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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. the wrong location, employees may report a sign-in/out error. Also, In the Payroll report, you cannot approve a shift over 24 hours. Shifts will appear too long and you'll need to edit them in the Time Entry report prior to approving and exporting in the Payroll report.

In any case, at some point during the usage of Swept, it will be required to add, edit or delete mark 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 awayas invalid. Shifts can be marked as invalid as opposed to deleting it so that it does not appear in your Payroll Report and Schedule Variance Report. The invalid entries will appear in your Time Entry Report and Mood Report.

There are a few ways to edit or delete invalidate a cleaning record time entry but note that all these 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 (Add/Edit/

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Invalidate only one

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location's time entries 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 add in a new shift select the +TIME ENTRY green button and you will be taken to a new Time Entry Details to fill out.

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  5. 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"

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  1. on the shift and you will be taken to the Desktop - Time Entry Details. Once you update your time entry click Save.

  2. To remove a time entry from your reports you can invalidate the time entry by clicking the arrow by Save and select Mark as Invalid.

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Time Entry Report (Add/Edit/Invalidate time entries at all locations)

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

  2. Select "Cleanings Report" under "Scheduling & Time Keeping" Time Entry Report 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 add in a new shift select the +TIME ENTRY green button and you will be taken to a new Time Entry Details to fill out.

    Image Added
  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"on the shift and you will be taken to the Desktop - Time Entry Details. Once you update your time entry click Save.

  5. To remove a time entry from your reports you can invalidate the time entry by clicking the arrow by Save and select Mark as Invalid.

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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)

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Navigate to the Web App > Dashboard Tab

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

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and an Audit log will indicate each step of the changes applied.

 

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