Options for Time and Labor Managers to Manage Time Cards

You can create, review, and approve time cards, including monthly time cards, for your organization according to your organization's time policies. You can do this even if workers still need to submit pending attestations.

To enter row-level comments, right-click the row number. These comments get stored with each entry. So you can edit the comment for a specific entry by right-clicking in the entry. Or you can open the Comments drawer and edit the comment there.

A newly added row-level comment overwrites any existing entry-level comment. And any newly added entry-level comment overwrites any existing row-level comment.

You can act on time cards, such as submit them or approve them using the My Client Groups > Team Time Cards quick action. You can tell which time cards are being processed because the Status column shows a temporary Refresh icon for them. Manually refresh the page to get the most recent time card statuses after the Refresh icon no longer appears.

To see the specific change requests awaiting approval from the Team Time Cards page, click the number above Pending Change Requests. Depending on your setup, you can also use this quick action to manage time change requests, or the Time Change Requests quick action. To avoid any processing issues when approving change requests, be sure to select less than 500 request to approve at one time.

You can also manage time cards, but not change requests, using the Team Time Cards task in the Time Management work area.

Copy and Add Data to Time Cards

To spend less time completing current time cards, you can copy data from previous time cards. Depending on your time card setup, you use either the More Actions menu or the Entries section Actions menu. Also depending on your setup, you can identify favorite time cards. Typically, you do this for time cards with data that stays fairly constant. Then, to spend less time completing time cards, you can use these favorites to copy data to the current time card. If your people report project time, you can also quickly add their current project, task, and assignment values to their time cards. Both actions are in the Entries section on the Actions menu.

Tip: If your workers use responsive time cards, when you copy an existing time card with a public holiday entry, the copy excludes the holiday entry. The same thing happens with any absence entries. For example, your worker's existing time card has a US public holiday on Monday and an absence on Tuesday. It has regular worked time on Wednesday through Friday. When you copy their time card entries to a new time card, the regular and on-call worked time copies. The holiday and absence entries don't copy because each holiday is unique and typically, so are absences. If your workers use classic time cards, you can specify whether to also copy absences.

Print Time Cards

You can print a saved or submitted time card. For example, you need to submit printed a time card to receive payment for a project. Use either of these Actions menu options:

• On the Team Time Cards page, the Print Time Card option
• On the time card page, the Print option

Generate Time Cards

You can generate multiple time cards as needed. For example, your workers typically work their assigned schedules without any deviation, so you automatically generate their time cards for them. Then, at the end of the time card period, they can quickly review the time card entries, make any necessary changes, and submit them.

Use the Generate Time Cards process. To open the process page, click the Generate button on the Team Time Cards page in the Time Management work area. You can also use the Generate Time Cards task on the Tasks panel drawer.