Review

Use the Review pages to quickly get an idea of a location's time and attendance. Examine Absent/On to track absences, employees, and time periods. Review time-related issues and make adjustments. Fix time entry exceptions. Monitor employees as they clock in and clock out. Photos can be used to take a picture of an employee clocking on if using a device with a camera. Quickly sort by location, employee, and/or date.

Using Icons to Access Information

Use icons in the Status column to quickly access related information.

• When you hover over the icon, a description displays.

• When you select the icon, it launches the related information.

The following table shows the icons and describes the information they provide.

Select Icon	to...
	display employee's contact information
	display employee's three-week schedule
	display employee's time sheet
	display employee's time entry in error status
	display employee's time entry in void status
	display employee's entry with note. Hover over the icon to view the note contents.
	display employee's time entry selected to alert the manager

Absent/On

1. Select Time from the main menu.

2. Select Review > Absent/On.
   Example:
   

3. Select a time period. The default is Day. Select Week, Pay Period, or Range if desired.

4. Sort the table in the most useful format, i.e., use the employee Name column or Location column.
   Absent/On window refreshes to reflect your selection.

5. Select an employee name to display employee contact Information, employee's three-week Schedule, and employee's Timesheet.
   Example:
   

6. Select Mass Add to display the Mass Add window.
   Example:
   

7. Select the employees to add information to and use the arrow buttons to transfer them. Use the double arrow to add information to all employees.

8. Make desired changes and select Add.

9. Select Mass Update On to display check boxes to the right of Hours.

10. Select the check boxes by the employees whose time information you would like to change.

11. Select Mass Update to display the Mass Edit window.
    Example:
    

12. Select check boxes by the information you would like to change.

13. Make the desired changes and select Save.

14. Select the Start or End time or Hours to edit shift information.
    Edit Shift window displays.
    Example:
    

15. Make changes to the shift information, employee assignment, split the shift, or view shift history.

16. Select Save.

17. Select Export to Excel to export the Absent/On window information.
    Example:
    

18. Select Export to PDF to export the Absent/On window information.
    Example:
    

Actuals

1. Select Time from the main menu.

2. Select Review > Actuals.
   Example:
   

3. Select a time period. The default is Day. Select Week, Pay Period, or Range if desired.

4. You can change the information that displays in the Actuals window. To do so, select the three dots after a column name.
   Example:
   

5. Select Columns and select the check boxes of the information you would like to display.
   Example:
   

6. Sort the table in the most useful format, i.e., use the employee Name column or Location column.
   Actuals window refreshes to reflect your selection.

7. Select an employee name to display employee contact Information, employee's three-week Schedule, and employee's Timesheet.
   Example:
   

8. Select card, clock, or admin under the Type column to make changes to the dates and times or other information.
   Edit >> Entry window displays for that employee.
   Note: If your organization requires that employees approve their time sheets, you cannot make changes to an approved time sheet unless an employee first unapproves that time sheet.

9. Select Save.
   Actuals window reflects the changes.

10. Customize the Status column to display icons that depict time entry values. To do so, select Status > Filter and select a value.
    Note: The Status column filter applies to all Review windows. When you select to display or clear Status values, they display or are cleared on all Review windows.
    Example:
    

11. Under the Type column, select: All or admin, clock, or card time entries. Select Filter to only display card, clock, or admin time entries or Select All.

12. Select a specific Date using the calendar icon or select a specific On time or Off time using the time picker.

13. Select Mass Update On to add time entries to many employees in a location.
    Check boxes display next to each location assignment.

14. Select the Locations and the Employees with records you want to change.

15. Select Mass Update.
    Mass Edit window displays.
    Example:
    

16. Select the check boxes by the fields you want to change, correct them, and select Save.

17. When finished, select Mass Update Off.

18. Select Export to Excel to export the Actuals window information.

19. Select Export to PDF to export the Actuals window information.

Issues

Important: If a time entry is flagged as an error, the employee is not paid no matter how many hours are worked. If a time entry is flagged as an alert, the employee is paid. If a time entry is flagged as void, none of the time entry is paid. However, you can void a time entry and then submit a new time entry.

