Deleting Timecard Transactions

This section explains how to delete transactions from the Period, Weekly, and Daily tabs of the Supervisor Review timecard (Current Situation and Time Card Review) and from the Self Service Time Card.

Note that the user’s ability to delete transactions from the timecard will depend on whether Delete is enabled for that particular timecard form in the user’s Security Role. In addition, certain Event Settings may restrict which event’s a user can delete.

You can delete an elapsed transaction from the Period, Weekly, and Daily timecard tabs using the Delete command.

You can only delete a punch transaction from the Daily timecard. You can use the Delete command or the trash can icon to delete punch transactions.

To delete all the transactions in a single day, use the Delete All button in the Daily tab of the Supervisor Review form.

The Replace Punch feature allows a supervisor to replace an incorrect punch transaction with a different punch transaction. Replace punch is only available to supervisors in the Daily tab of the Current Situation and Time Card Review forms.

 

Deleting a Transaction

  1. Right-click the hours you want to delete and select Delete from the pop-up menu.

  2. If you are on the Daily timecard tab, you can also click the trash can icon.

  3. Click OK to confirm the action.

    If a reason code or comment is required, the Event Prompts – Elapsed pop-up form will appear. Enter the comment and/or reason code and click Save.

  4. Click the Recalculate button to bring the timecard into compliance with your Pay Policy rules.

 

Delete All

The Delete All button deletes all the transactions from a single day.

The Delete All button is only available in the Daily tab of the Supervisor Review and Labor Review forms.

By default, the Delete All button is not visible in the daily supervisor timecard. To use this button, you will need to create a custom Security Role with this button enabled and assign the Security Role to the appropriate supervisors.

You can view the deleted transactions in the timecard if Show Adjustments is set to ALL or USER ADJUSTMENTS in your Preferences.

 

Delete All – Comments and Reason Codes

If any of the events you are deleting have been configured in the Event Policy for comments and reason codes on delete, a form will display for you to enter the Comment and/or Reason Code.

An asterisk (*) indicates the Reason Code or Comment is required.

This form will display if at least one of the events you are deleting has Comment on Delete or Reason on Delete set to Enabled-Optional or Enabled-Required in the Event Policy.

The comment and/or reason code you enter in this form will apply to all the applicable events. If you want to enter separate comments/reason codes for each event, you need to delete the events individually.

See Comments and Reason Codes for information on configuring the application to use comments and reason codes.

 

Replace a Punch

The Replace Punch feature allows a supervisor to replace an incorrect punch transaction with a different punch transaction. This feature can be used to correct the employee’s timecard when the employee posts the wrong event at the terminal or needs to replace a replace a gap event, break, or late arrival with sick or vacation time.

Replace punch is only available to supervisors in the Daily tab of the Current Situation and Time Card Review forms.

Replace Punch will not be available if the Disallow Mixed Events in Batch and Multi setting is True for the employee and you are replacing a Batch or Multi with more than one labor.

To replace a punch transaction:

  1. Click the  button next to the event you want to replace. You can also right-click the event hours and choose Replace from the pop-up menu.

    The Event Prompts – Replace Punched window opens.

  2. Select the Replace Event. Attendance events can only be replaced with other attendance events. Labor events only replace with other labor events. See below for a complete list of the event types and their replacements.

  3. If the event has additional prompts (order number, operation number, project, etc.), answer these prompts as necessary. The Continue button will appear if there are more prompts to answer.

    The event prompts that display will depend on the Manager on Add setting for the event prompt.

  4. If a Reason Code field displays, select a Reason Code from the drop-down menu.

  5. If a Comment box displays you can enter up to 80 characters in the box.

  6. Click Save to post the event.

  7. Click the Recalculate button to bring the timecard into compliance with your Pay Policy rules.

 

Replace Punch Events

Replace punch is not available for Clock In events, Clock Out events, or breaks and meals that post automatically based on a person’s schedule.

You can replace ATTENDANCE events with other ATTENDANCE events and LABOR events with other LABOR events. The complete list of event types and their replacements is shown below.

Event Type

Can Be Replaced By

ATTENDANCE:BREAK

ATTENDANCE:BREAK

ATTENDANCE:MEAL

ATTENDANCE:EARLY_DEPARTURE

ATTENDANCE:SICK

ATTENDANCE:TIME_OFF

ATTENDANCE:VACATION

ATTENDANCE:LATE_ARRIVAL

ATTENDANCE:SICK

ATTENDANCE:TIME_OFF

ATTENDANCE:VACATION

ATTENDANCE:MEAL

ATTENDANCE:BREAK

ATTENDANCE:MEAL

ATTENDANCE:OUTSIDE_GAP

ATTENDANCE:BREAK

ATTENDANCE:MEAL

ATTENDANCE:NO_SHOW

ATTENDANCE:SHORT_DAY

ATTENDANCE:SICK

ATTENDANCE:TIME_OFF

ATTENDANCE:VACATION

Note: You cannot replace an Outside Gap event with a Sick, Time-Off, or Vacation event if the Outside Gap event is outside the employee's schedule.

LABOR:DAY_WORKED

LABOR:DAY_WORKED

LABOR:INDIRECT

LABOR:PROJECT

LABOR:WORKORDER

LABOR:INDIRECT

LABOR:DAY_WORKED

LABOR:INDIRECT

LABOR:PROJECT

LABOR:WORKORDER

LABOR:PROJECT

LABOR:DAY_WORKED

LABOR:INDIRECT

LABOR:PROJECT

LABOR:WORKORDER

LABOR:WORKORDER

LABOR:DAY_WORKED

LABOR:INDIRECT

LABOR:PROJECT

LABOR:WORKORDER