Preserve submitted hours, customer review and the final commercial decision as separate records. Link a changed assignment or disputed shift to the relevant effective terms, and keep rejected or corrected entries traceable. Payroll treatment requires its own approved process; a customer billing dispute should not silently redefine the worker's recorded activity.
Understand the decision
A customer may approve most of a weekly submission while questioning one shift or changing the assignment location. Finance needs to invoice the accepted portion without losing the unresolved issue. The process should identify who investigates the difference and how an approved correction reaches downstream systems.
Work through the requirements
- Separate submitted and customer-approved hours.
- Assign ownership of the disputed portion.
- Review corrections against effective assignment terms.
| Record or decision | Why it matters |
|---|---|
| Time submission | Preserves the reported activity and source. |
| Customer review | Records accepted and disputed commercial quantities. |
| Correction decision | Explains authorized changes and downstream treatment. |
What would a passing test show?
Use these hypothetical cases in a demonstration. Mark the evidence you have reviewed, then download the checklist. Selections stay in this tab.
Watch for this failure
Editing submitted hours to match an invoice can erase the evidence needed to resolve a dispute. Preserve the original and reviewed values separately, and keep payroll or employment decisions with their independently responsible owners.
Continue the evaluation
This example defines what to verify, rather than promising a particular Odoo feature. Keep a record of the demonstrated result, configuration, unresolved gaps and person who accepts it.
Read the wider implementation guideBring your workflow to the conversation.
Discuss requirements for Staffing agencies in a business needs review. Start with your current systems, the handoff that fails and the result you need to prove.
Sources & scope
The linked product documentation is a starting point for validating your chosen version, edition, apps and hosting. The scenarios and acceptance criteria are editorial planning guidance, not customer case studies or a guarantee of built-in functionality. See how this library is prepared.
Odoo 19: sales quotations and invoicing methods ↗Odoo 19: timesheet configuration and recording ↗Odoo 19: project management ↗