1. Select Time from the main menu.

2. Select Review > Issues.
   Example:
   

3. Select a time period. The default is Day. Select Week, Pay Period, or Range if desired.

4. You can change the information that displays in the Issues window. To do so, select the three dots after a column name.
   Example:
   

5. Select Columns and select the check boxes of the information you would like to display.

6. Sort the table in the most useful format, i.e., use the employee Name column or Location column.
   Issues window refreshes to reflect your selection.

7. Select an employee name to display employee contact Information, employee's three-week Schedule, and employee's Timesheet.

8. Select filters for any column to display the information you are looking for.

9. To add attendance information to an employee, select Add Attendance.
   Add Attendance window displays.
   Example:
   

10. Select the Employee and the Date.

11. Enter the Points added to this employee's record and any Manager Notes.

12. Select Save.

13. To Void an issue, select the check box by the Location and Employee whose time you want to void.
    Window prompts: Void Selected.

14. To Void, select OK.
    Issue Status changes to Void.

15. To Confirm attendance, select the check box by the Location and Employee whose time you want to confirm.
    Window prompts: Confirmed Selected.

16. To Confirm, select OK.
    Issue Status changes to Confirmed.

17. Open a time entry to make desired changes to Dates and Times and select Save.
    Edit >> Entry window displays.
    Example:
    

18. To change an Error status, change the Status to OK and select Save.
    Window prompts: Undo ERROR status? This will add the hours to all roll-ups.
    If you select OK, the time entry status is OK. When you save the window, the issue no longer displays in the Issues window.
    Note: If a time entry is flagged as an error, the employee does not get paid for the hours unless the Status is OK.
    OR
    Change the status to VOID.
    Window prompts: Do you want to VOID this entry? This will remove the hours from timesheets.
    If you select OK, the time entry is Void. When you save the window, the issue no longer displays in the Issues window.
    Remember: An employee does not get paid for a time entry that is void. Resubmit a correct time entry.

19. Make changes and select Save.

20. Select Export to Excel to export the Issues window information.

21. Select Export to PDF to export the Issues window information.

Exceptions

1. Select Time from the main menu.

2. Select Review > Exceptions.
   Example:
   

3. Select a time period. The default is Day. Select Week, Pay Period, or Range if desired.

4. Sort the table in the most useful format, i.e., use the employee Name column or Location column.
   Absent/On window refreshes to reflect your selection.

5. Select an employee name to display employee contact Information, employee's three-week Schedule, and employee's Timesheet.

6. Customize the Status column to display icons that depict time entry values. To do so, select Status > Filter and select a value.
   Note: The Status column filter applies to all Review windows. When you select to display or clear Status values, they display or are cleared on all Review windows.

7. Open a time entry to make desired changes to Dates and Times and select Save.
   Edit >> Entry window displays.
   Example:
   

8. To change an Error status, change the Status to OK and select Save.
   Window prompts: Undo ERROR status? This will add the hours to all roll-ups.
   If you select OK, the time entry status is OK. When you save the window, the issue no longer displays in the Issues window.
   Note: If a time entry is flagged as an error, the employee does not get paid for the hours unless the Status is OK.
   OR
   Change the status to VOID.
   Window prompts: Do you want to VOID this entry? This will remove the hours from timesheets.
   If you select OK, the time entry is Void. When you save the window, the issue no longer displays in the Issues window.
   Remember: An employee does not get paid for a time entry that is void. Resubmit a correct time entry.

9. To view Issues, select the Issues tab.
   Edit Entry window displays the issue information.

10. To split the shift, select the Split tab.
    Edit Entry window displays an option for splitting the shift.
    Example:
    

11. Make the changes and select Save.

12. Select Export to Excel to export the Exceptions window information.

13. Select Export to PDF to export the Exceptions window information.

Photos

1. Select Time from the main menu.

2. Select Review > Photos.
   Example:
   

3. Select Type.
   Edit Entry window displays.
   Example:
   

4. Make any changes and select Save.