1. In the Main Navigation menu, open the Daily Procedures folder.
2. Open Data Entry subfolder.
3. Click on the Units page.

1. Summary Bar:
   • Total Hours – Total recorded time from the Punches and Hours pages.
   • Employee Number – Assigned employee number.
   • Badge Number – Employee’s badge number if hardware clocks are in use.
   • Approvals – Status of employee and supervisor approvals.
2. Units – Unit records for the elected employee. For definitions of each field, see the section titled “Units Detail Definitions”.
3.  Edit Column – Buttons that allow additional interaction with the units.

Edit or view Unit details
Delete Unit
View Audit Log of Unit Record.

Below is a list of the fields that could be associated with a unit record and may be seen on the main Units page or within the Detail View pop-up window when editing or adding a units record. Access to these fields is dependent on company setup and individual security.

1. Effective – Effective date of the units record
2. Amount – Number of units associated with the record
3. Type – Type of units applied to the record
4. Device – Device from which the units record originated
5. Source – Source from which the units record originated
6. Linked To – The hours or dollars record to which the units are linked
7. Comment – Comment (to be) associated with the units record
8. Organization Level – Organization level items assigned to the units record

With the appropriate security, any item that displays on the main portion of the Units page can be edited by selecting and overwriting the data within the appropriate field and clicking Save.

Additional units information can be edited using the following steps:

1. Click the Edit button to on the record to be edited.  The Detail View pop-up window opens.

2. Adjust the field(s) as needed. * At minimum, the Effective Date, Unit Type, and Amount fields must be completed.

3. Click Save.

1. Click the Delete button to the right of the units to be removed. A warning message opens to confirm the deletion of the record.

2. Click OK.

To add a single units record:

1. Click the Add button , located at the bottom left of the page.  The Detail View pop-up window opens.

2. *At minimum, the Effective Date, Unit Type, and Amount fields must be completed

3. Click Save.

To add many units records at once, it is best to use the Timesheet option.

1. In the Main Navigation menu, open the Daily Procedures folder.
2. Open Data Entry subfolder.
3. Click on the Timesheet page.
4. Use the drop down located on the second row of the Timesheet to select the worksheet to use. These are created and customized for each install, but will typically have a separate timesheet for units.
5. Find the date of the units record, and fill in the applicable fields.
   • To add an additional record to the same day, use the Plus-Add Units button located on the units block.
6. Click Save.