Performing Time Card Functions

Performing Time Card Functions

A Companion Document to Attendance Enterprise Release 1.6

©2011, Infotronics, Inc. All Rights Reserved.

InfoTronics, Attendance, and Attendance Enterprise are registered trademarks of Infotronics, Inc.

Microsoft and Windows are registered trademarks of Microsoft, Inc. All other company and product names are registered trademarks, or trademarks of their respective holders.

Information in this document is subject to change without notice.

Performing Time Card Functions iii

TABLE OF CONTENTS

Preface ....................................................................................................................... vii

About This Document ...................................................................................................... vii

Audience .......................................................................................................................... vii

Related Documents ......................................................................................................... viii

Chapter 1 About the Time Card ................................................................................ 1

Introducing the Time Card ................................................................................................. 1

Locating Employee Time Cards Using Find ............................................................... 2

Locating Employee Time Cards Using Exceptions .................................................... 2

Locating Employee Time Cards from the Employees Folder ..................................... 3

Viewing Information in the Time Card .............................................................................. 3

Viewing the Time Card ............................................................................................... 5

Viewing Transfers ....................................................................................................... 8

Setting Time Card Viewing Preferences ................................................................... 10

Refresh Time Card .................................................................................................... 10

Viewing Normal, Scheduled, or Estimated Attendance ................................................... 10

Understanding Exceptions................................................................................................ 11

Understanding Transaction Tags ...................................................................................... 13

Using Reason Codes ........................................................................................................ 14

Adding a Reason Code .............................................................................................. 14

Editing a Reason Code .............................................................................................. 15

Understanding Virtual Transactions ................................................................................. 16

Selecting a Workgroup ..................................................................................................... 17

Tree Format ............................................................................................................... 17

List Format ................................................................................................................ 18

Summary .......................................................................................................................... 18

Chapter 2 Editing Time Cards ................................................................................. 19

iv Attendance Enterprise

Adding, Deleting, and Altering Punches .......................................................................... 19

Adding a Punch to the Time Card ............................................................................. 19

Deleting a Punch from the Time Card ...................................................................... 20

Changing Punch Times .............................................................................................. 21

Altering the Type of Punch ....................................................................................... 22

Crediting/Debiting Non-Worked Time ............................................................................. 23

Crediting Non-Worked Hours ................................................................................... 25

Crediting/Debiting Worked Time ..................................................................................... 28

Entering Daily Activity ............................................................................................. 29

Crediting or Debiting Exception Time ............................................................................. 31

Special Edits: Paying Employees to Actual or Scheduled Shift Times ..................... 32

Addressing Exceptions .............................................................................................. 34

Transfers ........................................................................................................................... 40

Standard Transfers ..................................................................................................... 40

Block Transfers ......................................................................................................... 44

Overriding Premium Eligibility ........................................................................................ 49

Summary........................................................................................................................... 49

Chapter 3 Reviewing Time Card Information ......................................................... 51

Information Reviews ........................................................................................................ 51

Reviewing Time Card Edits ...................................................................................... 51

Reviewing Employee Schedules ............................................................................... 51

Reviewing Employee Benefits .................................................................................. 52

Approving Requests for Time Off .................................................................................... 54

Authorizing Time Cards ................................................................................................... 56

Authorizing a Time Card ........................................................................................... 56

Authorizing an Employee’s Time Card as the Employee .......................................... 58

Changing Supervisor Edits ............................................................................................... 58

Removing an Edit from the Time Card ..................................................................... 59

Canceling Supervisor Edits ....................................................................................... 59

Performing Time Card Functions v

Undoing Edits ........................................................................................................... 60

Changing an Edit Reason Code ................................................................................. 60

Acknowledge Exceptions ................................................................................................. 61

Adding a Note to the Time Card ...................................................................................... 61

Rebuilding Incidents ........................................................................................................ 63

Chapter 4 Performing Group Edits ......................................................................... 65

Understanding Group Edits .............................................................................................. 65

Performing a Group Edit .................................................................................................. 66

Completing Edit-Specific Pages ....................................................................................... 69

Adding Punches for a Group of Employees .............................................................. 69

Crediting/Debiting Hours for a Group of Employees ............................................... 70

Transferring a Group of Employees to a New Workgroup ....................................... 71

Authorizing a Group of Employees’ Time Cards ..................................................... 72

Assigning a Group of Employees to a Schedule Pattern ........................................... 72

Indicating Groups of Employees Worked Their Schedule Window ......................... 73

Terminating a Group of Employees .......................................................................... 74

Summary .......................................................................................................................... 74

Chapter 5 Preparing for Payroll .............................................................................. 75

Preparing for Payroll ........................................................................................................ 75

Using the Exception Folder .............................................................................................. 76

Exception Types ........................................................................................................ 77

Using Reports to Prepare for Payroll ............................................................................... 77

Authorizing and Locking Time Cards .............................................................................. 78

Exporting Payroll ............................................................................................................. 78

Summary .......................................................................................................................... 79

APPENDIX A Time Card Button Quick Reference Sheet ......................................... 81

APPENDIX B Shortcut Menu Quick Reference Sheet .............................................. 87

vi Attendance Enterprise

Index ........................................................................................................................... 91

Performing Time Card Functions vii

PREFACE Welcome to Attendance Enterprise–a comprehensive time and attendance solution

for your labor force tracking needs.

About This Document

This document is a part of the Attendance Enterprise documentation set. Performing

Time Card Functions introduces the Time Card. It describes how to view and edit

time cards as well as prepare for exporting payroll information. In addition, it

discusses the reports, imports, and exports that pertain to time cards.

Audience

This user guide is for supervisors who maintain time cards. It is also valuable for

users responsible for preparing payroll. Users should have a working knowledge of

Windows functions and know how to run applications using Windows.

viii Attendance Enterprise

Related Documents

This document is part of the Attendance Enterprise documentation set. Other

documents in the set include:

Getting Started with Attendance Enterprise

This document provides an overview of Attendance Enterprise and explains how

to add employee information to the Attendance Enterprise database.

Scheduling Employees & Managing Leave

This document describes how to use Attendance Enterprise scheduling functions

to create schedules for individuals and groups. The leave management process

facilitates scheduling employees for time off.

Using Management Information

This document describes how to obtain different types of attendance summary

information. It also describes how to obtain yearly summaries of employee

attendance.

Printing Reports

This document describes each of the time and attendance reports available

within Attendance Enterprise.

Managing Your System

This document describes how to maintain user accounts, define tasks, and

perform other system management functions.

Importing and Exporting Information

This document describes how to import data from and export data to other

applications.

Performing Time Card Functions 1

Chapter 1 About the Time Card

This chapter introduces the Attendance Enterprise Time Card. It discusses time card

formats, editing functions, and important attendance data concepts.

Introducing the Time Card

The Attendance Enterprise time card, like a paper time card, lists punch times and

dates. However, the Attendance Enterprise time card also shows totals for shift

hours and pay period hours, and highlights exceptions to scheduled work. Employee

punches can be collected using various methods including time recorders, biometric

devices, and the optional Attendance Enterprise web components: Employee Self

Service (ESS), Kiosk, and Manager Self Service (MSS). After employees punch, the

new data is recomputed, made visible on the time card, and distributed throughout

the Attendance Enterprise system.

The time card displays daily punches for the current or previous pay period and

totals hours worked for each shift. Totals may reflect an automatic lunch period

deduction (usually 30 - 60 minutes), which is based on the employee’s payroll class.

The bottom of the time card summarizes hours and pay information for each day and

for the entire period.

Your Attendance Enterprise folders can be set up to access time cards directly or to

access time cards through the Employees folder.

About the Time Card

2 Attendance Enterprise

Locating Employee Time Cards Using Find

The Find function allows you to search for an employee by name, ID, or badge

number. Select a category under the Employees folder from the Folders list and click

the Find button in the toolbar.

If you know the exact spelling of the employee’s name:

1. Enter the name in the Find Who field.

2. Select Find employees whose names Exactly match. Attendance Enterprise

locates and displays all employees matching that spelling.

3. Highlight the desired

employee in the list.

4. Click OK. The employee’s

time card is displayed.

If you do not know the exact

spelling of the employee’s

name, use the Find employees

with Similar names option.

Attendance Enterprise displays

all employee names that

approximate the spelling you

enter.

You can also enter an

employee’s ID or badge

number in the Find Who field

to locate an employee. When

using this option, you must

select Find employees whose

names Exactly match before

beginning the search.

Locating Employee Time Cards Using Exceptions

In addition to locating individual employees, you can also locate time cards for

employees who meet specific criteria using the Exceptions folder. For example, unit

supervisors preparing employee timecards can use Attendance Enterprise to identify

all employees with missing punches using the Missing Punch exception view.

Similarly, Tardy Today exception view can indicate which employee timecards need

About the Time Card


attention. When you click on an employee in an exceptions folder, the employee’s

time card is displayed.

Locating Employee Time Cards from the Employees Folder

All employee-specific information, including each employee’s time card, is located

in the Employees folder.

1. Expand the Employees folder.

2. Expand the Time Cards folder.

3. Click on the employee name. The employee’s time card is displayed.

Your Favorites bar can be customized to contain the Employees folder or the Time

Cards folder. Clicking an item in the Favorites bar is the same as selecting it from

the Folders list.

Viewing Information in the Time Card

The time card provides key information about employee attendance and pay. This

section describes:

Using Time Card window elements

Changing employee and pay period views

About the Time Card


Setting time card viewing preferences

Attendance Enterprise provides 2 time card views located on the vertical tabs at the

right side of the Time Card window.

Use the… To…

Time Card tab Display the default time card view

Transfers tab Display the employee’s worked hours by workgroup

About the Time Card


Viewing the Time Card

The Time Card tab contains information about the shifts, schedules, and exceptions

for the employee during the pay period you are viewing.

Each row in the table at the top of the window represents a shift or credit for the day

specified in the left-most column. The columns, from left to right, are:

Column Description

In, Out Displays punches in each shift.

Daily Totals Area

Period Totals Area

Exceptions

Shift Total

Displays the Current, Previous, or Next pay period.

