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Guide to Time Card Details for ExakTime Connect

The Time Card Details page will present your employee's time records, either made in the field or in the office, for a given date range. You can perform a variety of actions here, in addition to reviewing, such as editing the time card(s), emailing the time card to the employee, and/or approving the time card.

Some menu items on the Time Card Details are dependent on other options such as time card approvals, manual meal breaks, etc.

Table of Contents

Navigating to Time Card Details

From the top menu bar, click Time Cards and click Time Card Details.

If you are unable to see either the Time Cards or Time Card Detail buttons and believe you should be able to, please speak with your ExakTime Connect Administrator to confirm that your ExakTime Connect Security Role has been correctly set up.

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For ease of viewing, we will break down the time card detail screen into 3 main areas. 

Employee/Location View List

Employee View

The Employee View will list active employees and any inactive employees with time records for the selected date range in your viewset.

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  1. Employee/Location View - Switch between Employee or Location View
  2. Employee Search
  3. Sort Employees By ID or Name
  4. Employee List - Your employee list will have 20 employees at a time.
  5. Inactive Icon Overview__Time_Card_Detail__115002665908__Inactive_Location.png- If an employee is inactive, but has time for the specified date range.
  6. Red Exclamation Point Overview__Time_Card_Detail__115002665908__Incomplete.png - If an employee's time card has any time records that require your attention, this icon will be shown next to their name. This can be caused by incomplete or overlapping time records.
    • This icon can be expected if you are viewing the current workday as your employees may still be working at the time of reviewing.

Location View

When using Location View, the Location list on the left will list all active locations and any inactive locations with time records associated.

The Employee list on the right will only list employees that have time records associated with a selected location. Selecting the employee will show all their time records and not just time records with the selected location. 

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  1. Employee/Location View - Switch between Employee or Location View
  2. Location Search
  3. Employee Search
  4. Location List - Active locations and inactive locations with time records associated will be listed here. If a location has been used by your employees in the current date range, the location will have black text. Locations that have not been used will have grey italicized text.
  5. Employee List - Employees with time records for the selected location will be listed here.
  6. Red Exclamation Point for Locations Overview__Time_Card_Detail__115002665908__Incomplete.png - If a location is used for an incomplete time record, a red exclamation point will appear next to the location name.
  7. Red Exclamation Point for Employees Overview__Time_Card_Detail__115002665908__Incomplete.png- If a time card has any time records that require your attention, this icon will be shown next to their name. This can be caused by an incomplete time card or overlapping time records.
    • This icon can be expected if you are viewing the current workday as your employees may still be working at the time of reviewing.
  8. Inactive Location Icon Overview__Time_Card_Detail__115002665908__Inactive_Location.png - This icon will appear next to any inactive location if an employee has a time record with the respective location.

Time Card Hours, Date Range & Actions

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  1. Time Card Hours & Approvals - The employee's hours (regular, overtime (OT1), premium/double time (OT2), unpaid time, and total worked hours) for the selected date range and time card approval indicators, if any. For more information about time card approvals, you can refer to the following article.
  2. Date Range
    • The drop-down menu will show quick options for pre-defined date ranges such as pay periods or weeks. If you have not set up a pay period/week, you can refer to the following article.

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    • The arrow buttons can be used to go to the previous or next pay period/week/day. The arrows will be unavailable if you are viewing a custom date range.
    • Clicking the calendar icon will allow you to specify a date range, of up to 31 days.

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  3. Time Card Actions - An assortment of Actions such as adding time, recalculating the hours, and printing the currently selected time card can be performed here. The actions available may be dependent on other options/features being enabled for your security role. 
    • Add Time - Add a time record for the currently selected employee.
    • Add Meal Break - Add a manual meal break for the currently selected employee. This option will only appear if the employee's policy group has 'Manual Meal Break' enabled.
    • Recalculate - When clicked, will trigger ExakTime Connect to recalculate the currently viewed open and unapproved pay periods based on the policies at the time of recalculation.
      • When recalculating previous pay periods, be cautious of your policies being different from when the previous pay period was originally calculated as it can result in data discrepancies.
    • Print - Print the time card in a premade format.
    • Email to Employee - Email the time card to the currently selected employee.
    • Approve Time - Approve the employee's time card for the selected pay period. This button will not be available if viewing a custom date range. 
      • An employee's time card should only be approved at the end of your company's pay period. Approving a time card will prevent any records made by the employee from reaching their time card and instead going to the quarantined time section.
    • Approval History - View the approval/unapproval history for the pay period.
    • Copy Time - Copy time allows you to copy your time from one date range to another. This option only appears for your own time card and is not currently available to copy the time cards of other employees.
  4. Column Manager - Add or remove columns from your time card.
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Time Card & Icon Meanings

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The employee time card will contain all time punches and records created on ExakTime Connect, Mobile, and JobClocks.

Columns

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As the available columns can be dependent on certain features, we have listed common columns below:

  • Location - Where the employee worked.
  • Cost Code - What they did.
  • Start/Stop Time - The start/stop time of the time record. The stop time will be grayed out if it is using the start time of the time record that immediately follows.
  • REG/OT1/OT2 - If the time record hours are regular, overtime (OT1), or premium/double-time (OT2) based on your employee and location policies.
  • Shift/Pay Code - Indicates what shift and/or pay code a time record would belong to
  • Unpaid - Indicates how much time is spent for a manual meal break or for any approved unpaid time off requests. Will not show hours for auto lunch deductions or gaps of time between time records.
  • Overall Hours

The columns for your time cards can be readjusted and repositioned with the column manager icon.

