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Overview
The Manage Timekeeping Module allows users, with the proper permissions, to edit an Employee’s existing Timesheet, create a new Timesheet, and delete a Timesheet. Timekeeping can be managed in both the POS and the Back Office System. In this guide, we will review each option. Use Case
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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
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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6) Lastly, Enter a Reason for editing the Timesheet.
Creating a New Timesheet
To create a new Timesheet:
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Employee
Job Code
Clock In
Clock Out
Click OK when finished.
Delete a Timesheet
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.
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
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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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
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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Select, Yes on the Confirmation Prompt.
Best Practices
1) If having to continually make significant edits to timesheets, review Clock In/Clock Out procedures with Employees to ensure they understand the process.
2) Utilize the drill-down feature in Timekeeping in Back Office to effectively view employee information while creating a new Timesheet.
FAQs
Q: The system will not allow me to delete an employee's Timesheet. What can I do?
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.