The Time & Attendance Approval screen allows users to review and approve or deny timecard requested changes submitted by employees from the Punch In/Out Portal block or Employee Self Service > View/Edit Timecards. Once processed, employees can view the status of their requests on the View/Edit Timecards screen.
This screen requires the Enable Time & Attendance setting to be activated by Focus staff. Please contact your Focus representative for assistance.
The users responsible for reviewing and approving timecards is determined by the following fields: Manager, Managed By, Timekeeper and Timekeeper Assigned via Human Resources > Position Control.
The requests displayed depends on your accounting strip permissions. For example, if you don't have access to all facilities, only the facilities assigned to you via Setup > Accounting Strips will display here for your approval.
1. In the Human Resources menu, click Time & Attendance Approval.
2. The Time & Attendance Approval screen defaults to the Timecard Approvals tab.
3. Select the applicable Fiscal Year from the pull-down in which requests are housed.
4. Select the pay Period from the pull-down.
5. To view requests linked to specific pay types, select those types from the Pay Type pull-down.
6. To view requests for select employees, select said employees from the Employee pull-down.
7. Select the Special Requests Only check box to filter results to only include timecard changes flagged as special requests (e.g., overtime, shift adjustments).
8. Select the Timecard Requests Only check box to display only timecard change requests with active submissions, excluding other types such as leave or holiday requests.
9. Select the Show All Users check box to include requests that should be reviewed by all other users.
10. Click Run.
The report displays the following data:
- Pay Period: Fiscal Year, Run Code, Start Date, End Date
- Employee Information: Employee, Pay Type, Position, Exempt From Overtime, Manager(s)
- Approval Status: Timekeeper Approval, Employee Approval
- Hours: Worked, Special Requests, Leave, Holiday, Total Hours
11. Click View to view, review, and approve the timecard change requests as well as regular timecards.
All Timecards are displayed. To review timecard changes, look for the green buttons as indicated by the Legend.
The timecard details also display the Date, Hours, Type, Comp Time Hours, Facility, Original In/Out times, Grace Period In/Out times, Requested In/Out times, Reason Returned, Travel Notes, Files & Comments, Approver, Approval Date, Timekeeper Approver, Timekeeper Approval Date, and Employee Approval. The Other Time section displays the Date, Type, and Hours.
Depending on the settings enabled via Time & Attendance Setup, additional columns will display, such as Day of Week, Week Index, etc.
An alert icon displays if the clock-in or clock-out IP address does not match any of the IPs defined in Time & Attendance Setup.
See the Legend for information on the records and colors displayed. Green records indicate time that is paid. Pink indicates time denied that is not paid. Yellow indicates the time that is incomplete.
If a user forgets to clock out, the system will now automatically end the shift after 12 hours from the clock-in time. The system automatically inserts a 12-hour clock-out, and the next time the user logs in, the Portal Punch screen displays only the Clock In option, not Clock Out. The missed clock-out from the previous day is clearly marked in yellow on the timecard, making it easy for staff to review and modify if needed.
a. Click the red X to deny the request.
i. Enter the Reason why you are denying the request in the text box.
ii. Click Deny.
Once denied, the record displays in pink indicating that it is time denied and will not be paid.
iii. Click Undeny to reverse the denial and reactive the record.
b. Click the Requested Clock In or Requested Clock Out to approve the request.
i. Once approved, the time turns green indicating approval.
c. Click Manage in the Accounting column to add, edit, or delete the account that has been applied to this timecard entry.
i. Select the applicable accounting strip elements from the corresponding pull-downs, such as Facility, Department, Fund, etc.
ii. From here, you can also select the Manager from the pull-down, which identifies the person responsible for reviewing the time and attendance request.
iii. When finished, the changes save automatically. Click the white X to close the pop-up window.
d. Click Files & Comments to view attached documents and comments or to add your own files and comments.
e. Click Approve to approve all requested changes displayed.
Upon approving requests, you can select to close the pop-up (On Approve: Close) window automatically or open the next request (On Approve: Open Next) from the On Approve pull-down. Note: This pull-down only displays for approvers.
f. Click Add/Edit to view, add, and/or edit the original clock in and out times and dates, as well as the requested clock in and out dates and times.
i. Click the Facility pull-down to edit the selection made.
ii. Click the applicable text boxes to edit the clock in and out dates and times.
iii. Enter or edit any applicable Travel Notes by clicking into the corresponding text box.
iv. Click Save when edits are complete.
h. Click Return to Originator to send the time request back to the employee with notes for changes before approving the request or instead of denying the request.
i. Enter the reason for the return in the text box, and click OK.
i. Click the white X to close the pop-up window.
Timecards that contain requested changes must be reviewed and approved or denied on a case by case basis by clicking View as described in the steps above.
To deny timecard entries, click View to view timecard details. Records cannot be denied en masse.
10. To approve multiple employees' records at once, select the applicable check boxes. Timecards that do not contain requested changes can be selected here to approve en masse.
a. Click Select All to select all records at once.
i. Click Unselect All to clear all the selected check boxes.
11. Click Approve Selected to approve the selected records.
Once processed, all approved or denied requests can be viewed on the Approval History tab.
Users can click Add Timecard from the Requests tab in order to add timecard entries to employees.
