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An account feature toggle must be enabled for your account to use this feature: Time records: Staff must acknowledge adjustment

Please contact your NorthStar representative to have this feature enabled for your account.

Summary

When a manager makes an adjustment to a staff member's time record, the staff member is notified the next time they log in. The Time Record Adjustments page shows the original record and the adjustment made. The staff member must either confirm or decline the adjustment to their record. If they confirm, they can proceed to clock in. If they decline, they must resolve the issue with the manager so adjustment can be confirmed.

There is also an option to override adjustment acknowledgements to allow the staff member to clock in without confirming the adjustment.

Overview

CBS admin enables the feature toggle: Time records: Staff must acknowledge adjustment
Configuration:
- Time Clock: Select Require staff to acknowledge time record adjustments by managers
- Job Permission (for manager): Select Allow user to override adjustment acknowledgements
App:
- Manager makes adjustment to staff member's time record.
- Staff member logs in; Time Record Adjustments page pops up with the adjustment record and option to Decline or Confirm. Options:
  - Staff member confirms and proceeds to clock in.
  - Staff member declines and is unable to clock in. Must resolve issue with manager until adjustment can be confirmed.
- Optional: Manager can override the adjustment acknowledgements screen to allow the staff member to proceed to clock in until issue can be resolved.

Configuration

Time Clock setting

Path: Edit a site > Time Clock >

Select: Require staff to acknowledge time record adjustments made by managers

Order Entry Documentation > Time Records: Acknowledge Adjustments > image2021-3-24_19-17-48.png

Job Permission

Job permission by a manager/supervisor is required to override adjustment acknowledgment and allow staff to clock in without acknowledging their time record adjustment. Override can be applied for staff and the manager.

Override remains in effect until end of day.

Path: Users > Jobs > Permissions

Select: Allow user to override adjustment acknowledgements

Order Entry Documentation > Time Records: Acknowledge Adjustments > image2021-3-24_19-18-54.png

Operational workflow

Managers can adjust time records for current or previous pay periods.

Manager adds a new time record.

Order Entry Documentation > Time Records: Acknowledge Adjustments > image2021-3-24_19-21-50.png

Staff member logs in. Time Record Adjustments page reflects the added time record. Staff has option to Decline or Confirm adjustment before clocking in.
- Tap Submit without declining or confirming; an error will display and staff member is logged out.

Order Entry Documentation > Time Records: Acknowledge Adjustments > image2021-3-24_19-22-48.png

Tap Decline and Submit. Staff is logged out.

Order Entry Documentation > Time Records: Acknowledge Adjustments > image2021-3-24_19-23-17.png

Log in again. On Time Record Adjustments, tap Confirm and Submit.

Order Entry Documentation > Time Records: Acknowledge Adjustments > image2021-3-24_19-23-50.png

After confirming, if staff member has not clocked in previously, they are redirected to the time clock to clock in.

Order Entry Documentation > Time Records: Acknowledge Adjustments > image2021-3-24_19-24-28.png

If staff member is already clocked in, they are redirected to the location manager.

Order Entry Documentation > Time Records: Acknowledge Adjustments > image2021-3-24_19-25-4.png

Multiple adjustments and selections

Manager makes several adjustments to staff member's time record.
Staff member confirms two and declines one, then taps Submit.
Staff member is logged out due to declining one adjustment.

Order Entry Documentation > Time Records: Acknowledge Adjustments > image2021-3-24_19-25-55.png

Staff member logs back in. Time record adjustments page shows the remaining declined adjustment.

Order Entry Documentation > Time Records: Acknowledge Adjustments > image2021-3-24_19-26-24.png

Manager view

A manager view will be shown if any of the following job permissions are selected:

Can change the break type a user clocked out for
Can change the job a user clocked in to work
Can change the time punched in or out
The manager's Time Record Adjustments view shows declined adjustments from staff members. (Displays at login or by clicking user name at top then Acknowledge Adjustments.)

Order Entry Documentation > Time Records: Acknowledge Adjustments > image2021-3-24_19-27-1.png

Tap the printer icon to print a report of a staff member's declined adjustments from the manager view.

Order Entry Documentation > Time Records: Acknowledge Adjustments > image2021-3-24_19-27-34.png

Order Entry Documentation > Time Records: Acknowledge Adjustments > image2021-3-24_19-27-56.png

Tap Print All to print all records.

Order Entry Documentation > Time Records: Acknowledge Adjustments > image2021-3-24_19-28-27.png

Manager Override

Manager can override the adjustment acknowledgement to allow the staff member to clock in without confirming the adjustment. The manager can also override their own adjustment acknowledgements.

Manager job must have permission to override adjustment acknowledgements.

Path: Users > Jobs > Permissions Select: Allow user to override adjustment acknowledgements

Override remains in effect until end-of-day.
Override requires card swipe (not keypad entry).
Staff user will continue to receive acknowledgment notice but will be able to dismiss screen and log in.

Workflow

Staff member logs in.

Order Entry Documentation > Time Records: Acknowledge Adjustments > image2021-3-24_19-29-1.png

Time Record Adjustments screen shows adjustments.

Order Entry Documentation > Time Records: Acknowledge Adjustments > image2021-3-24_19-29-36.png

Manager swipes card to override acknowledgement screen. Staff member logs in again and then can clock in successfully.

Order Entry Documentation > Time Records: Acknowledge Adjustments > image2021-3-24_19-30-8.png

Order Entry Documentation > Time Records: Acknowledge Adjustments > image2021-3-24_19-30-32.png

View Time Records Adjustments

Staff and management can view outstanding adjustments to be acknowledged.
- Click user name then click Acknowledge Adjustments.

Order Entry Documentation > Time Records: Acknowledge Adjustments > image2021-3-24_19-31-5.png

Time Records Adjustments page shows outstanding adjustments to be acknowledged.

Order Entry Documentation > Time Records: Acknowledge Adjustments > image2021-3-24_19-31-30.png

User can confirm or decline adjustments.

Order Entry Documentation > Time Records: Acknowledge Adjustments > image2021-3-24_19-32-2.png

Time Records Adjustments Report

The Time Records Adjustments report can be expanded to view the status of employee acknowledgements.

The Acknowledgement column will display one of the following statuses:
- Requires acknowledgement - Employee has not acknowledged the adjustment
- Confirmed - Employee has confirmed the adjustment
- Declined - Employee has declined the adjustment

Order Entry Documentation > Time Records: Acknowledge Adjustments > image2021-6-18_18-53-36.png