As part of the SCP application, a workflow scheme related to the completion of the planning or settlement phase of the employee’s schedule was modeled. In a correctly settled schedule, the settlement phase should be completed by the date indicated in the SETTLEMENT FINAL END DATE. For information about the scheduling deadline and the schedule settlement end date, see the document header. 

Schedules in which the settlement phase has not been completed (they have the status of the planning stage completed) have a circle icon on the view. 

In addition, schedules that are in the process of the settlement are visible in the view:  

APPROVALS -> IN THE SETTLEMENT PROCESS. This view shows all the schedules that the user has access to that have not yet been billed.  

By editing the schedule after the date indicated in the SETTLEMENT FINAL END DATE field, we are not able to modify the qualified working time of the employee, i.e. the WORKING TIME REGISTER(ECP) column. This restriction does not apply to the HR department. 

We can complete the settlement phase of the schedule in two ways: 

1. from the view 

On any view, select the appropriate documents and click on the End billing button located in the lower right corner of the application.  Remember to select the schedules with the same status, otherwise, the button will not appear. 

After the end of the settlement phase, the schedule will change the status from “planning stage completed” to “settlement stage completed” and the icon will change on the view, which informs us about the current phase of circulation of a given schedule. 

From the view level, we can finish settling more schedules. For this purpose, it is enough to select schedules with the same settlement status. 

2. from the schedule document 

Completion of the settlement of the schedule can take place from the level of the document itself. To do this, open the appropriate schedule, and on the top bar of the action select the FINISH SETTLEMENT button . 

The button is visible only if we have not exceeded the date in the SETTLEMENT FINAL END DATE field, this does not apply to the HR department, which always sees the button. 

When the settlement phase is completed in the schedule in the Basic Data section, fields appear that contains the date and time when the settlement ended. 

And in view, these schedules change the icon from circle to approval marker. 

The end of the settlement phase is possible only if we have not exceeded the date in the SETTLEMEND FINAL END DATE field. In this case, in the schedule itself, the “End settlement” button is not available and from the view, the system will display an appropriate message: 

Schedules that have completed the settlement phase disappear from the APPROVALS -> view during billing and appear in the SETTLED view. 

NOTICE: 

The HR department can complete the settlement phase regardless of the date of the end of settlement.