LESSON 02 OF 04 / OFFICE WORKFLOW
Set up a weekly desk review.
Keep source records, questions and the report version connected.
Use one working folder per period.
Name it with the job label and period ending date. Add references to the time records, payroll register and current report draft. A useful name might be ACORN-LIBRARY_2026-11-06_DRAFT-01. This is a naming example, not a prescribed government format.
Review the connections.
Ask the payroll reviewer to confirm which source records were used for the period. Keep the reviewer’s references for classifications, wage rates, fringe treatment and other project-specific questions with the working folder. This lesson does not select those answers or calculate pay.
Keep a short release list.
- Source records identified for this period.
- Open questions assigned to a named reviewer.
- The exact draft under review identified.
- Recipient instructions and submission channel checked.
- The responsible person’s decision and supporting reference recorded.
The list is an office aid, not proof of legal compliance. A checked box cannot replace a substantive review.
Practice.
Acorn has a revised time record after its first draft was prepared. Mark draft 01 as superseded, identify the revised source and return the new version to the reviewer. Keep the history rather than silently overwriting the old reference.
Check your understanding: does “review complete” mean the receiving portal accepted it?
No. Internal review and a recipient’s response are separate events. Record each separately.