The Timecard is the main page of the application used to manage all daily time records for your employees. <\/p>\n\n\n\n
By default, all employees visible to your account are automatically selected for the current pay period. This can be changed using the employee selector and the pay period dropdown menu <\/p>\n\n\n\n
Each row shows a different day worked, with the employee information for that day <\/p>\n\n\n\n
You can use the Filters button at the top right of the screen to narrow down the results being shown <\/p>\n\n\n\n
The Columns button at the top right of the screen will allow you to add or hide the columns shown, and you can drag the columns to reorganize them <\/p>\n\n\n\n
Looking at a row will quickly show you when the employee was scheduled to work, when they punched, and how their time is being paid after all the pay rules are considered. <\/p>\n\n\n\n<\/figure>\n\n\n\n
Detail Windows<\/h3>\n\n\n\n<\/figure>\n\n\n\n
The size of the Detail Windows can be adjusted by dragging the line above the window up or down, and the line between the 2 windows left or right.\u00a0 This way, you can adjust the size of the Detail section to be bigger or smaller, and the left and right detail windows to be bigger or smaller.<\/p>\n\n\n\n
The bottom left window will allow you to manage:<\/p>\n\n\n\n
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Exceptions:<\/strong> shows errors and exceptions for that day, as well as suggested fixes to help you quickly correct any records that require attention. <\/li>\n\n\n\n
Accruals<\/strong>: shows the available accrual balances, the assigned benefit package, and provides a link to the Accrual Summary page for the selected employee\n <\/li>\n\n\n\n
Punches<\/strong>: shows the punches for the day which the system will use for calculation. Punches can be edited as needed; edited punches are marked with a pencil icon. The original punches are shown in a tooltip and are always retained as a record.\n <\/li>\n\n\n\n
Schedule<\/strong>: shows the employees schedule and allows you to modify it\n <\/li>\n\n\n\n
User edits<\/strong>: this tab will show once a user edit is made and allows you to modify or delete the user edit\n <\/li>\n<\/ul>\n\n\n\n
The bottom right window will show the detailed information about the time record:<\/p>\n\n\n\n
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Shift Totals<\/strong> displays totals for that shift\/day\n <\/li>\n\n\n\n
Period\/Weekly Total<\/strong>: displays totals for the week or pay period using the Period Total or Weekly Total buttons at the bottom\n <\/li>\n\n\n\n
Audit Trail<\/strong> displays any changes to the record including what user made the changes and when\n <\/li>\n\n\n\n
Profile<\/strong>: displays basic profile information of the selected employee including a link to their full employee profile\n <\/li>\n<\/ul>\n\n\n\n
Pay Period Dropdown<\/h3>\n\n\n\n
The Pay Period dropdown menu can be used to select either a pay period (Period Selector tab), or a date range (Date Range tab).\u00a0 The Exclude Future Days checkbox is selected by default and will hide days in the future from the Timecard Editor.\u00a0 This will reduce the amount of data displayed in the grid by hiding empty future records.\u00a0<\/p>\n\n\n\n
By default, the current day is not considered a \u2018future\u2019 day, so the current day\u2019s data will be displayed in the grid. This behavior can be changed with a system setting.<\/p>\n\n\n\n
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Use the dropdown menu in the Period Selector tab to select the pay period to view in the grid.\u00a0 The current pay period, as well as the 9 previous periods can be selected<\/li>\n\n\n\n
Use the Date Range tab to select a specific date range to display in the grid<\/li>\n<\/ul>\n\n\n\n
Actions Button<\/h3>\n\n\n\n
The Actions button at the top right of the screen allows you to perform actions on the currently selected record, or mass actions if multiple records are selected using the checkboxes to the left of the grid. This menu will allow you to:<\/p>\n\n\n\n
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Sign Off<\/strong> \u2013 This will sign off all selected records<\/li>\n\n\n\n
Pay All Extra Time<\/strong> \u2013 this will pay all early entry (unpaid before) and late exit (unpaid after) time on all selected records<\/li>\n\n\n\n
Pay Early Entry Only<\/strong> \u2013 this will pay all early entry (unpaid before) time on all selected records<\/li>\n\n\n\n
Pay Late Exit Only<\/strong> \u2013 this will pay all late exit (unpaid after) time on all selected records<\/li>\n\n\n\n
Clear All Extra Time<\/strong> \u2013 this will remove the approval of all early entry (unpaid before) and\/or late exit (unpaid after) for all selected records<\/li>\n\n\n\n
Reset Record<\/strong> \u2013 this will reset the selected records to it\u2019s initial state and delete any changes made to the record.\u00a0 Any manual punch changes will not be affected.<\/li>\n\n\n\n
Add A Shift<\/strong> \u2013 unlike other actions in this menu, this action works on a single record only.\u00a0 This will add an additional line in the grid for the selected employee on the selected day.\u00a0 This can be useful if the employee is working a split shift on a particular day.<\/li>\n<\/ul>\n\n\n\n
Filter icon<\/h3>\n\n\n\n
The Filter icon will allow the user to filter what records are showing in the Timecard Editor grid. <\/p>\n\n\n\n
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All <\/strong>\u2013 this will show all records in the Timecard Editor grid<\/li>\n\n\n\n
Shift Match Status<\/strong>
Errors \u2013 <\/strong>this will display only records with errors<\/li><\/ul>
Exceptions \u2013 <\/strong>this will display only records with exceptions<\/li><\/ul>
Hide Checked Values \u2013<\/strong> this will hide records that have been signed off<\/li><\/ul>\n
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Edited \u2013<\/strong> this will show only records that have been edited<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
Exception groups<\/strong> can be created and customized by the user to show various types of exceptions that appear in the Timecard Editor. Creating and editing exception groups can be done by an administrator in the Admin menu -> Exception Groups page.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"
The Timecard is the main page of the application used to manage all daily time records for your employees. By default, all employees visible to your account are automatically selected for the current pay period. This can be changed using the employee selector and the pay period dropdown menu Each…<\/p>\n","protected":false},"author":4,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"ht-kb-category":[119],"ht-kb-tag":[116,135],"class_list":["post-2734","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-timecard","ht_kb_tag-mss","ht_kb_tag-timecard"],"_links":{"self":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/2734","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/comments?post=2734"}],"version-history":[{"count":5,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/2734\/revisions"}],"predecessor-version":[{"id":7146,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/2734\/revisions\/7146"}],"wp:attachment":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/media?parent=2734"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-category?post=2734"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-tag?post=2734"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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