Changes the day displayed in the Daily Totals

Changes the view displayed in the Period Totals

About the Time Card


Column Description

Hours Displays shift totals. Totals can take into account automatic

lunch deductions when an employee does not punch out for

lunch. For a worked shift, this displays the shift total.

Otherwise, Hours displays the scheduled hours or credited

hours.

Schedule Shows the scheduled start and end times for the day or the pay

designation for credited hours.

Exceptions Identifies how the shift differs from the schedule. For more

information, see page 11, Understanding Exceptions.

Daily and Period totals are displayed at the bottom of the Time Card window.

The Daily Totals area is displayed in the lower left and Period Totals area is

displayed in the lower right of the Time Card window.

Daily Totals Area

The Daily Totals area is a quick way to see the total hours for each day listed on the

time card. In the example below, the day shown is July 12. Use

at the top of the area to navigate between days.

Columns in the Daily Totals area include:

Column Description

PD Displays the pay designation. For example, the pay

designation can indicate regular (shown here as RG1)

or overtime (OV1) pay. Your enterprise can use

different names for pay designations.

LOC-COM-SFT

(Workgroup)

Displays the workgroup set that the hours belong to.

This example uses LOC-COM-SFT to designate a

workgroup set. Your enterprise can use different

names for each workgroup.

About the Time Card


Column Description

Hours Specifies the hours worked in the workgroup and pay

designation.

Rate Specifies the employee’s rate of pay per hour in the

workgroup and pay designation.

Dollars Specifies dollars earned in each workgroup and pay

designation. If your user rights don’t allow access to

dollar information, this column appears blank.

Period Totals Area

The Period Totals area shows the total amount of hours in each pay designation for

the entire time card. It can also show the pay rate and dollars earned for each pay

designation. The Period Totals area has a few different views. To access different

views, click on the blank box at the upper left of the area.

Period Totals Default View

Period Totals for Workgroup Set

Period Totals without Pay Rate

Click here to see a different view

About the Time Card


Columns in the Period Totals area include:

Column Description

PD Displays the pay designation. For example, the pay

designation can indicate regular, overtime, or double

time pay.

LOC-COM-SFT

(Workgroup)

Displays a workgroup set. This example uses LOC-

COM-SFT to designate a workgroup set. Your

enterprise can use different names for each

workgroup. See page 17 for more information about

workgroups.

Hours Specifies the total hours worked in the workgroup and

pay designation for the pay period.

Rate Specifies the employee’s rate of pay per hour in the

workgroup and pay designation.

Dollars Specifies dollars earned in each workgroup and pay

designation. If your user rights don’t allow access to

dollar information, this column appears blank.

Viewing Transfers

The Transfers tab displays an employee’s hours by workgroup. Transfers made to

other workgroups are displayed with . Hours worked in the employee’s home

workgroup are displayed with . This information is listed both chronologically

and summarized at the bottom of the tab.

The Transfers tab provides a different perspective on the information shown in the

Time Card tab. Punches aren’t recorded in one place or the other. In fact, punches

are recorded only in the Attendance Enterprise database.

About the Time Card


Note: You cannot edit data in the Transfers tab; Transfers tab data is for review only.

The Transfers tab includes the Chronological Activity and Workgroup Summary

areas.

Columns in the Chronological Activity list include:

Column Description

WG Specifies workgroup where hours were worked.

From Specifies date and time of the In punch or transfer.

To Specifies date and time of the Out punch or transfer.

Hours Specifies hours worked during the From/To period.

Schedule Specifies scheduled start and end times associated with the

hours. If a shift has transfers, the schedule is displayed in the

first row. Unsch means the hours are unscheduled.

Exceptions Lists variations from the schedule (late arrival, late departure,

and so on).

About the Time Card


Columns in the Workgroup Summary list include:

Column Description

WG Specifies a workgroup where hours were worked.

Hours Specifies total hours worked in a particular workgroup during

the pay period.

Setting Time Card Viewing Preferences

You can specify how information is displayed in the Time Card window. The

selections you make are stored as your preferences and are displayed whenever you

log in.

To customize the time card view, click and select Customize

Current View.

For detailed information about customizing the time card view, see Managing Your

System in the Attendance Enterprise documentation set.

Refresh Time Card

The time card can be refreshed to ensure that the most up-to-date information is

reflected. This is often useful when multiple supervisors are editing time cards. The

Refresh Time Card button in the time card toolbar refreshes the time card.

The time card is also saved when you click out of the time card and into another

folder in Attendance Enterprise.

Viewing Normal, Scheduled, or Estimated Attendance

The Time Card window offers three different time card views: normal, scheduled,

and estimated.

The Normal view contains the employee’s current punches, schedules, and hour and

dollar totals. It is used most frequently.

About the Time Card


The Scheduled view is based on the employee’s schedule. Shift start and end times

are based on scheduled start and end times. The Scheduled time card lets you see the

hours and totals calculated according to the employee’s schedule.

The Estimated view displays the punch activity to date and inserts punches

according to the employee’s schedule for the remainder of the pay period. Estimated

punches are displayed according to your background color preferences. The

Estimated time card view can be used to estimate labor cost for an employee for the

rest of the pay period.

To select a view, use the Time Card toolbar.

You can also view the time card for the current, previous, or next pay period.

Understanding Exceptions

Exceptions are deviations from the employee’s schedule or potential problems with

a shift. Attendance Enterprise tracks exceptions and flags them on the time card. The

Exceptions folder maintains a list of employees meeting specific exception criteria.

You can set up exception folders for quick access to time cards containing specific

exceptions. For more information about the Exceptions folder, see Getting Started

with Attendance Enterprise in the Attendance Enterprise documentation set.

You can run an Exception Report from the Tasks folder to get information about

specific exceptions. For more information, see Printing Reports in the

Attendance Enterprise documentation set.

The following table describes Attendance Enterprise exceptions displayed on the

time card. The employee’s pay class determines which exceptions are tracked. It

also determines threshold levels for most exceptions. Thresholds determine whether,

for example, the Arrived Late exception is displayed when the employee is 1 minute

late or 10 minutes late.

About the Time Card


Exception Description

Arrived Early Indicates that the shift started earlier than scheduled

Tardy Indicates that the shift started later than scheduled

Left Early Indicates that the shift ended earlier than scheduled

Left Late Indicates that the shift ended later than scheduled

Long Break Indicates that the break was longer than allowed by

the pay class

Short Break Indicates that the break was shorter than allowed by

the pay class

Long Lunch Indicates that the lunch was longer than allowed by

the pay class

Short Lunch Indicates that the lunch was shorter than allowed by

the pay class

Unscheduled Shift Indicates that the shift was unscheduled

Absent Indicates that the employee is absent for a scheduled

shift

Under Schedule Indicates that the shift was shorter than scheduled by

an amount defined for the pay class

Over Schedule Indicates that the shift was longer than the maximum

amount defined for the pay class

Under Minimum Indicates that the shift was shorter than the maximum


Over Maximum Indicates that the shift was longer than the maximum


Flex Schedule Indicates that shift is scheduled as a flex schedule

Missing Punch Indicates that the shift has a missing punch (an odd

number of punches)

Insufficient Benefits Indicates that the supervisor made a credit to the time

card of benefit time that exceeds the benefits available

in the employee’s benefit bank

About the Time Card


Exception Description

Insufficient Tips Indicates that the employee did not credit the

minimum amount of tips according to pay rules

Additional exceptions are used in the YTD History, Summary Sheets, and

Exceptions folders; only the exceptions listed in the table above are used in the Time

Card window.

Understanding Transaction Tags

A transaction tag is a code attached to a punch that identifies either the time clock

station where a punch originates or the type of transaction. Transaction tagging

occurs at the time clock or through time card editing. Time card display preferences

let you choose the way punches are displayed on the time card regardless of how the

information is collected.

Transaction Type Description

Standard punch Records the employee ID or badge, the date, and the

time of the punch.

Simultaneous punch

and departmental

transfer

Assigned in situations where employees move from

one department to another within a shift. The

employee swipes a badge or presses a function key. A

transfer occurs when the employee punches.

Departmental transfer

only

Captures transfer information only. It does not record

punch information. Departmental transfer tagging is

useful when an employee is transferring between

departments multiple times but not punching in or out

of the facility.

Security Access Captures both punch and security access information.

For example, a badge swipe can record a punch and

also signal release of a door. Security access

transactions do not affect the time card calculation

process. These files are stored in the Security Access

table in the database.

About the Time Card


Transaction Type Description

Punch that starts a

call back shift

Records first punch of a call back shift. Call back

shifts are special work shifts eligible for enhanced

pay. For example, an employee completes a scheduled

shift for the day but is called back to work within four

hours to work another shift. The punch is tagged with

a call back transaction type and the employee qualifies

for enhanced pay.

Using Reason Codes

Attendance Enterprise provides reason codes that can assigned to time card edits.

Reason codes are used to specify the reason for the time card edit. The reason code

is displayed in the supervisor edits portion of the time card, in time card reports, and

in the archive time card.

Users who make time card edits have the ability to assign reason codes using the

Reason tab in time card edits. Some users, such as the payroll manager, have the

ability to add and change reason codes. Reason Codes can be added on the Reason

tab of the supervisor edit. An unlimited number of reason codes can be defined.

Adding a Reason Code

To add a reason code when performing any time card edit:

1. Click the Reason tab

2. Click Add.

About the Time Card


3. Type the new reason.

4. Click OK. The reason is displayed and highlighted in the list of reason codes.

Editing a Reason Code

To edit a reason code when performing time card edits:

1. Select a reason code

2. Click Properties. A warning will come up if the reason has been used before.

3. Enter replacement reason description.

About the Time Card


4. Click OK. Reason name is changed in the list.

Note: Be careful when changing reason code properties since changes affect all uses of the reason, both present and past.

Understanding Virtual Transactions

Virtual transactions are punches that are generated by Attendance Enterprise as the

result of a setting or specific time card edits. Virtual transactions consist of In and

Out punches and are highlighted on the time card with different background colors

according to your preferences. You cannot alter virtual transactions, you must

remove or cancel them and then re-enter the transaction information.

