The "View/Manage Time" page allows you to review your time clock cards/timesheets and related data such as:

• Review time clock cards/timesheets.
• Submit your time clock cards/timesheets for approval.
• Submit expense reports.

Menus and options will differ depending on what has been configured by your Administrator. Some fields will be read-only. If you have any questions or concerns regarding your time, contact your Administrator for assistance. 

View/Manage Time Menu

The "View/Manage Time" page will allow you to filter your menu by the year and schedule. It will also provide a series of tabs for you to review and submit your time:

• Time Cards
  • Time Clock Cards
  • Timesheet Cards
• Pay Period Reports

Time Clock Cards Tab

The "Time Clock Cards" will show you your time clock cards, where you tracked when you started and ended your workday. The menu will provide the following columns:

• Pay Range - Clicking the pay range will show you a detailed breakdown of your time for the given pay range. You will also see the following icons next to the pay range dates:

  • Used to indicate any warnings relating to the time clock cards.

    

  • Used to indicate any comments relating to the time clock cards.

    

• Employee ID
• Regular Hours
• Overtime Hours
• Dbl Time Hours
• Paid Time Off Hours
• Unpaid Time Off Hours
• Deduction Hours
• Total Hours
• Pay Amount
• Date Submitted - When the time card was submitted, generally by an employee.
• Date Approved - When the time card was approved, generally by a time manager.
• Detail - Hovering over the icon will indicate the time card submitter and approver. 

The current pay range will be highlighted in orange:

Clicking the filter icon allows you to filter the list by those that have been submitted, unsubmitted, approved, or unapproved.

Pay Range Details

Records

The "Records" tab will provide the following columns:

• Week Day
• Time In
• Time Out
• Detail
• Project / Cost Center
• Entry Note
• Reg Hours
• OT Hours
• DT Hours
• Paid Time Off Hours
• Unpaid Time Off Hours
• Deduction Hours
• Bonus Reg Hours
• Total Hours
• Pay Amount
• Pay Rates

Expense Reports

The "Expense Reports" tab will provide the following columns:

• Employee Name
• Start Date
• End Date
• Title
• Total Amount
• Date Submitted
• Date Approved
• Date Paid

The Filter icon allows you to filter your expense reports by approved, not approved, submitted, or not submitted expense reports.

Creating an Expense Report

1. Click Add from the Actions dropdown menu.

   

2. Complete the fields for the Expense Report Summary. 

   

   • Title - Enter a title for the expense report, such as "May 2025 Expenses", sales convention, company trip, etc.
   • Start & End Date - The dates that will encompass the expense details of this report, such as for the month or period of an event.
   • Paid Date - The date that the expense report was paid, if any.
   • Notes - Applicable notes for the manager or administrator.
3. Click Add Record when finished.

4. Click the Expense Report Details tab.

   

5. The "Expense Report Details" tab lists individual expenses and allows you to add additional details.

   

6. Click Create Expense Report Item from the Actions dropdown menu.

   

7. Enter the appropriate information for a typical or mileage expense

   Typical Expense (Non-Mileage) Mileage Expense

   

   • Expense Date
   • Account - The type of expense
   • Notes - Enter any applicable notes for the expense.
   • Total Amount
   • Receipt Upload - Upload the relevant receipt(s) for the expense.

   If a mileage expense account is selected, additional fields will be available for odometer/miles traveled.

   • Expense Date
   • Account - The type of expense
   • Notes - Enter any applicable notes for the expense.
   • Starting Odometer Reading - Enter the beginning mileage reading from the vehicle.
   • Ending Odometer Reading - Enter the ending mileage reading from the vehicle. Click Calculate to determine the total number of miles traveled. The miles traveled will be used to determine the total amount for the expense item (Total Miles x Pay Rate = Total Amount).
   • Receipt Upload - Upload the relevant receipt(s) for the expense.

   If you did not record the odometer readings, you can enter 0 for the starting odometer reading and the distance traveled in miles for the ending odometer reading to help calculate the total miles traveled. We recommend checking with your manager/administrator for your organization's best practices. 

8. Click Add Record when finished.
9. Repeat steps 6-9 until you have added all relevant expense records.

Submitting an Expense Report

1. Click the checkbox(es) to the right of your completed expense report(s) to submit.

   

2. Click Mark Selected as Submitted from the Actions dropdown menu.

   

3. Confirm the submission.

Pay Transactions

The "Pay Transactions" tab lists any compensation added by your Administrator that falls outside of base pay compensation.

The "Pay Transactions" tab provides the following columns:

• Start
• End
• Pay Code
• Rate Code
• Amount
• Type
• Category
• Notes
• Detail
• Synced to Payroll

Comments

The "Comments" tab allows you to provide comments to managers/administrators relating to your time clock cards.

Adding a Comment

Specify the date and enter your comment for your time clock cards. Click Add Comment.

Editing a Comment

Click the edit icon . The contents of the comment will populate the fields. Adjust your comment as needed. Click Save Comment when finished.

Emails

The "Emails" tab lists the emails generated from the system as a result of actions in the Time and Attendance module.

