In Period Review, you can authorize and unauthorize employee timesheets records in the following ways:
- Using the Authorize and Unauthorize buttons in the Period Review toolstrip.
- Using the Timesheets and Manager Timesheet slide-out panels.
- Note: You can configure the feature that Dayforce opens in the slide-out panel. Go to Pay Setup > Time Entry Policy and, in the Time Capture tab, select an option in the Period Review Flyout drop-down list.
Role feature access:
- Period Review > Period Review Authorize
- Period Review > Period Review Unauthorize
When a manager authorizes employee records, the manager authorized icon () appears in the Authorized by Manager column in the appropriate employee rows:
To authorize time records directly from Period Review:
- Go to Period Review.
- Select the checkbox to the left of the Employee column for the employee that you want to authorize time records for.
- Click Authorize. The manager authorized icon appears in the Authorized by Manager column for the employee.
To authorize time records in Period Review using the Timesheets or Manager Timesheet slide-out panels:
- Go to Period Review.
- In the Employee column, click the name of the employee that you want to authorize time records for.
- Depending on the feature that opens in the slide-out panel, do the following:
- Manager Timesheet: Select a shift and then click Authorize Day. To authorize all timesheet records at once, click Authorize All in the toolstrip.
- Timesheets: Select a shift and then click Authorize in the toolstrip.
- Click Save.
- To close the slide-out panel, click the right arrow icon (
).
- In Period Review, click Refresh. The manager authorized icon appears in the Authorized by Manager column for the employee.