How to Reject, Reopen, and Edit Approved Reports
This guide provides comprehensive instructions for managers and administrators on how to reopen attendance reports that have been approved. When an employee or manager approves a report, it becomes locked to prevent further changes.
This manual covers the procedures for unlocking reports at different approval stages.
Part 1: Reopening an Employee-Approved Report
When only an employee has approved their report, a manager can reject the approval to unlock it for edits.
- Navigate to Reports > Detailed Attendance Report.
- Select the relevant Employee and Period.
Click Show to generate the report. - At the bottom of the report, click the button labeled “Reject
- Employee Approval.”
The report will now be unlocked, and the employee can make necessary changes and re-approve it.
Part 2: Reopening a Manager-Approved Report
If a manager has already approved the report (locking it for everyone), a user with special permissions must reopen it. Most often, it is the Administrator.
This action will cancel both the manager’s and the employee’s approvals.
- Navigate to the relevant report (Detailed Attendance Report or IIA Report).
- Select the Employee and Period and click Show.
- Click the “Reopen Approved Report” button at the bottom of the page.
Note: This button will appear on the left side of the header for the IIA Report and near the summary section at the bottom for the Detailed Attendance Report.
Troubleshooting
The “Unlock” Button is Missing
To activate the permission to decline both employee and managers’ approval, please navigate to the Roles -> Administrator -> Scrool to the Report section -> check the Decline approved report box -> click Save (see the video above).
Note: Granting this permission to a role will allow all users assigned to that role to reopen any approved report. Please assign it with caution. If you cannot see the “Roles” option under Settings, contact technical support for assistance.
The “Decline/Unlock” Button is Missing on a Partially Approved Report
If you know a report has been approved but the button is missing, it may be because only a portion of the displayed date range has been approved.
Symptoms:
You will see a green checkmark (V) next to the dates that have been approved, while other dates in the range do not have one.
Solution:
- Identify the exact date range that has been approved by looking for the green checkmarks.
- Deselect the default “Period” filter at the top of the report page.
- Manually select the exact start and end dates that correspond to the approved portion of the report.
- Click Show.
The page will now reload to show only the approved range, and the correct buttons will appear.