• Action - Click the icon to open a new tab/window and view the email contents.
• From
• To
• Sent
• Subject
• Rejected

Submit Time Card

The "Submit Time Card" tab allows you to submit your time card for approval, and your time card can be downloaded as a PDF or Excel file. 

When you are satisfied with your time card, click Submit Time Card. 

Timesheet Cards Tab

The "Timesheet Cards" will show you your timesheets with the overall hours worked. The menu will provide the following columns:

• Pay Range - Clicking the pay range will show you a detailed breakdown of your time for the given pay range. You will also see the following icons next to the pay range dates:

  • Used to indicate any comments relating to the time clock cards.

    

• Employee ID
• Regular Hours
• Overtime Hours
• Dbl Time Hours
• Paid Time Off Hours
• Unpaid Time Off Hours
• Total Hours
• Pay Amount
• Date Submitted - When the time card was submitted, generally by an employee.
• Date Approved - When the time card was approved, generally by a time manager.
• Detail - Hovering over the icon will indicate the time card submitter and approver. 

The current pay range will be highlighted in orange:

Clicking the filter icon allows you to filter the list by those that have been submitted, unsubmitted, approved, or unapproved.

Pay Range Details

Pay Range

The "Records" tab will provide the following columns:

• Project
• Days of the Week
• Total
• Pay Amount

Adding Hours to Timesheet

1. If enabled, specify the projects and cost centers for the line item. Click Add to Timesheet to add the line item to your timesheet.

   

2. Enter the hours worked for the given line items on your timesheet. Click Save Timesheet when finished. Click the X towards the right to remove a line item.
3. Repeat as necessary for other line items and date ranges. 

Expense Reports

The "Expense Reports" tab will provide the following columns:

• Employee Name
• Start Date
• End Date
• Title
• Total Amount
• Date Submitted
• Date Approved
• Date Paid

The Filter icon allows you to filter your expense reports by approved, not approved, submitted, or not submitted expense reports.

Creating an Expense Report

1. Click Add from the Actions dropdown menu.

   

2. Complete the fields for the Expense Report Summary. 

   

   • Title - Enter a title for the expense report, such as "May 2025 Expenses", sales convention, company trip, etc.
   • Start & End Date - The dates that will encompass the expense details of this report, such as for the month or period of an event.
   • Paid Date - The date that the expense report was paid, if any.
   • Notes - Applicable notes for the manager or administrator.
3. Click Add Record when finished.

4. Click the Expense Reports tab.

   

5. The "Expense Report Details" tab lists individual expenses and allows you to add additional details.

   

6. Click Create Expense Report Item from the Actions dropdown menu.

   

7. Enter the appropriate information for a typical or mileage expense

   Typical Expense (Non-Mileage) Mileage Expense

   

   • Expense Date
   • Account - The type of expense
   • Notes - Enter any applicable notes for the expense.
   • Total Amount
   • Receipt Upload - Upload the relevant receipt(s) for the expense.

   If a mileage expense account is selected, additional fields will be available for odometer/miles traveled.

   • Expense Date
   • Account - The type of expense
   • Notes - Enter any applicable notes for the expense.
   • Starting Odometer Reading - Enter the beginning mileage reading from the vehicle.
   • Ending Odometer Reading - Enter the ending mileage reading from the vehicle. Click Calculate to determine the total number of miles traveled. The miles traveled will be used to determine the total amount for the expense item (Total Miles x Pay Rate = Total Amount).
   • Receipt Upload - Upload the relevant receipt(s) for the expense.

   If you did not record the odometer readings, you can enter 0 for the starting odometer reading and the distance traveled in miles for the ending odometer reading to help calculate the total miles traveled. We recommend checking with your manager/administrator for your organization's best practices. 

8. Click Add Record when finished.
9. Repeat steps 6-9 until you have added all relevant expense records.

Submitting an Expense Report

1. Click the checkbox(es) to the right of your completed expense report(s) to submit.

   

2. Click Mark Selected as Submitted from the Actions dropdown menu.

   

3. Confirm the submission.

Pay Transactions

The "Pay Transactions" tab lists any compensation added by your Administrator that falls outside of base pay compensation.

The "Pay Transactions" tab provides the following columns:

• Start
• End
• Pay Code
• Rate Code
• Amount
• Type
• Category
• Notes
• Detail
• Synced to Payroll

Comments

The "Comments" tab allows you to provide comments to managers/administrators relating to your timesheet relating to your timesheets.

Adding a Comment

Specify the date and enter your comment for your time clock cards. Click Add Comment.

Editing a Comment

Click the edit icon . The contents of the comment will populate the fields. Adjust your comment as needed. Click Save Comment when finished.

Emails

The "Emails" tab lists the emails generated from the system related to time tracking.

• Action - Click the icon to open a new tab/window and view the email contents.
• From
• To
• Sent
• Subject
• Rejected

Submit Time Card

The "Submit Time Card" tab allows you to submit your time card for approval and download your timesheet can be downloaded as a PDF or Excel file. 

When you are satisfied with your time card, click Submit Time Card. 

Pay Period Reports

The "Pay Period Reports" tab allows you to download a copy of the employee schedule in a PDF or Excel format.

A PDF example of the pay period report has been provided below: