Time Entry - Card View

Updated April 23, 2026 14:56

Card View provides a detailed overview of the selected transaction and is best used for entering daily time. Card View displays one employee at a time, with easy navigation between employees and different areas of the application.

This article covers how to enter time in Time Entry > Card View and describes the sections, tabs, and fields on this page.

Time Entry Split View

On This Page
→ Prerequisites	→ Enter Daily Time
→ Access Time Entry - Card View	→ Top Section
→ Access Card View for an Employee	→ Middle Section
→ Enter Weekly Time	→ Bottom Section
→ Add Ability to Add Daily Time

Prerequisites

Create a batch that is open and active. See the Time Entry - Batch article for more information.

Access Time Entry - Card View

From the Main Menu, navigate to Back Office > Time Entry.
Select an accounting period from the Accounting Period drop-down menu.
Select a batch from the Select Batch drop-down menu in the upper left corner, or create a new batch. See the Time Entry - TimeEntry Batch article for more information on creating a new batch.

Each batch displays the following identifying information in the drop-down:
- Batch ID number
- User who created the batch
- Time the batch was last run
- Date the batch was created
- Description (if entered when the batch was created)
- User who last ran the batch
- Date the batch was closed (if applicable)
- Status of the batch
There are six ways to access Card View for a specific employee. See Access Card View for an Employee below.

Access Card View for an Employee

There are six ways to access Card View for an employee. Choose the method that best fits the current workflow.

Double-click a transaction from the Transaction section at the bottom of Time Entry - Home.
Search for a transaction and double-click it in the Search grid.
Double-click a transaction in the Sheet View grid.
Click Card View from the sub-menu.
Click Show Card View from the Actions drop-down menu.
Click Show Card View from the Shortcuts menu, if it has been added as a shortcut.

Enter Weekly Time

Time can be entered for an employee for the week worked.

Access Time Entry - Card View using the steps above.
Access Card View for an employee using one of the six methods above.
In the Middle Section of Card View, click the Week tab if it is not open by default. Columns display in the grid.
If an expected column is not visible, click the Field Chooser icon in the upper right corner. If all expected columns are displayed, skip to Step 7.
Ensure all columns that should appear have a checkmark in the checkbox.
Close the Field Chooser window by clicking the X in the upper right corner.
Locate the type of time to enter for the employee (e.g. Reg, OT, DT, Mileage) under the Type column.
Click the related field under the Pay Unit column for the type of time to enter. See the Week Tab section below for column definitions.
Press Tab to save the value.
Enter the total number of hours worked that week for that type of time. See the Week Tab section below for column definitions.
Once time has been entered, select another transaction using the navigation tabs in the Bottom Section.

Add Ability to Add Daily Time to a Transaction

Daily time can be enabled on a transaction that does not have it active. This only applies to the selected transaction — daily time is not automatically enabled on future transactions.

Access Time Entry - Card View using the steps above.
Access Card View for an employee using one of the six methods above.
In the Middle Section of Card View, click the Week tab if it is not open by default.
Click the Field Chooser icon in the upper right corner. The Field Chooser window displays.
Place a checkmark in the checkbox next to the Add To Daily field.
Close the Field Chooser window by clicking the X in the upper right corner.
Click the Add To Daily icon to add the days of the week to the Day tab.
Click the Day tab. See Enter Daily Time below for more information.

Enter Daily Time

Card View is the best place to enter daily time for an employee.

Access Time Entry - Card View using the steps above.
Access Card View for an employee using one of the six methods above.
In the Middle Section of Card View, click the Day tab. Days of the week display in the grid.
If an expected column is not visible, click the Field Chooser icon in the upper right corner. If all expected columns are displayed, skip to Step 7.
Ensure all columns that should appear have a checkmark in the checkbox.
Close the Field Chooser window by clicking the X in the upper right corner.
For the date worked, click the field under the TotalHours column.
Enter the total number of hours worked for that date.

Note: If hours are not entered, the field displays "0".
Press Tab to move to the next calendar date.
Enter time for each date worked.
Click the field under the LunchBreak column.
Enter the total break hours for the selected date.

