Passive Booking Completion in Time Cockpit
Overview
As part of the introduction of the new standard permissions, a new field has been added to the global settings in time cockpit to configure the rules for passive booking completion. This field allows the use of any TCQL expression that must return a valid date.
By default, the preconfigured TCQL expression sets the booking cutoff date to the last day of the previous month starting from the 15th of each month. This means that from the 15th of the current month, it is no longer possible to make changes to time tracking entries or absences in the previous month.
How It Works
Default Configuration
- Navige to Global Settings to change the configuration.
- The default TCQL expression ensures that:
- From the 15th of each month, the booking period for the previous month is closed.
- No further changes can be made to time tracking entries or absences from the closed period.
Example Scenario
If today is April 16th, the booking period for March will already be closed, preventing any edits to time entries or absences for that period.
Note
Users are not allowed to change time sheet entries AND absence times after prior to the booking completion date.
Applicability Across Roles
This rule applies to all user roles, including those with the "Human Resources Admin" role. Even HR administrators cannot modify time entries or absences in a locked period.
Adjusting the Booking Completion
If adjustments to time tracking entries are required within a locked period, an individual override for the booking completion can be configured. Users with the "Human Resources Admin" role can define an deviating booking completion date for individual users in their settings.
Defining an Deviating Booking Completion Date
When setting an deviating date:
- Validity Period: Specify how long the override will remain in effect.
- Once the validity period expires, the global settings will automatically apply again.
Restrictions on Reopening Booking Periods
Opening a closed booking period is subject to the following restrictions:
- The booking period cannot be reopened if the user has overtime corrections in the period to be reopened.
- If reopening is necessary despite existing overtime corrections:
- The overtime corrections must first be deleted.
- After adjustments are made to the time tracking entries, the corrections must be recreated with the correct values.
Note
These restrictions ensure that the attendance time stays always consistent.
Configuration Example
Below is an example of the global settings screen for configuring the passive booking completion:
Note
Please be aware that if you have customized your time cockpit UserDetail form, the booking completion fields might not be visible. In that case, please contact support@timecockpit.com.
For further assistance or questions about configuring passive booking completion, please contact your system administrator.