Description: In this topic you will learn how to edit a punch and add reason codes to a punch entry if required by your organization. Edits can be made to a punch if the punch is in a pending status.
*Please note: Edits can not be made to a Residential, Day Program, or an Approved punch. If an edit needs to be made, please contact your supervisor.
Role Required: Employee
Permission Required: N/A
Log in to your personal profile
Click Home on the main menu
Click Entries on the submenu
Below the search box, in the entries table, click anywhere in the punch row of the punch you want to edit
Optionally use the filters to search for punch and click Search, the table will update based on the filters entered
Please note: Edits can only be made a punch in a pending status
View the punch details on the Punch Details Page
Click Actions button
Click Edit Entry from the actions dropdown
Make the necessary changes to the Edit Entry form wizard
If your organization requires a Reason Code when editing a punch, click on the Blue Plus (+) Sign button next to the Reason field
Select a reason from the Add Reason Codes drop down that best describes why you need to make the edit
Some Reason Codes require a text explanation. If you select a Reason Code with this requirement, a text box will appear and it is required to enter text before saving.
Click the Blue Plus (+) Sign next to the Add Reason Codes drop down to add your selection to the Added Reason Codes box
Click Save
Click Yes on the confirmation alert window
The original punch status has changed to rejected, view the details on the Punch Details page
A new punch with the corrections has been generated and is in a pending status
The new punch will have a Ref. Entry # listed and links it to the original punch
To view the original and new punch, select Entries on the submenu
Both punches are listed in the Entries table below the search box
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