Welcome to the Timecard Editing Guide for Administrators. This guide is designed to provide you with clear, step-by-step instructions on how to accurately and efficiently modify employee time sheets. By following these directions, you will ensure that payroll processes run smoothly and that all employee records are kept up-to-date.
Navigate to Timesheets. Ensure you are on the Pending Timesheets tab. Select your filtering criteria by clicking inside the respective box and making your selections. Then, click Run Report.
Note: In the Period box, you can choose from several pre-configured options based on your settings. Additionally, there is an option to select a custom date range, allowing you to specify a customized timeframe of up to one year for your report.
Click the caret to the right of the employee name you are planning to edit to view their expanded timesheet.
From here, you will need to view the expanded timesheet
In the employee Shift details page, you can edit their clock in / out , job, location and notes. Just click in the box that you wish to edit and make the necessary corrections. Then save.
Once edited, the status will indicate that their has been an edit. And by clicking the caret to the right of view, you can see the audit trail.
6. The audit trail will show you who made the change and details about what was edited.
If the Timesheets have already been approved.
Navigate to Timesheets. Ensure you are on the Timesheets tab. All approved reports will display. Click View to show the approved timesheets.
To edit an approved timesheet, it must first be unapproved. You have a couple of options to do this. You can unapprove all timesheets by clicking the blue button labeled Unapprove Selected Timesheets. Alternatively, you can click the dropdown caret on that button and select Unapprove All Timesheets.
You can also view and unapprove individual timesheets. To the right of each employee's approved timesheet, click View to expand it. The dropdown caret provides the option to unapprove the timesheet. You will need to confirm your choice to unapprove.
Once the report is unapproved, then you can edit by re-running the timesheet. And when ready, approved it again.