7.1 Daily Details
Daily Details
Click on ‘View’ then ‘Daily Details’ from the menu bar, or click on the icon on the toolbar. The Daily
Details window applies to the person selected in the employee list, and it’s broken into four sections.
The upper-right quadrant deals with the clockings for the selected person on the selected day. The
upper-left quadrant presents the assigned time or adjustment categories. The lower left section of the
window is where adjustments are applied, and the lower right section allows date or day navigation,
and contains the ‘Recalculate’ button.
The name of the Shift Pattern that has been assigned to the employee is displayed in the bottom left
corner of the Daily Details window, with the particular Day Program being applied for the day also
shown (shift start and end times will be in parenthesis whether they are part of the Day Program name
or not). Double-clicking on either of these will open the respective configuration window. The input
field for ‘Daily Comment’ allows for up to 2000 characters of text to be entered. Note that reports will
not wrap this text, so if printing is desired it is advisable to send the report to Excel and format from
there. Text is auto-saved as soon as Recalculate is clicked, or another date is selected (or window
closed).
Daily Details E.g. 1
Here is an
example before
any corrective
intervention, using
standard view. The
employee’s
clockings show
that he was an
hour late arriving
for his shift
(generating the
short -time and
late arrival
categories), and
worked twenty
minutes past end
of shift (generating
twenty minutes of
unauthorized
overtime).
Note the asterisk next to each clocking in the Active column, signifying manual entries.
Late Arrival, Present, Manual Clockings and All Clockings are counters which have been
incremented.
Daily Details E.g. 2
We now see the
result of applying
a manual
adjustment to
allow the late
arrival (‘Allow
Late’ was
clicked). The
adjustment added
twenty minutes to
normal time to
complete the
expected hours
for the day, and
short time and
late arrival time
categories and
counters no
longer reflect. If it
was desired to
still show the late
arrival having
occurred, ‘Include Late Arrival’ would be ticked.
The counter for Manual Adjustments has been incremented (because an adjustment was
performed).
Note that adjustment comments can be predefined, and users can be prevented from entering
reasons of their choosing.
Daily Details E.g. 3
The
unauthorized
OT1.5 has been
authorized (now
highlighted in
blue), and the
T&A view has
been applied to
show reasons.
The ‘Authorize‘
and ‘Decline‘
buttons have
been replaced
by the ‘Un
Authorize‘
button. If the
overtime is
unauthorized by
clicking this
button, the
‘Authorize‘ and
‘Decline‘
buttons seen
previously will
re-appear.
If Morpho devices with screens are in
use it is also possible to setup Clocking Reasons (see
Configuration manual for more). If Clocking Reasons are being used,
they can be seen from the T&A view
under Device Reason.
Date Navigator
The date containing the clockings, totals and adjustments for the day is displayed in the bottom right
hand quarter of the window.
Non-working days will show as blue text, public holidays will show green text.
To view the previous day, click the left arrow or press F4 on the keyboard. To view the next day, click
the right arrow or press F5 on the keyboard.
To view a specific date, click the date or day and then select the date from the calendar that appears.
Totals
This block displays the Time Categories and Counters allocated to the specific day. It will also display
the reason, if entered, for any authorized overtime
These allocated times and counters are calculated by applying the daily shift rules to the clockings for
each day.
If overtime authorization is being implemented, one can authorize all unauthorized overtime for that
day, by clicking the ‘Authorize’ button. If an employee has achieved more than one type of
unauthorized overtime in a single day, you can authorize separately by double-clicking on the time. To
unauthorize all incorrectly authorized overtime, click the ‘Un-Authorize’ button, or double-click the
incorrect authorized overtime categories separately.
OT reasons, if applied via Overtime Authorization, can be viewed by dragging out the columns as
needed.
Standard view
Active clockings are the combination of original and manual clockings, which are used for
calculations.
Calculated clockings are the clockings used for the day’s calculation, after applying any revisions and
roundings.
To add a manual clocking, click on the ’Add’ button and enter the clocking time, then click ‘Insert’ or
press the Enter key on the keyboard. To add a manual ‘Out’ clocking for a night shift, which occurs
past midnight, navigate to the next day and add the clocking in that day. If you go back to the previous
day the clocking will be marked with ‘*’ and ‘>’. A reason can be added for the manual clocking, or
reasons can be predefined and the user will need to select one.
To delete a clocking click on the clocking in the active list, then click the ‘Delete’ button (or press Del
on the keyboard).
(Dup) indicates that a clocking has been identified as a duplicate, configured in the shift setup, and will
be ignored in the calculation.
Identifiers:
- In the Original list indicates a deleted clocking.
- In the Active list indicates a manual clocking.
> This is a clocking which was clocked in the next day but allocated to this day for calculations
(night shift out clocking).
>* This is a manual clocking which was clocked in the next day but allocated to this day for
calculations (night shift out clocking).
>> This is a clocking which has occurred at least two days in the future but allocated to this day
for calculations (only with Dynamic Days).
< This is a clocking which was clocked in the previous day but allocated to this day for
calculations (shift starting late at night for today).
<* This is a manual clocking which was clocked in the previous day but allocated to this day for
calculations.
^ This is a system-generated “phantom” clocking (extended day frame has been applied).
In Standard or T&A view there is a right-click context menu as well, with extra options if a clocking is
right-clicked on.
T&A view
This view mode will list all of the Original, Manual and Deleted clockings using four columns.
