Review timecards, approve pay, and export payroll | Dashboard User Manual

At a glance

Use this guide when

Auditing crew shift punches, approving weekly pay periods, and exporting labor data for payroll processing.

Best practice

Review open shifts and resolve anomaly flags before clicking Approve Pay Period.

Watch for

The payroll CSV export includes hourly shift punches and deliberately excludes salaried employees.

Audit and approve crew timecards

Open Timecards to review clocked hours grouped by employee, date, and assigned job.
Inspect flagged anomalies (e.g. shifts left open overnight or missing lunch breaks).
Edit punch times with a documented reason if manual corrections are required.
Click "Approve Pay Period" to lock approved hours against further editing.

Payroll CSV export details

Click "Export Payroll CSV" to generate a payroll file formatted for QuickBooks, Gusto, or ADP. NOTE: The export includes all hourly shift punches and deliberately excludes salaried workers, who do not log hourly timecards.

Completion check

Confirm before moving on

Use these checks to make sure the dashboard and the real-world workflow agree.

All open shifts are closed with verified start and end times.
Pay period is approved with locked audit records.
Payroll CSV export is generated and verified for accounting upload.

Troubleshooting

When the workflow doesn’t look right

A salaried employee is missing from the payroll CSV.

The payroll CSV export is designed for hourly punch workers. Salaried compensation is tracked in general accounting.

Technician forgot to clock out.

Click the open shift row, enter the correct end time, and save the audit reason.

Keep going