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.

Setting Up User Types

 Setting Up User Types

User types are set up from 2 locations. One is from the "Field Workers" tab and the other is from the "Administration" tab. Each location sets different types of users. This post tells how to set users from the "Manage Users" section of the "Administration" tab.

"Field Workers" and "Web-Device Users" are formed in the "Field Workers Tab." The Field Worker has his own device in the field and the Web-Device User clocks in from a device along with many others. Those are done from the "Field Workers Tab" To create all other user types:

Sign in to Admin and click on "Manage Users" then "Add New" Use the drop-down menu to choose the "User Type" - NOTE: Do not use "Field Worker" from this drop-down they will not be properly entered.

*) Administrator: People in charge of managing account setup and all other users in the system. The Administrator has access to all tabs these include: Home Lists, Field Workers, Web Devices, Administration, and Reports. Their typical screen is shown below:

*) Web Manager: People in charge of monitoring or aiding with punches specifically for office-based staff. This focuses solely on Web Device Users who clock in through the Web-Based TimeCard. The Web Manager will only have access to the Web-Device TimeCard as shown below:

*) Web User: This is different from a "Web Device User" A "Web User" is a day to day user of the system for monitoring mobile staff and generating reports but restricted access to the account settings. The Web User has a more limited access than the Administrators and can only see the following limited sections: *) Home Lists *) Field Workers *) Reports. They can review team members details but can not make updates or manage settings in the account, but they can do some basic edit punches.

*) Web Team Leader: Managers that need "Administrator" level access but only focusing on specific teams or users. The "Web Team Leader can have the same tabs as the Admin but limited access to the information that is on each tab. Again those tabs are: *) Home Lists *) Field Workers *) Administration *) Reports

*) Operations Manager: Managers to approve employee time sheets assigned to them after the employee has signed off through the application. Op's Managers can see the same as Web Team Leaders with two differences: 1) They can view the entire organization. 2) Instead of being able to upload field workers on the Administration tab, they can use a feature called "Approve Timesheets:

Even though Op's Managers can view the whole company they can only view the tasks that are assigned to them, this is done through the "Maintain Task/Customer List Screen (Administrator View)

Go to existing job and click on its ID, Click on the "Task Owner/Manager" option from the drop-down menu:

This will link the job to the Operations Manager allowing them to review and approve any timesheets that an employee has signed from a device: