As employees clock in/out with ExakTime Mobile or JobClocks, you will inevitably need to correct their time records or punches, such as, but not limited to:
- Incorrect location or cost code for a time punch.
- A time punch created later or earlier than intended.
- Completing a time record due to a forgotten punch.
Editing a time record or punch on ExakTime Connect allows you to view relevant information, such as field notes sent by the employee, form responses, GPS data, and more, depending on the features you have enabled. You can also edit time records/punches from ExakTime Mobile which can be convenient when you do not have a computer available, but lacks the detail of ExakTime Connect.
If you are trying to edit or delete records generated from a time off/PTO request, you cannot edit/delete them through the time card screen. As the time off/PTO record was generated from an approved request, the request must be cancelled.
Table of Contents
Best Practice
The best practice is to make all your edits (adding, editing, and/or deleting time records) for the employee's time card in one batch before saving. As the policies will be applied to the time card after saving (e.g., calculating hours), saving after every minor edit will result in policies being applied multiple times, which will take longer for the fully calculated time card to be presented.
How to Edit a Time Record
- Go to Time Management and click Timecards from the menu.
- Specify the date range for which you will be editing the time for.
- Click the employee with the time card that you will be editing.
- Click the Edit icon
or the field that you want to edit. Boxes will appear around all the time record fields for the day that you can edit.
- If the icon is grayed out/unclickable, the time record cannot be edited because the time card has been approved at a higher level, the pay period has been closed, or the time record was originally created from a timesheet.
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- Edit/enter the necessary information for the time record(s).
- The stop time for a time record will automatically use the start time of the succeeding time record as an implied stop time. If there is no succeeding time record, the stop time will have a
symbol until a succeeding time record is created or if the "Clock Out" checkbox is enabled.
- The "Clock Out" checkbox should only be used if the employee would no longer be tracking their time, such as for a break or the end of their day.
- If you are editing/adding multiple time records for an employee, you can create additional records with only start times, then use the "Clock Out" checkbox when the employee would be taking a break or is done for the day to enter a stop time.
- A comment can also be added as a reminder as to why the time was manually added.
- If you are entering a time record because an employee forgot to clock in, you can simply enter a location, cost code, and start time. If the employee is still working that day, they should be able to clock themselves in/out as normal
- When editing a time record, you can use the TAB key to go to different fields. If you have highlighted the "Clock Out" checkbox, you can press SPACE to enable it.
- The stop location for a time punch/record is hidden by default, but its column can be added.
- The stop time for a time record will automatically use the start time of the succeeding time record as an implied stop time. If there is no succeeding time record, the stop time will have a
- Save after making all your necessary changes.
- The time card will automatically:
- Apply policies such as auto-lunch, rounding any applicable time punches, calculating your regular/overtime/doubletime, and more. The time card will automatically update to reflect any changes from policies.
- You cannot specify how employees' hours are distributed for regular, overtime, or doubletime. The policy group assigned to an employee and enabled for a location will determine how they are calculated.
- Geofence indicators
for a time punch will automatically update to reflect if the employee's device was within the location's geofence at the time.
- Apply policies such as auto-lunch, rounding any applicable time punches, calculating your regular/overtime/doubletime, and more. The time card will automatically update to reflect any changes from policies.
Example for Adding/Editing Time for an Employee
When adding/editing time records manually for an employee's time card with the time card upgrade, it is best to think of adding/editing a time record like you are an employee clocking in. In our examples below, using ExakTime Mobile or adding/editing time manually will have the same result if done properly.
Example of a Work Day
- Clock In at 8 AM to Location A and Cost Code A to start their day.
- Clock In at 11 AM to Location A and Cost Code B to change their cost code.
- Clock In at 12 PM to Location B and Cost Code B to change their location.
- Clock In at 3 PM to Location B and Cost Code C to change their location and cost code.
- Clock Out at 3:30 PM to end their day.
Employees Using ExakTime Mobile
Adding/Editing Time Records Manually
Time Card Result
How to Delete a Time Record
- Go to Time Management and click on Timecards.
- Specify the date range you will be deleting a time record for.
- Click the employee whom you will be deleting time.
- Click the trash can icon next to a record. If you are already editing a time record, click the red trash can icon.
- If the icon is grayed out/unclickable, the time record cannot be edited because the time card has been approved at a higher level, the pay period has been closed, or the time record was originally created from a timesheet.
- The record to be deleted will be grayed out like below.
- Click Save after making all your necessary changes.
- The time card will begin applying policies such as auto-lunch, rounding any applicable time punches, calculating your regular/overtime/doubletime, and more. The time card will automatically update to reflect any changes from policies.
- You cannot specify how employees' hours are distributed for regular, overtime, or doubletime. The policy group assigned to an employee and enabled for a location will determine how they are calculated.
Additional Information
If you want to remove an auto lunch that has been generated for an employee, you can refer to the following dedicated article.
For more information regarding Time Cards, you can refer to the dedicated article for Time Card Details