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Roster Bulk Approval & Rules

  • Updated

Q1: How can I enable bulk approval for shifts?

A: To enable bulk approval for shifts, ensure the following conditions are met:

  1. Permission Requirement

    • The logged-in user must have the "Bulk Shift Approval" permission enabled.

  2. Shift Status

    • The shift must be in one of the following statuses: Accepted, Force Accepted, Clock-in, or Clock-out.

  3. Shift End Time Condition

    • Bulk approval is allowed only if:
      • The user has clocked out before the actual shift end time, or
      • The shift period has ended.

  4. Amendments

    • The shift must not contain any amendments, such as Time Amendment Requests, kilometers Requests (KM), or expense requests from mobile.

Q2: Why am I unable to perform bulk approval for shifts?

A: Bulk approval is not allowed in the following cases:

  1. Permission Requirement

    • The logged-in user does not have the "Bulk Shift Approval" permission.

  2. Shift Status

    • The shift is in review status.

  3. Amendments and Restrictions

    • Bulk approval is restricted if:
      • The shift falls within the original shift period (No future shifts are allowed for bulk approval).
      • The shift contains an amendment (time or date, KM, Expense) from the web or mobile.
      • The Payroll tab contains an approved time amendment and has not yet approved the client billing.
      • The Payroll tab has a KM request approved, and the client billing includes a price point marked as ‘KM Not Allowed’ which does not allow auto charge from the client.

Q3: What are the Bulk Approval Rules?

A: Bulk approval is allowed for past and published shifts if the following conditions are met:

  1. No Amendments in Shift

    • Shifts without amendments are eligible for bulk approval (for past and shift end time pass shifts).

  2. Payroll Approved without Amendments

    • The payroll is approved and contains no amendments for time, KM, or expenses for client billing.

  3. Approved Payroll and Client Tabs

    • Both payroll and client tabs are approved with or without amendments, even if the Template, Client, Debtor, or Price Point is inactive.

  4. Payroll Approved with KM Allowance

    • Payroll is approved with a KM request, and the Client’s price line item allows KM (regardless of the active or inactive status of the Template, Client, Debtor, or Price Point).

  5. Expenses Charged to Resource

    • Payroll is approved with a KM request, the Client’s price line item has KM allowed, and any expenses are charged only to the resource (regardless of the active or inactive status of the Template, Client, Debtor, or Price Point). 

Q: How can I proceed if bulk approval is not allowed?

A: If bulk approval is restricted, you must follow the standard individual shift approval process. Ensure each shift meets the necessary criteria before proceeding with approval.

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