Reports
Validation of work reports
The workflow for validating a work report is divided into 6 steps and 4 colours.
| STEP | STATUS | COLOUR | DESCRIPTION |
| 1 | Employee editing | GREY | The report must be entered by the employee. |
| 2 | Employee validated | YELLOW | The report has been validated by the employee. But the employee can still modify it. |
| 3 | Company edition | YELLOW | The report has been modified by the company. The employee can no longer modify it. |
| 4 | Company validated | ORANGE | The report has been validated by the company. But the employee can still modify it. |
| 5 | Agency editing | ORANGE | The report has been modified by the agency. The company can no longer modify it. |
| 6 | Validated by all | GREEN | The report has been validated by the agency. And therefore by everyone. |
Employee editing > Employee validated
Ideally, you have regularly time recording your days using LIVE or MANUAL RECORDING. At the end of the week (or the end of the month), you’ll need to validate your working time by starting the validation workflow. To do this, go to the Reports page, under the Reports in progress filter. This is where you will find all the weekly reports for which you are responsible.
All the data in the report is summarized, including your total timetable converted to normal hours and any absences already announced. If everything seems correct, validate your week by clicking on the VALIDATE button, and confirming that you have completed the entire week. The colour of the report will then change to yellow.
If you want to validate several weeks at once, select the weeks concerned and click on the CONFIRM SELECTION button.
Employee validated > Company editing > Company validated
Once the employee has validated the report, the next step is for the company to validate it (Reports >Reports in progress). The reports are then yellow, and if the company has no changes to make and all appear to be correct, the report status can be changed from Employee validated to Company validated by using the VALIDATE button, as in the previous phase. The colour of the report then changes to orange.
If the company makes changes to the report and uses the SAVE button on the detailed report page, the status changes to Company editing and the report can no longer be edited by the employee. However, the colour of the report remains yellow.
It is always possible to validate several weeks at once, by selecting the weeks concerned and clicking on the CONFIRM SELECTION button.
Company validated > Agency editing > Validated by all
All that remains is to wait for the agency to validate the report before completing the processing flow.
If the agency modifies the report without validating it, the status changes to In agency editing, and the company can no longer modify the report. But the colour of the report remains orange.
And if the agency validates the report, then the status changes to Validated by all, and the colour of the report changes to green.