Timecards

A timecard contains all of the details of a single employee shift. Details include job, pay rate, in and out punches, breaks, and other earnings.

From this page, users can:

A blank timecard record is used when creating timecards in Time & Attendance.


Security

Users must have the following permission(s) to view, edit, approve, or delete timecards:

  • Labor → Time & Attendance â†’ Timecards →

    • View Timecards

    • Edit Timecards

    • 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

  1. Navigate to the Time & Attendance page.

  2. Select the location for the timecard.

  3. Select the date range for the timecard.

  4. Click on the row for the desired timecard.


Shift Details - Edit Mode

Field/Button

Description

1

Action Buttons

Save - Saves changes to the timecard without approving it.

Save + Approve - Saves changes and approves the timecard.

The Save buttons are disabled when no changes have been made to the timecard.

2

Action Menu

Contains the following actions:

  • Delete - Deletes the timecard. This action cannot be reversed.

3

Expand Button

Expands the sidesheet to fullscreen, or collapses it when fully expanded.

4

X (Close) Button

Closes the timecard without saving changes.

5

Shift Details

Lists each punch for the shift in chronological order.

6

Employee

Employee associated with the timecard.

The employee for the timecard cannot be changed.

7

Location

Location where the shift was worked.

The location for the timecard cannot be changed.

8

Job

Job associated with the timecard.

9

Job Rate

Pay rate associated with the job.

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 R365 Time Clock, the employee’s pay rate for the job is taken from their employee record.

When the job is manually selected, the employee’s pay rate for the job is taken from their employee record.

Changing the job rate for the timecard will only update the timecard being edited. No other timecards will be updated. The employee’s employee record will not be updated.

10

Worked Hours

Total worked hours, including regular hours, overtime hours, and paid breaks. Excludes unpaid breaks.

11

Shift Alert

Indicates that the timecard is one of the following:

  • Cross-Day Shift - The shift crosses the start of day time.

  • PTO - The timecard contains PTO earnings.

12

Date

Business date of the timecard.

Business dates are determined by the start of day time and may not align with the calendar date.

13

Clock In

Clock in time for the shift (first punch for the shift).

14

Clock Out

Clock out time for the shift (last punch for the shift).

15

Trashcan (delete) Button

Deletes the clock in and clock out times.

16

System Created Earning

Earning type and dollar amount for an earning created by the system.

System created earnings cannot be edited or deleted.

17

+Add Earning Button

Adds an ‘other’ earning to the timecard.

Learn more about adding and editing other earnings.

18

Reason for Editing

Reason why the timecard was edited.

The timecard record will not save if a reason is not selected.

The following default reasons are created by the system and cannot be deleted:

  • Late Clock In

  • Late Clock Out

  • No Clock In

  • No Clock Out

  • Not Scheduled

  • Termination

  • Wrong Job

Users with the following permission can manage timecard reasons from this dropdown menu.

  • Labor → Punch Edits → Create/Edit/Delete Punch Edit Reasons


Read Only Mode

When the pay period for the timecard is closed, the timecard record is locked. It cannot be edited and is visually condensed, as shown in the screenshot below.

To edit the timecard, reopen the pay period first.