Time-Sheet Event Report

Time-Sheet Event Report

The "Time-sheet Sign-off" function has a new report to help keep track of events.

Any event related to timesheets being approved, rejected, edited or updated will show on this report along with the date, time and person posting the event.

The Time-sheet ID on the left corresponds to the same Time-sheet ID that a Payroll Administrator, Operations Manager or Office Administrator would see on the Time-sheet Approval Screens.

To learn more about Time-sheet Sign-off check out the below postings:

Time-sheet Sign-off

Learning about User Types

Approve Unsubmitted Time-sheets

Approve Unsubmitted Time-sheets

Approve Unsubmitted Time-sheets

The Time-sheet Sign-off" feature has been updated with new functionality that will allow the approval of timesheets even if the employee hasn't signed them.

This feature will only be available for Payroll Admins and is recommended to only be used in cases where the employee is out on vacation and cannot sign his/her timesheets or if a devise has been lost or damaged.

In order to approve an unsumbitted time-sheet, log into the web portal as a Payroll Administrator, under the Administrator Tab go to the "Approve Time-sheet" section. All unsubmitted time-sheets will be colored in blue, the Status Filter will also allow focus on only these items.

Find the time-sheet being sought and click on "Not Available" under the ID column.  The following screen should appear.

Notice the Approval Radial Buttons are Disabled, However the Total Times for the hours the employee has clocked can be seen.  Click on the "Submit for Employee" button to proceed. Once this is done, the familiar Time-sheet Approval View will be seen and approval and editing can be done as normal.

Once changes/corrections/approval has been made click the SAVE button.  The time-sheet will be properly approved.

The "Time-sheet Event Report" will generate an entry indicating that the time-sheet was approved WITHOUT the user's input.  This should be kept by management as backup for future reference.

Enhancements to Edit User Event Screen

Enhancement to Edit User Events Screen
The "Edit User Events" section has been enhanced to allow edits by period.  In the past only one day at a time could be edited.  Now you can use the date filters to edit a whole period if  the need arises.

Make sure to use either the "Team" or "User" filters when using this functionality.  A reminder message will appear if one of these has not been chosen in the filter fields.

Once your "Team" or "User" and the "Time Frame" has been selected, click on the "Filter" button and make the edits needed.

Auto Change Tasks

Auto Change Tasks
Using the GPS capabilities feature will allow tasks to be changed automatically with the employees mobile devise and his punches at locations.  The following steps will enable this feature.

When a task is created, be sure that the address is entered.  The address must be entered at time the task is created, it cannot be entered after.  If the project does not have an address you must be sure to enter the coordinates instead.  After you enter the address or coordinates set the SmartFence to "Default" and SAVE

The next step is to set up the SmartFence to trigger the automatic changing of tasks, to do this complete the following:

      In the Administration tab, select "Rules, Actions and Fences" and select the "Manage SmartFences" option.  Chose "Default".  Two rules will need to be created, both being applied to Default.  

The first rule will start a task when an employee enters an area.  On the first screen, set the radius to the desired size and click "Create New"

The next frame will set your rule.  Enter the name of the rule "Start Task" and set the trigger "Entering Area" - it is best to use the terminology that best fits your company when naming rules.

Click on "Create New Action"

Name the Action same as the Event "Start Task" and click "Automatic Field Device Event", Make the Event Type:  "Change Task".  Do not click "Set Task Info" this will allow any location to be accessed with this rule. Click SAVE and return to previous screen. Click SAVE again.

From this screen, the 2nd rule can be created: click "Create New"   This rule will switch the employee to "Travel" when the employee leaves the area.  

The process is similar.  To create a "Leaving Area" rule under Identity Name, type "Travel" in the Trigger field type "Leaving Area" or another name that works best for the business.

Click "Create New Action" and select the same Change Task Event, this time select "Set Task Info"

A drop down will appear with a list of all the tasks for all teams.  Select the appropriate one for this action.  Select SAVE and return to the first screen (where you set your radius) Click SAVE.  The rules are now ready to be used.

When an employee clocks in the GPS will be activated.  The below example is how the History may appear at the days end.

The employees time-card task detail report will appear similar to below.