Adding & Editing Time Cards

In this article, we will cover how to add and edit time cards in the Timesheets section of Homebase.

With these easy-to-use editing tools it's simple to make sure all information in the timesheets section is accurate. This could be for:

• Missed or late clock ins & breaks.
• Getting ready to run payroll.
• Historical accuracy of timesheet records for compliance.

---

Daily Review vs. Pay Period Review

On timesheets, there are two ways we can view employee timecards. The Daily Review and the Pay Period Review. 

Daily Review

This view is designed for Managers and Owners who want more flexibility and ease of access for the most recent date of time cards. 

This helps editors log into Homebase and quickly edit time cards that have happened recently without sifting through the entire team's clock ins and outs.

Pay Period Review

The Pay Period Review tab shows information for the entire team throughout a longer date range. 

---

Adding a Timecard

On the Pay period review page, timecards can be added in two ways:

1. In the top right corner Add time card. This method could be for any employee chosen in the appropriate field.
2. At the bottom of each individual employee section is another Add time card. This is only to add time cards for the specific employee in question.
   1. 
3. When the time card is open, fill out the information needed:
   1. Employee Name 
   2. Date (This date will default to the first day of the date range view.)
   3. Role (Optional) -This can be any role that appears in the drop-down or you can create a new one in this field. It is not limited to the assigned roles in the employee profile.
   4. Clock-in/Clock-out times
   5. Break times.

Note: Once the time card is created, then the user can view the time card to add manager notes.

---

Editing a Timecard

You can select a time card to edit by:

1. Selecting the time card error that is already showing at the top of the page under "Needs Review"
2. Clicking on an individual time card that has already been created.
   1. 
3. Once you have selected the time card, this time card box will now appear where you can make any edit.
4. Click the Edit button.
   1. 
5. Add or edit any information.
6. Select Save changes.

Delete a time card by going through the steps to edit a time card and then click the Delete button in the top right corner of the edit box.

How to Edit Break Penalties

Break penalties are hours automatically added to an employee's time card if they missed a paid paid break while clocked into their shift. These penalties automatically accrue if the setting Convert excess time from a paid break to an unpaid break is turned on, but can be edited in Timesheets:

1. Go to Pay period review in Timesheets
2. Click the time card you need to adjust the break penalty for
3. Click Edit in the top right corner
   1. 
4. Change the amount of hours
5. Click Save

---

Locking Time Cards

Owners and managers can lock timecards. Locking time cards confirms that the timecard has been reviewed. Locked time cards can be unlocked and edited if needed.

By default, when time card locking is enabled, managers with permission to edit time cards and timesheets will be able to lock & unlock a timecard.

Manager Permissions to lock and unlock timecards can be edited in Team Permissions under Settings.

Note: On how timesheets are grouped (date, employee, or role), the option to Lock All time cards will appear on the header row to the left. 

How to Lock

1. To lock an individual time card, click the lock on the timecard row or on the time card itself and click the Lock Icon.
   1. 
2. Time cards that have been locked can be unlocked by other managers (unless this permission has been removed)

How to Unlock

1. To unlock a time card, click on the purple Lock Icon to unlock.
2. Time card Edit History will display who locked and/or unlocked timecards.