Use Time Track toolbar buttons to perform common tasks and procedures. Different button sets are available depending on the form you have accessed.
Click Save Selections to name and save a set of selection criteria.
Click Restore Selection to load a previously-saved set of selection criteria.
Select one or more records, then click Authorize Exceptions to authorize all exceptions and revalidate the selected records. Authorized status may be cleared by selecting a record, then clicking the Reopen icon.
Click Gap Fill to insert the Gap Fill task (defined in the Employee Type) into any unassigned durations during the selected shift record.
Click Remove Gaps to delete any Gap Fill tasks that have been generated for the selected shift record.
Click Generate Absence to insert a full-shift default absence on any selected shift record.
Click Select All to select all displayed records.
Click Deselect All to deselect all displayed records.
Click Approve to endorse the employee record. This is the first step of the two-step sign-off procedure. Approved records can still be edited.
Click 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.
Click Approve And Process to approve and process the record in a single step. Processed records cannot be edited unless you reopen them.
Click 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 button reverses the approval, but does not reopen the record. Kiosk users cannot edit processed records.
Click Schedule Change to configure temporary schedule changes, in which employees clock in and out at different times from their normally-scheduled shifts.
Click Shifts to configure shift parameters, such as description, shift types, core hours, and shift premiums.
Click Planned Absence to create an absence for today’s shift for each selected record.
Click Holiday Calendar to view scheduled holidays for the current facility.
Click Absence Calendar to show planned absences for the selected employee for a tracking year.
Click 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.
Click Payroll Summary to open the Payroll Summary form, where you can view hourly records and perform administrative functions for a specified payroll schedule.
Click 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.
Click Shift Change to correct improperly timed employee punch-ins or punch-outs. If a punch falls inside the configured clock-in/clock-out rules, the punch is adjusted to the scheduled time. If a punch falls outside the clock-in/clock-out rules, the record is put into Exception status.
Click Vacation Calendar to show the calendar for the selected employee.
Click Save to save any edited records.
Click 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.
Click Error to account for excess clocked hours:
If clocked hours are more than scheduled, click Error to adjust Start and End times to the scheduled values.
If clocked hours exceed authorized overtime for the shift, click Error to adjust Start and End times to the threshold of authorized overtime.
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.
Click Clear Error Messages to clear error messages from the dashboard.
Click Calculate Premium to show 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.
Click Process Payroll to lock records, calculate premiums, and update status for all selected records to Payroll Processed.
Click Generate Payroll Extract 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.
Click Reopen Payroll to reopen an extracted record. You can then edit, save, and re-extract the record.