TABLE OF CONTENTS

• Who can work with adjustments
• How it works
• Creating an Adjustment
• Editing the Adjusted Timeline
  • Add a Time Period/Time Entry
    • Specifying a Cost Type
    • Change State if necessary
    • Allocate time to Work Orders
    • Changing Approved Hours
    • Adding Time Split
    • Deleting Time Entry
    • Activity Allocation
  • Handling Lunch in the Adjusted Timeline
  • Saving the Adjustment

What is Timeline Adjustment

Timeline Adjustment is a powerful tool for correcting a Time Card's original timeline. Users can draw a custom timeline and incorporate Employee requests from TAR (Time Adjustment Requests).

Who can work with adjustments

Access is restricted to these roles:

• Advanced Reviewer: Can create, edit, and delete adjustments for Time Cards assigned to them.
• Time Keeping Manager (TK Administrator): Can create and edit adjustments for all Time Cards.

Deletion Permissions:

• The adjustment's author can always delete it.
• An Advanced Reviewer can delete adjustments for all assigned Time Cards.

How it works

The original timeline derives from the Employee's GPS activity and Time Entries (stored in system adjustments). Time Entry data feeds into the Time Card's payroll allocation table, totaling approved hours by Cost Type and Work Order.

Adjusted timelines are stored separately in the Time Card Adjustments reference:

• Original Time Entries remain unchanged.
• A new adjustment record captures all modified timeline details.

After saving an adjustment:

• The payroll allocation table recalculates, pulling data from the adjustment (not original Time Entries).

Creating an Adjustment

Follow these steps:

1. Open the target Time Card:
   • Via the Time Card Review Interface.
   • Through the Time Cards Dashboard.
2. View the original GPS timeline (this forms the basis for adjustments).
3. Click Create Adjustment to open the adjustment interface (right panel).

Adjustment Card Details

• Clocked Hours: Total actual hours from all Time Entries (including manual lunches).
• Approved Hours: Total approved hours from Time Entries.
• Lunch Deduction: Hours from Lunch Audit or manual entry.
• Meal Premium: the number of meal premium hours added based on the audit configuration.
• Total: Approved Hours minus Lunch Deduction.

Available Actions

• Restore Audited Hours: Revert to previously audited values.
• Allocate to Work Orders: Assign hours to selected WOs.
• Clear All Data.
• Reset to Original.
• Delete Adjustment (shown after saving).
• Open History.

Vertical Adjusted Timeline

• Each row represents a Time Entry; hover for actions (add new or delete).
• Colors indicate Cost Type (click to change).
• Thin lines: Entries with 0 approved hours.
• Thick lines: Entries with >0 approved hours.
• Start/End Times: Click the clock icon to edit.

Editing the Adjusted Timeline

Once in the adjustment interface, modify the timeline as needed: adjust times, add periods, clear/restore hours, or allocate to Work Orders. 

Add a Time Period/Time Entry

A Time Entry in the adjusted timeline represents a time period. Edits here do not affect original Time Entries records.

1. Position the Entry:
   • Hover over an existing Time Entry.
   • Click the + icon to add before or after it.
2. Set Start and End Times:
   • Use the Time Selector (clock icon).
   • Or enter manually: Click hh or mm fields, type values, or use up/down arrows to adjust.

Note: If adding inside the timeline, manually adjust adjacent entries to avoid overlaps and ensure continuity.

Approved hours auto-calculate as the difference between start and end times, updating with every change.

Specifying a Cost Type

Cost Types drive Cost Rate calculations and payroll details (e.g., matching Cost Type + Wage Type + Payroll Item for rates and shift types). 

Cost Types are mandatory to save adjustments.

1. Click the color block on a timeline entry to expand the Cost Types list.
2. Select the appropriate Cost Type.

Change State if necessary

The States feature requires GPS States enabled in your instance.

Default Behavior:

• Copied from the original time entry (so calculated based on GPS data).
• If empty and a WO is allocated, auto-fills from the Site address.

