Approve Employee Worksheet
When the Employee Worksheet moves to the Ready to Review State, management will need to review the submission for accuracy and make any updates that may be required. Once the review is complete and you are ready to approve select the Approve Worksheet, confirm the required fields and click Save. The record will move to the Approved State and Payroll records will be created for the Lead Installer and any additional crew members identified on the worksheet. In addition the related Job Cost record's Labor Cost field will be updated with fully loaded payroll costs for the worksheet record which includes an allocated amount for benefits and taxes.
Automations After Worksheet Approved
After the Approve Worksheet Transition is completed, the following automations will occur:
- Payroll records will be created for the Lead Installer and each Crew Member.
- Job Cost's Labor Cost field updated with the Full Labor Cost field which includes adding the Benefit & Tax % to the Total Item Due field.
- Employee Worksheet's Approved By field populated with the name of the person who submits this worksheet.
- Employee Worksheet's Approved Date & Time field populated with the date and time this transition is completed.
- Employee Worksheet's Approved Amount field populated with the Total Item Due field.
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