Employee Profile (History, Editing, Records, and Receipt)

Navigation

• Employee profile
• Profile structure
• Edit employee data
• Filter history by date range
• History table (how to read it)
• Add a record (manual)
• Generate receipt

Employee profile

Within Employees, when you click View more, you access the employee profile.

Profile structure

Typical elements:

• Employee name (top section)
  

• Tabs: History / Absence records
  

• Date range (filters)
  

• Buttons: Add record and Generate receipt
  

• Lower table with records
  

Edit employee data (name, email, position, and pay/hour)

1. Click the pencil (edit) icon.

2. The “Employee Profile” window opens.

3. Available fields (depending on permissions):

   • Name
     

   • Email
     

   • Position (dropdown)
     

   • Pay/hour
     

   • Add position and pay option (if applicable)

4. Save with Save or exit with Cancel.

Filter history by date range

In History, you can use:

• Quick buttons: Today, Yesterday, This week, This month

• Or set Start date and End date

Then apply using the magnifying glass.

History table (how to read it)

Typical columns:

• Record date
  

• Clock Ins
  

• Clock Outs
  

• Breaks
  

• Regular time
  

• Overtime
  

• Total pay
  

Meaning

• Clock Ins/Outs: recorded times.
• Breaks: pauses (if applicable).
• Regular/Overtime: totals for the day or selected period.
• Total pay: informational calculation based on pay/hour and time totals.

Add a record (manual)

1. Click Add record.

2. Complete the modal:

   • Date
     

   • Position
     

   • Time pairs (clock in/clock out)
     

   • + Add another pair (if applicable)

3. Review the summary: Regular time and Overtime.

4. Save with Save or cancel with Cancel.

Generate receipt

1. Click Generate receipt.

2. In the “Receipt” modal, verify:

   • Employee
     

   • Date range
     

   • Total ($)
     

   • Tabs: Position, Pay/hour, Regular time, Overtime
     

3. Click Generate receipt to download.