Using the Multiple Employee Timecard Manager |
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The Multiple Employee Timecard View provides an easy way for you to quickly view and edit timecard records for multiple time-based employees on a single day. On each Multiple Employee Timecard Manager page, you can edit timecard information for up to 300 time-based employees at one time, rather than having to make edits and click Save for each record.
Note: Although
you can view records for hours-based employees in the Multiple Employee
Timecard Manager, you cannot edit them in this view. To edit an hours-based
employee's timecard, click the button on the employee's
row in the Multiple Employee Timecard Manager. This will open a Single
Employee Timecard Manager for the employee, from which you can make any
necessary edits.
To edit timecard records for multiple time-based employees using the Multiple Employee Timecard Manager:
In Supervisor Services, click the Group Labor tab.
Click the Timecard Manager link. Either the Single Employee Timecard Manager or the Multiple Employee Timecard Manager will open, depending upon your Timecard Manager Preferences.
If the Timecard Manager opens in Single Employee View, click the Multiple Employee View link.
Depending upon how your system
is configured, an employee may have more than one Employee ID. If
necessary, use
the employee filter button ()
to change which employees are included in the selected filter or switch
to a different filter.
If necessary, use the date
selection tools to adjust the date for which employee records are
being displayed. Use the navigation buttons (
and
) to move one day forward or backward, or
select a specific date by entering it in the text box or using the
button.
If you need to enter a new time pair for an employee, but no row is displayed for the employee, check your Timecard Manager Preferences to ensure that:
The Rows per Employee preference is not set to 0.
You have selected the Show Unscheduled Days preference.
Tip: If you have set these preferences and an employee has been assigned a schedule for the day being viewed, the employee's scheduled start and stop times will appear in light gray text in the Time In and Time Out columns if no actual times have yet been entered. If you want to accept and enter these default times, as well as any default earnings codes or labor categories associated with them, click the check box in the Select column for the appropriate line. To enter different values, simply type over the gray text.
Enter or edit the values in the Time In, Time Out, Out Type, Hours, Earnings Code, Labor Category, Rate Modifier, and Shift Override columns as necessary for each time-based employee displayed in the Timecard Manager.
Tips:
Some of these columns may not be visible, depending upon your Timecard Manager Preferences.
For detailed information about each field, see The
Multiple Employee Timecard Manager.
If your company uses a large number of labor categories, you may need
to scroll to the right to view all of the Timecard Manager columns.
You cannot edit these columns for hours-based employees. To edit hours-based timecards, use the
Single Employee Timecard Manager.
If you want to specify an
edit reason code that is different from your default edit reason code,
enter a valid code in the Edit Reason column, or use the button to select a code.
Notes:
If you have set
a default edit reason code in your user options, it will automatically
be displayed in the Edit Reason column. If you have not set a default
edit reason code in your user options, your company's default edit
reason code will be displayed in the Edit Reason column.
The Edit Reason column will only be visible if you have enabled it
in your Timecard
Manager Preferences.
An edit reason is required for every change you make to an employee's
timecard, even if the Edit Reason column is not visible.
If you want to include any additional information
about the edits you have made, click the button
on the appropriate row, enter a note in the pop-up window, and click
the Done button.
If you want to delete one or more entire rows, click the check box in the Select column of the appropriate row or rows and then click the Delete button.
After you have made all of your edits, click the Save button.
Notes:
The
icon will appear in the status column of any rows you have marked for
deletion and the data in the rows will be displayed in red, but they will
not be deleted until you click the Save
button. If you decide not to delete a row that has been marked for deletion,
click the Select check box for
the row and click Delete again
to clear the deletion mark.
If you have marked one or more rows for deletion, a confirmation box will
appear asking you to verify that you want to complete the deletion. Click
OK if you are certain that you
want to delete the marked data.
Any edits you make will not be saved until you click Save. Each edit you
do save will be recorded in an edit audit trail. If you edit an employee's
timecard after you or the employee has approved it, the manager and employee
approvals will be removed and both you and the employee will have to approve
the timecard again.