Shifts in the Reconciliation list need attention. If an employee clocks in or out. Early or late, the hours worked will be sent into reconciliation to be approved to ensure the guards are working the correct hours.
-
Navigate to the left panel and click "Invoice," then select "Reconciliation Management." Here will live all the shifts that need to be reconciled.
At the top of the page, you'll see several filtering options to help you locate a specific employee or narrow down results by date range. These filters include:
-
Search Employee
-
Branch
-
Accounts
-
Work Status
-
Start Date
-
End Date
-
Date
-
Time
Below the filters, you'll find a list of employees whose shifts need to be reconciled. Each row includes the following columns:
-
Date: Displays the date of the shift.
-
Employee Name: Shows the name of the employee associated with the shift.
-
Account: Indicates the location or client account where the employee worked.
- Original Shift Times:
-
Shift Start Time / Shift End Time: The originally scheduled shift times.
-
Clock In Time / Clock Out Time: The actual times the employee clocked in and out.
-
Revised Clock In Time / Revised Clock Out Time: Editable fields where you can correct the actual hours worked, if needed.
-
Invoice Solution Clock In: Choose whether to “Change to Corrected Times” or “Charge the Original Time.”
-
Invoice Solution Clock Out: Choose whether to “Charge the Corrected Time,” “Charge the Original Time,” or “Charge Overtime.”
-
-
Employee Response to Clock In Time: Provides the employee’s explanation for clocking in early or late.
-
Employee Response to Clock Out Time: Provides the employee’s explanation for clocking out early or late.
-
Company Notes: Any notes added by an admin regarding the shift.
-
Payroll Solution Clock In: Choose whether to “Pay the Employee Corrected Time” or “Pay the Employee Original Time.”
-
Payroll Solution Clock Out: Choose whether to “Pay the Employee Corrected Time” or “Pay the Employee Original Time.”
Before confirming the shift, ensure that all time entries have been reviewed and corrected:
-
If the Shift Start Time or Shift End Time is not highlighted in red, the scheduled times are considered accurate.
-
If the “Clock In Times” or “Clock Out Times” are highlighted in red, they need to be reviewed and confirmed.
-
If the times are incorrect, update the “Revised Clock In/Out Time” fields accordingly.
-
Be sure to adjust the “Invoice Solution Clock In/Out and “Payroll Solution Clock In/Out” fields based on the revised times.
Once everything has been reviewed and confirmed, click the blue [Confirm] button to finalize the shift hours.