Timecards

Customizing Timecard Columns

Menu Path: Human Resources > Timecards

You can customize the columns one of two ways (this process can be done with any window/tab in the platform)

Option 1:

Select the icon that looks like an "eye" in the first column and then uncheck the columns you do not want to see. If you use this way it will customize the columns only for the time period you are logged in for.

Option 2:

Select the customize icon in the right corner next to the filter button and then use the left and right arrow buttons next to Available Choices to add or remove the columns. You can also change the order of the columns using the up and down arrow buttons next to Selected. Once you click the green check mark the system will save the columns you want to see and only those will display every time you access the window/tab you customized.

Clocking in and out

Step 1: Login on the main page with your email and password. If you have multiple roles, click on Select Role and choose the Employee Role.

Step 2:

On your homepage use the Clock In button to clock in and the Clock Out button to clock out.

In doing so, the system will automatically create timecards for the day.

If you forget to clock in and out, let your manager know and they can create a manual time punch on your behalf.

Entering Missed Time Punches

Employee Role:

Step 1:

Login on the main page with your email and password. If you have multiple roles, click on Select Role and choose the Employee Role.

Step 2:

Menu Path: Human Resources > Timecards

Select the timecard you want to edit.

To view the timecard in more detail either highlight the line and click More Options or click the "Blue hyperlink."

Enter the missing time(s) and click save at the bottom.

                          

Direct Manager/Admin Role:

Step 1:

Login on the main page with your email and password. If you have multiple roles, click on Select Role and choose the Manager Role.

Step 2:

Human Resources > Timecards

Select employee and line you need to make a change for:

To view the employee in more detail, either highlight the line and click More Options or click the "Blue hyperlink".

Enter the missing Time(s) and click save at the bottom.

                    

Entering Timecards, Submitting Timecards for Approval and Approving Timecards

General Timecard Notes:

• Timecards need to be entered for each day an hourly employee works
• To be processed in payroll each timecard must be approved
• Timecards can be entered in "list view" or "detailed view"
  • List view will default automatically
  • To switch to detailed view, highlight or check the box of the new timecard that was created
  • Menu Path: More Options > Edit (see below)

                            

• This will open the timecard in "Detailed View"
• To go back to "list view" click "back to timecards"

Creating New Timecards

To create a new timecard, follow the steps below:

• Menu Path: Human Resources > Timecards
• button in the right corner

To enter data in timecards, follow the steps:

• Payroll Name: enter employee in payroll name field one of two ways:
  • Type in name
  • Click person icon on right > select employee > OK
• In Date: enter in date (date employee worked)
• Date Entered: auto-populates to the current date
• In Time/Out Time: Enter time employee worked one of two ways:
  • Enter an in and out punch (ex: 9am - 5pm)
  • Check "enter hours only" box and enter the total hours for the day (Ex: 8)
• Day of week: auto-populates based on date entered in "in date" field
• Hours: auto-populates based on "in-time/out-time" or total hours entered
• Daily Totals: auto-populates based on "in-time/out-time" or total hours entered
• Earnings Code: auto-populates to regular, if a different earnings code needs to be assigned then select it from dropdown menu
• Division: auto-populates to division set up in employee record, if a different division needs to be assigned then select it from dropdown menu
• Department: auto-populates to department set up in employee record, if a different department needs to be assigned then select it from dropdown menu
• Job Code: auto-populates to job code setup in employee record, if a different job code needs to be assigned then select it from dropdown menu
• Notes: notes pertaining to timecard can be entered here (not required)
• Comments: comments pertaining to timecard can be entered here (not required)

To approve timecards, follow the steps below:

• To approve one timecard at a time:
  • Click Submit For Approval button inside individual timecard (timecards will not be sent to payroll to be processed without approval)
  • Click green check mark
• To approve multiple timecards at onetime:
  • Select timecards you want to approve by checking the box on the left
  • Select Run Process
  • Click Submit For Approval

                      

To cancel timecards, follow the steps below:

• Click Cancel Request button inside individual timecard (timecards can only be cancelled before payroll is processed)
• Click green checkmark

To search employee timecards, follow the steps below:

• Click button at the top right of the page next to

• Choose employee name by:
  • Typing name
  • Click person icon on right > select employee > OK
• Select payroll from dropdown menu
• Select payroll period searching for (payroll periods are listed by date range)
• Select yes or no for processed
  • No: timecards have not been run through payroll
  • Yes: timecards have been run through payroll
• Click green check mark
• Filtered timecards will appear
• More parameters to filter by can be found when clicking the green "plus"