Deactivating or Transferring Employees who have Open, Missing, or Incomplete Timesheets: Guidelines

Note the following information when deactivating or transferring employees who have open, missing, or incomplete timesheets.

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

• You must select the option User Must Enter Timesheet in Settings > Employee Settings > Employee Settings for the employee who you want to deactivate or transfer.

  For more information see Employee Settings.

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

  For more information see Edit Accounting Period Settings

• You cannot deactivate or transfer an employee who has missing timesheet entries.
• You cannot deactivate or transfer an employee who has open timesheet entries in Status-10 - Under Preparation and Status-20 - Pending Approval.
• You cannot deactivate or transfer an employee who has incomplete timesheet entries that are at less than the employee's total capacity.