1. Click the State field to open the drop-down list.
2. Select or change to the desired State manually.

Allocate time to Work Orders

Distribute entry hours across Work Orders (WOs) 

Single Allocation

1. Navigate the desired row, click on Is Not Allocated area.
2. Select a WO from the drop-down list.
   • To delete the allocation, clcik on the Clear Work Order Trash icon in the drop-down list.

Multiple allocation

1. Click the Multiple Allocation button (↑↑ curved arrows) on a Time Entry to open the Allocation window.
2. Add a row and select a WO from the drop-down list.
3. Enter the percentage of time for that WO.
4. Click Save.

Bulk Allocation: Use Allocate All/Unallocated (top of window) to distribute hours across all rows or rows with empty allocation (not row-specific).

Available Work Orders for Allocation

Only active WOs with Allow Manual Allocation checked appear, grouped and sorted as:

• Active dispatched WOs for the Time Card date, plus WOs matching the dispatched WO's Type abbreviation (within a Build Plan).
• Shadow Dispatch WOs (Allow Dispatch = No) for Non-Dispatch Employees.
• Unscheduled Visit WOs (gray highlight): Active WOs from Build Plan + manual allocation allowed, plus matching Type abbreviations.
• Other allocable WOs (gray highlight).

No Scheduled WOs? Create a Dispatch directly:

• Select New Dispatch in the Allocation window.
• In the opened window, choose WO and date, select crews and click Create and Publish.
• Return to the allocation window and select the generated Work Order from the drop-down list.

Changing Approved Hours

Approved Hours derive from original Time Entries (may be 0 post-audit).

• Zero Out Manually: Click the cross icon (✕) in the Approved Hours field.
• Set Custom Value: Enter a specific number directly.
  • Note: Start/end times remain unchanged. Use this only for simple timelines with few entries.
• Refresh from Timeline: Click Refresh Approved Hours to recalculate based on start/end times.

Adding Time Split

Use Time Split to divide the timeline and display nonwork time. For example, to show that an Employee took a break, or didn't clocked-in for some period of time.

Deleting Time Entry

1. Hover over the target Time Entry in the adjusted timeline.
2. Click the trash icon to delete.

The timeline merges at that point.

Activity Allocation

Requires: Work Activities enabled in your instance.

The Activity field appears under allocable Work Orders (e.g., on-site, office/warehouse stops).

• Select or edit the Activity from the drop-down.
• Fill if missing for any allocation row.

See the separate Work Activities article for details. 

Handling Lunch in the Adjusted Timeline

Lunch Deduction Field: 

• Displays hours deducted by Lunch Audit and populates to the Applied Lunch field in the Time Card.
  • Manually edit to adjust. 
• Manual Lunch (via Mobile App): Appears on both original and adjusted timelines.
  • Always 0 approved hours for Lunch Cost Type.
  • Empty WO allocation.
  • Purpose: Track if Employee took allotted/required breaks.

Saving the Adjustment

1. Click Save (bottom right) to apply changes.
   • Add comments, if required.
2. Post-Save:
   • Adjusted timeline displays in the Time Card.
   • Data populates the payroll allocation table (adjustment overrides originals).
   • New adjustments get "Applied" status automatically.
3. Adjustment Status Changes:
   • TK Administrator can mark as Rejected.
   • Triggers payroll table recalculation (ignores rejected data).
4. Key Rules:
   1. Payroll table updates on every save or status change.
   2. Locked payroll tables block adjustments.

Additional actions to adjusted timeline

1. Clear — Removes all adjustments from the timeline, allowing you to build it from scratch.
2. Restore All — Restores approved hours for all time entries.
3. Allocate
   • All— Allocates all entries to selected Work Orders.
   • Allocate Unallocated — allocates all Time Entries with empty allocation to the selected Work Order(s).
4. Reset — Discards all changes made during the current adjustment session and returns the timeline to its original state.
5. View adjustment history  — Hover over the Info icon to view the adjustment author. Click to open the history of changes.
6. Delete Adjustment — Click the Trash icon to permanently remove the adjustment.