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Managing And Approving Timesheets

Learn how to manage and approve educator timesheets on Zen Educate. Easily edit working hours, adjust pay rates, bulk-approve submissions, add purchase order (PO) numbers, and export records as PDF or CSV for accurate payroll processing.

Written by Jay

Learn how to efficiently manage, edit, and approve educator timesheets within the Zen Educate platform. This guide covers adjusting hours, updating payment rates, and finalising submissions to ensure accurate payroll processing.

1. Editing a timesheet

1.1. Click the 'Timesheets' section on the platform

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1.2. This view will show all of the educators the school had booked in during the current week

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1.3. You can see the bookings for each educator and on which days they worked by looking across from Monday through to Friday

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1.4. If there are no edits, you can approve each individual educators timesheet by using the 'Approve' button

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1.5. Or use the 'Approve all' button to confirm all educator timesheets at once

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1.6. If edits to the timesheet are required, click on the 'pencil' ✏️

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1. 2. Editing a timesheet: Educator did not work

1.2.1. If an educator didn't work on that day, you can tick ☑️ the 'Educator did not work' box

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1.3. Editing a timesheet: Editing start/end time

1.3.1. If the educator worked different hours to those on the timesheet, use the start or end time boxes to amend to the correct time

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1.3.2. If an educators working hours reduced, there is the option to 'Reduce pay for shorter hours'. As default, pay is always reduced automatically but if you would like to retain the original pay rate, untick the box

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1.3.3. No changes will be made if 'Reduce pay for shorter hours' is unticked

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1.3.4. If 'Reduce pay for shorter hours' is ticked, the new school charge will be displayed

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1.4. Editing a timesheet: Increasing working hours

1.4.1. Increasing the working hours on a timesheet will automatically increase the educator pay and school charge

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1.4.2. The increased educator pay is displayed on the timesheet edit section

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1.4.5. There is a 'Reason for change' section which is required when changes are made. There are pre-determined options which you can choose from

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1.4.6. Once all changes are complete, click 'Update'

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1.4.7. After edits have been made, the edit is displayed indicating who made the change and when the change took place

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2. Additional features: Export

2.1. The timesheet is available to be exported as a PDF or CSV

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3. Additional features: Purchase Order

3.1. Input a PO number using the 'Add purchase order' button

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