Training #3: Approving Time
Now you've got your first schedule, update it to follow the actual shifts.
After you've got some scheduled shifts in WFM, employees will come in and work those shifts. You can track their time with SuitePeople Time Clock, but you'll want to see these punch events next to the schedule.
Go to Shifts > Weekly. Days of the week are the columns, the rows are the person's information.
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Scheduled Shifts – Shows what was supposed to happen.
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Timesheets – Shows staff punch events from SuitePeople Time Clock.
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Shifts — Shows what occurred. These data are created when you approve, deny, or edit scheduled shifts or timesheets. Actual shifts are sent to payroll.
When approving a shift, note the following:
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Use the thumbs up to approve a shift as shown. This creates a shift using the start, finish, and break info.
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Use the thumbs down to deny a scheduled shift. This says that this shift wasn't worked. You can assign the shift to someone else who filled in or create leave for the employee who didn't work.
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Use the pencil icon to edit a shift. You can change the start or finish time, break, or job.
If an employee wasn't scheduled and didn't punch in, they'd have no timesheet entry. You can hover over the row for that employee to manually create a shift.
Check the % in the top right. It shows how many shifts have been processed. At the end of the week, it'll be 100% if you've processed all visible shifts.