Overview
The Timesheet feature in PDI CStore Essentials allows store managers and owners to manage employee work hours effectively. By reviewing and correcting shift details, you can prevent payroll discrepancies, maintain compliance, and ensure accurate wage calculations. This article covers navigation to the Timesheet page, updating shifts, common correction scenarios, and best practices for accuracy.
Prerequisites
Before you begin:
You must have Admin or Manager access to the CStore Essentials BackOffice.
Ensure employee profiles are set up with correct wage details.
Confirm that time entries (clock-in/clock-out) are recorded for the payroll period.
Navigation
Log in to your CStore Essentials Web Account
Open your browser and go to:
https://www.pdicstoreessentials.com/On the top-right corner, click CSE Login.
Enter your User Name & Password and click Login to access your account.
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2. From the Dashboard, go to:
Payroll > Timesheet.
Understanding the Employee’s Shift List Page
On the Employee’s Shift List page, you can view and manage all recorded shifts for your employees. The key elements on this page include:
Search Employee Records
At the top of the page, you can use:
Employee Name filter to quickly locate shifts for a specific employee.
Shift Start Date filter to narrow down shifts within a specific date range.
These filters help streamline the view of Time In, Time Out, and Total Time, making it easier to identify discrepancies and apply corrections efficiently.
Employee
Displays the name of the employee. Use this field to Search filter and locate specific employee records.Shift Date
Shows the date the shift began. You can filter by date to quickly find shifts within a specific period.Time In / Time Out
Indicates the exact clock-in and clock-out times for the selected shift.Total Time
Displays the total hours worked for that shift, including regular and overtime hours.Delete (Trash Icon)
Click this icon to remove a shift record if it was entered incorrectly or needs to be deleted. Use this option carefully, as deleted records cannot be recovered.
Updating an Employee Shift
Edit (Pencil Icon) – Located at the right end of the timesheet entry.
Click this icon to open the Employee Shifts Update window, where you can correct shift details such as dates and times.
Use this when:
A shift was entered incorrectly and needs correction.
Editable fields include:
Shift Date – Date of the shift.
In Date – Date employee clocked in.
In Time – Time employee clocked in.
Out Date – Date employee clocked out.
Out Time – Time employee clocked out.
Adding a Manual Timesheet Entry
Add (+ Plus Icon) – Located at the top-right corner of the screen.
Click this icon to create a new manual timesheet entry for an employee.
Use this when:
An employee did not clock in/out using the system.
A shift was missed or needs to be added manually.
Fields to specify:
Employee Name
Shift Date – Date of the shift.
In Date – Date employee clocked in.
In Time – Time employee clocked in.
Out Date – Date employee clocked out.
Out Time – Time employee clocked out.
* Actions
Cancel – Discards changes and closes the window.
Update / Add – Saves changes to the shift record.
Common Scenarios for Editing Timesheets
Missed Punches: Employee forgot to clock in or out; manually enter correct times.
Incorrect Shift Date: Adjust the date if the shift was recorded on the wrong day.
Overlapping Shifts: Correct overlapping entries to avoid inflated hours.
Overtime Adjustments: Verify and correct overtime hours if miscalculated.
Split Shifts: Combine or separate shifts as needed for accurate reporting.
Best Practices for Accuracy
Daily Review: Check timesheets daily to catch errors early.
Verify Before Payroll: Ensure all corrections are made before running payroll.
Document Changes: Keep a record of manual edits for compliance and audits.
Use Filters: Utilize the search bar to quickly locate employees by name or date.
FAQs
Q1: Can I edit timesheets after payroll is calculated?
Yes, but you must recalculate payroll after making changes.
Q2: How do I handle missed punches?
Manually enter the correct time in the Timesheet screen and click Update.
Q3: Why can’t I see the Timesheet option?
Check your user role; only Admin/Manager roles have access.
Troubleshooting
Timesheet not loading: Check your internet connection and browser compatibility(Google Chrome best compatible).
Missing employee data: Verify that the employee profile is active. Also, confirm that clock-in and clock-out entries were recorded for the selected shift period.
Unable to find Payroll menu: Ensure you have Manager/Owner Access Level permissions.