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Punch Edits

Use the Punch Edits module of ¶¶ÒõCloud Staff to view, manage, and add employee time punch records.

Punch Edits Form Overview

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1

Add Punch

Add a new punch record.

2

Punch Edit Search

Look for specific punch record based on a keyword.

3

Period / Week

Type the starting and ending dates to view or select the calendar icon to open the period / date picker.

4

Page Navigation

Navigate between pages of the Employees form.

5

Employee

Displays the Name, ID, Job, and Active Flags of the employee associated with the punch record.

6

In

The date/time the employee clocked in, displayed in MM/DD HH:MM

7

Out

The date/time the employee clocked out, displayed in MM/DD HH:MM

8

Status

The current/ending status of the employee.

9

Breaks

The number of breaks the employee had during the punch record.

10

Condition

The conditions the punch edit. There are four possible conditions:

  • Open - No clock out time associated with the record.

  • Warning - The record requires attention (e.g. the length of time the employee has been clocked is approaching the maximum allowed length).

  • Danger - The record has violated labor rules (e.g. the length of time the employee has been clocked in exceeds the maximum allowed length).

  • Error - The record requires attention due to an error.

11

Paid Work Time

The number of hours/minutes between the clocked in time and the clocked out time for which the employee was paid. Displayed in HH:MM

12

Total Paid Work Time

The total number of hours/minutes for which all employees was paid. Displayed in HH:MM

Add Punch Record

¶¶ÒõCloud Portal → 4-Dot Menu → Staff

To add a new employee record:

  1. From the Staff menu, select Punch Edits.

  2. From the upper-right, select Add Punch.

  3. In the Employee Name field, type the employee name —OR— select the applicable employee from the drop-down list.

  4. From the Job drop-down list, select the job the employee worked.

  5. Form the Work Type drop-down menu, select the type of work to associate with the punch record.

  6. In the Time section, perform the following steps:

    • Type the time when the employee clocked in —OR— select the clock icon to open the time picker.

    • Type the date when the employee clocked in —OR— select the calendar icon to open the date picker.

    • [Optional] Select Add Clock Out.

      • Type the time when the employee clocked out —OR— select the clock icon to open the time picker.

      • Type the date when the employee clocked out —OR— select the calendar icon to open the date picker.

  7. (Optional) In the Breaks section, perform the following steps:

    • From the bottom of the Breaks section, select Add Break.

    • From the Start Time and End Time columns, type the start and end time of the break —OR— select the clock icon to open the time picker.

  8. (Optional) From the Sales section, perform the following steps:

    • From the Cash Sales line, type the amount —OR— select the up/down arrows to increase/decrease the amount.

    • From the Charge Sales line, type the amount —OR— select the up/down arrows to increase/decrease the amount.

  9. Select Save to save the changes.

Add Worktime Transaction

¶¶ÒõCloud Portal → 4-Dot Menu → Staff

The worktime transactions are displayed beneath the shifts information summary section on the punch record.

To record and associate sales and/or tips accrued by the employee during the punch record process:

  1. From the Shifts information summary section in the new/edited punch record, select Add Transaction.

  2. From the Tender Name drop-down menu, select the transaction to add.

  3. In the Amount field, type the dollar amount to associate with the transaction.

  4. From the lower-left, select Save.

Delete Punch Record

¶¶ÒõCloud Portal → 4-Dot Menu → Staff

To delete a punch record:

  1. From the Staff menu, select Punch Edits.

  2. Use the Payroll Period field to select the applicable payroll period.

  3. From the List of employees , select the punch record to delete.

  4. From the lower-left, select Delete.

Edit Punch Record

¶¶ÒõCloud Portal → 4-Dot Menu → Staff

To edit a punch record:

  1. From the Staff menu, select Punch Edits.

  2. Use the Payroll Period field to select the applicable payroll period.

  3. From the List of employees , select the punch record to edit.

  4. Make the necessary adjustments.

  5. From the Adjustment Reason drop-down list, select the reason.

  6. (Optional) In the Adjustment Note field, type additional notes.

  7. From the lower-left, select Save.