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As a supervisor, you can Description: In this topic you will learn how to add or edit employee punches . As often as possible, it is best to have employees for those you supervise. Best practice is for employees to enter and edit their own punches . However, however there are some situations require supervisors to assist, including:

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that require the assistance of a supervisor (i.e. missed punches for Residential or Day Programs

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, approved punches that require editing

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To add a new punch for an employee:

).

Role Required: Supervisor

Permission Required:

Add a New Punch for an Employee

  1. Log in to your personal profile
  2. Select Home from the main menu
  3. Select Employees from the submenu
  4. Enter the employee name in the Employee Name search box, then click the blue Search button
    1. The results table, located below the search box, will update based upon your search
  5. Select
  6. Sign into your Personal Profile
  7. Click "Employees" on the sidebar
  8. Search for the Employee
  9. Click anywhere in the employee row on the results table to open the Employee Details Page
  10. Click "Actions"
  11. by clicking anywhere in the row
    1. The Employee Details page will open
  12. Select the Actions button
  13. Select New Entry in the actions dropdownClick "New Entry"
  14. Complete the Entry Form;
    1. May require a reason
    and note is required
    1. code when you add a punch for an employee
    .
  15. Click "the Save "buttonClick "
  16. Select Yes" on in the confirmation alert window

To edit a punch for an employee:

  1. to save the punch
    1. The added punch is generated and has the status of unverified

Edit a Punch for an Employee

  1. Log in to your personal profile
  2. Select Home from the main menu
  3. Select Employees from the submenu
  4. Enter the employee name in the Employee Name field, then click the Search button
    1. The results table, located below the search box, will update based upon your search
  5. Select the employee row on the results table by clicking anywhere in the row
    1. The Employee Details page will open
  6. On the Employee Details page select the Entries tab located below the demographics box
  7. Select the row in the entries table for the punch you need to edit
    1. The Punch Detail page will open
  8. Select the Actions button
  9. Select Edit Entry in the Actions dropdown
  10. Follow steps 1-4 listed above
  11. Click anywhere in the punch row on the Entries table to open the Punch Detail Page
  12. Click "Actions"
  13. Click "Edit Entry"
  14. Make the necessary changes on the Entry Form ; a reason and note is required wizard
    1. May require a reason code when you edit a punch for an employee
    .
  15. Click "the Save "buttonClick "
  16. Select Yes" on in the confirmation window

A note on Punch Status:

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  1. alert window to save edits
    1. An edited pending punch will change to the status of rejected and the new punch will be generated with the corrections and have the status of unverified
    2. An edited approved

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    1. punch will keep a status of

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    1. approved with a flag that reads

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    1. compensated.

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    1. Two new punches punches will be generated with

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    1. the status of

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    1. approved, one with the

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    1. corrections and one

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    1. zeroing out

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    1. the original punch.

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    1. All edited punches will have a reference number

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    1. linking to the original/edited punch (the reference number is the original/edited punch Id number)

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