Manager Permissions: Managing Team Time Cards in the Employee Portal
Background
If you have been designated as a “Manager” in Patriot, you may have access to approve time cards of team members you manage in your employee portal. Be sure you are registered to access your Employee Portal. For information account administrators can read, Employee Portal Registration Access.
Managers with permissions will see a “My Team” section in the left menu in their employee portal. The links that appear in this section will depend on the permissions set by your account administrator. For more details, see Manager Settings.
⚠️ Please handle personal identifiable information (PII) with caution, and consult your company’s HR department’s policies. Also, check out the US Department of Labor for guidance.
Managing team time cards
You may have the ability to do one or more of the following:
- View time cards
- Approve and reject time cards (and nudge employees)
- Edit time cards
Permission to approve and reject time cards
For a more detailed look at the employee’s time card, select the employee’s name. From here, you can view their hours by day and approve/reject/nudge and view daily or time card notes.
- Select the checkbox next to the employee’s name to quickly approve or reject the time card.
- Approving accepts the time card and locks it down so the employee cannot make any more edits
- Rejecting the time card will notify the employee via email. You can also add additional comments when rejecting the time card.
- Nudging emails the employee to submit and approve their time card.
Permission to edit employee time cards
Depending on the permissions given to you by your employer or payroll manager, you may have permission to edit employee time cards.
- Click the employee’s name to access their time card. Edit hours by clicking on the daily hours, making changes, and selecting “Save Time Card.”
- For employees with multiple pay rate descriptions, adjust hours by selecting the relevant rate from the dropdown menu.
Overnight Shift Detection (in beta for select customers)
When adding employee time manually if your employee has worked an overnight shift you will see a module confirming an overnight shift.
If the entry is correct, click Yes to confirm the overnight shift. The system will automatically split the shift at 12:00 AM, creating 2 time entries:
- Day 1: 6:15 PM – 12:00 AM
- Day 2: 12:00 AM – 9:30 AM
Correcting a Mistake: If you accidentally entered the wrong Out Time (e.g., AM instead of PM), click No when asked if it’s an overnight shift. A validation message will appear, prompting you to correct the Out Time before saving.
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