Actions on the Attendance Audits page

To access the attendance Audits page navigate to the Attendance Details page and then Click Tap Audits .

People

To Add, Edit, Delete, and Duplicate People see People Information.
Add or remove employment terms
  1. Select a person from the list.
  2. Click Tap People > People then select either Add Employment Terms or Remove Employment Terms.
  3. Select employment terms from the drop-down.
  4. Enter or select a start date from the calendar .
  5. Enter or select an end date from the calendar .
  6. (Optional) Select Forever.
  7. Click Tap Apply.

Track Time

Add a punch

  1. Select Track Time > Add punch.
  2. In the Punch panel, enter the following information as needed:
    • Time (hh:mm)* — You cannot leave this field blank.
    • Transfer — Click Tap the arrow to open the Transfer glance panel where you can select the business structure, work rule, cost center or labor category for the transfer. Click Tap or Cancel to exit.
    • Override — Select one of the listed overrides.
    • Time Zone — Select the applicable time zone.
    • Cancel Deductions — Select one of the listed deduction rules.
    • Exceptions — If there is an exception in the cell, the exception name is displayed. You cannot edit this.
    • Comments — If there is a comment for the cell, the comment is displayed.
  3. Click Apply.

Delete a punch

  1. Select Track Time > Delete punch.
  2. In the Delete Punch Dialog complete the following:
    1. Enter the or select the date with the calendar .
    2. Enter the time.
    3. (Optional) Click Tap Add comment and select a Comment from the drop-down.

      (Optional) Enter a Note.

      Click Tap Add.

    4. Select Apply.

Add Paycode

  1. Select Track Time > Add Paycode.
  2. On the Add Paycode panel complete the following:
    1. Select a Paycode from the drop-down.
    2. Select an Amount from the drop-down.
    3. Enter or select an Effective Date from the calendar .
    4. Enter a Start Time.
    5. Select a Transfer from the drop-down.
    6. (Optional) Select Add comment to add a comment.
    7. Click Tap Apply.

Delete Paycode

  1. Select Track Time > Delete Paycode.
  2. On the Delete Paycode panel complete the following:
    1. Select a Paycode from the drop-down.
    2. Select an Amount from the drop-down.
    3. Enter or select an Effective Date from the calendar .
    4. Enter a Start Time.
    5. Select a Transfer from the drop-down.
    6. (Optional) Select Add comment to add a comment.
    7. Click Tap Apply.

Add Pay from Schedule

  1. Select Track Time > Add Pay from Schedule.
  2. Enter or select an Effective Start Date from the calendar .
  3. Enter or select an Effective End Date from the calendar .
  4. (Optional) Select Add comment to add a comment.
  5. Click Tap Apply.

Delete Pay from Schedule

  1. Select Track Time > Delete Pay from Schedule.
  2. Enter or select an Effective Start Date from the calendar .
  3. Enter or select an Effective End Date from the calendar .
  4. (Optional) Select Add comment to add a comment.
  5. Click Tap Apply.

Calculate Employee Totals

  1. Select Track Time > Calculate Employee Totals.
  2. Enter or select a Start Date for Re-Totalization from the calendar .
  3. Click Tap Apply.

Approvals

Approve Timecard

  1. Click Tap Approval > Approve Timecard.
  2. Click Tap Yes.

Remove Timecard Approval

  1. Click Tap Approval > Remove Timecard Approval.
  2. Click Tap Yes.

Sign-Off

  1. Click Tap Approval > Sign-Off.
  2. Click Tap Yes.

Remove Sign-Off

  1. Click Tap Approval > Remove Sign-Off.
  2. Click Tap Yes.

Attendance

Apply Rules

  1. Click Tap Attendance > Apply Rules.
  2. (Optional) Make changes to Apply Rules. Select one of the following:
    • Use Default Start Date and then enter or use the calendar to update the End date.
    • Select Start Date and then enter or use the calendar to update the Start Date and End date.

Complete Actions

  1. Click Tap Attendance > Complete Actions.
  2. On the Complete Action panel complete the following:
    1. Enter or use the calendar to select a Start date, .End date, and Complete date.
    2. Select Apply.

Update Balances

Identifies a specified number of points or time to add to or deduct from an employee’s balance on a specified day.

