Approve (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Human resources > Common > Time and attendance > Approve. Enter a date, select an approval group, and then click OK to open the Approve form.
Use this form for both the calculation and approval of registrations after you have set time calculation parameters. A limited number of functions are available when you calculate registrations, but all functions are available during the approval process.
The calculation function performs a calculation of worker registrations. The calculation applies to calculation groups and is typically performed by a shop supervisor or a manager. Approval of registrations applies to approval groups and is typically done by a person other than the person who calculates registrations, such as a payroll administrator.
Tip
You can create a workflow for the automatic approval of registrations. If an approval workflow is used, only deviations that are not accepted in the workflow have to be approved manually.
Successful calculation is a prerequisite for additional processing of the registrations, because the calculation process includes various forms of validation of, for example, absence categories.
Tasks that use this form
Calculate time and attendance for workers
Modify registrations before or after calculation
Approve time and attendance registrations
Modify registrations before or after approval
Navigating the form
The following tables provide descriptions for the controls in this form.
Filters
Filter |
Description |
---|---|
Approval group |
Select the approval group to approve registrations for. |
Profile date |
Select a date to approve registrations for. |
Weekday |
The day of the week for the date that is selected in the Profile date field. You can advance to the next day in the week by clicking the Next button. The profile date automatically changes to the date for the selected day of the week. This field is available only when the Day view filter is applied. |
Week |
The week number for the date that is selected in the Profile date field. You can display the previous week and the next week by clicking the arrow buttons. This field is available only when the Day view filter is applied. |
Tabs
Upper pane
Tab |
Description |
---|---|
Overview |
View an overview of workers and their statuses. |
General |
View a detailed description of the status that is selected on the Overview tab. |
Times |
View detailed information about the calculated time. |
Absence |
Register absence for a worker. |
Error |
View descriptions of errors that were generated when worker registrations were calculated, approved, and transferred. |
Lower pane
Tab |
Description |
---|---|
Overview |
View an overview of the registrations for the selected worker. |
General |
View detailed specifications for the registration that is selected on the Overview tab. |
Times |
View exact time stamps for the registration that is selected on the Overview tab. |
Error |
View error descriptions if the registration that is selected on the Overview tab contains errors. |
Buttons
Button |
Description |
---|---|
Update |
Open a menu that contains the following items:
|
Override |
Open a menu that contains the following items:
|
Overtime allocation |
Allocate overtime costs between the different jobs of the day. |
Premium lines |
Add premium lines, such as mileage, to a worker record. |
Switch code |
Add, approve, or reject switch codes for a worker. |
Print information about calculation results, payroll, and specific registrations. |
|
Display errors |
Switch between viewing all worker records and the records only for workers whose registrations contain errors. |
Inquiry |
Open a menu that contains the following items:
|
Clock-in and out |
Open a menu that contains the following items:
|
Restore lines |
Restore all lines for the worker. You can view registration lines in the Raw registrations form. Note You must delete all journal lines that are related to the registration before you can restore lines. |
Day view |
View registrations for all workers for a selected weekday. |
Week view |
View registrations for a selected worker for a week number. |
Fields
Field |
Description |
---|---|
Worker |
The identifier of the worker. |
Profile |
The work time profile that is selected for the worker. |
Pay agreement |
The pay agreement that is used for the worker (only in approval mode). |
Profile paid hours |
The net result of the calculated working time for the day. |
Start time |
The clock-in time for the worker. |
End time |
The clock-out time for the worker. |
Pay time |
The calculated and paid standard time for the day. |
Pay overtime |
The calculated and paid overtime for the day. |
Absence time |
The calculated absence time for the day. |
Calculated |
Select this check box to calculate registrations for the worker. |
Approved |
Select this check box to approve registrations for the worker. |
Transferred |
Select this check box to transfer registrations for the worker. |
Profile overridden |
If this check box is selected, the standard work time profile has been overridden for the selected worker. |
Pay agreement overridden |
If this check box is selected, the standard pay agreement has been overridden for the selected worker. |
Switch code |
Select this check box to add or approve switch codes for the worker. |
Error |
If this check box is selected, calculations, approvals, or transfers have resulted in error messages regarding the selected worker. |
Flex allowed |
Select this check box to allow the worker to use flex time on the current day. |
Calculated by |
The identifier of the worker who calculated registrations for the selected worker. |
Approved by |
The identifier of the worker who approved registrations for the selected worker. |
Transferred by |
The identifier of the worker who transferred registrations for the selected worker. |
Workflow status |
The status of the workflow for journal registrations. |