The worked time created through virtual transactions is not subject to premium or

overtime pay. Virtual transactions can occur on the time card as a result of

AutoPunch. Ask your system administrator for more information.

Virtual transactions can also be the result of specific time card edits that employees

make using ESS or supervisors make using Attendance Enterprise. When one of the

following edits is performed, In and Out punches are created to equal the amount of

time specified or to match the employee’s schedule:

Create Daily Worked Activity from Schedule (see page 29)

Adjust Daily Worked Activity (see page 30)

Indicate Schedule was Worked (refer to Employee Self Service in the

Attendance Enterprise documentation set)

Enter Worked Hours (refer to Employee Self Service in the

Attendance Enterprise documentation set)

About the Time Card


Selecting a Workgroup

Many time card edits require you to specify a workgroup. Hours and dollars are

usually associated with a workgroup. Therefore, credits and transfers require that

you select a workgroup. Time card edits that contain a workgroup field provide the

employee’s home workgroup as a default. You can select the home workgroup or

select another workgroup. Workgroups can be displayed in tree format or in list

format. Time card preferences can determine whether the workgroup is displayed as

a tree or a list.

Tree Format

The tree format shows workgroup sets in a tree structure.

Note: Only valid workgroup sets will show in a tree format. Talk to your system administrator if the workgroup set you want to select is not available.

About the Time Card


List Format

The list format allows you to choose each part of the workgroup set from a list.

Double-click on your last selection for your changes to take effect.

Summary

The Attendance Enterprise Time Card provides information you find on a paper time

card with the added benefit of up-to-the-minute calculations. It flags exceptions to

an employee’s schedule so that you can deal with attendance problems as they

occur. It also provides options for customizing the Time Card window.


Chapter 2 Editing Time Cards

The Time Card window lets you view and modify employee time cards and related

information. For most edits, the first day of the pay period and a default time are

supplied. You can view time card punches and totals, supervisor edits, and benefits

earned. You can also make changes to punches, hours, rates, and pay designations.

In addition, you can generate a time card report for the employee displayed.

You can make changes to the time card for the current and previous pay periods.

You cannot make changes to the previous pay period time card after data has been

posted. Posted pay period data is used for payroll exports. The current pay period

dates and the next post date are displayed in the status bar at the bottom of the

window.

Adding, Deleting, and Altering Punches

Sometimes it is necessary to add or remove a punch for an employee.

Attendance Enterprise offers many ways to work with punches. Adding, deleting,

and altering punches can be initiated using a toolbar button or a shortcut menu.

Adding a Punch to the Time Card

You can add a punch to an employee’s time card. Adding a punch is used when the

employee is actually present at work. You can add a punch, for example, when an

employee forgets to punch.

To initiate the punch click the… Or right click on…

Add A New Punch button An empty cell and choose Add Punch

The Add Employee Punch window is displayed.

Editing Time Cards


To add a punch for an employee:

1. On the Punch Information tab, specify the date and time for the punch. You can

also specify a time recorder station and transaction type. For more information

about time recorder stations, see Getting Started with Attendance Enterprise in

the Attendance Enterprise documentation set.

2. Select a reason code on the Reason tab. Reason codes are described on page 14.

3. Click OK.

Deleting a Punch from the Time Card

When employees use badges to punch, they rarely make mistakes punching in or

out. However, when employees enter a PIN number to punch, they can mistakenly

enter incorrect numbers, creating a punch for another employee. A supervisor can

delete the incorrect punch using the Delete A Punch button. All deletions become

part of the edit log for the time card.

To delete the punch click the… Or right click on…

Delete a Punch button A punch and choose Delete Punch

Editing Time Cards


The Remove Employee Punch window is displayed.

1. Expand the date of the incorrect punch.

2. Select the time of the punch you want to delete.

3. Click the Reason tab and select a reason code. Reason codes are described on

page 14.

4. Click OK.

You can also delete a punch by:

Double-clicking on the punch time and pressing the DELETE on your keyboard.

Double-clicking on the punch time, then right-clicking and selecting Delete.

Changing Punch Times

Attendance Enterprise offers in-cell editing for changing punch times. This provides

an easy way to alter a punch that has been entered incorrectly. This change is

displayed in the edit log as a transaction adjustment.

To change a punch:

1. Double-click the punch you want to change and type the new time.

2. Click outside of the punch cell or press ENTER. The Change Employee Punch

Reason tab is displayed.

3. Select a reason. Reason codes are described on page 14.

4. Click OK.

Editing Time Cards


Altering the Type of Punch

You can also alter the type of an existing punch. Altering the punch type allows you

to align punches with their proper shifts so that the appropriate pay rules are applied.

The time card edit log shows the alteration of the punch type.

Punch Type Description

Standard punch Changes a punch from one of the other four punch

types to a standard punch

Start of shift Forces a punch to be the start of a new shift

End of shift Forces a punch to be the end of a shift

Part of previous shift Forces a punch to be a part of a previous shift and not

the start of a new shift

Callback style Assigns a flag to the shift to indicate that the

employee is to be compensated, according to company

pay rules, for being called back to work

To alter the punch type:

1. Right-click on the punch. The punch shortcut menu is displayed.

2. Select Alter Punch. The alter punch shortcut menu is displayed.

3. Select the new punch type. If altering the punch to a callback style, select the

callback style from the callback menu. The Change Employee Punch window is

displayed.

4. On the Reason tab, select a reason code. Reason codes are described on page 14.

5. On the Punch Information tab, review and change punch information if

necessary.

Editing Time Cards


6. Click OK.

Crediting/Debiting Non-Worked Time

You can credit or debit hours or dollars on an individual employee's time card in the

Time Card window. You credit hours to a specific day when employees should be

paid for time that they did not work. Punches are not appropriate for this purpose

because punches are a legal record of when an employee is at work. Credits indicate

hours for which the employee earns pay, but is not at work. For example, you use

credits instead of punches for sick time or bonus pay.

Debiting is used to deduct hours or dollars from the time card (for example, when an

employee punches out an hour after stopping work). Debiting can also correct a

mistake in crediting hours or dollars.

The type of pay designation you use for the edit determines whether the edit is for

hours or dollars. Pay designations that track hours define credits or debits of time.

Pay designations that track dollars are used for credits or debits of money. For

example, you use a dollar-unit pay designation to credit bonus money to the time

card.

You can credit or debit any pay designation. The following table provides some

common examples of crediting pay designations. The pay designations in this table

may not match those available to you. See your system manager for information

about using your company’s pay designations.

Editing Time Cards


Pay Designation Use When …

Sick Paying an employee’s sick time.

Vacation Paying an employee’s vacation time that was not scheduled.

Bonus Granting a bonus to an employee.

Holiday Paying an employee for a holiday not worked and not

automatically paid.

Bereavement Paying an employee’s bereavement time.

Disability Paying an employee for time off work because of an eligible

disability.

Regular Compensating an employee for payroll mistakes in prior pay

periods. Used to credit regular hours worked in the current

pay period, instead of adding punches to the time card.

Overtime Compensating the employee for payroll mistakes in prior

pay periods or for overriding payroll class restrictions on

overtime in the current pay period.

Double

overtime

Compensating the employee for payroll mistakes in prior

pay periods or for overriding payroll class restrictions on

double overtime in the current pay period.

Editing Time Cards


Crediting Non-Worked Hours

To credit hours click the… Or right click on…

Credit/Debit Non-Worked Time

button

A shift total where the schedule has not

been met and choose a credit

The Credit/Debit window is displayed.

To credit hours on an employee’s time card:

1. Specify the date.

2. Select an hour or dollar pay designation. If you select an hour-unit pay

designation, the Amount field is an hour amount.

3. Select the workgroup set, shown here as LOC-DEPT-SFT.

4. Specify an hourly rate (the default is the employee’s base rate). If you specify a

dollar-unit pay designation, the Amount field contains a dollar amount and the

Rate field is not displayed.

Editing Time Cards


5. Select the workgroup set.

6. Specify the amount of time or dollars to credit or debit. To debit, use a negative

hour or dollar amount.

7. Specify the pay rate.

8. Select the effective time (the default is the current time).

9. If you are crediting the initial hours of an FMLA leave of absence, check the

Begins benefit usage period box. Attendance Enterprise uses this field to

determine when the FMLA-allowed leave hours expire. You check this field

only the first time the employee uses FMLA leave hours, at most once per year.

After that, leave this field blank.

10. Click the Reason tab and specify a reason for the credit or debit. Reason codes

are described on page 14.

11. Click OK.

Crediting Unworked Time Based on Exceptions

The following table describes each of the possible exception-based credits and when

they become available.

Credit Use When … To Credit . . .

Credit Unworked Tardy The employee’s In

punch is after the

scheduled start time

The amount of time the

employee was tardy.

Credit Unworked Left

Early

The employee’s Out

punch is before the

scheduled end time

The amount of time the

employee left early.

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Credit Unworked Left

Premise

The employee’s lunch is

longer than allowed by

the employee’s lunch

parameters, but the

lunch is shorter than the

number of hours

necessary to force a new

shift

The amount of time

greater than the allowed

lunch length.

Credit Difference from

Schedule

The employee’s In and

Out punches are

different from the

employee’s schedule

The amount of time that

is less than the

scheduled hours.

Credit Absent Hours There are no In and Out

punches for the

employee and the

Absent exception is

reported

The time that is

scheduled for the

employee. This can be

used to credit time that

was worked off site,

sick or personal time,

and so on.

Editing Time Cards


Crediting/Debiting Worked Time

You can credit time during a shift for which an employee is not normally paid. For

example, an employee works through his or her, usually unpaid, lunch. The

Credit/Debit Worked Hours function calculates the amount of automatically

deducted time and lets you credit the employee for that amount. Worked hours that

are credited this way are always assigned the Regular pay designation. You can also

debit hours by using a negative number in the Amount field in the Credit/Debit

Worked Hours window.

To credit or debit worked time click the…

Or right click on…

Credit/Debit Worked Time button

A shift total in the Hours column. Select

Pay Unpaid Lunch/Break.

The Credit/Debit Worked Hours window is displayed.

To credit or debit worked hours:

1. Select the date.

2. Enter the time of the credit.

3. Enter the amount of the

credit. Use a negative

number to debit hours or

dollars.

