Deactivating or Transferring Employees With Open, Missing, or Incomplete Time Sheets: Guidelines

Take note of the following information when deactivating or transferring employees with open, missing, or incomplete time sheets.

Note: This information applies to employees who are required to submit time sheets in WorkBook.

• You must select the option User must enter time sheet in Settings > Employee Settings > Employee Settings for the employee that you want to deactivate or transfer.

  For more information see, Employee Settings.

• You must run time sheet validations only for posting periods that are open or active, specifically the posting periods for which the Allow Time Entry option has been selected.

  For more information, see Edit Accounting Period Settings

• You cannot deactivate or transfer an employee with missing time sheet entries.
• You cannot deactivate or transfer an employee with open time sheet entries in status 10 - Under Preparation and status 20 - Pending Approval.
• You cannot deactivate or transfer an employee with incomplete time sheet entries that are less than the employee's total capacity.