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Description: In this topic, the user will learn how to sign off on punches
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on behalf of clients.
Role Required: Guardian
Permission Required: N/A
Review and Sign Off on Punches
- Log in to
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- the guardian profile
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- Click
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- Clients on the
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- submenu
- Select the client from the table
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- to open the client details page.
- Scroll down to
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- view the entries. If needed, click the Entries tab.
- All entries requiring sign-off will be listed in the Entries table
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- with a checkbox field. Use the filters to find a particular punch if desired.
- Review the entries, then
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- select the checkbox next to the entries
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- for sign-off
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- .
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- To select all entries, click the
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- checkbox on the header row.
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- Click the green Sign Off button
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- Click Yes
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- to confirm
- The
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- status will remain in Pending until
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- the supervisor approves the punch
Reject Sign Off for a Punch
If any punch is incorrect,
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reject sign-off.
- Repeat steps 1-7
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- above
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- Click the red Reject button
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- Click Yes
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- to confirm
- If messaging is enabled, the supervisor and the employee will be notified that the punch was rejected.
Click the video below to launch the video player in a new tab.
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