4. Select Automatically credit

unpaid breaks if time is to

be credited to lunch or

other break time that is

normally unpaid.

5. Click the Reason tab and

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specify a reason for the credit, if appropriate. Reason codes are described on

page 14.

6. Click OK.

The following table describes each of the possible credits and when they become

available.


Pay Unpaid

Lunch/Break

The employee works

through lunch

The amount of time that

is automatically

deducted for lunch or

breaks

Entering Daily Activity

Two quick edits are available to enter daily activity for employees: Create Daily

Worked Hours from Schedule and Adjust Daily Worked Hours. Both create virtual

punches. This means that the employee does not physically initiate the In and Out

time on his or her time card.

Virtual punches are displayed on the time card with a highlighted background. This

visually flags them as virtual transactions and indicates that they cannot be changed

using the Add or Delete Punch edits. To change a virtual transaction you must

remove the edit that created it using the Delete Supervisor Edit (see page 59) or

Cancel Edit (see page 59).

Creating Daily Worked Hours

Supervisors can simulate In and Out times based on the employee’s schedule using

the Create Daily Worked Hours from Schedule edit. If the employee is not

scheduled, use the Adjust Daily Worked Hours edit. Create Daily Worked Hours

from Schedule is a quick way to indicate that an employee worked his or her

schedule.

To create worked hours for an employee according to schedule:

1. Click the Create Daily Worked Hours from Schedule button. The Indicate

Schedule Worked window is displayed.

Editing Time Cards


2. Select the date on which the edit is made.

3. Enter a reason code on the Reason tab. Reason codes are described on page 14.

4. Click OK.

Adjusting Daily Worked Hours

The Adjust Daily Worked Hours allows supervisors to simulate In and Out

transactions based on the amount of hours entered, the workgroup, and the

employee’s schedule. If the hours entered are less than the employee’s schedule,

Attendance Enterprise uses the scheduled start time for the In time and then

calculates the Out time from the hour amount entered. If the employee does not have

a schedule for the day, a default In time is used.

To add worked hours for an employee:

Editing Time Cards


1. Click the Adjust Daily Worked Activity button. The Direct Entry of Daily

Worked Hours window is displayed.

2. Select the date.

3. Select the workgroup set.

4. Enter an hour amount.

5. Enter a reason code on the Reason tab. Reason codes are described on page 14.

6. Click OK.

Crediting or Debiting Exception Time

Exceptions are generated when employees arrive early or late; leave early or late; or

leave the premises at an unscheduled time. You can indicate whether to pay or not

pay an employee for exception time in a couple of ways. You can use special edits

or address the exception time. These are very similar.

Paying employees to scheduled shift times changes the length of the shift without

changing punches. The amount of the change is figured automatically based on the

difference between the punch times and the scheduled times. If the In or Out punch

is edited, the Pay to Scheduled Time edit is cancelled. When you use a special edit,

the pay designation is figured automatically as Regular. For example, an employee

leaves at 4:00 P.M., though he is scheduled to work until 4:15 P.M. His supervisor

pays him to schedule using a special edit. This extends his shift time to 8 hours.

However, if his supervisor changes his Out punch to 4:02, the shift total will change,

leaving the employee with a shift time of 7 hours and 52 minutes.

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Addressing an exception also extends the length of the shift. However, if the punch

time is changed, the edit is not cancelled. For example, an employee leaves at 4:00

P.M., though he is scheduled to work until 4:15. His supervisor addresses the left

early exception. This extends his shift time to 8 hours. If his supervisor changes his

Out punch to 4:02, the left early remains “addressed”: the employee still has a shift

time of 8 hours. When you address an exception, you can specify the pay

designation.

Both of these are different from ordinary credits/debits because ordinary

credits/debits show up as separate amounts of time on the time card. If a credit is

attached to a shift based on a parameter setting, the credit is put at the end of the

shift.

Special Edits: Paying Employees to Actual or Scheduled Shift Times

Special edits are changes made to a time card specifying that an employee is paid to

the scheduled start or end, or the actual start or end, of a shift. For example, if an

employee is scheduled to work from 7:00 to 3:30 but punches out at 1:00 p.m., the

Special Edit feature can be used to override the Out punch and pay the employee to

the scheduled end of the shift. You cannot apply a special edit to an unscheduled

shift.

If your company uses a feature called Areas, parameters cause pay to accumulate

only at scheduled, not actual, time. Use special edits to pay from punches, not the

schedule.

To credit or debit exception time click the…


Special Edit button

A late or early punch. Select Special Edit and the type of

edit that you want to perform.

The Special Edit window is displayed.

Editing Time Cards


To make a special edit:

1. Specify the date.

2. Specify the time. Enter the time of the punch you want to edit, not the

scheduled time.

3. Specify the type of special edit.

Types of special edits include:

Special Edit Description

Pay to Scheduled Start Pays the employee to his or her scheduled

start, NOT his or her actual start time

Pay to Scheduled End Pays the employee to his or her scheduled end

time, NOT his or her actual end time

Pay to Actual Start Pays the employee to his or her actual start

time, NOT his or her scheduled start time

Pay to Actual End Pays the employee to his or her actual end

time, NOT his or her scheduled end time

4. Click the Reason tab and specify a reason for the special edit, if appropriate.

Reason codes are described on page 14.

5. Click OK.

Editing Time Cards


Addressing Exceptions

Attendance Enterprise offers a way to account for exceptions by crediting the time

the employee deviates from the schedule (by arriving early or late or leaving early or

late) to a variety of pay designations. This extends the shift time. In the below

example, notice that the employee is tardy on July 11.

In the Totals area to the lower left, see that he has accrued 7:30 hours of time in the

regular pay designation for that day. This is due to rounding of the time as well as

the tardy.

In this example, the employee reports that he is tardy because of a long appointment

at his physician’s office. Company rules indicate that he can take paid benefit time.

Editing Time Cards


The Totals area shows 45 minutes of Sick time. The punch times remain the same. If

the In punch is changed to 8:45 A.M., the total of Sick time changes along with it to

30 minutes.

Editing Time Cards


Address Tardy Condition

To address an exception click the…


Address Tardy

Condition button

The punch that generated the exception in the time card and

choose Address Tardy Condition

The Address Exception Condition window is displayed.

To address the exception condition:

1. Enter the date of the exception you want to address.

2. Enter the time of the punch that created the exception.

3. Enter the pay designation with which to pay the employee.

4. Change the workgroup set, if necessary. The default is the employee’s home

workgroup.

Editing Time Cards


5. Change the pay rate, if necessary. The default is the employee’s normal pay rate.

6. Click on the reason tab and choose a reason, if necessary. Reason codes are

described on page 14.

7. Click OK. The credited time is added to the Totals area of the time card.

Address Left Early Condition

To address the left early condition click the…


Address Left Early

button


choose Address Left Early Condition


1. Enter the date and time of the punch that caused the exception.

2. Enter the pay designation for the credited time. For example, if crediting an

employee for leaving early, the supervisor might credit the employee with

Regular time for running an errand off premise.

3. Change the workgroup and rate, if necessary.



5. Click OK.

Editing Time Cards


Address Arrived Early Condition

To address the left early condition click the…


Address Arrived

Early button


choose Address Arrived Early Condition




employee for coming early to perform a vital service for the organization the

supervisor might credit the employee with Overtime, as well as paying the

unscheduled time.




5. Click OK.

Editing Time Cards


Address Left Late Condition

To address the left late exception click the…


Address Left Late

Condition button


choose Address Left Late Condition




employee for staying late upon request, the supervisor might credit the employee

with Overtime, as well as paying the unscheduled time.




5. Click OK.

Address Off Premise Condition

To address the left late exception click the…


Address Off Premise

Condition button


choose Address Off Premise Condition



2. Enter the pay designation for the credited time. For example, if an employee

punches out in the middle of the shift to go to a professional luncheon, his or her

supervisor might choose to credit the time to the employee even though the

employee was not on company grounds.

Editing Time Cards





5. Click OK.

Transfers

Transfers are temporary changes in pay designations, workgroups, or pay rates.

Transfers end when the shift ends, or when another edit is performed.

A transfer can affect an employee’s pay. If the workgroup to which the employee is

transferred uses a workgroup pay rate, the rate may apply to transferred hours.

Furthermore, transfer rates specified in the employee’s Personal Information may

apply. Pay for salaried employees is never affected by a transfer.

For example, an employee who normally works in Reception transfers to Billing for

1 day. After the employee punches in, you use the Transfer Workgroup edit to

transfer the employee to Billing with a start time of 8:30 (the punch-in time). When

the employee punches in the next day, hours are automatically applied to Reception.

Later in the week, the employee does billing from 8:30 to 10:30 only. You make a

transfer to Billing with a start time of 8:30. You make another transfer to Reception

with a start time of 10:30. During this day, 2 hours are applied to Billing and 6 hours

to Reception.

Block transfers and standard transfers are available. Standard transfers begin at a

specified time. Block transfers change pay designations, workgroups, or pay rates

for a shift or portion of a shift. If you transfer only a portion of a shift, the transfer

applies to the beginning of the shift.

Standard Transfers

You can use standard transfers to temporarily change an employee’s workgroup, pay

rate, or pay designation at a certain time of the day.

Transferring Hours to a Different Workgroup

Worked hours are automatically applied to an employee’s home workgroup. The

employee’s home workgroup is listed on the time card, in reports, and in various

other Attendance Enterprise windows.

You can transfer specific shifts or hours to another workgroup. You can make a

transfer any time after the employee punches in (or, depending on your

Editing Time Cards


configuration, shortly before the employee punches in). Transfers take effect at the

time you specify and are temporary. Transfers end when you transfer the employee

to another workgroup or when the employee punches out at the end of the shift.

Note: You can make a permanent workgroup transfer by changing the employee’s workgroup assignment in the Workgroup tab of the employee’s Personal Information.

To transfer an employee’s hours to a different workgroup:

1. Click the Transfer

Workgroup button. The

Transfer Workgroup window

is displayed.

2. Enter the date of the transfer.

3. Enter the time of the

transfer.

