Use toolbar options

Use Time Track toolbar options to perform common tasks and procedures. Different option sets are available based on the form you have accessed.

S.No.	Toolbar option	Description
1	Save Selections	Saves a set of the selection criteria.
2	Restore Selections	Reloads the last saved set of the selection criteria.
3	Authorize Exceptions	Authorizes all exceptions and validate the selected records. Select the record and click reopen to clear the authorized status.
4	Gap Fill	Adds the Gap Fill task (defined in the Employee Type form) in any unassigned durations during the selected shift record.
5	Remove Gaps	Deletes the Gap Fill tasks that are generated for the selected shift record.
6	Generate Absence	Adds a full-shift default absence on the selected shift record.
7	Select All	Selects all the displayed records.
8	Deselect All	Deselects all the displayed records.
9	Approve	Approves the employee record. This is the first step of the two-step sign-off process. Approved records can be modified.
10	Process	Locks in the approved record. This is the second step of the two-step sign-off procedure. Processed records can be modified only if reopened.
11	Approve and Process	Approves and processes the record. Processed records can be modified, only if reopened.
12	Reopen	Saves the processed record to an open (edit) status or clears authorizations for the open record. Records that have already been payroll processed cannot be reopened. For kiosk users, this option reverses the approval, however, does not reopen the record. Kiosk users cannot modify processed records.
13	Schedule Change	Configures temporary schedule changes. Employees clock in and clock out at different times from the scheduled shifts.
14	Shifts	Configures shift parameters, such as description, shift types, core hours, and shift premiums.
15	Planned Absence	Creates an absence status for a selected date or selected date range for each record.
16	Holiday Calendar	Displays scheduled holidays for the current facility.
17	Absence Calendar	Displays planned leaves for the selected employee for a tracking year.
18	ABS Summary Balance	Displays absence tracking activity and available balances for the selected employee for a tracking year.
19	Teams	Displays the information for the specified team that includes the current job and employees working in the team.
20	Transactions	Opens the Dashboard Transactions form, where you can clock in, clock out, start a job or task, report quantities completed, and record absences.
21	Payroll Summary	Opens the Payroll Summary form, where hourly records and perform administrative functions for a specified payroll schedule are displayed.
22	Employees	Opens the Employees form, where employee account information can be configured. Select an employee in the Hours Detail form to access the information.
23	Save	Saves the modified records.
24	Delete	Deletes a record. Job records without reported quantities, indirect task records, and absence records can be deleted. Clock-in records, clock-out records, and jobs with reported quantities cannot be deleted.
25	Correct Errors (Hours Detail form)	Checks for excess clocked hours. Updates attendance transactions to scheduled punch times.
26	Dynamic Shifts	Use the duration between clock in and clock out to determine overtime calculations. Preferred with Weekly, Daily and Weekly and California OT methods.
27	Static Shifts	Use specified times of day to determine overtime. Preferred when using the Daily OT method.
28	Clear Error Messages (Hours Detail form)	Clears error messages from the dashboard.
29	Calculate Premium (Payroll Details & Payroll Summary form)	Displays premiums next to each clocked-hours or absence-hours record that is eligible for a premium. Premiums are calculated automatically when payroll is processed, so this step is optional.
30	Payroll Process (Payroll Details &Payroll Summary form)	Locks records, calculates premiums, and updates status for all the selected records to Payroll Processed. This step is required to generate a payroll extract.
31	Hours Summary	Opens the Hour Summary form for the respective Payroll Summary form.
32	Hours Detail	Opens the Hours Detail form for the respective Payroll Detail form.
33	Payroll Details	Opens the Payroll Detail form for the respective Payroll Detail form.
34	Restore Payroll to Submitted	The user is given the privilege to revert payroll if the Restore Payroll to Submitted privilege on the Work Groups form is set toYes. If theAllow Revert Processed Payroll check box is selected in the Site Parameter form, payroll can be reverted from the Processed status to the Submitted status and the icon is enabled in both the Payroll Summary and Payroll Detail forms.
35	TimeSheet Summary	Opens the Time Sheet Summary form for the respective Payroll Summary form.
36	Supervisor Time Off Request Disposition	Opens the Supervisor Time Off Request Disposition form for the detailed level and calendar level work group information sheet along with the supervisor's comments for the employee's request.
37	Incident Forgiveness	Sets the incident to Forgive status. This is only active when the Attendance Points System is in use.
38	Post To ERP	Post the selected records to the selected ERPs.
39	TimeSheet Detail	Opens the Time Sheet Detail form for the respective Payroll Detail form.
40	Revert Complete	Clears the operation complete setting. Updates hours that are set to complete by the employee at the transaction point.
41	Machine Time Details	Displays the machine hour detail for an employee for a job operation from the Hours Detail form.
42	Get Favorite Job	Selects a job from the favorite job list.
43	Export (Payroll Summary and Payroll Details form)	Adds a job to the favorite job list.
44	Reopen Payroll (Payroll Summary and Detail forms)	Reopens an extracted record. This can be edited, saved, and extracted again.

