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

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.

Edit Event Reasons

Manage Edit "Event Reasons"

It is possible to set up your own reasons for editing an event.  In order to set this up, go to the "Administration Tab" and select "Manage Edit Event Reasons" from the "Staff" Section.

On the next screen Click  "Add New"

Type your customized reason and Click on "Add New"

Your newly added reason will be shown in the previous screen as show below:

Next time you are making edits on the "Edit User Events" section, you will see all of your customized reasons in the drop-down menu:

Editing User Events

Editing User Events

This is a powerful tool for companies that need to edit and add punches in case someone in the staff forgot to clock in to a task or a break.

   To access this feature, go to the Administration tab and click on "Edit User Events" in the "Basic" section.

   Once inside you can use the Team, User and Date filters to find what you need to edit.

In this example, we already have a user that needs some edits done. We are going to cover the four available options:

1. Changing a task

2. Adding a Clock-in and out

3. Inserting a task

4. Inserting a break

1. To edit a task, click in the following icon:

The next step is easy, just select the Task...

...and Subtask (if applicable)...

and then pick your reason for the change before clicking on "Save Changes":

After this, you will see the change reflected immediately:

2. The next thing you can do is insert a Clock in/out event. Keep in mind this has to be done in a time frame where there are no punches.

Click on the button shown above (the one with the small watch) and you will be taken to the following screen:

Here you can select a task and a subtask, just like you did in the previous section:

Also, you need to select the Start and End times along with the reason for the change:

Once you are ready, Save it, then the new punches will be added to the system:

3. Let's say this employee worked on something else during this day, so you need to insert a task in between. The Insert Task Start/End button is your best friend here:

After clicking this button, the next screen will look very familiar, that's because it's the same process that we just did:

Select the appropriate Task, Subtask with its Start and End Times and the reason for the change, and finally click on "Add". Your inserted Task will be added:

4. Of course, we can't forget about breaks or lunches, we need to add a break in between, so the button with the Pause icon is the one that you are looking for:

This one is also very similar to the previous steps we did, the difference is that instead of a Task, you need to select a Break Type (this will vary depending on your setup).

We have chosen a 15 Minute Break and entered the time accordingly. Click on Add and the break will be added to the timesheet:

Finally, let's take a look at how the punches will look like on one of the reports:

As you can see, everything looks perfect!