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 pairs 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 Single Employee Timecard button on the employee's row in the Multiple Employee Timecard Manager. This opens 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:

  1. From the Time & Attendance menu, select Timecards . Either the Single Employee Timecard Manager or the Multiple Employee Timecard Manager will open, depending upon your Timecard Manager Preferences.

    Note: If the Timecards option is not visible, make sure that you have selected Practitioner in the Role Selector.

  2. If the Timecard Manager opens in Single Employee View, click the Multiple Employee View link.

  3. If necessary, use the employee filter button (Employee Filter Button) to change which employees are included in the selected filter or to switch to a different filter.

  4. If necessary, use the date selection tools to adjust the date for which employee records are being displayed. Use the navigation buttons (Previous and Next) to move one day forward or backward, or select a specific date by entering it in the text box or using the Calendar Lookup button.

    Tip: If you use the navigation buttons (Previous and Next) to change the date, the Timecard Manager refreshes immediately. If you enter a specific date or select one using the Calendar Lookup button, you must click Find to update the page.

  5. 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:

    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.

  6. 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.

    Notes:
    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 edit an employee's timecard after the employee or the employee's manager has approved it, the employee and manager approvals will be removed and both the employee and the manager will have to approve the timecard again.

  7. 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 field, or use the Lookup 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 field. 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 field.

    The Edit Reason column is only 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.

  8. If you want to include any additional information about the edits you have made, click the the Note Button button in the far right column for the appropriate row, enter a note in the pop-up window, and click the Done button.

    Notes:
    When you click the Notes button, the Notes window opens above the row and the row is highlighted so that you can see which row you are adding, viewing, or editing notes for. Depending on whether a note has already been added and submitted, the following buttons are displayed:

    Written and Submitted Note - A note exists for a row and the page has been submitted since the note was added or edited.

    Written Note but not Submitted - A note exists for a row, but the page has not yet been submitted since the note was added or edited.

    Blank Note - A note does not exist for a row. This is also the default note icon which is displayed before any notes have been added to a row.

    Deleted Note but not Submitted - All text has been deleted from a note window, but the page has not been submitted since the text was deleted.

  9. 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.

    Note: Clicking the Delete button marks the selected row or rows for deletion. The data in such rows is displayed in red, but is 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 the Delete button again.

  10. After you have made all of your edits, click the Save button.

    Tip: If you have marked one or more rows for deletion, a confirmation box will prompt you to verify that you want to complete the deletion. Click OK if you are certain that you want to delete the marked data.

Notes:
Any edits you make will not be saved until you click Save. Each edit you do submit will be recorded in an edit audit trail.

If you will be doing extensive editing of employee timecards, you may benefit from using the Timecard Manager's cut and paste features.

If you have manager user rights, you can also use the Quick Charge feature in the Manager role to quickly perform certain timecard edits for one or more time-base employees. You can use Quick Charge to record a clocking action (clock in, clock out, or lunch out) for multiple employees at once, split existing time pairs in order to record labor charges, or assign earnings codes.