Payroll Help

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Employee Time Card Settings

Coming soon!

In this article:
Employee Time Card Settings Overview
How to Update Employee Time Card Use Settings
How to Update Employee Time Card Entry Type
How to Update Employee Geotagging Settings (Coming soon for geotagging beta customers)

Background

The Employee Time Card Settings page is a way to quickly view time card settings, time entry type and geotagging settings. You can access and modify these settings for multiple employees at once, streamlining your time and attendance management.

💡 You can also change individual employee time card settings on their employee record Payroll > Employee List > {Employee name} > TIME tab

Employee Time Card Settings Overview

The Employee Time Card Settings page displays all active employees, regardless of their pay type (Hourly, Salary, etc.). Use the search bar on the right to find specific employees by name. The employee grid displays columns where you can filter and manage three key settings:

  • Uses Time Cards: Indicates whether an employee uses time cards (Yes/No).
  • Time Card Entry Type: Indicates the method used for time entry (Manual/Time Punch).
  • Geotagging: (coming soon for beta geotagging customers) Controls the geotagging functionality for Time Punch employees (Optional, Required, Off, or blank it has not ever been set).

Select one or all of the employees by using the checking the box next to the employee name to view available actions. These actions are based on the employee time card settings:

  • Scenario 1: Mixed Time Card Usage (some do not use time cards): If you select any employees who do not use time cards (Uses Time Cards = No), the only setting you can modify for the entire selection is Uses Time Cards.
  • Scenario 2: All Use Time Cards, Mixed Entry Types (some not time punch): If all selected employees use time cards (Uses Time Cards = Yes), but some do not have a Time Card Entry Type of “Time Punch,” you can modify both Uses Time Cards and Time Card Entry Type for the entire selection.
  • Scenario 3: Coming soon! All Use Time Cards and Time Punch: If all selected employees use time cards (Uses Time Cards = Yes) and have a Time Card Entry Type of “Time Punch,” you have full control and can modify all three settings: Uses Time Cards, Time Card Entry Type, and Geotagging, (if enabled), for the entire selection.
employee time card settings in Patriot

How to Update Employee Time Card Use Settings

  1. Go to Settings > Time and Attendance  > Employee Time Card Settings
  2. Select employees in the grid whose time card settings you want to modify by using the checkboxes next to their names.
    1. You can filter by Time Card Use to narrow down the displayed employees by clicking the filter in the column header and choosing either “Yes” or “No” then, click “Apply Filter.” 
  3. Click the “Uses Time Cards” link at the top of the grid. 
  4. Change the setting (Yes/No)
  5. Save changes by clicking “Update Selected Employees.”

How to Update Employee Time Card Entry Type

  1. Go to Settings > Time and Attendance  > Employee Time Card Settings
  2. Select employees in the grid whose time entry type you want to modify by using the checkboxes next to their names.
  3. You can filter by Time Card Entry type to narrow down the displayed employees by clicking the filter in the column header and choosing either “Manual” or “Time Punch” then, click “Apply Filter.” 
  4. Click the Time Card Entry Type link at the top of the grid.
  5. Change the entry setting (Manual/Time Punch)
  6. Save changes by clicking “Update Selected Employees.”

How to Update Employee Geotagging Settings

(Coming soon for geotagging beta customers)

  1. Go to Settings > Time and Attendance  > Employee Time Card Settings
  2. Enable Geotagging by toggling “Use Geotagging for Time Punch Employees” at the top of the page.
    • All time punch employees will be set to “Optional,” by default.
  3. Select Employees in the grid who you want to modify by using the checkboxes next to their names.
    • You can filter by type to narrow down the displayed employees by clicking the filter in the column header and choosing “Required,” “Optional,” “No Geotagging,” or “N/A” then, click “Apply Filter.” 
  4. Click the Geotagging link at the top of the grid. 
  5. Change the entry setting (Required/Optional/No Geotagging/N/A)
    • When setting geotagging to “Required” an employee will only have the ability to punch time in the My Patriot Mobile app. The employee portal time card will be disabled.
  6. Save changes by clicking “Update Selected Employees.”

For more information about geotagging, please see our help article: Geotagging Hourly Time Punches.

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