Save Selections

To specify a name and save a set of selection criteria.

Restore Selections

To load a previously-saved set of selection criteria.

Authorize Exceptions

To authorize all exceptions and validate the selected records again.  Authorized status may be cleared by selecting a record, and clicking the Reopen icon.

Gap Fill

To insert the Gap Fill task (defined in the Employee Type) into any unassigned durations during the selected shift record.

Remove Gaps

To delete any Gap Fill tasks that have been generated for the selected shift record.

Generate Absence

To insert a full-shift default absence on any selected shift record.

Select All

To select all displayed records.

Deselect All

To deselect all displayed records.

Approve

To endorse the employee record. This is the first step of the two-step sign-off procedure.  Approved records can still be edited.

Process

To lock in the approved record. This is the second step of the two-step sign-off procedure. Processed records cannot be edited unless you reopen them.

Approve and Process

To approve and process the record in a single step. Processed records cannot be edited unless you reopen them.

Reopen

To return a processed record to open (editable) status, or to clear authorizations for an open record.  Records that have already been payroll processed cannot be reopened.  For kiosk users, this option reverses the approval, however,however, does not reopen the record. Kiosk users cannot modify processed records.

Schedule Change

To configure temporary schedule changes, in which employees clock in and out at different times from the normally-scheduled shifts.

Shifts

To configure shift parameters, such as description, shift types, core hours, and shift premiums.

Planned Absence

To create an absence for today's shift for each selected record.

Holiday Calendar

To view scheduled holidays for the current facility.

Absence Calendar

To display planned absences for the selected employee for a tracking year.

ABS Summary Balance

Click ABS Summary Balance to display absence tracking record for the selected employee for a tracking year.

Teams

To display the detailed level information for the specified team that includes the current job and employees working in the team.

Transactions

To open the Dashboard Transactions form, where you can clock in, clock out, start a job or task, report quantities completed, and record absences.

Payroll Summary

To open the Payroll Summary form, where you can view hourly records and perform administrative functions for a specified payroll schedule.

Employees

To open the Employees form, where you can configure employee account information.  Select an employee in the Hours Detail form before clicking Employees to access information for that employee.

Save

To save any edited records.

Delete

To delete a record. Job records without reported quantities, indirect task records, and absence records can be deleted, while clock-in records, clock-out records, and jobs with reported quantities cannot.

Correct Errors (Hours Detail form)

To account for excess clocked hours.

Dynamic Shifts

To adjust Start and End times to the scheduled values if clocked hours are more than scheduled.

Static Shifts

To adjust start and end times to the threshold of authorized overtime, if clocked hours exceed authorized overtime for the shift.

Select a detail record to apply error correction to that detail only; for example, to adjust a lunch break punch in/out without adjusting the punch in/out for the entire shift.

Clear Error Messages (Hours Detail form)

To clear error messages from the dashboard.

Calculate Premium (Payroll Details & Payroll Summary form)

To display premiums next to each clocked-hours or absence-hours record that is eligible for a premium. Premiums are calculated automatically when payroll is processed, therefore, this step is optional.

Payroll Process (Payroll Details &Payroll Summary form)

To lock records, calculate premiums, and update status for all selected records to Payroll Processed.

Hours Summary

Tto open the hour summary form for the respective payroll summary form.

Hours Detail

To open the hours detail form for the respective payroll detail form.

Payroll Details

Click Payroll Details to open the payroll details form for the respective payroll detail form.

Restore Payroll to Submitted

TimeSheet Summary

To open the TimeSheet Summary form for the respective payroll summary form.

Supervisor Time Off Request Disposition

To open the Supervisor Time Off Request Disposition form for the detailed level and calendar level work group information sheet along with the comments of the supervisor for the employee's request.

Incident Forgiveness

To set the incident to forgive status. This is performed by the supervisor.

Post To ERP

To post the records selected to the selected ERPs.

TimeSheet Detail

To open the TimeSheet Detail form for the respective payroll detail form.

Revert Complete

To revert and complete the punches performed by the employee on the Hours Detail form.

Machine Time Details

To display the machine hour detail for an employee for a particular job operation from the Hours Detail form.

Get Favorite Job

To assign the favorite job to the employee.

Set Favorite Job

To set the job assigned to the employee as the favorite job.

Export (Payroll Summary and Payroll Details form)

To create a CSV file for export to a payroll application. The extract will be saved to the output location you define on the Facilities form.

Reopen Payroll (Payroll Summary and Detail forms)

To reopen an extracted record. You can then edit, save, and re-extract the record.