Drop tolerance at clock-in |
Select this check box to ignore the tolerance correction that is specified on the work time profile for clock-in. |
Drop tolerance at clock-out |
Select this check box to ignore the tolerance correction that is specified on the work time profile for clock-out. |
Profile start time |
The expected clock-in time, according to the worker’s work time profile. |
Profile end time |
The expected clock-out time, according to the worker’s work time profile. |
Work start |
The clock-in registration date. |
Work end |
The clock-out registration date. |
Time |
The calculated working time for the day. |
Pay start |
The start date of paid working time on the current day. |
Start time |
The start time of paid working time on the current day. |
Pay end |
The end date of paid working time for the current day. |
End time |
The end time of paid working time on the current day. |
Legal absence |
The number of registered hours of absence that are paid by the legal entity. |
Illegal absence |
The number of registered hours of absence that cause a deduction in pay. |
Paid break time |
The number of hours registered for break time that are paid by the legal entity. |
Non paid break time |
The number of hours registered for non-paid break time. |
Total break time |
The total number of hours that are registered as breaks for the day. |
Flex+ |
The number of hours that are added to the flex balance. |
Flex- |
The number of hours that are deducted from the flex balance. |
Start time |
The start time of the absence registration. |
End time |
The end time of the absence registration. |
Reference |
The identifier of the job reference type for the absence registration. |
Absence job |
The identifier of the job for the absence registration. |
Pay units |
The number of pay units for this absence registration. This field is used when the pay type is not counted in hours. |
Log |
The error message details. |
Journal registration type |
The description of the journal record. |
Module |
The area of the system where the registration originated. This can be Indirect activities, Production, or Project. |
Allocation type |
The allocation key that is applied to the registration. |
Route/job type |
The job type or route type of the production job. |
Oper. No. |
The operation number of the route. |
Reg. type |
The specification of the registration type. The value is used by the calculation engine to group registrations. The following types are available:
|
Reg. specification |
The specification regarding how time and pay are calculated. The value is used by the calculation and approval engines. The following specifications are available:
|
Work in process |
If this check box is selected, the worker is still working on this job. |
On call activity |
The identifier of an on-call indirect activity. |
Category |
The category that the project job is assigned to. |
Job is finished |
If this check box is selected, the job has been registered as completed. |
Hourly rate / piecework rate |
The pay type that is assigned to the reference job. |
Pay units |
The number of pay units for this absence registration. This field is used when the pay type is not counted in hours. |
Break |
The allowed duration of a break. The value is displayed in minutes. |
Break tolerance |
The number of minutes that a registration for a break can exceed the allowed duration before pay is deducted. The allowed duration of a break is displayed in the Break field. |
Transaction ID |
The identifier of the registration transaction. |
Quantity of started items |
The number of started items that were updated on this production. |
Quantity of good items |
The number of good items that were registered on this production. |
Quantity of error items |
The number of scrapped items that were registered on this production. |
Resource |
The identifier of the resource. |
Operation/Activity |
The description of the operation or activity. |
Reference type |
The description of the job type. |
Start quantity |
The started quantity on this registration. |
Start reference |
The reference to the record ID on the start registration. |
Stop reference |
The reference to the record ID on the stop registration. |
Job pilot |
The identifier of the worker who inherited the registration because he or she worked as an assistant to a resource. |
Workflow status |
The status of the workflow for journal registrations. |
Resource pilot |
The identifier of the pilot resource. This field is used if the registration was entered by an assistant resource. |
Start registration terminal |
The identifier of the terminal where the start registration was entered. |
Stop registration terminal |
The identifier of the terminal where the stop registration was entered. |
Start date |
The start date of the registration. |
Start time |
The start time of the registration. |
End date |
The end date of the registration. |
End time |
The end time of the registration. |
Corrected start date |
The corrected start date, according to the profile tolerance. For more information, see About profiles for time and attendance registrations. |
Corrected start time |
The corrected start time, according to the profile tolerance. For more information, see About profiles for time and attendance registrations. |
Corrected end date |
The corrected end date, according to the profile tolerance. For more information, see About profiles for time and attendance registrations. |
Corrected end time |
The corrected end time, according to the profile tolerance. For more information, see About profiles for time and attendance registrations. |
Log text |
The description of the error, if errors have been detected. |
See also
About calculating, approving and transferring registrations
About parameters for calculations
About payroll in Time and attendance
About profiles for time and attendance registrations
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).