Month closing is a necessary task in order to export attendance and process payroll. Once the month is closed, employees cannot make changes in their attendance.
Employees must approve and confirm their monthly attendance in HERON. It is usually required to be done during the last days of a certain month.
Closing is done on three levels – Employee, Manager and Administrator.
Please be aware that only employees granted with necessary permissions can use this functionality.
Employees
Employees close month for themself.
Employees can also revoke their own month to make changes (if a Manager did not approve it yet).
Startpage
It is possible to close your own, current month quickly from startpage.
Attendance – Month closing
You can also close month in a different, detailed view – go to Attendance and select Month closing.
Each employee can close his/her own attendance for current & previous months and also revoke a closed month.
A) Calendar icon – Choose a month.
B) Timesheet – Go to detailed view to display requests waiting for approval or working time.
Click Approve.
If the button is not working (you will see a disabled, grey button), it usually means some of the attendance requests are not approved by a manager yet. You can close month only if all requests are approved (or declined) by a manager. Contact your manager.
Managers
Managers / Team Leaders can close month of certain employees – subordinates.
Managers can also revoke their own month and their subordinates´ month (if an Administrator did not approve it yet).
Go to Attendance and select Month closing.
Each manager can close attendance of subordinates for current & previous months and also revoke a closed month.
A) Calendar icon – Choose a month.
B) View – You can view all employees (default), open (not approved only), errors, or approved (already closed month).
C) Checkbox – Tick the checkbox to select multiple employees. Then, click Approve selected button.
D) Status – Icons display the current status green=approved, grey=not approved. For example, an Employee closed the month (the first icon is green) but the Manager did not close the month (second icon is grey). Click on the employee´s name or status to close his/her month individually.
If the button is not working (you will see a disabled, grey button), it usually means some of the attendance requests are not approved or declined yet. You can close month only if all requests are processed by a manager. Approve or decline requests first.
Administrators
An Administrator then closes month for the whole company.
Administrators can also revoke anyone´s month to make changes in their attendance.
Go to Attendance and select Month closing.
Administrators can close attendance of anyone for current & previous months and also revoke closed months.
A) Calendar icon – Choose a month.
B) View – You can view all employees (default), open (not approved only), errors, or approved (already closed month).
C) Checkbox – If not all employees & managers closed their month, you can close it for them. Tick the checkbox to select multiple employees. Then, click Approve selected button.
D) Status – Icons display the current status green=approved, grey=not approved. For example, an Employee closed the month (the first icon is green) but the Manager did not close the month (second icon is grey). Click on the employee´s name or status to close his/her month individually.
E) Approve selected button – If not all employees & managers closed their month, you can close it for them. Tick the checkbox to select multiple employees and then click Approve selected.
F) Approve period – Once all employees have their month closed, close the month for the whole company by clicking on that button.
If the button is not working (you will see a disabled, grey button), it usually means some of the attendance requests are not approved yet. You can close month only if all requests are processed. Approve or decline requests first (you or managers).
Once the Administrator Approves a month for the company, a timestamp is created.
