How to Edit Time Cards After the Time Card Upgrade

In an upcoming upgrade to My Time Card and Time Card Details, there will be some minor adjustments to the process when editing your time cards. While the steps are similar, there are some key differences during the process.

For more information about the time card upgrade, you can refer to the following article.

Table of Contents

• Adding a Time Record
• Editing a Time Record
• Deleting a Time Record

Tips for Editing Time Cards

Check out our 9@9 webinar recording that provides some tips on editing time cards after the time card upgrade.

You can also view other 9@9 webinar recordings and sign up for future webinars here.

Checking Which Time Card Version You Have

If the stop time for your time records is slightly grayed out and some time records have a "Clock Out" icon like the example below, then you are viewing the updated time card view. If it does not look like the below example, then you are still using the prior time card version and should refer to the following article.

Best Practices

The best practice is to make all your edits (adding, editing, and/or deleting time records) for the employee's time card in one batch before saving. As the policies will be applied to the time card after saving (e.g. calculating hours), saving after every minor edit will result in multiple policies applying and take longer for the fully calculated time card to present.

Adding a Time Record

• Specify the date range you will be adding time for.

  

• Click the employee that will be receiving time from the employee list to the left.

  

• Click Add Time...
  1. at the top of the time card to select a specific date for the selected date range.
  2. next to the date to add more time for a specific date.

  

• Select the location and cost code to be used and enter the start time.
  • The stop time for a time record will automatically use the start time of the succeeding time record as an implied stop time. If there is no succeeding time record, the stop time will have a symbol until a succeeding time record is created or if the "Clock Out" checkbox is enabled.
  • The "Clock Out" checkbox should only be used if the employee would no longer be tracking their time, such as for a break or the end of their day.
  • If you are adding multiple time records for an employee, you can create additional records with only start times, then use the "Clock Out" checkbox when the employee would be taking a break or is done for the day to enter a stop time.
  • A comment can also be added as a reminder as to why the time was manually added.
  • If you are entering a time record because an employee forgot to clock in, you can simply enter a location, cost code, and start time. If the employee is still working that day, they should be able to clock themselves in/out as normal
  • When adding a time record, you can use the TAB key to go to different fields. If you have highlighted the "Clock Out" checkbox, you can press SPACE to enable it.

• 

• Click Save after making all your necessary changes. The policies for the employee will apply and calculate the totals for the employee.

  

Editing a Time Record

• Specify the date range you will be editing time for.

  

• Click the employee with the time card that you will be editing.

  

• Click the Edit icon or the field that you want to edit. Boxes will appear around all the time record fields for the day that can you edit.

  

  

• Edit/enter the necessary information for the time record(s).
  • The stop time for a time record will automatically use the start time of the succeeding time record as an implied stop time. If there is no succeeding time record, the stop time will have a symbol until a succeeding time record is created or if the "Clock Out" checkbox is enabled.
  • The "Clock Out" checkbox should only be used if the employee would no longer be tracking their time, such as for a break or the end of their day.
  • If you are editing/adding all of the time records for the employee, you can create additional records with clock in's, then use the "Clock Out" checkbox when the employee would be taking a break or are done for the day.
  • A comment can also be added as a reminder as to why the time was manually added.
  • If you are entering a time record because an employee forgot to clock in, you can simply enter a location, cost code, and start time. If the employee is still working that day, they should be able to clock themselves in/out as normal
  • When editing a time record, you can use the TAB key to go to different fields. If you have highlighted the "Clock Out" checkbox, you can press SPACE to enable it.

  

• Save after making all your necessary changes.

Deleting a Time Record

• Specify the date range you will be deleting time for.

  

• Click the employee that will be deleting time for.

  

• Click the trash can icon next to a record. If you are already editing a time record, click the red trash can icon.

  

  

• The record to be deleted will be grayed out like below.

  

• Click Save after making all your necessary changes.