This is a part of the Smart Ops Release. Click here to learn about Smart Ops.


Admin Users have the ability to add, edit, and remove punches for their Employees directly from the Daily Sales form. To help determine which punches need to be added or edited, Users can filter the 'Labor' tab of the DSS for large variances between the hours scheduled and hours worked for all Employees.


Once punches are added, edited, and/or removed, an Audit Log can be requested and will be located on each Employee Punch sidesheet to show which User(s) made edits to the punch as well as the date, time, and updates that were made. The original and edited punches for a selected date range can also be reviewed on the Punch Audit Report. Punch edits made in R365 will be retained when the DSS is repolled.


This article reviews the following topics:

Security


The Permissions listed here are associated with Punch Edits. These Permissions can be added to Custom User Roles or single Users. Learn more about managing Permissions and Custom User Roles here.

 

Punch Edit Permissions are found in the Permission Tree as follows:

  • Labor
    • Punch Edits
      • Create/Edit/Delete Punch Edit Reasons
      • Add/Edit/Delete Labor Punches
      • Import Tip Template
      • Lock/Unlock Labor Punches

        Configure Tip Import

 

The Permission Access report can be used to determine which User Roles or Users already have these Permissions assigned.

 

Learn more about User Setup and Security here.


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Prerequisites


To have Punch Edits enabled for your database, complete the following steps:

  1.  Contact R365 Support requesting this feature
  2.  Once enabled, navigate to the 'POS Integration Settings' tab of the Location record and update the 'Punch Edits' field to 'Managed in R365'



The Punch Edits feature will then be active along with the ability to auto-lock Punch Edits on the Daily Sales form. Click here to learn about the Punch Edits Auto-Lock feature.


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Punch Edits can only be made within the 'Labor' tab of the Daily Sales form, which is located in the Smart Ops Release.


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Assess Punch Errors


Users who utilize R365 Scheduling can assess the variances in hours scheduled versus hours worked on the Daily Sales form to determine if Labor Punches were made in error, such as a late clock in.


To do this, open the desired DSS form from the Daily Sales page of the Smart Ops Release and click into its 'Labor' tab.



Sort the 'Variance' column from greatest to least so that Employees with the biggest difference in hours worked versus hours scheduled are displayed. This will be a strong starting point to determining which punches will most likely need attention. 


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Edit a Punch


Employee punches can only be edited by clicking into the Employee's name on the 'Labor' tab. Their Punch Details will then open for the selected date in a sidesheet. A blue marker will be listed next to punches that have been edited.

  • Note: A locked Labor section is due to the Punch Edit Auto-Lock feature. Click here to learn about this feature and Users who can unlock the Labor section of a Daily Sales form.



To edit a punch, you can either click the edit iconor delete the punch using the trash can iconand then adding a new one.



After clicking the edit icon, the Job Code/Title, the Clock In and Clock Out times, and Pay Rate will be editable. Update the job worked by the Employee for that day, if needed, and then enter in their correct punch times either in-line or by clicking the clock icon and inputting the new time. Before saving the changes made, select the reason(s) for the Punch Edit. Save all Changes by clicking the checkmark icon.



Add / Delete Punch Edit Reasons


Punch Edit Reasons are required selections made when adding or editing a punch. The following options will be included out of the box and cannot be edited or deleted:

  • Late Clock In
  • Late Clock Out
  • No Clock In
  • No Clock Out
  • Not Scheduled
  • Termination
  • Wrong Job


Users can also create, edit, and delete reasons that are no longer necessary.



To make changes to the optional Punch Edit Reasons, click into the selector and then click 'Customize Explanations'.



1) Delete - Remove the reason from the listing by clicking the 'x' icon next to the desired option

2) Add - Click this 'Add new reason' field to create a new option and then hit 'Enter' or 'Return' on your keyboard to add the new option to the listing

3) Back - Return to the listing without making any changes by clicking this button


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Add / Remove a Punch


If an Employee needs a punch added or removed from the DSS, it can be done directly from that day's 'Labor' tab or the Punch Details sidesheet of the Daily Sales form.



'Labor' Tab



From the 'Labor' tab of the DSS form, click the '+ Add Shift' button. This will open a modal where the Employee name can be selected.



Once an Employee is selected, a new Labor Punch sidesheet will open where the job, clock in/out times, pay rate and the reason(s) for the Labor Punch addition can be entered. 

  • Note: A blue marker will be listed next to punches that have been edited.


Save all changes by clicking the checkmark icon next to the Punch Edit.



Punch Details Sidesheet



Open a listed Employee's Punch Details and click '+ Add Shift' under the Punches section to open a 'New Punch' line.



From here, enter in the job, clock in/out times, pay rate, and the reason(s) for the Labor Punch addition. Save all changes by clicking the checkmark icon next to the Punch Edit.

  • Note: If an incorrect punch needs to be deleted, click the trash can iconnext to it. A blue marker will be listed next to punches that have been edited.


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Punch Edit Audit Log


Important Note: The Punch Edit Audit Log must be requested for it to be enabled in your database. Contact R365 Support in order to have this feature enabled.


Each Punch Edit's Audit Log lists any edits made to the punch alongside its original details, if applicable. It also lists Punch Edit Acknowledgements made by Employees. Admin Users can review this log to see the updates and reasons selected for the change before approving the DSS.



Original Punches and their edits as well as new punches will be listed in chronological order based on their Clock In and Out Times. 

  • Added / Edited Punches - Punches that are added or edited will list the User, fields edited and their values, and the reason(s) for the change. This will also show the date and time that the edit was made
  • Original Punches - Punches that come in from the DSS will list their original details and the date and time they were created
  • Punch Edit Acknowledgements - Once a Punch Edit is acknowledged by an Employee, the date and time of the acknowledgment


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Cross-Day Shifts


If an Employee's Actual Shift crosses the Business Day for their Location, it will be marked with an 'Alert' icon.



When a Shift crosses days, it is split into two parts for Labor Reporting. The portion of the Shift associated with the selected DSS only shows the Clock In and Clock Out times associated with the Business Day for that DSS. Expanding the Shift will show the times associated with the other portion of the Shift.


When editing a Cross-Day Shift, both portions of the Shift will be opened for editing. The punches added by the system at the cross-over time for the day cannot be edited. The selected Reason(s) will be applied to both portions of the Shift.


On the line for the portion of the shift associated with the DSS's Business Day, the following will be editable:

  • Job Code

  • 'Clock In' (for the first day of a Cross-Day Shift) or 'Clock Out' (for the second day of a Cross-Day Shift)

  • Job Rate



On the line for the portion of the shift associated with the DSS for the 'Prior Business Day' or 'Next Business Day', either the 'Clock In' (for the first day of a Cross-Day Shift) or 'Clock Out' (for the second day of a Cross-Day Shift) can be edited.



Note: A Cross-Day Shift cannot be created when adding Shifts. Each portion of a Cross-Day Shift will need to be added separately to the associated DSS as a new Shift.`


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