You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »

Description: In this topic you will learn how to add or edit employee punches for those you supervise. Best practice is for employees to enter and edit their own punches however there are some situations that require the assistance of a supervisor (i.e. missed punches for Residential or Day Programs, approved punches that require editing).

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 the employee row on the results table by clicking anywhere in the row
    1. The Employee Details page will open
  6. Select the Actions button
  7. Select New Entry in the actions dropdown
  8. Complete the Entry Form
    1. May require a reason code when you add a punch for an employee
  9. Click the Save button
  10. Select Yes in the confirmation alert window 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. Make the necessary changes on the Entry Form wizard
    1. May require a reason code when you edit a punch for an employee
  11. Click the Save button
  12. Select Yes in the confirmation 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 punch will keep a status of approved with a flag that reads compensated. Two new punches punches will be generated with the status of approved, one with the corrections and one zeroing out the original punch.
    3. All edited punches will have a reference number linking to the original/edited punch (the reference number is the original/edited punch Id number)


  • No labels