Visma Lön Anställd
Approval
This topic only applies to payroll administrators or approvers.
If the company is using the approval process, either the payroll administrator or the approver must approve the employees' time reports before they can be transferred to the payroll program. The approver only has the authority to approve time reports for employees they are responsible for, as opposed to a payroll administrator who has the right to approve and adjust time reports for all employees.
If the Approval option does not show in the menu, the feature has not been activated. The feature can only be activated by the payroll administrator under Settings - Company settings by clicking on the Show Approval in the menu button.
Do the following to approve your employees' time reports:
- Select Approval - Approvals (payroll administrators)/Approval (approvers).
- Make sure the correct period is selected.
If you select Show inactive, any employees who no longer use Visma Lön Anställd, but who have made registrations in the service, will be shown.
- Select the Submitted tab to view which time reports are ready for approval.
- If you have continuously reviewed the time reports during the deviation period, you can approve all reports at once by selecting Approve all.
- If you prefer to approve one report at a time, select a time report from the list, review the report, and choose Approve or Reject. If you want to see a detailed report for the employee, you can select Open time report.
When the time reports have been approved, they are ready for transfer to the payroll program. If you want to undo an approval, you choose the report from the list and then select Undo approval. The time report will then be moved back to the Submitted tab.
If a time report needs to be corrected by the employee before it is OK for approval, you select Reject. All days will then be marked as not approved in the calendar. It is therefore important that you write a comment to explain to the employee which specific day that is not approved and why. When the employee has corrected the time registration in the calendar, they must submit the time report again. Time reports that have not been approved are displayed in the Not OK for Approval tab.
- Select Print time report if you want to print the report or create a PDF.
To get detailed information such as retrospective registrations, adjustments and registrations via mobile phone, you must print the report. You can select if you want to print a summarised or specified report. Read more in the topic Time reports.
Not submitted
Under Not submitted you will see all time reports that have not been submitted in the calendar.
The employees that have not submitted their time reports will get a reminder via the start page in Visma Lön Anställd. If you also want reminders to be sent by email, you can enable those settings per employee or for the entire company. Read more in the topics Edit employee details and Reminders.
When you select an employee from the list of reports that have not yet been submitted, you will see the balance for the latest submitted period as well as the balance for the period that has not yet been submitted.
Submitted
Under Submitted you will see all time reports that have been submitted and are ready for approval. They will also appear in the All tab with the status Approved.
If you are a payroll administrator, under Approver, you can see which time reports are ready for approval for each approver.
Approved
Under Approved you will see all time reports that have been approved for that period. If you want to undo an approval, you choose the report from the list and then select Undo approval. The time report will then be moved back to the Submitted tab.
Rejected
When you have selected Reject in the Submitted tab, the time report will be displayed here. If you change your mind and want to approve the time report, the employee must first submit the report in the calendar again.
Transferred to the payroll program
Time reports that should be transferred must have the Approved status. If you are using Visma Lön Smart, the transfer is done automatically. If you are working in Visma Lön 300/600, the transfer is done when you synchronise. Read more in the topic Synkronisera internettjänster (in Swedish) in the Visma Lön help texts.
All
On the All tab, all time reports are displayed. In the Status column, you can see the status of each time report. Only employees that are activated in the service for the current month will be shown.
