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Sage 100 Contractor sends an email to employees whose time entries you rejected, stating the reason you rejected their time entries.
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A person with rights to print payroll checks must approve the entries in the 5-6-4 Approve Time window.