The Attestations Page for Payroll

5 min read

Available now on Beta, This feature is in beta testing and will roll out to everyone soon.

What is this?

The Attestations page lists every attestation in one table. You see each person's day, project, hours, and outcome. Filters help you find flagged attestations fast. From each row you can send an attestation back, see its versions, or resolve hours.

The Attestations table with Day, Person, Project, Hours, Outcome, Asked and Answered columns

Who's this for?

Payroll, who review flagged attestations and decide hours.
Superintendents, who follow up with crews on open attestations.
Crew members, who see their own attestations.

How to use it

Step 1: Open the page

Go to Dailies > Attestations. The filters sit above the table.

Search, Filters, Everyone I Can See, Outcome, Project and Select Date

Step 2: Choose whose attestations to show

Click the person filter. Select My Attestations for your own, or Everyone I Can See for all the people you have access to.

The Show menu with My Attestations and Everyone I Can See

Step 3: Filter by outcome

Click Outcome and check Pending, Signed, Flagged, or Waived. Use Project and Select Date to narrow the list.

The Outcome filter with Pending, Signed, Flagged and Waived

Step 4: Read the outcome and hours pills

Each row shows one pill. HOURS · REVIEW means payroll needs to decide. HOURS ACCEPTED and HOURS KEPT show the decision.

Step 5: Open the row menu

Hover over a row and click the three dots. The menu shows the actions for that attestation.

The row menu with Send Back to Fix, Resolve Hours and See All Versions

Step 6: Send an attestation back to fix

Select Send Back to Fix. Type a reason and click Send Back. The person gets a new text and signs again.

The Send back dialog with a reason, Cancel and Send Back

Step 7: See all versions

Select See All Versions. Each version shows its outcome, its answers, and who sent it back.

The Attestation versions window with a pending version 2 and a flagged version 1

Step 8: Resolve hours

Select Resolve Hours on a row marked HOURS · REVIEW. Choose Accept Attested Hours or Keep Daily Hours.

The full details

Columns: Day, Person, Project, Hours, Outcome, Asked, Answered, and the reason the person gave.
Outcomes: Pending, Signed, Flagged, and Waived.
SENT BACK TO FIX: the person has a new version to sign.
Send Back to Fix: works on flagged attestations. The signed version stays on record unchanged.
Text did not reach them: the attestation reopens, but you need to reach the person another way.
Resolve Hours: you cannot resolve your own hours.

Tips

Filter Outcome to Flagged at the start of each payroll week.
Write a clear reason when you send an attestation back. The person reads it on their phone.
Check See All Versions before you decide on a disputed figure.