4. Specify a workgroup set.


specify a reason for the

transfer, if appropriate.

Reason codes are described on page 14.

6. Click the Station tab and select the station in which to create the punch.

7. Click OK.

Changing Pay Rates for a Shift

Performing a pay rate transfer changes a pay rate temporarily. The pay rate can be

changed for a full or partial shift. The employee’s pay rate returns to the base rate at

the end of the shift or when you change it back with another transfer.

Editing Time Cards


To transfer an employee’s pay rate:

1. Click the Transfer Rate

button. The Transfer

Rate window is displayed.

2. Specify the new pay rate.

This rate is also used for

calculating overtime and

premium pay.


specify a reason for the

transfer, if appropriate.

Reason codes are described

on page 14.

4. Click OK.

Note: Some pay class rules may override the pay rate you enter. See your system administrator for more information about pay class rules.

Changing Pay Designations at a Specific Date and Time

Performing this pay designation transfer changes the employee’s pay designation at

a certain day and time. For example, if an employee works on the line but is asked to

serve as a supervisor for the remainder of the day, her pay designation can be

changed temporarily to reflect this.

To transfer an employee’s pay

designation:

1. Click the Transfer Pay

Designation at Day and

Time button. The

Transfer Pay Designation

window is displayed.

2. Enter the date and time

you want the pay

designation to change.

3. Enter the temporary pay

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designation. These vary by company, and can include Regular, Overtime, and so

on.

4. Enter when you want to apply the transfer in the pay calculation process. For

more information on these options, see page 45.

5. Click the Reason tab and specify a reason for the pay designation transfer, if

appropriate. Reason codes are described on page 14.

6. Click OK.

Transferring Workgroup while Adding a Punch

You can temporarily transfer a workgroup while adding a punch with the

Workgroup Duration edit; this combines the Add Punch and Transfer Workgroup

edits (see pages 19 and 40). For example, an employee works in the morning for his

home workgroup, but is asked to transfer workgroups for a few hours in the

afternoon. A punch will show the transfer on a different line of the time card as well

as in the daily totals.

To add a punch while transferring workgroup:

1. Click the Workgroup Duration button. The Enter Workgroup Duration


2. Enter date of the workgroup transfer.

3. Enter start time of the workgroup transfer.

4. Enter end time of the workgroup transfer.

Editing Time Cards


5. Select the temporary workgroup in the Workgroup field, shown here as LOC-

DEPT-SFT. For more information on selecting a workgroup see page 17.

6. Click the Reason tab and specify a reason for the transfer, if appropriate. Reason

codes are described on page 14.

7. Click OK.

In this example, an In punch of 8:00 A.M. and an Out punch of 2:00 P.M. are added

to the employee’s time card. These hours are credited to the transfer workgroup.

Block Transfers

You can use block transfers to temporarily change an employee’s workgroup, pay

rate, or pay designation for blocks of time.

Changing Pay Designations for a Shift

You can change the pay designation Attendance Enterprise uses for a full or partial

shift. This is known as a pay designation transfer. The pay designation returns to the

original pay designation when the employee punches in for the next shift.

When you change the pay designation you can also affect when the transfer occurs

in the process of calculating hour totals for the time card. Your company’s pay rules

specify how pay is calculated. The Transfer Pay Designation edit lets you override

the order of the calculation by selecting when to apply the pay designation transfer.

The options in the Apply field match your company’s terminology.

To transfer an employee’s pay rate:

1. Click the Transfer Pay Designation button. The Transfer Block of Worked

Hours window is displayed.

Editing Time Cards


2. Expand the date and select the hours to be assigned to the new pay designation.

You can accept the default amount or enter a new amount.

3. Select the new pay designation in the To Pay Designation field.

4. Select when to apply the pay designation transfer from the selection list in the

Apply field. Apply field options include:

Option Effect

Default The transfer is processed as specified by your

company’s pay rules.

Pre Overtime The transfer takes effect before overtime is

applied, meaning that the transfer can have an

effect on overtime.

Pre Premium The transfer takes effect before the premiums are

applied, meaning that the transfer can have an

effect on premium pay.

No Change The transfer is not affected by the time card

calculation process.

5. Click the Reason tab and specify a reason for the pay designation transfer, if


6. Click OK.

Editing Time Cards


Transferring a Block of Time to a Different Workgroup and Pay Designation

You can transfer a block of an employee’s hours from one workgroup and pay

designation to another using the Transfer Hours from PD/Workgroup function. For

example, an employee is accidentally given double overtime when she actually

earned overtime. Her supervisor can easily change the pay designation or workgroup

set for that block of time in order to pay her appropriately.

When you transfer a block of hours to a different pay designation and workgroup,

you can also affect where the transfer occurs in the process of calculating totals for

the time card. This affects whether the transferred block of hours receives

enhancements. The Transfer Block of Worked Hours edit lets you override the order

of the calculation by selecting where to apply the transfer. The options in the Apply

field are named to match your company’s terminology.

To transfer a block of hours accumulated in a workgroup and pay designation:

1. Click the Transfer Hours From PD/Workgroup button. The Transfer Block

of Worked Hours window is displayed.

2. Expand the date and select hours to be transferred. The pay designation is

provided for you. You can accept the default amount of hours or enter a new

amount.

3. Enter the number of hours to be transferred in the Reallocate Amount field

4. Select the workgroup to which to transfer the block of hours, shown here at

LOC-DEPT-SFT.

5. Select when to apply the transfer from the selection list in the Apply field. By

default, the options are named:

Editing Time Cards


Option Effect

Default The transfer is processed as specified by your company’s

pay rules.

Pre Overtime The transfer takes effect before overtime is applied,

meaning that the transfer can have an effect on overtime.


applied, meaning that the transfer can have an effect on

premium pay.

No Change The transfer is not affected by the time card calculation

process.

6. Click the Reason tab and specify a reason for the transfer, if appropriate. Reason

codes are described on page 14.

7. Click OK.

Transferring a Block of Time to a Different Workgroup

You can transfer a block of an employee’s hours from the current workgroup to

another using Transfer Hours to Workgroup. Use this function when you are

reviewing an employee’s hours for a day or a pay period and you determine that

some of the hours should be assigned a different workgroup. Transfer Hours to

Workgroup re-assigns hours without regard to a specific time of day or shift.

To transfer a block of hours accumulated in a workgroup:

1. Click the Transfer Hours to Work Group button. The Transfer Block of

Worked Hours window is displayed.

Editing Time Cards


2. Expand the date folder and select the workgroup hours to be transferred.

3. Enter the number of hours to be transferred in the Reallocate Amount field. You

can accept the default amount or enter a new amount.

Note: When you select a block, its current hour amount and workgroup are displayed. Change these values to transfer only part of the selected block. If you do not transfer an entire block, the transfer is applied to the first hours in the block. To specify the exact hours of the transfer, use the Transfer Workgroup function (see page 40).

4. Select the workgroup where you want to transfer the block of hours.

5. Select when to apply the transfer from the Apply field. By default, the options

are named as described in the following table.

Option Effect

Default The transfer is processed as specified by your company’s

pay rules.

Pre Overtime The transfer takes effect before overtime is applied,

meaning that the transfer can have an effect on overtime.


applied, meaning that the transfer can have an effect on

premium pay.

No Change The transfer is not affected by the time card calculation

process.

Editing Time Cards


6. Click the Reason tab and specify a reason for the block hours transfer, if


7. Click OK.

Overriding Premium Eligibility

The Override Premium Eligibility edit allows premiums to be manually changed for

an employee. Premiums are pay enhancements that correspond to your company’s

pay rules. Premium eligibility can be both enabled and disabled.

Premiums are based on eligibility, such as an employee’s work group or status, and

working during a defined period of the day known as the premium zone. This edit

overrides the eligibility but not the premium zone rules. Premiums are still subject to

the premium zones established by the pay class, so enabling eligibility does not

always produce changes in the pay calculation.

To override premium eligibility:

1. Click on the Override

Premium Eligibility

button. The

Override Premium

Eligibility window is

displayed.

2. Enter the date.

3. Enter the shift start

time.

4. Click the check box

next to the premium

category in the Enable

Eligibility for or the

Disable Eligibility for lists.

5. Click OK.

Summary

The time card provides a record of all punch activity that occurs at the time clock;

through ESS (Employee Self Service) and MSS (Manager Self Service); or through

the Kiosk. Supervisors and managers are able to review electronic time cards and

Editing Time Cards


use the editing features to make any necessary corrections before submitting the

time card for payroll. Attendance Enterprise makes time card editing fast, easy, and

flexible, and provides an up-to-date view of the employee’s attendance habits for the

pay period.


Chapter 3 Reviewing Time Card Information

You can review time card information. While you review the time card, you can

make changes, approve requests for time off, indicate that you have reviewed

exceptions, add a note, or authorize the time card.

Information Reviews

Use information reviews when you want to get information, but not change

anything.

Reviewing Time Card Edits

You can review time card edits using the Review Supervisor Edits feature. Every

edit made to the time card is displayed.

To review edits click the Review Supervisor Edits button. The Review Edits


Reviewing Employee Schedules

The start and end times of employee schedules are displayed in the Schedule column

of the time card. You can obtain more information about each schedule using the

Review Schedules button. In addition to the start and end times, the employee’s

worked hours, workgroup, and rate are displayed.

Reviewing Time Card Information


To review schedules:

Click the Review Schedules button. The Review Schedules window is

displayed.

The fields in this window are described in the following table.

Field Description

Date Specifies the schedule date.

Start Specifies the scheduled start time.

End Specifies the scheduled end time.

Hours Specifies total hours covered by the schedule

LOC-DEPT-SFT Specifies the workgroup set assigned to the schedule.

Your workgroup set can have a different label.

Rate Specifies the pay rate assigned to the schedule.

Reviewing Employee Benefits

The time card provides a detailed review of benefit bank activity. The Benefits

window lists the name of the benefit, the amount of benefit available, the amounts

paid and unpaid in the current pay period, and the amount remaining at the end of

the pay period. This is a view only window. Changes to benefits are made in the

Employee Personal Information window.



