Time Sheets Solution - Claim Expiry Lock Window

Claim Expiry - New System Option - Time Sheet Date Expiry

A new system option has been introduced under the Time Sheets category and is called: Web – Prevent Overtime Claim Submission and Delete Unprocessed Overtime Claims after (X) days. The value can be configured from 0 to 999 days, where a setting of 1 represents the current date minus one day. A value of 0 disables the option.

System Options: Yes
Security Ranges Roles & Behaviours: No
Special Permissions: No

Claim Expiry - Web Time Sheets - TS Expiry

Changes have been made to the Islands of Duty with Overtime style time sheets on the web to prevent users from submitting Overtime Claims outside the allowable timeframe defined by the system option: Web - Prevent Overtime Claim Submission and Delete Unprocessed Overtime Claims after (X) days.

When this option is set to a value greater than zero (where '1' represents the current date minus one day back), users will only have ability to Overtime Claims for Shift Dates that fall on or after the calculated window start date. If a user selects a Shift Date earlier than this window and attempts to create an Overtime Claim for an island of time, the system will display a warning message advising that Overtime Claims cannot be entered for Shift Dates before the window start date.

Setting the system option to zero disables this restriction, allowing users to submit Overtime Claims for any Shift Date.

System Options: No
Security Ranges Roles & Behaviours: No
Special Permissions: No

Claim Expiry - Overnight Process to Expire Overtime

A new procedure has been added to the overnight process for deleting Unprocessed Overtime Claims that fall outside the retention window as defined by system option: Web - Prevent Overtime Claim Submission and Delete Unprocessed Overtime Claims after (X) days. Any claims deleted by this process are marked as Expired.

When this option is set to a value greater than zero (where ‘1' represents the current date minus one day back), the system will identify all Overtime Claim Headers with a Base Date before the window start date, and have a status of Pending, Rejected or Authorised on the Time Sheet (but not Processed). The overnight process will then automatically delete these Claims Headers along with all associated Claims. All deleted Claim Headers will be marked as Expired.

If the system option is set to zero, the procedure will be disabled. No Claim Headers or Claims will be automatically deleted or marked as Expired.

System Options: No
Security Ranges Roles & Behaviours: No
Special Permissions: No

Claim Expiry - Overtime Claim Report

A new Claim Expired column has been added to the Overtime Claims report, located under Time Sheets > Time Sheet Reports.

  • The column displays Yes for any overtime claim that has been automatically deleted and marked as expired during the overnight process. This occurs for claims that fall outside the window defined by system option: Web - Prevent Overtime Claim Submission and Delete Unprocessed Overtime Claims after (X) days.

  • The column displays No for claims that have not been marked as expired.

System Options: No
Security Ranges Roles & Behaviours: No
Special Permissions: No

Claim Expiry - New Alert

A new email alert, Time Sheet Overtime Claim Expiry, has been added to the Event Definitions screen.

This alert is triggered when overtime claims are deleted and marked as Expired during the overnight process. This occurs for unprocessed claims that fall outside the submission window defined by the system option:

Web - Prevent Overtime Claim Submission and Delete Unprocessed Overtime Claims after (X) days.

The email alert supports the following configurations:

  • Send to Individual – will send the email to the employee the claim relates to.

  • Send to Line Manager – will send the email to the line manager of the employee the claim relates to.

In addition, the alert can be configured to send notifications to other recipients by entering email addresses in the E‑Mail Recipients tab.

System Options: No
Security Ranges Roles & Behaviours: No
Special Permissions: No

Overtime Reports - Remove Customer Restriction

The following reports located under Time Sheets > Time Sheet Reports are now available for all customers:

  • Overtime Claims

  • Cost Centres and Project Codes

  • Flexi Time Management

  • On Call / Standby

  • Unsocial Hours

System Options: No
Security Ranges Roles & Behaviours: No
Special Permissions: No