Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

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. You are able to mark a shift as invalid so it does not appear in your time entry specific reports like the Payroll Report and Schedule Variance Report. The invalid entries will appear in your Time Entry Report and Mood Report.

Most of the time this issue will appear to you when running payroll. Shifts will appear too long and you'll need to edit prior to approving 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 invalidate a time entry but note that these are restricted to the Web App.

Protip: check and edit the 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 location's time entries at a time)

  1. Navigate to the Web App > Location Tab

  2. Click on the locations you would like to update the cleanings at.

  3. Under Location Reports select Time Entry Report.

  4. To edit the shift, click on the shift and you will be taken to the 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.

Time Entry Report (Edit time entries at all locations)

  1. Navigate to the Web App > Dashboard Tab

  2. Select Time Entry Report under Reports and set the filters to your preference. Learn more here: Time Entry Report Page.

  3. To edit the shift, click on the shift and you will be taken to the Time Entry Details . Once you update your time entry click Save.

  4. 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.

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

 

Filter by label

There are no items with the selected labels at this time.

  • No labels