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From time to time a staff member will forget to sign in, sign out, or they may have even signed into a wrong location. In any case, at some point during the usage of Swept it will be required to edit or delete a shift.  

Most of the time this issue will be showcased to you when running payroll. Shifts will appear far too long and you'll be forced to edit prior to confirming and exporting. Occasionally, staff may report the sign in/out error and you'll be able to fix this right away.

There are a few ways to edit or delete a cleaning record but note that all are restricted to the Web App.  

Protip: check and edit the cleaning time entry report every day or every other day to make payroll quicker and easier by executing changes while they're top of mind.

Location Tab (Edit/Delete only one locations "Cleanings" at a time)

  1. Navigate to the the Web App >  > Location Tab

  2. Select Click on the location locations you wish to editClick the first button "Cleanings" or, if you've clicked the location name, it will default to this pagewould like to update the cleanings at.

  3. Under Location Reports select Time Entry Report.

  4. To edit the shift, click the green "Edit" button on the right-hand side. To "Delete" the shift entirely, click the red X titled "Delete"

...

  1. shift and you will be taken to the Time Entry Details .

Time Entry Report (Edit "Cleanings" at all locations)

  1. Navigate to the the Web App  > > Dashboard Tab

  2. Select "Cleanings Time Entry Report" under "Scheduling & Time Keeping" under Reports and set the filter of your preference (date range or specific cleaner)filters to your preference. Learn more here: Time Entry Report Page.

  3. To edit the shift, click the green "Edit" button on the right-hand side. To "Delete" the shift entirely, click the red X titled "Delete"shift and you will be taken to the Time Entry Details .

Note: in either of the above options, any changed shift will be denoted with a grey "M" for manual edit pencil to the right of the entry so there is a record of change that all managers are aware of. 

Payroll Report (Edit only)

  1. Navigate to the Web App > Dashboard Tab.

  2. Select " Payroll Report" under "Scheduling & Time Keeping" under Reports and set the filter of to your preference (date range or specific cleaner).

  3. To edit the shift, simply select the text box for minutes or hours in the "Approved Time" Shift Total row and type in your changes (the results will automatically save).

  4. Once your shift has been confirmed approve the shift by checking the checkbox on the left of the shift. Scroll up to the top and click on Approval then select Approve selected.

 

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