Recalling and Resubmitting Timecards
There are a number methods to recall and resubmit a timecard, depending on what stage of the process the particular item is in.
Timecard Process
Recalling a Timecard - Saved
If your timecard is saved, and has not been submitted to the Job Manager for approval:
- From the Time & Expense Workspace tab, click on 'Time Entry'
- Select the checkbox next to the timecard you wish to delete
- Click on 'Delete Selected Lines'
Recalling a Timecard - Submitted
If your timecard has been submitted, but is not yet approved by the Job Manager, you can recall it
- From the Time & Expense Workspace tab, click on 'Time Entry'
- Find the timecard you wish to recall and scroll across to the right
- Click on the arrow under the 'Recall' column, enter some comments about why you are recalling the timecard, and click 'Recall'
- The timecard is now reverted to 'Saved' status and you can now change, or delete, this timecard and resubmit
Recalling a Timecard - Approved
After a timecard has been approved, only a Job Manager may un-approve it. As a Job Manager, to un-approve a timecard:
- Open the Timecard page. If you need to find the Timecard:
- Go to the Job Manager Workspace tab
- Click on the relevant project under 'My Projects'
- Click on the relevant assignment under 'Assignments' in the Related List Quick Links area
- Click on 'Timecards' in the Related List Quick Links area of the Assignment
- Browse the list to find the timecard
- Click on 'Admin Edit' in the top-right corner
- Change the 'Status' dropdown to 'Submitted'
- Clear the 'Approved' checkbox
- Ensure the 'Submitted' checkbox is still ticked
- Click 'Save'
The timecard can now be recalled by the original submitter as per "Recalling a Timecard - Submitted" above.
Step 1 & 2
Step 2 - 6
Recalling a Timecard - Billed
If a timecard has been billed, it must be un-billed first in order to change it. Only Finance can un-bill a timecard. As Finance, to un-bill a Timecard:
- Open the Timecard page. If you need to find the Timecard:
- Go to the Job Manager Workspace tab
- Click on the relevant project under 'My Projects'
- Click on the relevant assignment under 'Assignments' in the Related List Quick Links area
- Click on 'Timecards' in the Related List Quick Links area of the Assignment
- Browse the list to find the timecard
- Scroll down on the Timecard page to find 'Timecard Splits'. Click into the relevant Timecard Split that has been billed or, if unsure, look at both individually
- On the Timecard Split, confirm the 'Billed' checkbox is checked
- Find 'Billing Event Item' to find which Billing Event this Timecard Split was billed in
- Click on the 'Billing Event Item' link
- Then click on 'Billing Event' link
- Revert the Billing Event as per Reverse a Billing Event
Step 2
Step 3 - 5
Step 6