Training #3: Approving Time
Ok, you've got your first schedule — now it's time to update to what occurred.
you've got some Scheduled Shifts in WFM, Staff will come in and work those Shifts. You can track the time they spend at work using SuitePeople Time Clock, but you'll need to see these punch events against the Schedule.
Go to Shifts > Weekly. Days of the week are the columns, the rows are the person's information.
The first row are Scheduled Shifts — what was supposed to happen
The second row are Timesheets — staff punch events from SuitePeople Time Clock
The third row are Shifts — what occurred (Shifts you create by approving/denying/editing Scheduled or Timesheets. Actuals are what are sent to Payroll.)
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Use the thumbs up to approve a Shift as displayed. This will create an using the start/finish and break information
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Use the thumbs down to deny a Scheduled Shift — you're saying 'this Shift wasn't worked'. You can assign this Shift to someone else who filled in, or create leave for the Staff who didn't work.
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Use the pencil icon to modify a Shift. Change the start/finish, break time, or change the job.
If a Staff was not Scheduled and did not punch in (has no Timesheet), you can hover over the row for that employee to manually create an Shift
Notice the % in the top right. This shows you the percentage of shifts that have been processed. At the end of the week this will be 100% if you've processed all visible shifts.