Time & Attendance Page

In Beta

This feature is in beta. Contact your CSM to learn more.

The Time & Attendance page lists all employee timecards for a selected location and date range. From here, time and attendance details are reviewed and payroll information is exported. Learn more about using and setting up Time & Attendance here.

From this page users can:

Security

Time & Attendance permissions are listed in the permission tree as follows:

Labor
- Time & Attendance
  - Pay Period
    - Reopen Pay Period
    - Close Pay Period
  - Timecards
    - View Timecards
    - Edit Timecards
    - Add Timecards
    - Use bulk approval and deletion
    - Approve Timecards
    - Delete Timecards

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

Navigation

In the left navigation menu for Operations, under the Labor category, select Time & Attendance.

Time & Attendance Buttons & Fields

	Button/Field	Description
1	Location Selector	Shows the location that timecards are displayed for. Click to select a different location. Only locations that the user has access to can be selected.
2	Last Synced	Date and time that the page was refreshed.
3	Pay Period Card	Displays summary information for the most recent pay period. See details below. The pay period card is only displayed if pay periods are configured.
4	Date Range	Date range of displayed timecards, depending on the view selected (day, week, or pay period) (#7). Click < to navigate to the previous day, week, or pay period. Click > to navigate to the next day, week, or pay period.
5	Quick Review Filters	Number of timecards that require review or have missing punches. Missing punches - Click to filter the grid for timecards with: Missing punches Punch overlap Needs review - Click to filter the grid for timecards with: Schedule Variance Overtime Different than scheduled job Automatic clock out suspected Ready - No issues are present in displayed punches. Pay Period Closed [date] - Pay period was closed on the listed date and all timecards are locked.
6	Date Selector	Opens a calendar picker for selecting a single day, week, or pay period, based on the view selected (#7).
7	View Selector	Switches the Time & Attendance grid between day, week, and pay period views. Day - All timecards from a single day are displayed. Week - All timecards from a single operational week are displayed. Operational weeks are determined by the operational calendar. Pay Period - All timecards from a single pay period. This button is disabled if pay periods are not configured.
8	Search	Filters the list of timecards that contain the entered text in the name, payroll ID, or timeclock ID columns.
9	Filter	Opens the Filter Columns window where users can create and apply filters to the table.
10	Columns	Opens the column menu where users can show/hide and rearrange columns.
11	Group By	Determines how timecards are grouped and the sort order: Name - Timecards are grouped by employee and employee headers (#15) are displayed. No group - Timecards are not grouped and employee headers (#15) are not displayed.
12	+Add Button / Reopen Pay Period Button	+Add - Creates a blank timecard. This button is only displayed for open pay periods. Reopen Pay Period - Reopens the closed pay period and unlocks all timecards. This button is only displayed for closed pay periods.
13	Select All Box	Selects all timecards and opens the bulk edit menu.
14	Employee Header	Only shows when grouped by name.
15	Timecard Row	Details for a single timecard. Click to open the associated timecard record.
16	Timecard Selector	Selects the timecard and opens the bulk edit menu.
17	Approve Button	Approves the timecard. Timecards with alerts (#20) cannot be approved. If the timecard is changed, either in POS data or through a manual edit, the timecard is automatically unapproved.
18	Action Menu	Includes the following actions for the associated timecard: Edit - Opens the timecard record in edit mode. Delete - Deletes the timecard.
19	Alert / Status Indicator	Indicates an issue with the employee’s timecard: Red Circle ! Alert : Missing punch Punch overlap Yellow Triangle ! Alert : Schedule variance Overtime Different than scheduled job Automatic clock out suspected Moon Status : Cross-day shift Umbrella Status : timecard contains other earnings for one or more of the following PTO earning types: PTO Sick Bereavement Vacation
20	Total Row	Totals for all displayed timecards combined.

Time & Attendance Columns

Column	Description
Name	Employee’s full name as it appears on their employee record. This column is always shown and cannot be hidden.
Date	Date of the employee’s timecard. This column is always shown and cannot be hidden.
Location	Location where the shift was worked.
Job	Employee’s job for the shift.
Shift	Start and end times for the shift.
In Time	In punch for the shift.
Out Time	Out punch for the shift.
Worked Hours	Total hours worked, including regular hours, overtime hours, and paid breaks. Excludes unpaid breaks.
Variance	Difference between scheduled work hours and actual worked hours.
Breaks	Total unpaid break hours and minutes.
Regular Hours	Total hours worked at regular rate. Excludes overtime hours.
Hourly Wage	If the punch comes from polled data, the hourly wage is based on the pay rate from the polled source for the job worked. If the punch data is from a manually created timecard or R365 Time Clock, the employee’s pay rate for the job is from their employee record.
Overtime Hours	Total overtime and doubletime hours. Overtime hours are calculated using R365 overtime rules. Hover over the alert icon for overtime premium details.
Overtime Pay	Total pay from overtime hours.
Wages	Total wages, including regular pay and overtime pay.
Tips	Total POS cash and POS card tips from polled data. If Tip Automation or Tip Import is enabled, all tips impacted by a tip distribution or tip import are only shown in the ‘Other Earnings Pay’ column.
Other Earning Type	Type of the earning in the ‘Other Earnings Pay’ column.
Other Earnings Pay	Total pay from other earnings. Hover over the column for other earning details.
Gross Pay	Total pay, including regular pay, overtime pay, tips, and other earnings.
Payroll ID	Employee’s payroll ID for a 3rd party payroll system.
Time Clock ID	Employee’s ID for R365 Time Clock.

Pay Period Card

The pay period card displays summary information for the oldest open pay period.

	Field	Description
1	Status Icon	Indicates the status of the pay period: Blue Clock - Pay period is in progress and cannot be closed. Yellow Triangle ! - Pay period is due today and can be closed. Red Circle ! - Pay period is overdue and can be closed.
2	Pay Period Status	Indicates the status of the pay period: In progress - Current date is before the due date (#4) for the pay period. Due today - Current date is the due date (#4) of the pay period and the pay period can be closed. Overdue - Current date is after the due date (#4) and the pay period has not been closed.
3	Close Pay Period Button	Closes and locks the pay period. This button only appears on or after the due date (#4).
4	Due Date	Last day of the pay period.
5	Progress Bar	Visual representation of approved timecards (blue) and unapproved timecards (grey).
6	timecard Count	Number of approved timecards / number of total timecards.

Time & Attendance Bulk Edit Menu

The bulk edit menu only appears when one or more timecards are selected.

	Field	Description
1	Selected Count	Number of timecards selected.
2	Approve Button	Approves selected timecards.
3	X (Close) Button	Closes the bulk edit menu and unselects selected timecards.