  1. Click Tap Attendance > Update Balances.

  2. On the Update Balances Panel complete the following:

    1. Select the Balance Type.
    2. Enter an Amount.
    3. Enter or use the calendar to select the Effective Date.
    4. Select Apply.

Reset Balances

Specifies the number of points or time to which the balance is changed in an employee’s specified balance on a specified day.

  1. Click Tap Attendance > Reset Balances.

  2. On the Reset balances panel complete the following:

    1. Select the Balance Type.
    2. Enter an amount for reset Amount to (N) where the amount is N.
    3. Enter or use the calendar to select an Effective date.
    4. Select Apply.

Update Markers

  1. Click Tap Attendance > Update Markers.

  2. On the Modify Markers panel complete the following:

    1. Select one of the following:
      • Add
        1. Select a Type.

        2. Enter or use the calendar to select the Effective Date.

      • Delete and then select a Type.
    2. Select Apply.

Leave

Add Leave Time

  1. Click Tap Leave > Add Leave Time.
  2. On the Add leave time panel complete one of the following:
    • If you are adding leave time to multiple leave cases compete the following:
      1. Select the date to add leave time through from the drop-down:
        • End of current pay period
        • End of next pay period
        • Case end date
        • Specific date (manually entered) — Enter or select an End date from the calendar .
      2. Click Tap Apply.
    • If you are adding leave time to a single leave case complete the following:
      1. Select one of the following:

        Individual Dates — Complete the following:

        • Select the Day Defaults. The included days are navy blue.
        • Select one or more dates to add leave time using the calendar.

        Date Range — Complete the following:

        • Enter or select an Start Date from the calendar
        • Enter or select an End Date from the calendar
        • Select the Day Defaults. The included days are navy blue.
      2. Select Apply Dates.
      3. (Optional) Select Add more dates and repeat steps a-b as necessary.
      4. Enter the hours per day for Paid time and Tracking.
      5. Select Match hours for paid time and tracking to set the paid and tracking amounts to the same value automatically.
      6. Select Use scheduled amounts to set the amounts to match the schedule.
        Note: Unscheduled days will no longer appear in the list.
      7. Unselect Use the same amount per day to specify different amounts of time on each day.
      8. Unselect Stop Leave Tracking with no Balance to stop tracking leave when there is no tracking balance available.

      9. Enter paid time and Tracking time for each day.

      10. Select Review and review the added time.
      11. (Optional)Select one or more dates and select Edit to make additional changes.
      12. (Optional)Edit the Destination settings.
        1. Enter a Start time.
        2. Select one of the following from the commit to drop-down.

          Timecard— To apply the leave time as a Transfer select yes.

          Schedule

          • To apply the leave time as a Transfer select Yes.
          • To override scheduled shifts select Yes and then select the override shift type from the drop-down.

            (Optional) Select Create Open Shift to create an open shift for the overridden scheduled shift.

      13. Select Submit.

Add a Leave Case

  1. Click Tap Leave > Add case.

  2. On the Add new case panel complete the following:

    1. Select an employee from the drop-down.
    2. Select a Category from the drop-down.
    3. Select a Reason from the drop-down.
    4. Select a Frequency from the drop-down.
    5. (Optional) To edit the Case code select Edit .
      Note:
      • The Case code will automatically populate depending leave category selections.
      • Leave will automatically append the leave case code with a Case Id that is unique within the employee.

    6. Enter or use the calendar to select a Start date, .End date, and Initial request date.

    7. Select the Case approval status from the drop-down.
    8. (Optional) Make changes to the Case defaults.
      • Change the Paid Time.
      • Change the Tracking Time.
      • Select the Date Defaults. Deselect or select days of the week. The days highlighted in blue will be included.
      • Enter a Start Time.
      • Select one of the following from the Commit to drop-down:
        • Timecard

          Select a Transfer from the drop-down.

        • Schedule
          • Select a Transfer from the drop-down.
          • Select one of the following for Override Scheduled Shifts:

            Select Yes, and then Select the Override Scheduled Shifts Type from the drop-down to override the Full or Partial Shift.

            Select No.

    9. Select Apply the Leave Case Editor page will display. Depending on the leave case you may need to complete the following sections: