If enabled, preliminary timecards can be created for an employee whose Start Form has not been fully approved.
Step 1: Click the "Plus Button" and then select "Timecard".
Step 2: Make the selections in the required fields and click "Create".
Note: Required documents include:
I-9 form
W-4 form
Start Form
Required Custom Forms *
Step 3: Complete the required fields and click "Save".
Preliminary timecards created under an individual profile instead of a loan-out company profile will not convert. Delete the preliminary timecards created under the incorrect profile and create new ones under the correct loan-out company profile
Tip: Prelim timecards will automatically convert to timecards and enter the timecard approval process once all required start work documents are fully approved.
A prelim timecard will fail to convert if required fields are missing.
Caution: If the timecard owner has not submitted all required state labor forms or state tax documents by the time a prelim timecard is converted, they will be notified via email and will be required to submit the converted timecard, which will prompt them to fill out missing forms.