Overview
The Time Summary Review report is the primary tool that allows Timekeepers to review Hours to Approve, Unsubmitted Hours, and Approved Hours for biweekly paid employees. This report can also be used to monitor actions needed after timesheets are locked, such as submitting and approving timesheets on behalf of managers.
For foundational knowledge, Timekeepers are encouraged to review the Managing Time and Absence in Workday course.
Timekeepers should run this report frequently when current timesheets are due and/or locked, up to biweekly payroll deadlines. The goal is for all biweekly employees to have Approved Hours before the final payroll deadline.
Steps
Generate the Report in Workday
- Enter Time Summary Review in the Workday search bar.
- Complete the required Start Date and End Date fields. Review the Biweekly Pay Schedule for the appropriate date parameters.
- Select OK.
- To easily filter by Manager, Supervisory Organization, and/or Employee Type, export the report to Excel.
- Review the following columns:
- Hours to Approve – Hours submitted to the manager and awaiting approval.
- Unsubmitted Hours – Hours entered on the timesheet, but not submitted to the manager.
- Approved Hours – Hours previously approved by a manager or Timekeeper.
Actions Based on Report Results
- Hours to Approve – Email the manager and provide an internal deadline to approve hours before the payroll deadline.
- Unsubmitted Hours – Email both the employee and manager and provide an internal deadline for submission and approval before the payroll deadline.
- No Hours Listed for Employee – Email both the employee and manager and provide an internal deadline for submission and approval before the payroll deadline if the employee worked during the pay period. If the employee did not work, document the status to avoid unnecessary follow-up.
Actions When Timesheets Are Locked
Timesheet Submitted to Manager and No Changes Are Needed
- Follow the instructions in the Manual or Mass Advance Job Aid to submit the timesheet.
- Use the following Workday history options as needed:
- View Worker History for Time Off Request Approval.
- View Worker History by Category > Personal Data > System User History for Timesheet Approval.
Timesheet Submitted to Manager but Corrections Are Needed or Employee Has Unsubmitted Hours
- For additions or corrections, follow the instructions in the Payroll FAQs under HR Professionals for situations where a manager is unavailable and does not have a designated delegate to approve timesheets.
- For unsubmitted hours, a Timekeeper can select the employee link in the live Time Summary Review report to navigate directly to the timesheet and approve the unsubmitted hours.
If a Timekeeper cannot submit a timesheet, they should immediately email payroll@tamu.edu for assistance.
Resources