Salesforce

Edit a Timecard

« Go Back

Article

 
Body

Upserve POS makes it easy to for managers to make adjustments to time card at any time. Admins/Managers can edit, delete and add timecards for employees if they have permission to access HQ reports and view/edit timesheets.


 

Edit a Timecard
Add a Timecard

 

Edit a Timecard

  • Log in to HQ
  • Click Reports > Timesheets > Timecards

User-added image
  • Click on the employee's shift you wish to edit
Note: Employee's shifts will appear as an orange hyperlink. Red shifts indicate that the employee forgot to clock out and can be edited.


User-added image
  • On the edit screen you can edit the employee's Role, Shift Date, Shift Start, Shift End, Break and/or Declared Tips
  • Click Update after you have edited the shift
User-added image

User-added image

Updated Timecard
User-added image

 


Add a Timecard

On the Timecard screen you can Add a Timecard for any employee that needs a shift recorded.
 
  • Log in to HQ
  • Click Reports > Timesheets > Timecards
  • Click Add Timecard
  • Enter the date (trading day), employee, role, shift start/end, break time and declared tips for the shift
  • Click Create
User-added image

 

TitleEdit a Timecard
URL NameEdit-a-Timecard

Powered by