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Employment Status
Description: Identifies the employment status of the user
Edit: Employee Details-> Actions-> Edit Employee-> Employee Information
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Authentication Status
Description: Identifies the user’s ability to log into the profile
Edit: Employee Details->Actions->Edit Employee-> Authentication Information
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Client Status
Description: Identifies the status of the client. All system tasks can be done for the client regardless of client status. However, no new entries can be entered past the specified discharge date or when a client is in suspended status.
Edit: Client Details->Actions->Edit Client->Client Information
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Client Authentication Status
Description: Identifies the client’s ability to log into a client profile to complete Client Sign-Off
Edit: Client Details->Actions->Edit Client->Authentication Information
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Punch Entries Status
Description: The following outlines the actions that can be taken when an entry is in each status by an employee (E) and by a user with a Supervisor role for the Cost Center that the entry was made in (S).
Punch Entries Status | Punch Entries Description | View E S | Edit* E S | Cancel* E S | Reject E S | ||||
Pending | The entry has been saved and is awaiting review by the supervisor. Most pending entries can be edited except for Residential and Day program entries. | X | X | X* | X | X | X | ||
Open | A true clock in/out entry that has started but has not been clocked out of | X | X | X | |||||
Approved | The pending entry has been reviewed and approved by a supervisor and is ready for billing/payroll | X | X | X | X | ||||
Rejected | A pending entry that has been reviewed and rejected by the employee or supervisor or an original entry that has been edited | X | X | ||||||
Canceled | An approved entry that has been canceled | X | X | ||||||
Compensated | An original entry that has already been approved, batched, or paid that has been edited. Does not necessarily indicate the entry has been paid. | X | X | X | |||||
Unvalidated | If a phase 2 business rule is enabled, the entry may be in unvalidated status after the entry was created, and before the business rule runs. | X | X | X | |||||
Unverified | The entry was made/edited on behalf of an employee and must be verified or rejected by the employee before further action can be taken. Only applicable to Punch Entriespunch entries. | X | X | X | X | ||||
Batched | An approved entry that has been included in a pending payroll batch | X | X | X | X | ||||
Processed | An approved entry that has been processed in a payroll batch | X | X | X | X | ||||
Paid | An approved entry that has been paid out (salaried punches that have been processed automatically show a status of Paid; all other entries change to Paid status 3 days after payroll was transmitted) | X | X | X | X | ||||
Write Off | An approved entry was not billable and has been written off by processing in a Write Off batch | X | X | ||||||
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Attendance/Absence Entries Status
Description: The following outlines the actions that can be taken when an attendance/absence entry is in each status.
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Payroll/Billing Entries Status
Description: Payroll and Billing Entries are created when a batch is processed based on the punch entries in the batch.
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Payroll/Billing Batch Status
Description: Payroll and Billing Batch status allow the user to know what actions can be taken and where the batch is in the process.
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