Timesheet Segments

This article goes into detail about Timesheet Segments. For just a general overview, visit the Guide to Timesheets article.

There are multiple ways that an hourly user's time segments can be recorded/viewed/edited:

User Account Page

To easily get to the User Account page, click the user's name in the right corner of the main top bar. Here, there are many features relating to timesheet segments:

• Clock in and out buttons
• Missed Clock In and Missed Clock out buttons
  • Option to submit that a clock in, out, or both was missed
  • This will notify managment to make adjustments to timesheet segments
  • Management will see these entries as notifications in Payroll Report
• Table that shows payroll period hours worked
  • Select payroll period wanted to view
• Table that shows past entries for missed clock ins and outs
  • Options to edit and delete entries

Time Clock Mode

Time Clock Mode allows a device to support clocking in and clocking out very quickly for hourly employees. To put a device into this mode, find the domain setting and toggle it on. To disable this mode, clear the device cookies and refresh.
There are a variety of clocking actions that can be performed in this mode:

• Clock In
• Clock Out
• Submit Missed Clock Entries
• Logout Without Clocking In/Out
• View Payroll Periods
• View Missed Clock Entries

Timesheet Page

As users clock in and out to record their hours worked, the main timesheet page will list the time segments.

The Timesheet Segment table contains columns for ID, Username, Date Started, Date Ended, Segment Duration, and Actions.

In the Timesheet page, here is what can be done:

• Create new segments
  • Click "+ NEW TIMESHEET SEGMENT"
  • Fill out necessary fields
• Specify user start/end times
  • Click the Edit icon under Actions column
• Archive segments
  • Click the archive button under Actions column
• View/unarchive archived segments
  • Click "View Archived Timesheet Segments" in top right
  • Click unarchive button to unarchive time segment
• Determine if a segment is overtime or not
  • Check/uncheck the Overtime checkbox when creating or editing a time segment
  • Checking the box will make the segment appear as overtime in Payroll Report
• Determine if a segment needs review
  • Check/uncheck the Review Required checkbox when creating or editing a time segment
  • Checking the box will put a warning sign on the user and the time segment in Payroll Report
• Choose timesheet segment shift
  • Segments may have the option to select Previous Shift, Next Shift, Current Shift, or Create New Shift
  • Assigning shifts will make sure hours are assigned to the correct day/week if they crossover to the next
• View active segments
  • Click "View Active Timesheet Segments" in the top right to view currently running time segments
• Clock out currently clocked in users
  • For any currently running user time segments, click the clock out icon under the Actions column to clock the user out

Payroll Report

Found in the top right corner of the main Timesheets page, "Payroll Report" brings you to a page that displays time segments for each user in a selected time period. From here, you can perform many things:

Assign Overtime

• Click the hour glass icon under the Actions column
  or
• Click the "Add Overtime Segments to Payroll" on top yellow banner
• Overtime will be based off the overtime amount defined in domain settings

Assign Product Breakdowns

• Accessed through clicking the suitcase-clock icon under the Actions column
• Assign product codes to time segments (including Time Off segments) that have not already been assigned, or edit those already assigned
• Breakdowns will be automatically filled in if user breakdown defaults are set
• Split time and assign multiple product codes by clicking "+ ADD PRODUCT CODE"
• Delete product codes by clicking the trash can to the right of the Product time column (this will not delete the time segment itself)

Add Timesheet Segments

• Accessed through the plus button under the Action column of a user's column
• Fill out fields to create a new timesheet segment for the user

Edit and Create CSV Power Tool

• Accessed through the buttons in the top left corner
• This is best to be done by TypeScript-trained users
• This is where User Custom Inputs come into play

Missed Clock Entries

• Yellow banner will appear on Payroll Report page when missed clock entries are present
• Accessed through the hyperlink in the top right corner
• Entries from users who missed clocking their hours will appear listed here
• Table displays: Date, Missed Type, Clock In/Out Times, Duration, Comment, Actions
• The Action column icons:
  • Plus - create a time segment from missed clock entry
  • Pencil - edit the user's entry
  • Archive - archive the entry (this can be undone through top right hyperlink)
  • Trash - delete entry (this cannot be undone)

Review Required Timesheet Segments

• A warning sign will appear if a timesheet segment is over or under the times set in domain settings
• A warning sign will appear if a timesheet segment was checked as "Review Required" when it was created or edited

Timesheet Segments Per User

• Click the down arrow next to a user's name to view all segments, including time off segments
• The Action column of each segment gives a few different options:
  • Edit - change the start and end times of the segment
  • Add a break - splits the time segment into two, allowing for setting break start/end times, and will not count that break time when saved
  • Archive - remove the user's time segment (can be undone)