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Time Card Symbols/Buttons

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There are some functions that can only be done from the time card area. Some options/actions are dependent on features/options being enabled for your security role

  1.  - Clicking this chevron icon will allow you to collapse or expand the time records for the given day.
  2. Start/Stop Time - The start and stop time that an employee worked for the given location/cost code of the time record.
    • The "Stop Time" will be grayed out if it is using the start time of the following time record and will automatically update itself to reflect the start time of the following time record. 
    • Clock_Out_Icon_-_00.png - This "Clock Out" icon will be displayed towards the left of a stop time if it is a clock out for the employee's time record and is no longer tracking time. This will occur for time records where the stop time has been manually marked as being a "clock out" or when an employee clocks out in the field. 
    • There will be a small i icon next to every start/stop time. The color of the icon will indicate the relation of the GPS associated with the time punch created via ExakTime Mobile and the location of the time record.
      • Overview__Time_Card_Detail__June_Update___360003910674__No-GPS.png - A blue icon indicates that there is no GPS associated with the time punch. This can be due to:
        • Lack of location services at the time of creating the punch on ExakTime Mobile.
        • If the time punch was created manually with ExakTime Connect.
        • if the time record was created automatically by the system such as a midnight split.
      • Overview__Time_Card_Detail__June_Update___360003910674__Location-No-GPS.png - A grey icon indicates that there is GPS associated with the time punch, but the location for the time punch does not yet have a GeoFence.
      • Overview__Time_Card_Detail__June_Update___360003910674__Outside-GeoFence.png - A red icon indicates that the GPS for the time punch is outside the GeoFence of the location for the time record.
      • Overview__Time_Card_Detail__June_Update___360003910674__Inside-GeoFence.png - A green icon indicates that the GPS for the time record is within the GeoFence of the location of the time record.
      • ETC_-_Time_Card_Details_-_i_icon_-_Meal_Break_-_01.png - A yellow icon indicates that the employee clocked in early from a manual meal break
    • Hovering over this icon can also display information such as GPS proximity to the Geofence, FaceFront photo, and more:
      • Source - Where the time record came from.
      • Created by - Who created the time punch.
      • Punch Time - The original punch time. Can be useful if the time punch was modified manually or through roundings.
      • Additional Information
        • GPS of Time Punch in relation to the selected location.

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        • FaceFront Photo if available.

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        • If the stop time is based on the start time of the following time record.

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  3. Comments - Comments can appear with a time record if they were added when clocking in/out on ExakTime Mobile/Connect, by a time editor on ExakTime Connect, or by an automated system in ExakTime Connect.
  4. Time Record Actions/Icons - The availability of the time record actions is dependent on the user's security role permissions and icons are dependent on what features are currently in use.
    • Overview__Time_Card_Detail__June_Update___360003910674__Edit_Time.png - Clicking the pencil icon will allow you to edit time records for the day.
    • Overview__Time_Card_Detail__115002665908__Trash.png - Click the trash icon will allow you to delete the time record. You will need to save the deletion of the time record before it is fully deleted. 
    • Overview__Time_Card_Detail__June_Update___360003910674__Globe.png - If there is GPS data associated with the time record, the globe icon will open the Map View page and shows you the position of the mobile device as the employee clocked in or out and in relation to the time record location, if possible.
    • Overview__Time_Card_Detail__June_Update___360003910674__Icon_-_Mobile_Forms.png- Clicking this icon will allow you to adjust/add ExakTime Mobile Form responses. For more information on how to edit mobile form responses, you can refer to the following article.
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    • Overview__Time_Card_Detail__June_Update___360003910674__Overlapping-Time.png - This icon will indicate overlapping time and will appear next to any time records that are overlapping each other.
    • Policies_Icon_-_00.png - This icon indicates that a record was created by a policy, most commonly auto-lunch.
    • Overview__Time_Card_Detail__115002665908__Exported.png- This icon indicates that a record has been exported via AccountLinx.
    • ETC_-_Time_Card_Details_-_Meal_Break_Icon_-_00.png - This icon indicates if a time record is for a meal break.
    • ETC - This icon indicates if a time record was created through the Time Off feature. 
  5. Additional Actions/Warnings
    • Add Time - Add time for the day.
    • Add Meal Break - Add a meal break for the day. This option will not be available if manual meal breaks have not been enabled for the employee's policy group.
    • Field Notes - If the employee creates any field notes and has a start time for the given day, you can click the button to view up to 50 of the field notes.
      • The field notes presented are based on the employee who created them, not the subject.
      • For more information about field notes in ExakTime Connect, you can refer to the following article.

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    • Missing Meal Break - This warning will appear if an employee is expected to take a meal break, but has not had one.
  6. Overview__Time_Card_Detail__115002665908__Incomplete.png - This icon will appear for any field with incomplete data. If the employee is still working, then this is expected to appear for the stop time. If a field is incomplete for a prior work day, then it must be corrected to show an hourly total.

Editing a Time Card

Editing a time card allows you to keep an accurate time card for your employees and to help determine the hours for other functions such as job-costing and payroll. The ability to edit an employee's time card is determined by security role permissions.

For more information about adding time records manually, you can refer to the following dedicated article.

For more information about editing or deleting time records, you can refer to the following dedicated article.

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