Each employee within Attendance has their data broken down into several sections in order to present their information in an easy to follow, organized manner. There are several ways to bring up each piece of an employee’s data, and any changes that are entered into these sections, regardless of how the section is accessed, are saved automatically and are available throughout the system.

Personal Information

Personal Information consists of your employee’s Human Resources and Payroll status information. This includes their name, address, payroll identifier, hire date, etc.

Time Cards

The employee’s electronic Time Card. The Time Card is automatically updated when transactions are received from the time clock. The Time Card can also be edited by the employee’s supervisor or other users with Time Card access authority.

Schedules

The employee’s assigned work schedule. If a schedule pattern has been assigned to the employee, the schedule updates automatically. The schedule can also be adjusted by the employee’s supervisor or other users with schedule access authority.

History

The employee’s attendance history. This view can be adjusted to display hours worked, dollars earned, the pay designation, and/or schedule exceptions (tardy, late punch out, and so on).

Archives

The employee’s Time Cards for previous pay periods. Time Cards can be archived for an unlimited number of years.

Accruals

The employee’s benefits summary for the defined time period.

Personal Information includes personal (name, address, telephone number, etc.) and work-related information (hourly status, the rate of pay, benefits, etc.).  Human Resources normally perform edits of this data.

Toolbar

• Pages (Personal Information)  – Quickly change from Personal Information to other employee items.
• Basic –  Browse to the rest of the Personal Information.

Changing Information

With each tab and items can be edited.  Change, Remove or Click in the cell and type.  can be used to modify employee data, depending on your user profile’s security settings. For example, within the Workgroup tab, you can change the employee's Current Assignment

The Time Card is one of the most important pieces in ensuring employees are paid correctly.  The Time Card shows an employee’s schedule, in and out times for each shift, total working hours, workgroups that the employee worked, and exceptions from the schedule.  Supervisors can also correct any mistakes or add information as needed to the Time Card.  Some typical supervisor edits are:

• Add a missing punch
• Add a schedule
• Acknowledge an exception (Review and Approve)
• Credit or debit hours to or from an employee
• Enter workgroup transfers
• Authorize portions of the Time Card

The bottom portion of the Time Card window displays summary information in each of the tabbed areas.  The first tab is the period total summary and it displays total pay designation hours and dollars worked by each employee during the selected time period. The Daily Summary tab displays total pay designation hours and dollars worked by day for the selected period.  The Adjustments tab displays supervisor adjustments for the employee Time Card for the selected period. The Time Off tab displays a three-month calendar that shows an employee benefits summary.

Toolbar

1. Time Card -- Quickly change from Time Card to other employee items.
2. Current Period – Browse Pay Period to the Time Card for current or previous periods.
3. Editing Sheet—Change the time card view to another type.
4. Adjustments – Review and remove supervisor edits. 
5. Approve – Approve Time Card.  Puts the digital signature on the time card that it was reviewed.    
6. Print – Creates a file in PDF format.
7. List of Employees – Select a specific employee.
8. Preferences – Menu that allows visual changes to the time card layout.

In-Cell Editing

The Time Card can be edited by entering information directly into an open cell.  This can take place within the Schedule or Punches columns.  Time can be entered either in AM/PM or in 24-hour format.  Individual visual preferences define how the display is presented back to you. Hours can also be entered in either minutes or hundredths of hours.  For example, typing “8.50p” would result in 8:30p showing on the Time Card.              

Adjustments Menu

Transaction Edits

Workgroup Operations

Changing Visualization Preferences 

Tool Bar: 

1. Date – Change the date range.
2. Pages – goto more employees. 
3.  Filter – system defined
4. My Workgroups – user-defined filters based on workgroups.
5. Refresh – updates data on the screen.
6. Preferences – Changes the view.  

		Clicking on the + to add a schedule. Cut (Off This Day) – Removes the schedule for that day. Cut (Off This Week) – Removes the schedule for that week. Copy – Copy a schedule. This works similar to how it would in Microsoft Word or Excel. Paste – Pastes a schedule that you have copied to this day. Replicate Previous Week – Copies entire week to this week. Scheduled Absent – Assign a Benefit, such as Vacation, to an employee’s schedule. This can be done up to a year in advance, and will automatically appear on the employee’s Time Card once the day moves into the current pay period.
Add Work Schedule		Add a Schedule – Opens a dialog box that allows you to schedule any times in for that day.  The schedule may also perform a department transfer. The “+”  mark on the calendar also adds a schedule.
Make Flex on Day
Off This Day	Removes Schedule
Add Note

Schedule Patterns are repeating schedules assigned to employees.  As in every company, employees are scheduled to work.  This may be as easy as a consistent schedule of 9a-5p Monday to Friday until notified, or as complex as every other weekend off.  Both examples could be addressed as a “Schedule Patterns”. Individual schedules can be modified from that point, or by starting from scratch.