Appointments linked to submitted timesheets will be locked and have a Grey Lock icon, indicating they are locked and cannot be edited. To be able to edit the appointment the timesheet should be retracted from Payroll Timesheet(s) tab.
Below is the steps to retract the submitted timesheets
- To retract the submitted timesheet, click the Timesheet(s) option under the Payroll tab in the left navigation.
- In the Timesheet(s) Submission screen, use the filters and click the Go button to generate the timesheets in the table.
- Identify the submitted timesheets with the Green Tick icon under the Submitted column in the data table.
- Select the submitted timesheets using the checkbox in the table. Then, select the Retract Timesheet option in the drop-down list. Click the Go button. A pop-up "Delete Timesheets!" will appear.
- Complete the selection, If need to be bulk retracted select All Timesheets option and click the Proceed button to retract the selected timesheets. The retracted timesheet will be removed from the timesheet submission module.
- The appointments will now be unlocked and would be editable.