Description: In this topic, the user will learn how to search, view, approve, reject, or export employee punches in pending status and all entries by object (employee, client, program, group, or cost center).

Role Required: Super User, Supervisor, or Employer in the Cost Center where the punch was made

Permission Required: N/A

For Pending Entries

  1. Log in to personal profile

  2. Click Home on the main menu

  3. Click Pending Entries on the submenu

  4. Use the filters to search for a punch or group of punches and click Search

  5. In the Entries table below the search box, locate the punch requiring action.

    1. Click Yes to confirm

    1. Click Yes to confirm

    1. Click the A in the entry row to approve the punch

    2. Click the red R in the entry row to reject the punch

    3. Click anywhere in the entry row to view the Punch Detail page

  6. Click the Export button to export the entries table to a CSV file

    1. Click the Load More button beneath the entries table to load the next 30 entries

All Entries by Object

  1. Log in to personal profile

  2. Click Home on the main menu

  3. Click one of the following tabs on the submenu to open the object page:

    1. Employees - All entries for a particular employee

    2. Clients - All entries for a particular client

    3. Residential Programs, Day Programs, Group Services, or Parenting Programs - Only these types of punches will appear (excludes punches not made within the program or service such as Training, Admin, Hourly, etc.)

    4. Cost Center - All entries for a particular cost center

  4. Use the filters to search by specific criteria and click Search

  5. Click anywhere in the object row (employee, client, program or service, or cost center) to open the details page

  6. Click the Entries tab

  7. Click anywhere in the punch row to open the Punch Details page

  8. Click Actions

  9. Select Approve or Reject from the drop-down menu

    1. Please note: Not all punch statuses can be approved or rejected. Please view the Punch Entries Status section of the Status - Quick Reference article.