Document number: 17213

 

If you have saved a Time Report but have not submitted it for approval, you can recall the report, make adjustments to the information and submit it for approval. Your Manager can also modify a Time Report that has already been submitted for approval if it has not yet staged to Projects. For more information, please see Eureka! document 17234 — How to Make Corrections to a Time Report.

To modify a previously saved but not submitted Time Report follow these steps:

1. Log into Time and Expense through Planet PeopleSoft.
   

   • For more information on how to log into Time and Expense see Eureka! Document 17206 — How to Log into Time and Expense.

2. Click on the Time Report link.

3. Click the Modify link. This will take you to the Find an Existing Value page.

4. Change the value in the drop down box to Employee ID. You can use any of the items in the drop down box to search for your saved Time Reports. Using your employee ID is the easiest.

5. Enter your Employee ID and click the yellow Search button.

6. Click on the Time Report you wish to modify from the list of pending reports. You can now enter any corrections in the hours fields. If the Time report you wish to modify is not in the list, it has either been Submitted or is not yet created. If it has been submitted and still has a Post Status of Not Applied, you can contact your Manager to have this Time Report modified before it stages to Projects on Sunday Noon PST. For more information about Time report review, see Eureka! Document 17218 — How to review a Previously Saved or Submitted Time Report.

7. You can now enter corrections to number of hours, project information (by clicking the yellow Details button), policy time information, etc.

8. Review your entries for accuracy. Once you have entered all the information, click the yellow Submit for Approval button.

9. If you click Submit for Approval your report will be automatically approved and you will no longer be able to edit it. You will have to contact your Manager for any further modifications. If you have left out any required information you will be prompted to return to the incomplete field to complete the information. If you are asked if you wish to Save your changes, click the OK button. Your Submit for Approval process will then be completed.

10. You will be asked to confirm that you want to Submit this report. Click OK.

11. You will be given a Submit Confirmation page once your report has been accepted. Click OK.

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2002 All rights reserved.
Created: jel 01/18/2002
Revised: jw 05/15/2003