Note: The value entered in the LunchBreak column is not included in the sum at the bottom of the section.
Click the next field to enter break hours and repeat for each remaining date.
Once time has been entered, select another transaction using the navigation tabs in the Bottom Section.

Top Section

The Top Section of Card View provides a detailed overview of the selected transaction. It contains four tabs — Summary, Snapshot, Open, and Detail — located on the right side.

Several fields can be edited on each tab. Many fields pre-populate with data sourced from other areas of Suite and cannot be edited directly — those fields are outlined in the tables below. In every new session, the Summary tab displays by default; otherwise the last visited tab displays.

Summary Tab

The Summary tab provides detailed information on the selected transaction. Fields source from data entered at the Employee, Customer, Order, and/or Assignment level and cannot be edited here. To update them, navigate to the appropriate level using the buttons in the Shortcuts section.

Shortcuts section buttons in Summary tab

Field	Description	Where to Update
Employee Name	Employee's full name.	Employee level
Bill To	Name of the entity being billed.	Customer level
Department	The customer's department.	Customer level
Transaction ID	The identification number for the associated transaction.	Order level
Order ID	The identification number for the associated order.	Order level
Assignment ID	The identification number for the associated assignment.	Assignment level
Job Position	The employee's job title for this assignment.	Assignment level
Bill Units = Pay Units	Indicates if the units for paying the employee and billing the customer are the same.	This field is editable
Week Worked	Drop-down indicating the week worked for this transaction.	This field is editable
Branch	Drop-down indicating the branch for this transaction.	This field is editable
Batch ID	Drop-down indicating the Time Entry batch ID this transaction belongs to.	This field is editable

Snapshot Tab

The Snapshot tab displays billing-related information. Many fields can be edited here, but changes apply only to this specific transaction. To apply changes to future transactions, update the data at the Order level.

Field	Description	Where to Update
Gross Amount	Sum of all wages in the transaction.	This field is not editable
Total Taxes	Sum of all taxes in the transaction.	This field is not editable
Total Deduction	Total amount withheld from the paycheck.	This field is not editable
Net Amount	Total of the Gross Amount less any applicable adjustment or discount paid to the employee.	This field is not editable
Invoice Amount	Total amount reflected on the invoice.	This field is not editable
Shift Name	Select the shift the employee is scheduled to work from the drop-down menu.	Editable; sources from the Assignment
PO Number	Select a Purchase Order number for this transaction.	Editable; sources from the Order
Split Plan	Select a Split Plan for this transaction, if applicable.	This field is editable
OT Plan	Select an appropriate overtime plan. See the Overtime Plans and Work Schedules article for more information.	Editable; sources from the Order
Wc Code	Select an appropriate workers compensation code from the drop-down menu.	Editable; sources from the Order
Pay Period	Select the frequency the employee is paid.	Editable; sources from the Order

Open Tab

The Open tab provides payroll processing information for the transaction. A checklist of completed payroll processing steps displays on the left side — completed steps show checkmarks that cannot be manually added or removed.

Fields on this tab can be updated for the selected transaction only. To apply changes to future transactions, update the data at the source. Checkbox fields are not editable.

Field	Description	Where to Update
Error Check Complete	Checked after the batch has been verified.	Cannot be edited
Billing Complete	Checked when the billing process has been finished.	Cannot be edited
Payment Complete	Checked after the payment process has been finished.	Cannot be edited
Is Correction	Checked when changes are made to a completed transaction (e.g. check reversal, void, or reissue).	Cannot be edited
Payment Batch	Displays the batch number for the payroll transaction. Click the binoculars icon to navigate to Payroll Home.	Payroll level
Billing Batch	Displays the batch number for the billing transaction. This field is editable. Click the binoculars icon to navigate to Billing Home.	Billing level
Check Number	Displays the ID number for the check issued on this transaction. This field is editable. Click the binoculars icon to navigate to Paycheck Summary.	Paycheck level
Invoice Number	Displays the ID number for the invoice on this transaction. This field is editable. Click the binoculars icon to navigate to Invoice Summary.	Invoice level
Check Delivery	Select the check delivery method for this transaction from the drop-down menu. This field is editable. Note: Updating this field only applies to this transaction. Update the check delivery method at the employee level for future transactions.	Employee level
Agency	Select the Agency for this transaction from the drop-down menu. This field is editable.	Order level
W2	Checked when a W2 is required. This field is editable.	Order level

Detail Tab

The Detail tab provides additional payroll details for the selected transaction. All fields are read-only and function similarly to a report — they are for visibility only. Sum values are not populated until payroll is processed.

