Change Site, Department, or Shift

Overview

Your access may allow you the ability to change the site or department listed on an employee's time card. If an employee selected the wrong department or clocked in at the wrong clock site, use this feature to change those details directly on the employee's card. You may also be able to adjust the shift on an employee's time card.

Steps

  1. First, click on an employee's name from the list or perform a Quick Search to go to a time card.
  2. If you see that the Site or Dpt (Department) value listed on a time card is underlined, you may click on an item to make a change.

Change Site

  1. Click the Site number listed on an employee's time card if you need to change it.



  2. In the small window that appears, open the Site drop down menu and choose from one of the sites listed.



  3. After making a selection, click Submit to change the site listed on the time card.
  4. Click Cancel to discard changes and return to the time card.



  5. The time card details will update automatically based on your selection.



  6. You may click on Comments* to see details on the changes made to a time card.

Change Department

  1. Click the Department number listed on a time card to make changes.



  2. Open the Department dropdown menu and make a selection in the small window that appears.



  3. Departments to which the employee is already assigned will be marked as (current).
    • For best results, change departments only to departments currently assigned to an employee.
  4. Determine which line items the department change should affect:
    • This Line Item (including splits): Affects the entire transaction with any splits.
    • This record only: This will affect just the transaction you selected and ignore splits.
    • All Line Items for Today: This will affect all line items for the date selected.
    • All Line Items for the Week: This will affect line items and punches for the current week.
  5. After making a selection, click Submit.
  6. Click Cancel to return to the time card and discard any changes.


  7. The time card will update automatically based on the changes you made.



  8. You may click on Comments* to see details on the changes made to a time card.


Change Shift

  1. If you see that the Shift or Sft number is underlined on a time card, you may be able to change the shift number currently assigned. Click on the underlined number to begin.



  2. In the small window that appears, open the shift drop down menu and make a selection.



  3. After making a selection, click Submit.
  4. Click Cancel to return to the time card and discard any changes.



  5. The time card will update automatically based on the changes you made.