TRANXACT.AI Training

Time & Attendance

What was scheduled, what was worked, and what the rule made of it.

12 steps · 10 questions · 13 screens on this shelf

The screens on this shelf

Records Timesheets Hours entered, then evaluated against the rule that governs the person so that what a manager approves is what will be paid. 18 stepsOpen Records Time Entries 13 stepsOpen Report Who’s In Who is clocked in, on a break or out right now, with the status they last gave and where. 13 stepsOpen View Clock Punches Every clock-in, clock-out, break and status, with the server’s time, where it came from and, where asked for, the position. Never edited: a wrong one is put right by a punch correction. 13 stepsOpen View Punch Corrections A missed or wrong punch put right, with the reason, decided by somebody other than whoever asked and never by the employee themselves. Those an employee asks for wait in their manager’s Team Approvals too. 19 stepsOpen Report Punch Exceptions The last two weeks’ missed punches: a clock-in never clocked out, a break never ended, and -- for people whose policy requires punches -- a scheduled day with no punch and no leave. 13 stepsOpen Records Work Schedules The pattern somebody is meant to work. A cycle need not be seven days: four on, four off is eight. 12 stepsOpen Records Schedule Assignments 12 stepsOpen Records Shifts A shift that ends before it starts runs past midnight, which puts its hours on two dates. 12 stepsOpen Records Roster 13 stepsOpen Records Overtime Rules Overtime is a conclusion, not an entry. The rules of the country a person is paid in apply to them, and the most specific wins: an agreement over a regional rule over the national one. 18 stepsOpen Records Time Policies How time is captured and counted for a pay group, the people an overtime rule governs, or the whole company: clock punches required or hours typed allowed, whether the browser’s position is asked for, rounding, and a premium for working a holiday. 13 stepsOpen Records Time Exceptions What the daily check found: a shift with no time against it, a no-show, a late start, a very long day, overtime nobody approved, a timesheet nobody submitted. Correct the time where time is kept; mark here what was done. 12 stepsOpen

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