Managing Corrections
- Mark Holland (Unlicensed)
At times it will be necessary to make corrections to timesheets. For example, the wrong number of hours was claimed or the rate on the placement was wrong. This section will guide you through the corrections process.
Correcting Timesheets in Draft Status
Timesheets in Draft status can simply be updated using one of the Timesheet Entry methods. If the rate on the placement is wrong then this can be changed be /wiki/spaces/ds/pages/51871937.
Correcting Timesheets in Submitted Status
After a timesheet has been submitted it can be changed using one of the methods below.
| Problem | Solution | Who can do this |
|---|---|---|
| The rate was incorrect on the placement when the timesheet was submitted | Correct the rate on the placement and then re-submit the timesheet. | Administrators, the placement Consultant |
| The wrong number of hours or days have been claimed | Revert the timesheet back to draft status | Administrators, the placement Consultant |
| The timesheet was incorrectly raised and is not required. For example, a contractor may have two placements and they entered the timesheet on the wrong placement | Revert the timesheet back to draft status and then delete it | Administrators |
| The timesheet was submitted on the wrong approval route | Correct the approval route on the placement and then re-submit the timesheet | Administrators |
Correcting Timesheets in Approved Status
The timesheet adjustment wizard allows you to correct units, pay rates and charge rates on a range of timesheets, including those that have already been pay/charge invoiced, without the need to fully credit and revert.
Please note that once a timesheet has been invoiced it may be necessary to raise a credit note before the timesheet can be corrected.
Reverting a Timesheet
- Open the timesheet and click Revert.
- On the Revert Timesheet page, enter a reason in the Reason for revert field and click OK.
- The timesheet is reverted and a replacement timesheet in Draft status (with a different ID) is automatically created to replace it. The Revert Timesheet page now displays the replacement timesheet ID. You can click on the ID to open the replacement timesheet.
Deleting a Single Timesheet or Bulk Deleting Timesheets
Please follow the guidance here: Deleting and Bulk Deleting Timesheets