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Purpose: This Quick Reference Guide covers the different time entry statuses a time entry can have in OR PTC DCI, and what actions a staff member or provider can take for each status. Outcome: Staff are aware of the entry statuses and what actions are available. |
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Entries
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Available Actions
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Status
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Description
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Providers can do the following:
(Employee)
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Staff can do the following:
(Supervisor Role)
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Open
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An active entry (clock in has occurred but not clock out).
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- View
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- View
- Reject
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Unverified
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An entry that was created/edited on behalf of a provider by a staff member.
Note: These entries must be verified by the provider or another staff member to initiate the approval process.
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- View
- Verify
- Reject
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- View
- Verify*
- Reject
*If they did not create/edit the entry
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Pending
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An entry that has been successfully saved and is waiting for review (through the automated approval process).
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- View
- Edit
- Reject
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- View
- Approve
- Edit
- Reject
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Approved
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An entry that has been approved by either auto-approval or a staff member and is eligible to be batched for payment.
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- View
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- View
- Edit
- Cancel
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Batched
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An approved entry that was pulled in a pending payroll batch.
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- View
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- View
- Edit
- Cancel
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Processed
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An approved entry that was pulled into a processed payroll batch.
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- View
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- View
- Edit
- Cancel
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Rejected
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An entry that, upon review, fails a business rule(s) or is otherwise inaccurate and has been either manually rejected by a staff member or consumer or was rejected by a system process.
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- View
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- View
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Canceled
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An approved entry that crosses the midnight hour. Once approved, the original entry is shown as canceled and the system creates new entries to reflect each calendar day (starting time – 11:59pm and 12:00 am – ending time).
Note: When an entry is manually canceled, the status does not change to canceled. The status remains the same, the entry is flagged as compensated, and a new entry for a negative amount is created to counter the original entry.
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- View
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