TeammateTime
Store Manager
Training
Module 2: Time & Attendance
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Agenda
• Daily time and attendance tasks, such as:
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Editing a timecard
Fixing unpaired punches
Entering non-worked hours (sick, vacation)
Reviewing punch edit approvals
• Steps to close a pay period
• Quick Pay Requests and running reports
Slide 2
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Tour of the Site Manager
You perform most daily tasks from
the Home tab and manage teammate
profiles from the Employee tab.
Perform tasks by clicking buttons
(also called “widgets”). A red number
on a button means there is
something for you to read or do.
Buttons for related tasks are grouped
under menus or “task flows.”
Slide 3
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Daily Productivity Report
When you first log in to the
Site Manager, take some
time to become familiar with
the information on the Daily
Productivity Report.
Slide 4
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Daily Overview
Click the Daily Overview
button to see the shift
schedule and punches for
the current day.
Slide 5
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Daily Overview
You can change the date here.
Hover over a warning icon to
see the punch exception
message, such as “Long Meal.”
Click the name of a
teammate to view or edit
the teammate’s timecard.
The Daily Overview page
displays today’s scheduled
teammates, their punches
and current status.
Slide 6
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Edit a Timecard
To edit a punch, click in the Time
field and type the time.
Note: To close without
saving changes, click
Cancel.
Use the Call Off button to
cancel a shift or the No Show
button to log a no-show.
Slide 7
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When done,
click Submit.
Edit a Timecard
Click the Audit Reason drop-down
arrow, select the reason you made
the edits, and then click the OK
button.
Note: All timecard edits and
approvals will be done
electronically in TeammateTime.
This replaces the timecard edit
tracking sheet.
Slide 8
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Important: If you enter a punch
for today’s shift, you need to
close the Web Clock and launch
it again. Each time the you launch
the Web Clock, it gets updated
information from TmT.
Awaiting Approval
Teammates can submit requests
to swap shifts.
If you see a red number on the
Awaiting Approval button, click
the button to review and
approve/deny the requests.
Slide 9
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Unpaired Punches
Click the Unpaired Punches button
to view and fix the unpaired punches.
Slide 10
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Unpaired Punches
To fix a teammate’s unpaired punch,
click the teammate’s name.
Slide 11
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Unpaired Punches
Look under the Raw Punches tab. In this
example, the teammate tried to punch out
at 5:41pm. This punch was rejected
because it was more than five minutes
later than scheduled. The teammate got a
“Too Late to Clock Out” message and
should have requested a Manager
Override.
Slide 12
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Unpaired Punches
In the Time field, type the missing
punch, and then click Submit.
Slide 13
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Unpaired Punches
Click the Audit Reason drop-down
arrow, select the reason you made
the edits, and then click the OK
button.
Remind your teammates to review
and approve or reject punch edits.
They should refer to their Quick Tips
for instructions.
Slide 14
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Time Off Requests
From the All Time Off
Requests button, you can
approve or deny time off
requests as well as enter time
off requests on a teammate’s
behalf.
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Click the All
Time Off
Requests
button to view
the requests.
Slide 15
Approve Time Off Requests
Click the Request Calendar tab to
view all Time Off Requests in a
calendar view.
Note: Time off accruals and
tracking began Jan 1, 2012.
This is done in TeammateTime
for non-exempt teammates and
in Self Service for exempt
teammates.
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Slide 16
Approve Time Off Requests
Click the Pending tab to return to
the list of requests pending approval.
Slide 17
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Approve Time Off Requests
To view a time off request, click the
teammate’s name.
Slide 18
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Approve Time Off Requests
Review the request.
You can also click the
Peer Requests tab to
see other time off
requests that conflict with
this one.
In the New Comment field,
type any comments to the
teammate.
Click the Approve
or Deny button.
Slide 19
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Punch Exceptions
Exceptions will be
generated when teammates
clock in more than five
minutes early or late or
clock out more than five
minutes late.
Slide 20
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Punch Exceptions
Slide 21
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Note: From your dashboard
in the Core, you can run the
Scheduled vs. Actual
report, which shows punch
exceptions and variance in
minutes.
Approaching Overtime
The Approaching Overtime
button displays the number of
teammates who are approaching
overtime for the current week.
Click the Approaching
Overtime button.
Slide 22
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Approaching Overtime
The Projected hours shows how many hours
a teammate is projected to have by the end of
the week based on what they’ve punched and
what they are scheduled to work for the rest of
the week. The number is red if the teammate
is approaching time-and-a-half pay.
Slide 23
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Timecard Summary
The Timecard Summary
button gives you access to
view teammate timecards and
edit punches.
Slide 24
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Timecard Summary
Click the teammate’s
name to view the
teammate’s timecard
summary for the week.
Slide 25
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Timecard Summary
Click a day to view and
edit the timecard.
Notice that you are now on
the Employee tab. Click the
Home tab to return to your
Home menu.