To review benefits, click the Review Benefits button. The Benefits window is

displayed. The first tab, This Period, shows the benefit information available as of

this period.

The columns in this window are described in the following table.

Column Description

Benefit Lists the benefit bank

Available at (date) Specifies the current benefit hours available as of this

period

Paid Specifies paid benefit amounts (in hours or dollars)

Unpaid Specifies benefit amounts requested but not paid

because bank balance is insufficient

Remaining Specifies benefit amounts left in banks at the end of

the pay period

The Detail tab shows a historical view of the credits, debits, balance information and

the associated details for each transaction.



Select the benefit by clicking on the benefit name along the top. Use the arrow

buttons to scroll to other benefits. Each bank shows a Balance In and a Balance Out.

These specify the amount of hours the employee has at the beginning and end of the

pay period. SupEdits are credits or debits of benefit hours made by a supervisor,

while Usages show when benefits are used. The Balance column shows a running

total.

Approving Requests for Time Off

The Review Requests for Time Off button lets supervisors review requests for time

off that were entered by the employee through ESS (Employee Self Service).

Supervisors can then approve or deny the request. When requests are pending

approval, the Review Request for Time Off button is available. Your company may

also have an Exceptions folder specifically for time off requests.

To review requests for time off:

1. Click on the Review

Requests for Time

Off button. The

Approve Time Off


2. Right-click on the

check box next to the

request.

3. Approve or deny the

request.

If you select



Approve, the Approve Requested Time Off window is displayed.

You can select the approved benefit and the date range of the time off. You

can also select how to handle the employee’s schedule for the requested

time off.

Field Description

Alter Existing Schedules in

Period to Benefit.

This changes current schedules to

Absence Planned schedules for the

employee’s home workgroup and rate

Remove Existing Schedules

in Period.

This clears all existing schedules for

the dates requested

Leave Schedules Unaltered. This leaves schedules unchanged

If you select Deny, a confirmation is displayed. Click Yes to deny the time

off.

4. After you deny or approve the time off, the Approve Time Off window displays

the status of the request. Statuses can be Pending Approval , Approved , or

Denied .



5. Click OK.

Authorizing Time Cards

Time cards can be authorized by supervisors and employees. Authorization is a way

to track approval of information on the time card. You can also lock a time card,

preventing any additional changes, during authorization. You decide whether or not

authorization is right for your company.

Authorizing a Time Card

Supervisors can review an employee’s time card for accuracy and then

approve it by using the Authorize Time Card button in the Time Card

window. Supervisors can choose to lock the time card, prohibiting further edits, by

checking the Prevent additional editing field.

Supervisors can also authorize individual workgroup transfers. When supervisors

authorize workgroup transfers, they are indicating that the transfers are approved.

Workgroup transfers are displayed on the Authorize Time Card window.

Supervisors can authorize each transfer individually or authorize all transfers at

once.

When a time card is authorized, an edit is recorded that includes the supervisor’s

user name, the time of the authorization, and the start date of the pay period. When a

time card is locked, the edit log also indicates that the time card is secured. You can

review time card authorization and locking in the Review Edits window (see page

51).



To authorize a time card:

1. Browse to an employee time card that has not been authorized. Click the

Authorize Time Card button. The Authorize Time Card window is

displayed.

2. Enter the first day of the week you want to authorize.

3. Select the Authorize Time Card check box if you want to authorize the time

card.

4. Select the Prevent additional editing check box if you want to lock the time card.

5. Click the Authorize All button if you want to authorize all transfer workgroups

or select them one by one in the list to the right.

6. Click OK. Once a time card has been authorized, the abbreviation Auth is

displayed in the upper left corner of the time card.



If the time card is locked, the word Lock is displayed in the upper left corner of

the time card.

Authorizing an Employee’s Time Card as the Employee

This edit allows a supervisor to authorize an employee’s time card as the employee.

The time card is marked to indicate employee authorization.

To authorize an employee’s time card:

1. Browse to the employee time card.

2. Click the Simulate Employee Time Card Authorization button in the Time Card

toolbar. The Authorize Time Card window is displayed.

3. Select the date in the correct pay period.

4. Check the Authorize Time Card checkbox.

5. Click OK. EmpOK is displayed in the upper left hand corner of the time card.

This indicates that the employee has authorized the time card.

Changing Supervisor Edits

If you want to change a supervisor’s edits to the time card, you have several options.

You can remove or cancel edits. If you have just made a change, you can use Undo

to undo your last change.



Removing an Edit from the Time Card

You can remove a special edit, credit, or transfer using the Delete Supervisor Edit

button.

Note: You cannot remove edits that add or delete punches. Use the Add Punch and Delete Punch functions instead. See page 19.

To delete an edit:

1. Click the Delete Supervisor Edit button. The Remove edit window is

displayed.

2. Select the edit.

3. Click OK. The time card reflects the change.

Note: Deleting an edit is not recommended because it removes any record that an edit occurred.

Canceling Supervisor Edits

Edits made to a time card can be canceled using the Cancel a Supervisor Edit

feature. Canceling ignores an edit but does not delete it from the edit log.

For example, a shift supervisor makes an edit to an employee time card. At payroll,

the payroll manager with higher authority overrides the edit to maintain the

consistent application of pay rules across all employees. The original edit and the

cancel edit are recorded in the time card edit log. The log entry includes the user

name of the person who made the cancellation and when the cancellation was made.



To cancel an edit:

1. Click the Cancel a

Supervisor Edit button.

The Cancel an edit


2. To cancel, highlight the

edit and click OK. The

time card reflects the

change.

Undoing Edits

Any change to a time card can be undone using the Undo button. When a

change is undone it does not show in the edit log.

Note: Undo must be used before leaving the employee’s time card. Undo is not available if a time card has been saved.

Changing an Edit Reason Code

All time card edits are associated with a reason. If this reason needs to be changed,

use the Change Edit Reason Code edit.

1. Click on the Change Edit

Reason Code button in the

time card toolbar. The

Select edit to change window

is displayed.

2. Select the supervisor

adjustment you want to

change.

3. Select the new reason for the

supervisor edit.

Note: To associate the same reason for all of the supervisor edits without reasons for the pay period, double click on the reason in the list at the bottom of the window.



4. Click OK.

Acknowledge Exceptions

An asterisk is placed by an exception in the time card that has been acknowledged

by a supervisor. This is used in organizations to track whether or not the supervisor

has reviewed or seen the exception. Exception folders can be set up to list employees

whose time cards have unacknowledged exceptions.

In the following example, the Tardy and Left Early exceptions on July 11 are

acknowledged, while the remaining Left Early and Absent exceptions are not

acknowledged. Exceptions can be acknowledged one at a time or all at once.

To mark an exception as reviewed:

1. Locate an exception in an

employee’s time card. In this

example, it is a Left Late

exception.

2. Right-click on the exception.

3. Choose Acknowledge Review of.

4. Choose the name of the exception. Exception will be marked (as reviewed) with

an asterisk.

Alternatively, all exceptions on a time card can be marked as reviewed by using the

Acknowledge All Exceptions button. Clicking this button places an asterisk

after every exception, marking each as reviewed.

Adding a Note to the Time Card

Notes can be added to the time card to provide information to the employee or to

payroll. Notes can also store a record of related information with the time card. The



note is displayed in the Exceptions column on a separate line of the time card. The

date that the note is associated with is included in the note line. Notes can also be

removed from the time card.

To add a note:

1. Right-click on the date column.

2. Select Add Note. The Add Note window is displayed.

3. Enter the date to associate with the note. The default is the date you right-

clicked.

4. Enter the text of the note in the space provided.

5. Click OK. The note is displayed in the Exceptions column of the time card.



To remove the note:

1. Right-click on the date cell of the day that contains the note.

2. Select Remove Notes. The note is removed.

Rebuilding Incidents

The Rebuild Incidents button is used with the optional Incidents & Points

Module that tracks points for specific employee incidents. This button

rebuilds the list of incidents.


Chapter 4 Performing Group Edits

Group edits make changes to multiple employees in a single operation. Some group

edits are time card edits; other relate to employee status or schedules.

Making group edits is different from making individual edits; when you make a

group edit the exact same edit is performed on each employee. Group edits can be

applied to customized groups available to each Attendance Enterprise user. To learn

more about custom groups, see Managing Your System in the Attendance Enterprise

documentation set.

Understanding Group Edits

This chapter covers group edits related to the time card. When you perform a group

edit, the same times, amounts, and dates are applied to each employee in the group.

In the Perform Group Adjustment Wizard, select…

When you want to… A good time to use this group edit is when…

Add New Punch Add new punches for a group

of employees. Each

employee in the group gets a

new punch, on the same day,

at the same time.

Your entire staff is

taking lunch at the same

time

Credit/Debit Hours or

Dollars

Credit or debit a group of

employees with hours or

dollars. Each employee is

credited or debited the same

amount of hours or dollars.

You want to give 4

hours of bonus vacation

time to high performing

employees

Transfer Workgroup at

Time of Day

Perform a workgroup transfer

for a group of employees. All

employees are transferred to

the same workgroup.

Half of your employees

are working in a

different department this

afternoon

Performing Group Edits


In the Perform Group Adjustment Wizard, select…

When you want to… A good time to use this group edit is when…

Authorize Time Cards Authorize a group of

employees’ time cards.

You reviewed all

exceptions and you need

to authorize and lock

time cards

Assign Employees to a

Schedule Pattern

Assign a group of employees

to a schedule pattern. Each

employee is scheduled for the

same hours each week.

You hire a group of

employees who all work

the same schedule

Indicate Employees

Worked their Schedule

Indicate a group of

employees worked their

scheduled hours

Your employees work

off-site for the day and

you indicate they work

their schedules

Terminate Employees Terminate a group of

employees

You need to lay off

summer workers

The process of performing a group edit is the same, no matter which group edit you

choose. Only one wizard page is unique. The following section, Performing a Group

Edit, details the basic group edit process. The unique pages are detailed starting on

page 69.

Performing a Group Edit

The Perform Group Edit button launches the Perform Group Adjustment wizard.

This button is located on the Operations toolbar and is available in all

Attendance Enterprise views.