Column one shows the ‘Time’, column two shows the ‘Direction’ (in or out), column three shows the
‘Type’ (manual or original), column four shows the Reason if entered by the user, and column 5 will
display reasons selected on the device by the employee. You can right-click to add or delete clockings
with or without reasons.
To add a manual clocking, click on the ’Add’ button then enter the clocking time and a reason if need
be, then click ‘Insert’ or press the Enter key on the keyboard. To add a manual 'Out' clocking for a
night shift, which occurs past midnight, navigate to the next day and add the clocking in that day. If
you go back to the previous day the clocking will be marked with an ‘*’ and an ‘>’
To delete a clocking, click on the clocking in the active list, then click the ‘Delete’ button (or <Del> on the keyboard)
Recalculate should be done here by clicking the ‘Recalculate’ button or <F10> or <*> on the
keyboard. See the Recalculate section for further information on recalculating.
Identifiers
A red clocking indicates a deleted clocking.
A highlighted clocking indicates a manual clocking.
A > indicates a clocking which was clocked in the next day but allocated to this day for calculations
(night shift out clocking).
A >> indicates a clocking which has occurred in the future but allocated to this day for calculations
(only with Dynamic Days).
“Dup” indicates a clocking that is not contributing towards T&A results, per Day Program settings.
“A.Dup” indicates a duplicated clocking that occurred on a device with the duplicate override option
enabled.
Access view
This view mode will list all of the clockings from hardware using four columns; time, direction, type
(access or T&A), and the device name the clocking was generated on.
If the JT Clock module is activated clicking on ‘Access’ will present two further buttons, ‘Map’ and
‘Photo’. Additional columns will present related information; Location, Photo, and Distance. If the
location and distance values do not display properly, please check Windows Regional settings (per
Installation manual).
Note the orange highlighted clockings are exceptions (clocked out of defined area). By right-clicking
on one of these clockings the user can choose to change the clocking from Access Control to T&A by
‘Accepting the out of area’ exception. Note that if a transaction has been converted and a clocking
reimport is done, the clocking will be reset (i.e. not accepted if out of area) and the comments will be
removed.
After clicking the ‘Map’ button and selecting a clocking, that clocking’s location will be shown:
After clicking the ‘Photo’ button and selecting a clocking that clocking’s associated image will be
displayed
Requiring a photo and/or location for clockings are optional settings in JT Clock.
If the system hardware configuration is suitable this view can also present Temperature reading and
Face Mask information.
Manual Adjustments
A manual adjustment can be added if an employee is not present or has some time missing. This will
record the reason for absence and allocate the necessary time. If an adjustment is not entered the
system will keep the employee as absent, and he or she will have short time on the timesheet.
To add a common (regular) adjustment, click on one from the selection on the bottom left-hand side of
screen. This will apply the saved parameters for that particular adjustment to the day. These common
adjustments can be defined in the ‘System Preferences’ window found in the ‘Setup’ menu from the
menu bar. The creation of these common adjustments is explained in the Configuration manual. If the
adjustment is not amongst the common adjustments, one can click the ‘Add a Custom Adjustment’
button and select from the complete list of adjustments. (You can type the first letter of the adjustment
to navigate to it instantly.)
If the adjustment required is not in this list or not allocating the correct time categories when applied,
please contact your supplier to add to or revise the complete adjustment list. Once the custom
adjustment is added you will need to select the ‘Time to allocate’ from the list.
‘Balance to Target Time’ will allocate the difference of time needed to make up their target time for
that particular day.
‘Custom Time’ is used to allocate a fixed specific amount of time. To do this, enter the desired time
into the box below. You can also allocate a custom counter, to add or remove a shift count for
example.
A ‘Comment’ may also be inserted for future reference (sick note number, reason for extra hours
etc.). If preset comments have been setup (see Configuration manual for detail on how to do this),
preset comments will be available from a drop-down menu.
‘Override any Clockings’, if selected, will ignore all clockings for the day, and only apply the
adjustment created.
To remove time for the day, select ‘Subtract this Time’.
If Late Arrival and Early Departure times are still required, ensure that ‘Include Early Times’ and
‘Include Late Times’ are selected.
To delete a manual adjustment, navigate to the date of the adjustment for the employee and then on
the bottom left-hand side select the adjustment and click ‘Delete’. To add a second adjustment for the
same day, click ‘Add’ on the bottom left-hand side, or plus <+> on the keyboard and select the type of
adjustment from the list and apply the parameters as per normal. To calculate the results, click
‘Recalculate’.
Alternative Day Programs and Shifts
To change the day program or shift pattern assigned to this person, and to change it for this day only,
right-click on the ‘Day Program’ name and from the context menu which appears, select either
‘Alternate Day Program’ which presents a list of all possible Day Programs, or select ‘Alternate Shift
for This Day’ which presents a list of all possible Shift Patterns. After selecting an alternate day
program it will appear in maroon instead of regular black.
This can be useful in cases where, for example, an employee is off sick so another employee has to
fill in the sick individual’s shift, for just one day. Another method would be to use the Day Schedule,
see later section in this manual for further information.
Miscellaneous Options
Right-clicking on the Close button produces a small context
menu with options of how to place the cursor after particular
actions.
Right-clicking in an open area of the adjustment shortcuts also has a
context menu option to allow editing of various options.
Right-clicking in an open area of the Time Category section allows easy
toggling between time and decimal format for results to be presented in.
Related Articles
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