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Approve time and attendance registrations [AX 2012]

Updated: April 26, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

After each work day, workers’ registrations must be calculated and approved. You can approve registrations after they have been calculated, and no errors occurred during calculation. You can approve registrations by using one of the following:

  • A workflow

  • A batch job

  • Manually for an approval group

  • Manually for one worker at a time

The approval workflow is an automatic approval process. All registrations are validated against the rules in the approval workflow. Only deviations that are not accepted in the workflow must be approved manually. For more information, see About calculating, approving and transferring registrations The worker who is responsible for calculating registrations, for example, a team leader, initiates the approval process. The worker who is responsible for approving registrations, for example, a payroll administrator, receives a message regarding the need for manual approval only when some registrations could not be approved according to the approval workflow.

  1. Click Human resources > Common > Time and attendance > Approve.

  2. Select the approval date in the Date field.

  3. Select your group in the Approval group field.

  4. In the Approve form, select the worker in the upper pane, on the Overview tab.

  5. Click the Action button. If the worker’s registrations are ready for approval, the Approve and Reject options are available.

    • To approve, click Approve.

    • To reject, click Reject, and insert a note explaining why the registrations are rejected.

  1. Click Human resources > Common > Time and attendance > Approve.

  2. Select the approval date in the Date field.

  3. Select your group in the Approval group field.

  4. Click Update and Approve.

  5. Start the batch job. See Approve registrations (class form) regarding how to create a batch job.

  1. Click Human resources > Common > Time and attendance > Approve.

  2. Select the approval date in the Date field.

  3. Select your group in the Approval group field.

  4. Click Update and Approve.

  5. Click OK.

Note Note

If the approval process returns errors on some registrations, for example because of missing information, you must edit those registrations and approve again.

Tip Tip

To see a list of worker registrations that contain errors in the registration lines, click Display errors. The Error tab provides information about the type of error.

You typically must approve registrations for an individual worker after you have corrected errors for that worker.

  1. In the Approve form, select the worker in the upper pane.

  2. Select the Approved check box for the worker.

Approved registrations for a worker can be reversed until payroll information for the period has been exported to the payroll system. Do the following to reverse approved registrations for a worker:

  1. In the Approve form, select the worker in the upper pane.

  2. Clear the Approved check box.

TipTip

If you have made several corrections to the registrations, and, therefore, must restore the lines to their original value, delete all lines, and then click Restore lines.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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