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Office Help Home

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Table of Contents
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excludeRDP Setup - Hosted Server

 

Manage Timekeeping in the POS

 

In this section, we will review the proper procedures to follow when Managing Timekeeping in the POS.

Please Note: Only users with the proper permissions will have these options available at the POS.

Accessing the Tool

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To access the Timekeeping tool in the POS:

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2) The Manage Timekeeping Module will launch.

Editing an Existing Timesheet

 

To edit an existing Timesheet:

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4) Please review available options below:

Job Code

The Job Code assigned to a particular Timesheet can edited by selecting the drop-down arrow. The Lookup Value will display all Job Codes assigned to the Employee.


Clock In

The Clock In Date/Time of a particular Timesheet can be edited here. Select the Lookup Value for a more user friendly interface.


Clock Out

The Clock Out Date/ Time of a particular Timesheet can be edited here. Select the Lookup Value for a more user friendly interface.

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6) Lastly, Enter a Reason for editing the Timesheet.


Creating a New Timesheet

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To create a new Timesheet:

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Employee
Job Code
Clock In
Clock Out


Click OK when finished.

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Delete a Timesheet

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There are two options when deleting a Timesheet in the POS. In this section, we will review each option.

Please Note: Any Timesheet associated with completed transactions cannot be deleted until all tickets associated with the Timesheet are transferred to another Employee. Please review our System Tool Manual for more information on Reopening, and Transferring Tickets.

Option 1

1) Select the applicable Employee from the Grid and choose Delete Timesheet. This will delete each Timesheet (if there are multiples) associated with the Employee’s Shift.

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3) Finally, confirm the Timesheet deletion. This will delete each Timesheet (If there are multiples) associated with the Employee’s Shift.

Option 2

 

1) If only one Timesheet for a particular Shift needs to be deleted, select the applicable Employee from the top section of the Grid, then the appropriate Timesheet on the bottom section of the Grid, and then choose Delete Details.

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3) Finally, confirm the Timesheet deletion. 

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 Manage Timekeeping in Back Office

In this section, we will review the proper procedures to follow when Managing Timekeeping from the Back Office System.

Accessing the Tool

To access the Manage Timekeeping tool:

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2) The Manage Timekeeping Grid will launch.

Editing an Existing Timesheet

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The Manage Timekeeping Grid is defaulted to Group Timesheets by Work Week. Users can expand the Work Week to view the individual Timesheets for the week.


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To edit an existing Timesheet:

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2) Please review each available option below:

 

Job Code

The Job Code assigned to a particular Timesheet can be edited under the Job Code column. The Lookup Value will display all Job Codes assigned to the Employee.


Clock In Terminal

The Terminal in which the Employee clocked in can be edited under this column.

Clock In

The Clock In Date/Time of a particular Timesheet can be edited under this column. Select the Drop Down arrow for a more user friendly interface, or type in the appropriate Clock In Date/Time.


Clock Out Terminal

The Terminal in which the Employee Clocked Out can be edited under this column.


Clock Out

 The Clock Out Date/Time of a particular Timesheet can be edited under this column. Select the Drop Down for a more user friendly interface, or type in the appropriate Clock Out Date/Time.

 


3) Select Save & Close


Creating a New Timesheet

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To create a new Timesheet:

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Job Code
Clock In Terminal
Clock In
Clock Out Terminal
Clock Out

5) Select Save & Close.

 

Delete a Timesheet

To delete a Timesheet, select the applicable Timesheet from the Grid and choose Delete on the toolbar.

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A: Any Timesheet associated with completed transactions cannot be deleted until all tickets associated with the Timesheet are transferred to another Employee. Please review our System Tool Manual for more information on Reopening, and Transferring Tickets.

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