Partial authorization for month-end closing

The functionality used for authorizing week reports has been extended. Isah TR now allows you to authorize a week report until the end of the month if the report relates to a week in which that month ends. This speeds up the month-end closing process.

You can use partial authorization of week reports only if this has been set up in the field Split week report at end of month in Isah Configuration. If this option is enabled, it will be used in both the Desktop version and the Smartphone version.

Conditions

Results

Desktop: The My week report and Week reports forms have an arrow next to the Authorize icon. This icon indicates that you can make a choice, which appears when you click the icon. Choose to authorize until the end of the month or to authorize the entire week.

TR: Authorize week report

Smartphone: The Authorize icon does not change on the My week report form, but if you click it, you can choose between partial authorization or authorization of the entire week.

Statuses

Desktop

Smartphone

Meaning

TR: Yellow/gray authorization status

TR: Yellow/gray authorization status

The employee has authorized the week until the end of the month, but the manager has not.

TR: Yellow authorization status

TR: Yellow authorization status

The employee and his or her manager have authorized the week until the end of the month.

TR: Blue/yellow authorization status

TR: Blue/yellow authorization status

The employee has authorized the entire week, and the manager has authorized it until the end of the month.

Person responsible hours

If a person responsible must authorize an employee's production hours, these hours will generally displayed on the Responsible for form as soon as the employee has authorized the week report. If you are using authorization until the end of the month, then the hours from this month will appear as soon as the week has been authorized until the end of the month. This ensures that the person responsible can authorize them as soon as possible.