Slide 26
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More Tasks
Click the More Tasks
menu button to expand
the menu.Slide 27
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Non-Worked Hours
Click the Non-Worked
Hours button.
The Non-Worked Hours
button allows you to enter pay
adjustments for non-worked
hours, such as sick time.
Slide 28
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Non-Worked Hours
Click the Add
Adjustment button.
Then click the teammate’s
name in the list.
Slide 29
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Non-Worked Hours
Fill in the form:
Date: Enter the date the non-worked
hours occurred.
Job: Select the TM’s job from the list.
Type: Select from list, such as Sick
or Vacation.
Amount: Type the hours.
Reference: Enter the date the nonworked hours occurred.
Comment: Enter any notes.
Click Submit.
Slide 30
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Pay Exceptions
Click the Special Pay
Exceptions button to view
and approve payment for
missed breaks.
In some US states, such as
California, we are required to
pay for breaks. If a teammate did
not take a full break when
required, a red number will
display on the Special Pay
Exceptions button.
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Slide 31
View Forecasts
Click the View
Forecasts button to
view Forecast data.
Slide 32
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Before Closing a Pay Period
• Before closing a pay period, review the status of timecard
edit approvals. You need to go into the Core to do this.
Slide 33
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Punch Edit Approval
When you edit punches, make sure the teammates know they need to
review and approve the punches in MyTmT. Teammates should discuss
with you any concerns they have with the edits. (If you cannot reach an
agreement, the teammate may reject the punch – instructions are in the
Teammate Quick Tips.)
Before closing the pay period, go to Core and click the Punch Edit
Approval task to review the statusSlideof34approvals.
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Punch Edit Approval
The Punch Edit Approval page is read-only for managers. Review the
status of each punch edit approval. Click the Pencil icon to view
comments entered by the teammate. Teammates should always enter a
comment when they reject a punch.
If possible, teammates should approve all punch edits before the close
of the pay period. However, if they do not you can still close the pay
period; teammates will be paid based
Slide 35 on the edited punches.
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Close Pay Period
Click the Close Pay
Period menu button to
expand the menu.
The Close Pay Period menu in
Site Manager provides a
workflow for closing the pay
period each week.
Important: You cannot close a
pay period before the pay period
is over.
Slide 36
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Close Pay Period:
Unpaired Punches
If a red number appears,
click the Unpaired
Punches button and fix
the unpaired punches.
After fixing all missing
punches, the Run Pay
Engine button becomes
active.
Slide 37
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Close Pay Period:
Run Pay Engine
Click the Run Pay
Engine button. An icon
on the button will spin as
the engine runs.
After the spinning icon on the
Run Pay Engine button
changes to a green checkmark,
the Timecard Summary button
becomes active.
Slide 38
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Close Pay Period:
Timecard Summary
Click the Timecard Summary
button. Review the timecard
summary. Make any necessary
edits to the timecards.
Important: Borrowed teammates do not display on the Timecard
Summary in Site Manager. You must run the Pay Summary report
in Core to see borrowed teammates.
The borrowing store must close the pay period before the
borrowed teammate’s home store. If the home store closes first,
the borrowing store cannot edit the borrowed teammate’s time.
Slide 39
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Close Pay Period
Click the Close Pay Period button.
An icon on the button will spin while
the pay period is closing and data is
being exported to Payroll.
After clicking the Timecard
Summary button, a green
checkmark displays on it and
the Close Pay Period button
becomes active.
Slide 40
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Close Pay Period
When the pay period has finished
closing, a green checkmark displays
on the Close Pay Period button. All
buttons in this workflow become
grayed out until it is time to close the
next pay period.
Slide 41
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Note: To re-open a closed
pay period, contact
Payroll.
Quick Pay Request & Reports
Let’s briefly look at the following in the Core:
• Quick Pay Requests
• Running Reports
Slide 42
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Quick Pay Request
Some US states require immediate payment after termination. In this
situation, you should submit a Quick Pay Request.
From the Core, type “quick” in the Quick Find box and click Quick Pay
Request. Then, follow the instructions in your TmT Manager’s Guide.
Slide 43
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Reports
From your dashboard in the Core, you
can access a number of reports.
For instance, the Scheduled vs.
Actual report compares what was
scheduled to what was punched.
Slide 44
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On the dashboard of the
Core, click Scheduled vs.
Actual.
Scheduled vs. Actual Report
Click Run
Report.
In the Select field,
choose Pay Period.
Select the Pay Period
you want to view.
To run the report for a
specific teammate,
choose Employee in the
Select By field and
choose the teammate in
the All field.
Slide 45
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Scheduled vs. Actual Report
Click the Print button to
print the report.
Slide 46
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Review
In this session you learned:
• Daily time and attendance tasks, such as:
–
–
–
–
Editing a timecard
Fixing unpaired punches
Entering non-worked hours (sick, vacation)
Reviewing punch edit approvals
• Steps to close a pay period
• Quick Pay Requests and running reports
Slide 47
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Questions?
Slide 48
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