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  • Signature 2015 R2 SP3

  • Signature 2016 R3 SP1

  • Signature 2018 R2

  • Signature 2018 R3

New Interim Approvals for Submitting Work in Progress

Overview

Clock 2.1 includes a new type of approval workflow that allows users to submit work in progress on a timesheet before the full timesheet is complete and submitted at the end of a period. We refer to the feature as “interim approvals”, and users assigned to timesheets with the interim submission feature can submit work in progress as often as needed during the period.

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The user can continue to submit work in progress until she has completed her timesheet for the period and submits it for full sheet approval. Any outstanding (“unapproved”) interim submissions will be canceled when the full sheet is submitted for approval because the full sheet contains all records and overrides any interim submissions.

Setting up Interim Submissions

Setting up Interim Approvals at the System Level

  1. In Clock , go to Configuration > System Settings > Approvals and Auditing.

  2. Mark Use interim approvals to turn this option on.

  3. Mark For interim approvals, only submit to current date to submit everything through the current date (date of submission) or everything on the sheet regardless of date. The default (unmarked) is set to submit everything on the sheet through the current date (e.g., holidays already loaded for later in the period would not be interim submitted). 

  4. Choose Save.

Adding the Submit Work in Progress button to the Time Entry window

  1. Go to Configuration > Entry Screens > Time Entry Screens. 

  2. Under Entry Screens, select Standard Time Entry Grid

  3. Mark Allow users to submit work in progress

  4. Users who have been assigned to the Standard Time Entry Grid will now see the Submit Work in Progress button on their time entry screen. 

    Users are assigned to the Time Entry Screen in the Manage Users window (Management > Users > Manage Users).

Setting up the daily batch

See the Signature Clock Setup and Administration guide (Set up the batch naming convention) for information on setting up a daily batch that includes the Employee ID and Today's Date.

Other notes about configuration options and interim approval behavior

  • Interim approval email notifications are currently tied to the sheet-based email notifications. Notices to the approver of submit and resubmit, as well as notices to the user of rejection and approval, will all apply to interim approval actions if they are enabled for sheet approvals. There is a system setting to turn off all interim approval email notifications if you do not want to use them.

  • Interim approvals are not supported in the current version of Clock Mobile. Support for interim approvals will be added in a future mobile release in Q2 2019. Interim approvals can be accessed in mobile browsers.

Other New Features & Improvements

  • New import tools for currency conversions and mileage conversions are available under Configuration→Imports. Sample files and required fields for the imports are included in the Help menu for the respective screens.

  • New custom role ability to provide more granular access to Accruals management for those who do and do not need it is available under Configuration→Roles. The default Manager role that comes with Clock will no longer include Accruals access.

  • Improved formatting for printing timesheets from the browser. 

  • Clock AccountLink also includes a 64-bit version and has been updated to let you save the synchronization password.

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