Available to Time and attendance customers
1. Set Up Pay Schedules
Set up your Pay Schedule, if you have not already done so. Settings > Payroll > Pay Schedules.
Learn more on our help article, “How to Set Up Pay Schedules.“
2. Enable Time off Hour Types to Show on Time Cards
Verify desired hour types, i.e. PTO, are set to “Include On Time Card”
Go to Settings > Hours & Money Types > Hours Types
Enable “Track Non-Worked Hours” and “Track Time Off” as needed.
See “Setting Up Time-Off Hours” for time off balance tracking.
Stay compliant with state accrual laws: “Setting up Company Time-off Accrual Rules.”
3. Create Custom Overtime Rules (Optional)
If you need to create an overtime rule to comply with state or local laws or your company policy, you can create customized rules as needed. For more details, see Setting Up Overtime Rules.
4. Select “Employee uses Time Cards” (Yes/No).
See “Employee Time Card Settings” for more details.
5. Select Employee Time Entry Method
Choose “Manual” (hour entry) or “Time Punch” (clock-in/out).
See Using the Time Punch Feature for more details.
To update Time Entry Methods:
For individual employees: Go to Payroll > Employee List > {Employee name} > Time tab
For bulk updates or individual employees:
Go to Settings > Time and Attendance > Employee Time Card Settings.
Read our help article for more info on the “Employee Time Card Settings Page.Manual Time Card Entry: Employees manually enter their clock-in and clock-out times for any day. This method allows flexibility in recording hours but requires employees to ensure accuracy.
Time Punch Entry: Employees clock in and out in real time as they start and stop working. These entries are recorded live and cannot be backfilled by employees. Any corrections to time punch entries must be made by the employer.”
6. Assign Managers (Optional)
Assign managers and permissions for time card approval.
See our help article, Manager Settings and Permissions and “Managing Time Cards.
7. Enable Geotagging (Optional)
Read our help article on how to enable Geotagging for time punches.
8. Invite Employees to the Employee Portal
See “Employee Portal Registration Access” for details on inviting employees to create their login to the portal.
After the employee portal login is created, employees can download the My Patriot Mobile App
Employees can enter time through either the portal or the mobile app.