We’re pleased to introduce significant enhancements to the shift approval workflow, allowing authorised users to undo approved payroll and client billing actions before payroll report generation or invoice processing.
Undo/Unapprove Shift Approval Before Payroll or Invoice Generation
- Added a new “Undo Shift Approval” permission under the Roster module in Role Management.
- Authorised users can now undo Payroll, Client Billing, or both approvals directly from the roster approval screen using the new Shift Undo Approval action.
- Approval statuses will revert back to Pending, allowing users to make amendments and reprocess approvals through the existing workflow.
- Payroll approvals cannot be undone once payroll reports are generated. In such cases, only Client Billing approval will revert to Pending.
- Force Accepted and Mobile Clocked Out shifts now follow updated undo approval behaviour based on shift status and type.
- Undo approval actions are available only for Approved shifts and are restricted once shifts are Invoiced or Cancelled.
- Roster calendar views, reports, audit logs, and modified user tracking now automatically refresh and update when undo approval actions are performed.
Reference: How Undo / Unapprove Shift Approval functionality works