Field	Description
Adjusted Pay	The amount of pay minus any deductions.
Wages	The total amount of wages paid out.
WC Wage	The wages subject to workers compensation.
WC Cost	The amount obtained when WC Wages and the Rate percentage are multiplied.
Cost WC Cost	The amount obtained when WC Wages and the Cost percentage are multiplied.
Agency Cost	Total amount payable to the contracting entity, excluding pass-through deductions for non-W2 transactions.
Non Payroll Cost	Sum of the credit card fee and rebate amount.
Burden	Overhead costs.
Employer Taxes	The total employer tax amount for the transaction included in the paycheck.
ER Contributions	Employer contributions to retirement funds.
Adjusted Bill	Amount of the bill, less deductions.
Discount Amt	The amount of the discount or rebate.
Payment Cost	Sum of Gross Wages, Agency Cost, WC Cost, Employer Taxes, and Burden.
Qual. OT Amt	The calculated Qualified OT Premium amount for this transaction. This field is read-only and displays as a dollar currency value (e.g., $1,234.56). Displays $0.00 when no value is present.
GP %	Gross Profit percentage.
GP	Gross Profit amount.
Credit Card Fee	The fee for payments made by credit card. See the Add a Credit Card article for more information. Fee rates by card type: Visa: 4.7 MasterCard: 2.5 American Express: 2.2 Discover: 5.0
Work GeoCode	The GeoCode that applies to the worksite.
Resident Geo	The GeoCode that applies to the employee's home.

Middle Section

The Middle Section is used for entering time. Any time entered here applies to the selected transaction. It contains three tabs — Week, Day, and Extra — located on the right side.

Week Tab

The Week tab is used to enter time for employees paid on a weekly basis.

Column	Description
Type	The type of time being entered (e.g. Regular, Overtime).
Pay Unit	The number of units being paid.
Bill Unit	The number of units being billed.
Pay Rate	The rate at which the employee is paid.
Bill Rate	The rate at which the customer is billed.
Item Pay	The product of Pay Units and Pay Rate.
Item Bill	The product of Bill Units and Bill Rate.

Day Tab

The Day tab is used to enter time for employees paid on a daily basis.

Column	Description
Date Worked	The calendar date the work took place.
Day	The day of the week (e.g. Monday, Tuesday).
Name	The type of hours being entered (e.g. Regular, Overtime).
Pay Rate	The employee's rate of pay.
Lunch Break	The amount of time spent on a break.
Total Hours	The total number of hours worked. Note: Time marked for Lunch Break is subtracted from this total.

Extra Tab

The Extra tab displays additional properties related to the transaction, such as a PO number and the person who entered the order or assignment.

Bottom Section

The Bottom Section is used to navigate through transactions related to the selected one. Tabs at the top of the section — Search, Customer, Staffing Order, and Employee — make it easy to navigate related transactions by level.

Search Tab

The Search tab displays results from the latest search conducted in Time Entry > Search. All transactions available there are also available here. To display Card View for an employee, click their name in the grid.

Customer Tab

The Customer tab displays all employees on assignment for the selected customer during the selected transaction period. Results are based on the existing transaction in Card View. To view transactions for another customer, perform another search. To navigate to Card View for another employee, click their name in the grid.

Staffing Order Tab

The Staffing Order tab displays all employees on assignment for the selected order, based on the Order ID of the current transaction. To view transactions for another staffing order, perform another search. To navigate to Card View for another employee, click their name in the grid.

Employee Tab

The Employee tab displays all transactions unique to the selected employee across all associated customers. To navigate to a specific transaction, click the customer's name in the grid.