Category Archives: Time Adjustment

Manage Adjustment Requests

May 2, 2020 1:40 am / Leave a Comment /

View, Approve or Reject Requests

A staff member can place a request to adjust their time entries when they miss clock outs/clock ins. Such adjustment requests can help prevent time entry errors before the payroll process. A Super Admin or Admin can manage adjustment requests of staff.

1.1 Viewing an adjustment request

  • On the YoCoBoard sidebar, click Adjustments.
  • You can filter your adjustment requests, to view Pending, Approved, Cancelled and Rejected requests. You can also view the adjustment requests by Current Week, Last Week or by a custom date range.
  • Click on a staff member on the list to view their adjustment request.

1.2 Approving an adjustment request

  • On the YoCoBoard sidebar, click Adjustments.
  • Select your staff from the list. If you don’t find your staff listed, ensure the filters are set to show all Pending requests within the applied date range.
  • You will find a list of pending adjustment requests for the selected staff member. Select the relevant adjustment request to view the adjustment details.
  • On the pop-up, you can approve the adjustment right away if the time entries are correct.
  • Choose the Edit and Approve option to modify the time entries in the Clocked In and Clocked Out fields.
  • You can also use one of the recorded time entries in the Activities section as the adjusted clock in and clock out time entry.
  • Add a description for modifying the clock in / clock out entries in the Description field and click the Approve button.

1.3 Rejecting an adjustment request

  • On the YoCoBoard sidebar, click Adjustments.
  • Select a staff member from the list. If you don’t find your staff listed, ensure the filters are set to show any Pending requests on the applied date range.
  • You will find a list of pending adjustment requests for the selected staff member. Select the adjustment request and click the Reject ‘x‘ icon on the right corner.
  • On the pop-up, you can describe the reason for rejecting the adjustment. Click the Reject button to save changes.
  • If you encounter this time entry overlap error, it means an entry you are rejecting is connected with another entry. We will show how to remove that overlapping entry in the following steps.
  • You can view the overlapping entry by clicking Overlapping Sessions. Note down the details as you’ll need the in the next step.
  • On the YoCoBoard sidebar, click Reports and select the staff member.
  • Set the same date of the overlapping entry as the date range. Click on the date that contains the overlapping entry.
  • Click the Delete ( bin ) icon to delete that overlapping entry.
  • On the pop-up, check the details and click the Delete button.
  • Now, go back to the Adjustments page. You will be able to reject that adjustment entry without any error.
Posted in: Reports, Time Adjustment

Place an Adjustment Request

April 1, 2020 12:56 am / Leave a Comment /

Modify or Add Time Entry

There may be instances where recorded time entries need to be modified. For instance, you may have missed to clock in or clock out. Such scenarios can be easily managed by placing an adjustment request.  An adjustment request can be placed to modify an existing time entry or to add a new time entry replacing an existing time entry.

Note: Adjustment requests need to be placed before confirming hours. An Admin or Super Admin can accept, modify or reject an adjustment request..

1.1 Modifying a time entry

  • On the YoCoBoard sidebar, click Hours and click on the date to expand its details. Click the Edit icon next to the time entry. 
  • On the popup, enter the relevant time entries and ensure the correct project is chosen. Provide a description of the adjustment for the Admin to review and click Save to place the adjustment.
    Note:  

    1. The Auto approve option is only available for adjustments requests placed by Super Admin and Admins. When ticked, the adjustment is automatically approved.
    2. When a staff member places an adjustment request, the request has to be approved by Super Admin or Admin. 

1.2 Adding a new session

  • On the YoCoBoard sidebar, click Hours and click the date to expand its details. Click the Add (+) icon next to the time entry to add a missed session. 
Posted in: Basics, Hours, Time Adjustment

Force Clock Out Staff

March 31, 2020 11:29 pm / Leave a Comment /

Missed Clock Outs

There could be instances where staff members do not clock out, either due to some connectivity issues or because they forgot to do so. Under such circumstances, an Admin (with this skill set enabled) or a Super Admin can force clock out that staff member.

In addition to that, your clients can view your clocked-in sessions in their local time (Admin feature).

1.1 Force clocking out a staff member

  • On the YoCoBoard sidebar, click Peers. Ensure that you choose the Grid or List view to perform a force clock out.
  • In the Grid view, hover over the profile image of the staff member to see the Force Clock Out icon and click it.
  • Alternatively, under the List view, click on the Force Clock Out icon on the right.
  • Next, a Force Clock Out pop-up will appear along with the option to:-
    • 1.1.1 clock out
    • 1.1.2 modify and clock out

 

1.1.1 Force clocking out without modification
  • To force clock out without modification, just select Clock Out and click the Clock Out button. That staff member will now be clocked out and that clock out time will be marked as the end of the session.
1.1.2 Force clocking out with modification
  • The Modify and Clock Out option can be selected if you want to choose a clock out time based on their last activity. Select the Modify and Clock Out radio button and click Clock Out.
  • You can edit the Clocked in and Clocked out details. View the active sessions of the staff member by expanding the Activities section.
  • Add a description (the reason for modification) and click Clock Out. The staff will now be clocked out.

 

Posted in: Peers, Time Adjustment