...
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
Log in to personal profile
Click Home on the main menu
Click Pending Entries on the submenu
Use the filters to search for a punch or group of punches and click Search
In the Entries table below the search box, locate the punch requiring action.
Click Yes to confirm
Click Yes to confirm
Click the A
There are several ways to review employee punches. The simplest method to find all pending punches is to utilize the Pending Entries tab.
...
in the entry row to approve the punch
...
Click the red
...
R in the entry row to reject the punch
...
Click anywhere in the entry row to view the Punch Detail page
Click the Export button to export the entries table to a CSV file
Click the Load More button beneath the entries table to load the next 30 entries
All Entries by Object
Log in to personal profile
Click Home on the main menu
Click one of the following tabs on the submenu to open the object page:
Employees - All
Punches can also be viewed from any Details Page on the Entries Table by clicking any of the following on the sidebar:
...
entries for a particular employee
Clients -
...
All entries for a particular client
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.
...
)
...
Cost Center -
...
All entries for a particular cost center
...
Use the filters to search by specific criteria and click Search
Click anywhere in the object row (employee, client, program or service, or cost center) to open the details page
Click the Entries tab
Click anywhere in the punch row
...
to open the
...
Punch Details page
Click
...
Actions
Select Approve or Reject from the drop-down menu
Please note: Not all punch statuses can be approved or rejected. Please view the Punch Entries Status section of the Status - Quick Reference article
NOTE: This task requires Supervisor Role or Employer Role for the Cost Center that the punch was made in.
...
.
Related articles
Content by Label | ||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...
Page properties | ||
---|---|---|
| ||
|