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You will need to ensure these are corrected prior to proceeding.
If you need to add in a or the member has added Travel Allowance for KM travelled, please select:
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Located just above the PAY / INVOICE button are some notes fields, these are:
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Allocation Finance Notes | This field will display any finance notes entered against the shift (Red fill ) |
Member Timesheet Notes | This field will display any notes entered by the member whilst submitting their timesheet ( Yellow fill ) |
Client Timesheet Notes | This field will display any notes entered by the client whilst submitting an electronic timesheet ( if applicable ) |
Member Payroll Instructions | This field will display any notes that have been permanently placed against a member ( ie watch break times, always claims no break ) |
Client Payroll Instructions | This field will display any notes that have been permanently placed against the client ( ie mandatory 30min break for every shift over 6 hours ) |
Notes in these fields should be read during verification of the shift/s
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There are several quick shift options that can be used during the verification process. These can be accessed by right clicking on the shift.
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Apply Timesheet |
Discrepancy Change | If the Member has submitted a different time from booking you have to click this to automatically update it |
Set or Reset Public Holiday | It means if the public holiday was not set and shift was booked before that then we can apply the public holiday rates by clicking on this and vice versa If we have to take out the public holiday |
Add Verification Notes | Insert notes that are relevant as to why a shift has been verified which will transfer through to Payroll Process Eg: no break time taken as per xxx at the facility – MM |
Query Shift | Insert notes regarding a query you may have with the shift Eg: to confirm end time with facility – MM NB: shifts that are at query status are not processed in any payroll run until it is validated This will create a |
separate line for that member and show query shift | |
Remove Query Shift | This will remove the query shift which you would use once the query is completed then you can push it through to payroll |
Discard Shift |
Permanently | If you do not need to process the shift at all
This will delete it |
Permanently so |
only do this if you are 100% sure | |
Discard Shift Temporarily | If you select this - it will discard the shift from the confirming screen so you can process everything else forward and come back to that later |
Clear Submitted Timesheet Details | This is used if you wish to clear the submitted timesheet to allow another timesheet to be uploaded against the shift NB: this action reverts the shift back to booked status and reappears on the member’s app |
Swap Timesheet Details | This is used if a member uploads the wrong photo against the wrong shift. Using this allows you to swap the incorrect photo to the correct shift |