1. In the Human Resources menu, click Time & Attendance Approval.
2. The Time & Attendance Approval screen defaults to the Timecard Approvals tab.
3. Click Add Timecard.
4. From the Timecard Details pop-up window, start by selecting the Facility from the corresponding pull-down.
5. Select the Employee, Position, Timecard Type, and the Schedule/Special Request from the corresponding pull-downs.
6. Enter the Original Clock In Date & Time in the provided text boxes.
7. Enter the Original Clock Out Date & Time in the provided text boxes.
8. Press the Enter key to save the timecard entry and add another (if applicable).
You can skip the previous step and click Save to add and save the timecard without pressing the Enter key first.
9. Click Save.
10. Locate and click View for the applicable Employee to view the new timecard entry.
The new timecard entry is displayed in the pop-up.
1. In the Human Resources menu, click Time & Attendance Approval.
2. Click the Timekeeper Report tab.
3. Select the applicable Fiscal Year from the pull-down in which timecards are housed.
4. Select the pay Period from the pull-down.
5. To view timecards linked to specific pay types, select those types from the Pay Type pull-down.
6. To view timecards for select employees, select said employees from the Employee pull-down.
7. Select the Show All Users check box to include timecards that have been reviewed by all other users.
8. Click Run.
The report displays the Staus, Fiscal Year, Run Code, Pay Period: Start Date, End Date, Employee Information: Employee, Pay Type, Position, Exempt From Overtime, Manager(s), Approval Status: Timekeeper Approval, Employee Approval, Hours: Worked, Special Requests, Leave, Holiday, and Total Hours.
9. Click View to view Timecard Information and Employee Time report where you can also add entries to the employee's timecard, or view and edit timecard requests.
Review the employee's Timecard Information including the Employee Name, Employee EIN, Period Range, Period Status, Automatic breaks, Primary Position, Schedule, and Salaried Hours Worked.
Review the Employee Time report, which includes the Datem Day of Week, Type, Hours, Facility, Position, In and Out times, Sub for, Notes, Files & Comments, Approver, Approval Date, Timekeeper Approver, Timekeeper Approval Date, Employee Approval, and Employee Approval Date.
10. Click View/Edit Timecard Approval if the timecard is pending to view and edit timecard data. See Reviewing Timecard Requests (Approvals) for more details.
11. Click Add To Timecard if the timecard is approved to add timecard entries to the employee. See Adding Timecards for more details.
12. Click Back to Report List to view all employees in the Timekeeper Report.
13. Click Previous and Next to navigate to the previous and next employee in the list/report.
1. In the Human Resources menu, click Time & Attendance Approval.
2. Click the Approval History tab.
3. Select the applicable Fiscal Year from the pull-down in which requests are housed.
4. Select the pay Period from the pull-down.
5. To view requests linked to specific pay types, select those types from the Pay Type pull-down.
6. To view requests for select employees, select said employees from the Employee pull-down.
7. Select the Special Requests Only check box to filter results to only include timecard changes flagged as special requests (e.g., overtime, shift adjustments).
8. Select the Timecard Requests Only check box to display only timecard change requests with active submissions, excluding other types such as leave or holiday requests.
9. Select the Show All Users check box to include requests that should be reviewed by all other users.
10. Click Run.
The Approval History tab displays the Pay Period: Fiscal Year, Run Code, Start Date, End Date, Employee Information: Employee, Pay Type, Position, Exempt From Overtime, Manager(s), Approval Status: Timekeeper Approval, Employee Approval, Hours: Worked, Special Requests, Leave, Holiday, and Total Hours.
11. Click Select All or select the applicable check box(es) to reset approvals.
12. Click Reset Selected Approvals to reset or clear all approvals including approved and denied records in order for the timecard(s) to be reviewed again. Upon reseting the approval(s), the request will display on the Timecard Approvals tab for review.
In the confirmation prompts, you can decide to reset approval records and/or denied requests.
13. Click View to view the timecard change request details, as well as regular timecard entries.
The Timecard details display in the pop-up window including the employee's name and ID, assigned Schedule, Variable Schedule indicator, Break Length (hours), Automatic Breaks indicator, the Date, the Hour(s), the Facility, Original Clock In, Original Clock Out, Grace Period clock In, Grace Period clock Out, Requested clock In, Requested clock Out, Travel Notes, Files & Comments, Approver user, and Approval Date.
a. Click Reset Approval at the bottom of the pop-up window to reset the approval for the displayed employee and timecard record.
In the confirmation prompts, you can decide to reset approval records and/or denied requests.
For information about other tasks that can be performed from the pop-up window, see Reviewing Timecard Requests (Approvals).
To navigate through the listed pages, click the Prev and Next buttons. To jump to a specific numbered page, type the number in the page text box and press Enter.
To export data to an Excel spreadsheet, click on the Excel icon in the Export section.
Click the Printer icon in the Export section as shown in the image above. Depending on browser settings, this will generate a print preview where you will have the ability to change the layout, print two-sided, etc.
You can sort data by clicking on any of the headers. Click once for ascending results; click twice for descending results.
Click the Filters button to filter data and apply filter rules.
a. To add more than one filter to a column, click on the green plus sign.
b. To delete an added filter, click on the red minus sign.
c. Select the gray arrow for additional filtering rules.
The columns displayed are included in the report; however, if you find specific columns unnecessary, you can hide columns by clicking Toggle Columns. To hide a column from the report, clear the selected check box. To include the column, select the check box.
If a column has been hidden from the report, upon navigating away from the screen, the column will remain hidden until the check box is selected via Toggle Columns.
The default number of records displayed per page is 15. Click the Page Size text box to edit the number of records displayed per page. Press the Enter key to apply changes.
