TABLE OF CONTENTS

• Access to Time Keeping dashboards
• TK Reports
• Time Cards
  • Add Time Card 
  • Complete/Return to Pending/Reprocess Time Card 
• Audits
• Attestations
• Payroll Periods
  • Status
  • Summary
  • Time Cards
  • Details
  • Cost Rates
  • Labor Cost

Access to Time Keeping dashboards

Users of the group FSM BP Managers can access to Time Keeping dashboards. Generally, all users are members of the FSM BP Managers group. 

TK Reports

TK Reports are accessible for next user groups: FSM BP Managers, Time Keeping Managers, Accountants and Bookkeepers, Directors and Executives.

The Time Keeping Reports contains key information about Time Cards. 

The user group defines visible dashboards/tabs in TK reports.

Time Cards

Time Cards — is a web version of the Time Cards reference. Here we show the detailed list of Time Cards.

By default, you see Time Cards for opened payroll periods. To display Time Cards for closed or paid payroll periods, use top filters by date or certain payroll period.

Here in the Time Cards tab, you can also open the exact Time Card and view the original timeline, create the adjusted one, view wage summary, switch to TC's audit results, requests or attestations, check the GPS activity using Map.

You should toggle on the Integration with Desktop setting to open reference records. In this case reference records will be displayed as hyperlinks in the web version of dashboards.

Add Time Card 

A quick way to create a Time Card, especially a Time Card for future days with reason (PTO, Holiday, etc.) is the “Add Time Card” action in the TK Reports dashboard. 

1. Go to the Time Cards tab in the TK Reports dashboard.
2. Click on Add Time Card
3. Enter TC date and select Employee.
4. Specify reason, if necessary.
5. Click on Create Time Card.

Complete/Return to Pending/Reprocess Time Card 

You can alter the review state not only in the TC Review Interface but also directly from the Time Card.

Open a Time Card on the web using the Time Cards dashboard or the Time Cards tab in the Payroll Periods dashboard.

Take the required action.

Audits

Switch to this tab to view Time Cards Audit Results. Use the dashboard to check how many hours were adjusted for the particular Employee within a selected Time Card. Or to see how many Lunch hours were added as a result of the audit and how many of them eventually were approved.

Here, we also display Time Card for open payroll periods by default. Use top filters by date or payroll period to view data for another payroll periods: closed or paid.

Attestations

The tab presents the list of all attestations that Employees confirmed or denied with all the details: which the attestation was confirmed, explanatory Employees comments, and so on.

The default view of the dashboard is to show only not confirmed attestations. Clear filter in the Confirmed column to display all attestation: both confirmed and unconfirmed.

Payroll Periods

The tab presents the list of Payroll Periods. The displayed list are open and closed payroll periods. Again, use filters by date or payroll period to see data for paid periods.

On this tab, we mirror all the payroll period information that presented in the payroll period reference record, such as payroll period dates, a period stage, the number of hours of each wage type, sync dates.

The information you see is akin to the General Payroll report. To see more details, click on the row (payroll period). You will see a summary of the time card hours within an employee and payroll item. 

Go to the Details tab to get the most complete information on the Time Card payroll allocation.

Status

Status — the list of Time Cards grouped by review state. The tab shows the completion of Time Cards: the number of unresolved TK requests, the number of Time Cards with missing allocation of Work Order, cost type or payroll item.

Summary

Here is a summary of Time Cards hours for each wage type.

Time Cards

Here is the list of Time Cards under the selected payroll period. 

You can use this tab to view the Time Card data, open the Time Card in web, perform actions with the Time Card:

• resolve uncompleted requests
• create an adjustment
• view the history of changes
• observe an Employee's day log on the map, etc.

Details

The tab displays detailed information for each row of the time card payroll allocation: from employee name, category, cost type, rates to assigned WO, BP, WO type, service item, and so on. The TC's hrs are summed over cost type + wage type + BP.

Cost Rates

The tab presents the list of cost rates synced from accounting system. Data is pulled from payroll checks and grouped by employee and payroll item within a payroll period.

To learn more about what each column shows, read the article about synced cost rates table in a payroll period.

Labor Cost

The tab displays a complete list of labor cost that is in the system.

Again, data is grouped by employee and payroll item within a payroll period.