To make a group edit:

1. Click the Perform Group Edit button. Attendance Enterprise launches the

Perform Group Adjustment Wizard. Click Next to continue.



2. Select the type of group edit you want to perform and click Next. The next page

prompts you for information about the selected edit.

3. Complete the fields. The pages for each type of group edit, and their fields, are

described beginning on page 69. Click Next.



4. Select a reason for the group edit. The reason code list covers a wide range of

circumstances. Select the reason most appropriate for the type of edit you are

performing. Click Next.

5. Select the check boxes next to employees or groups you want to include in the

group edit. If you select a group or folder all subfolders and employees within

them are selected. Expand folders to display employee names and select

individual employees. Shaded boxes (for example, Normal in the example

above) indicate that only part of a group of employees has been assigned. You

can click a shaded box to select all employees in that group. Click a selected

item to clear the selection. After making selections, click Next. The final wizard

page appears.



6. Click Finish to complete the edit. Attendance Enterprise displays a status page.

When the updates are complete, the status page is closed.

Note: You can use the Cancel button at any time in the Perform Group Adjustment wizard in order to stop the group edit. You can also use the Back button in order to make changes to any of the preceding pages.

Completing Edit-Specific Pages

The Perform Group Adjustment wizard contains pages that are specific to the group

edit that you choose. These pages, and their content, change depending on the group

edit that you select. All other pages in the wizard are identical.

Locate the group edit you want to perform in the following sections and complete

the fields as described.

Adding Punches for a Group of Employees

To add a punch for a group of employees, select Add New Punch in the Perform

Group Adjustment wizard and the following page is displayed.



Complete the fields as described in the following table.

Field Description

Date Specifies the new punch date.

Time Specifies the new punch time.

Type Specifies the punch is a standard punch. Other punch types are

not supported through a group edit.

Station Specifies the station where the punch is assigned.

Crediting/Debiting Hours for a Group of Employees

You can credit or debit hours for an entire group of employees using a single edit.

When you select Credit/Debit Hours or Dollars in the Perform Group Adjustment

wizard, the following page is displayed.




Field Description

Date Specifies the credit or debit date.

Pay Designation Specifies the pay designation assigned to the credit or

debit. Pay designations are established at system

setup.

WG1-WG2-WG3 Specifies the workgroup set that receives the credit or

debit. Here the workgroup set is shown as LOC-

DEPT-SFT.

Amount Specifies the amount of the credit in hours and

minutes, or dollars and cents, depending on the pay

designation selected. Negative amounts are debits;

positive amounts are credits.

Apply Rate Override When checked, specifies that the rate displayed in the

Rate field is used. Otherwise, the rate in effect is used.

Rate Specifies the rate per hour applied to the credit or

debit when an hour unit pay designation is selected.

Effective Time Specifies when the credit or debit takes effect.

Transferring a Group of Employees to a New Workgroup

Select the Transfer Workgroup at Time of Day edit in the Group Edit wizard to

temporarily transfer a group of employees to a new workgroup at a specific time of

day.




Field Description

Date Specifies the transfer date

Effective Time Specifies the time of the transfer

Workgroup Specifies the workgroup where employees are

transferred

Authorizing a Group of Employees’ Time Cards

Selecting Authorize Time Cards from the Group Edit wizard lets you authorize an

entire group of employees at one time. You can also restrict future editing on the

time cards for the group of employees.


Field Description

Pay Period Specifies the pay period in which time cards are authorized.

Options are the current or previous pay periods.

Prevent

Additional

Editing

When checked, specifies that no further changes can be made

to the time cards.

Assigning a Group of Employees to a Schedule Pattern

You can assign a group of employees to a schedule pattern using the Assign

Employees to a Schedule Pattern edit in the Perform Group Adjustment wizard. You

can specify the pattern and when the schedules begin.




Field Description

Schedule

Pattern

Specifies the schedule pattern to assign to the group of

employees

Schedules

Begin On

Specifies what day to apply the schedule pattern to the group

of employees

Indicating Groups of Employees Worked Their Schedule Window

You can use the Indicate Employees Worked their Schedule edit in the Perform

Group Adjustment wizard to simulate the punches matching the employees’

schedules. Schedules must exist for these employees. Enter the date on which the

group of employees worked their schedule.



Terminating a Group of Employees

Selecting the Terminate Employee edit from the Perform Group Adjustment wizard

can terminate a group of employees. You specify the date on which the terminations

are effective.

Summary

Attendance Enterprise simplifies edits that are required for many employees by

providing a group edit function. Group edits allow you to perform tasks for an entire

workgroup: add a punch, credit/debit hours or dollars, enter a transfer, authorize

time cards, assign a schedule pattern, or terminate employees. Attendance Enterprise

further simplifies the group editing process by providing a wizard for performing all

group edits. The Perform Group Adjustment Wizard provides step-by-step

instructions for completing each group edit.


Chapter 5 Preparing for Payroll

Attendance information is needed in order to pay employees properly. This chapter

suggests a process your company can use to prepare for payroll.

Preparing for Payroll

Attendance Enterprise posts pay period information automatically. The posting day

for a company is usually several days after the end of the pay period. Supervisors

and payroll managers can make changes to the time cards in the previous pay period

until the posting date. To provide accurate numbers to your payroll service or

program, be sure to verify time card accuracy before the posting day. After the post

occurs you can use pay period totals for payroll.

Every company’s payroll procedures are unique; Attendance Enterprise provides the

flexibility to conform to your payroll process. Use these steps to make the process

go smoothly.

Supervisors use the Exception folder or reports to identify employee time cards

that require manual review and adjustment.

Supervisors make necessary time card edits, using the appropriate edit, credit, or

transfer.

Supervisors authorize and lock time cards that have been verified as accurate.

Payroll managers use exception folders as a final check for missing punches and

unauthorized time cards.

Payroll managers export period totals and transfer the file to a payroll service

(see Importing and Exporting Information in the Attendance Enterprise

documentation set).

These steps and Attendance Enterprise can be customized to reflect how your

company handles payroll.



Using the Exception Folder

Near the end of the pay period, supervisors need to correct any errors in employee

time cards. Rather than inspecting time cards one-by-one for accuracy,

Attendance Enterprise lets you manage employee time cards by exception. Using

exception folders, supervisors can go directly to the time cards that need attention

and efficiently correct problems.

One of the most common problems is missing punches. Supervisors can use the

Exceptions folder to identify employee time cards that have missing punches and

quickly fix them. The following table describes other common edits based on

exceptions employees frequently incur. Complete all time card edits before the post

date.

An exception is a deviation from scheduled attendance. For example, an employee

can receive a tardy exception if he or she is more than one minute late for a shift.

Exception folders can be customized to group employees with exceptions in a way

that is meaningful to you.

You can directly access and adjust the employee’s time card and schedule from the

Exceptions folder. After an exception is corrected, the employee is no longer

displayed in the exception list. If all exceptions (such as Missing Punch) are

corrected, the category does not show in the Exception folder. The Exceptions folder

is detailed in Managing Your System in the Attendance Enterprise documentation

set.



Exception Types

Exception Type Suggested Edits

Left Early Credit Non-Worked Time (when employee is

sick).

Missing Punch Add a Punch.

Tardy Credit Non-Worked Time.

Unauthorized Time Card Authorize the Time Card.

Unauthorized Transfer Authorize All Transfers.

Unscheduled Add a Quick Schedule by right-clicking on an

unscheduled punch or access schedule

through the exception folder.

Using Reports to Prepare for Payroll

Attendance Enterprise provides many reports that can help you manage and review

employee time cards in preparation for payroll. You may not have access to all

reports; the access rights for your user account determine the reports available to

you.

Reports are available under the Attendance Enterprise Tasks folder.

The following reports can help you maintain accurate time cards. Additional reports

are available for tracking specific exceptions or retrieving employee personal



information. See Printing Reports in the Attendance Enterprise documentation set

for complete information on all reports.

Report Type Description

Detailed

Exception

Report

Lists exceptions for a group of employees. Use this report to

find time cards with exceptions. Exceptions such as Missing

Punch or Unauthorized Time Card identify time cards that

require edits.

Employees

With Missing

Punches

Report

Lists employees with missing punches in the selected pay

period. Use this report to find and correct time cards with

missing punches before sending information to payroll.

Period Totals

Report

Provides dollar and hour totals for the current or previous pay

period.

Time Card

Report

Lists employee punches and time card edits for the current or

previous pay period. You select the fields to display at the top

of the report and whether or not to include supervisor edits

and transaction tagging.

Supervisor

Edit Report

Reports all edits made to time cards for the current or previous

pay period.

Authorizing and Locking Time Cards

Once edits are complete, supervisors can authorize time cards to indicate approval of

workgroup transfers and time card accuracy. Locking time cards prevents further

edits. The payroll department can then use the Exception folder and select the

unauthorized time card exception to verify that all time cards have been authorized.

For more information on authorizing time cards, see page 56. Verify and authorize

time cards before the post date.

Exporting Payroll

You can export time card data from Attendance Enterprise for use by payroll

services and programs. Use the Pay Period Totals export for the payroll source.

Typically this is set up at installation. The payroll manager executes the task that

creates the file.

Importing and Exporting Information in the Attendance Enterprise documentation

set describes imports and exports in detail.



Typically, the day of posting is the day you export pay period information. You then

transfer the file to the payroll service. See Managing Your System in the

Attendance Enterprise documentation set for information about setting up and

automating export tasks.

Summary

Attendance Enterprise simplifies payroll preparation by providing quick access to

time card information. You can use the Exception and Employee folders to identify

time cards that require edits. You then authorize and lock time cards that have been

verified as accurate. Export tasks transfer payroll information to a payroll program

or service. You can also generate reports to review time card information such as the

Period Totals report, the Time Card report, or the Employees With Missing Punches

report.


APPENDIX A Time Card Button Quick Reference Sheet

The following table describes the time card edits you can perform using buttons on

the Time Card window toolbar. The toolbar is often customized for different users

so that it displays only the edits for which you have access.

Note: It is unlikely that all of the toolbar buttons are available to all users.

Adding, Deleting, and Altering Punches

Add A New Punch Adds a punch to the time card. See page 19.

