Scheduling & Field Work | Workspace
Track time and prepare payroll
Maintain employee records, time entries, paid time off, adjustments, payroll runs, and exports.
Sign in to your company workspace to use the related controls.
What this section includes
- Employee records
- Clock and time entries
- Paid time off
- Adjustments
- Payroll runs and exports
Start-to-finish instructions
Review employees
Confirm active status, pay information, role, and required payroll identifiers.
Collect time
Have staff clock or add time against the correct date and job, then review exceptions.
Record PTO and adjustments
Use a clear type, date, amount, and reason so the audit trail explains the change.
Create the payroll run
Choose the period, review hours, rates, overtime, PTO, and adjustments, then approve only when complete.
Export and reconcile
Download the payroll file, compare totals with the payroll provider, and retain the run record.
What success looks like
- Approved hours and adjustments match the export.
- The run can be traced back to employees and time records.
Common problems
- Never share bank, tax, or identity information in Help screenshots.
- Correct time before final approval; do not hide a correction with an unexplained adjustment.