Delete A Punch Deletes a punch from the time card. See page

20.

Crediting and Debiting Non-Worked Time

Credit/Debit Non-Worked

Time

Credits or debits non-worked hours or

dollars to a time card. See page 23.

Special Edit Adds special edits to the time card including

Pay to Scheduled Start or End and Pay to

Actual Start or End. See page 32.

Crediting and Debiting Worked Time

Credit/Debit Worked Time Credits worked time that is automatically

deducted from the time card (for example,

lunch). See page 26.

Create Daily Worked

Activity from Schedule

Creates transactions that make up the

worked hours based on the employee’s

schedule for the day specified. See page 29.

Adjust Daily Worked

Activity

Adjusts the daily worked hours for the

employee. See page 30.

Time Card Button Quick Reference Sheet


Transfers

Transfer Workgroup Transfers shift hours to a different

workgroup. See page 40.

Transfer Rate Changes the employee’s pay rate

temporarily. See page 41.

Transfer Pay Designation in

Block of Hours

Changes the employee’s pay designation

temporarily. See page 44.

Transfer Pay Designation at

Day and Time

Transfers pay designation at certain rate and

time. See page 42.

Transfer Hours From

PD/Workgroup

Transfers a block of hours in a particular pay

designation to another workgroup. Either

pay period or daily hours can be transferred.

See page 46.

Transfer Hours to

Workgroup

Transfers a block of time that an employee

has worked to another workgroup. This can

be useful if employees are paid different

rates based on the workgroup. This is an

alternative to a scheduled workgroup

transfer. See page 47.

Workgroup Duration Combines Add Punch and Transfer

Workgroup edits. See page 43.

Changing Supervisor Edits

Delete Supervisor Edit Removes a supervisor edit from the time

card. See page 59.

Cancel a Supervisor Edit Cancels the selected supervisor edit but does

not delete it. See page 59.

Undo Allows the last action to be undone. You can

only use undo within the same editing

session. Once you leave the time card and

save, you have to use delete, remove, or

cancel edit to delete a previous action. See

page 60.



Change Edit Reason Code Allows changes to edit reason codes that

have already been entered. See page 56.

Information Reviews

Review Supervisor Edits Displays a view-only list of supervisor time

card edits. See page 51.

Review Benefits Displays current benefit usage information.

See page 52.

Review Schedules Displays schedules assigned to the

employee. See page 51.

Refresh Time Card Updates or refreshes the information in the

time card. See page 10.

Acknowledge All

Exceptions

Marks all exceptions on an employee’s time

card as having been reviewed by a

supervisor. See page 61.

Review Requests for Time

Off

Allows a supervisor to review employee

requests for time off and view the status of

requests. Employees can make electronic

requests for time off using the ESS

(Employee Self Service) web service. See

page 54.



Crediting or Debiting Exception Time

Address Tardy Condition Credits time for the amount the employee

was tardy. See page 32.

Address Left Early

Condition

Credits time for the amount the employee

left early. See page 37.

Address Arrived Early

Condition

Credits time employee worked before

scheduled start time. See page 38.

Address Left Late Condition Credits time employee worked after

scheduled end time. See page 39.

Address Off Premise

Condition

Credits time for the amount the employee

left premise. Left premise is defined as

leaving in the middle of a shift. See page 39.

Authorizing Time Cards

Authorize Time Card Locks and authorizes workgroups and time

cards for payroll posting. See page 56.

Simulate Employee Time

Card

Authorizes the time card as an employee.

See page 58.

System Edits

Override Premium

Eligibility

Allows premium eligibility (as defined by

parameters) to be overridden by specifying

whether the premium is enabled or disabled.

See page 49.

Rebuild Incidents Brings point and incident information up-to-

date for the optional Incidents & Points

Module.



Time Card Views

Offers several time card views:

Normal

Scheduled

Estimated

See page 10.

Shows time cards for the current, previous,

and next periods. See page 10.


APPENDIX B Shortcut Menu Quick Reference Sheet

The following table presents the edits and the conditions under which shortcut

options are available.

When you right-click on ...

The shortcut menu contains . . .

An empty cell

See page 19 for more information on adding a punch.

Date

See page 61 for more information on notes.

Note: Adjust allows you to access custom edits. Contact your system administrator for more information.

Shortcut Menu Quick Reference Sheet




First punch of

shift

See page 20 for more information on deleting a punch.

Alter Punch options:

To become a Standard Punch

To become the Start of a Shift

To become the End of a Shift

To become part of the previous Shift

To become a Callback Style

See page 21 for more information on altering a punch type.

Transfer workgroups are discussed on page 40.

The Quick Schedule option lets you select a predefined schedule.

Special Edit options include:

Pay to Scheduled Start

Pay to Scheduled End

Pay to Actual Start

Pay to Actual End

See page 32 for more information on special edits.





Out punch

See delete punch, alter punch, and quick schedule references listed

above.

Hours If the employee has In and Out punches:

These credits are available based on the exceptions that the

employee has incurred. Credits to the time card are discussed on

page 26.

Unworked

hours If the employee is absent:

The Credit Absent Hours edit allows you to credit the employee

for time away from work. See page 23.

The Address … Condition options allow you to add a reason or

credit for late or early punches, absences, and off-premise

conditions. See page 32.


INDEX

A

Acknowledge Exceptions, 61

Adding a Punch, 19

Addressing Exceptions, 34

Adjust Daily Worked Hours, 30

Altering Punch Type, 22

Archived Time Card, 14

Arrived Late Exception, 11

Attendance Enterprise, 2

Authorize Time Card, 56, 75

As Employee, 58

Authorizing a Time Card for a Group of

Employees, 72

B

Badges, 20

Badge Number, 2

Benefits, 52, 53

Block Hours Transfer, 42, 44

Buttons, 81

C

Call Back Shift, 14

Callback Menu, 22

Canceling Supervisor Edits, 59

Changing Pay Designations for a Shift, 44

Changing Pay Rates for a Shift, 41

Changing Punch Times, 21

Chronological Activity, 9

Create Daily Worked Hours, 29

Credit Absent Hours, 27

Credit Difference from Schedule, 27

Credit Unworked Left Early, 26

Credit Unworked Left Premise, 27

Credit Unworked Tardy, 26

Crediting/Debiting Hours or Dollars, 28

Crediting/Debiting Hours or Dollars, 23

Crediting/Debiting Worked Time, 28

D

Daily Totals, 6

Daily Totals Area, 6

Deleting a Punch, 20

Departmental Transfer, 13

Detailed Exception Report, 78

E

Edits

Supervisor Edit Report, 78

Employee Information

ID, 2

Employees Folder, 1, 2

Employees With Missing Punches

Report, 78

INDEX


End of Shift, 22

Enhanced Pay, 14

Exception Reports, 11

Exceptions, 1, 2, 6, 11, 12, 13, 22, 78

Arrived Late, 11

Exceptions Folder, 78

Exporting and Importing Time Card

Information, 78

Exports, 78

F

Find an Employee, 2

FMLA, 26

G

Group Edit Wizard, 66, 69

Group Edits, 65, 69

H

Hourly Rate, 25

I

ID, 2

L

Leave of Absence, 26

List Format, 18

Lock Time Cards, 75

M

Missing Punch Exception, 78

N

Note, 61

O

Operations Toolbar, 66

Override Premium Eligibility, 49

P

Pay Class, 11, 12

Pay Designation, 6, 23, 25, 28

Pay Period, 1, 3, 10, 11, 24

Pay Rate, 42, 52

Changing Pay Rates for a Shift, 41

Work Group, 40

Pay Rate Transfer, 41

Pay Unpaid Lunch/Break, 29

Payroll, 75

Payroll, 1, 24, 75

Payroll, 75

Payroll, 78

Payroll, 78

Payroll, 78

Performing a Group Edit, 66

Period Totals, 6, 75

Period Totals Area, 7

Period Totals Report, 78

Personal Information, 40, 41

PIN, 20

Prevent Additional Editing, 56

Punches, 1, 2, 12

INDEX


Missing, 2

Missing Punches, 76

Standard, 13

Q

Quick schedules, 88

R

Reason Codes, 14, 21, 22, 33, 41, 42, 43,

44, 45, 47, 49, 68

Adding, 14

Editing, 15

Reason Tab, 14, 20

Rebuild Incidents, 63

Removing an Edit from the Time Card,

59

Reports, 11, 77

Detailed Exception Report, 78

Employees With Missing Punches

Report, 78

Period Totals Report, 78


Time Card Report, 78

Review Edits, 51

Review Request for Time Off, 54

Reviewing Employee Benefits, 52

Reviewing Employee Schedules, 51

Reviewing Supervisor Edits, 51

S

Schedules, 10

Reviewing Employee Schedules, 51

Security Access, 13

Selecting a Workgroup, 17

Shortcuts Menu, 22

Simultaneous Punch and Transfer, 13

Special Edits, 32


Supervisor Edits, 14

T

Tasks, 11, 77

Tasks Folder, 11, 77

Terminating employees, 74

Threshold, 11

Time Card, 1, 2, 3, 78

Adding a Punch, 19

Authorize, 56

Customizing the Current View, 10

Estimated View, 11

Exports, 78

Refresh, 10

Scheduled View, 11

Time Card Viewing Preferences, 10

Viewing Information, 3

Time Card Reports, 14, 78

Time Card Toolbar, 81

Time Card Views

Normal, Scheduled, or Estimated, 10

Time Cards

Locating, 2

Time Clock, 13, 20

INDEX


Totals, 1, 10, 11

Transaction Tags, 13

Transfer Rates, 40

Transferring a Block of Time to a

Different Work Group, 46

Transferring Hours to a Different Work

Group, 40

Transfers, 13, 47

Transfers Tab, 8

Tree Format, 17

U

Unauthorized Time Card Exception, 78

Undo, 60

V

Viewing Normal, Scheduled, or

Estimated Attendance, 10

Viewing Preferences, 10

Virtual Transactions, 16, 29

W

Work Group, 4, 8, 9, 10, 40, 41, 46, 52

Work Group Transfers, 40

Workgroup Summary, 9, 10

Performing Time Card Functions

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