This article reviews the Punch Audit Report. Here, Users can review Employee Punches for a selected date range and any associated Punch Edits made in R365. 


Navigation

 

To navigate to the Punch Audit Report, click 'My Reports' under 'Reports' in the left navigation menu, then select 'Labor' in the top header. 

 

Find 'Punch Audit Report' and select 'Customize' next to the report. This will open up a list of all Report Parameters that can be used to filter the report.


Report Parameters

 


1) Filter By - A list of all filter categories


2) Filter - A list of all filter options, based on the selected filter category


3) Punch Date Start - Beginning date for Punches included in the report 


4) Punch Date End - End date for Punches included in the report 


5) Edited On Start - Beginning date for edits made to Punches in the selected Punch Date range


6) Edited on End - End date for edits made to Punches in the selected Punch Date range


7) Employee Status - Determines which Employees will be included in the report:

  • 'All' - The report will include both active and inactive Employees
  • 'Active' - The report will only include active Employees 


8) Employee - Filters for a selected Employee. Defaults to 'All'


9) Edited By - Filters for a selected User who made Punch Edits. Defaults to 'All'


10) Reason - Filters for a selected Punch Edit Reason. Defaults to 'All'


11) Payroll ID - Determines if the 'Payroll ID' column is displayed


12) Sign Off Fields - Determines if the 'Manager' and 'Employee' signoff columns are displayed. These columns provide a space for the physical signoff of Punch Edits. 

13) Action - Filters for the action taken on the DSS

  • Add - Punch was added
  • Edit - Punch was edited
  • Delete - Punch was deleted
  • Import - Punch was imported from the POS
  • Complete DSS - DSS was marked as 'Complete'


14) Tip Fields - Determines if the 'Declared Tips', 'CC Tips', 'Tips Paid via Cash', and 'Pay Tips via Payroll' columns are displayed


15) Run Button - Runs the report. Users can also send, export, or print the report directly from this button by clicking the down arrow portion, then selecting the desired action. Learn more about this functionality here.


Learn more about Report Views and their added functionality here.


Report Layout


The Punch Audit Report columns are organized into four sections; Basic Information, Original Punch Information, Edited Punch Information and Punch Edit Approval Information.


Basic Information

  • Location - Location associated with the Punch for the Employee
  • Employee - Employee's Name
  • Payroll ID - Employee's Payroll ID. 
    • Note: This column is only displayed when the 'Payroll ID' parameter is set to 'Yes'. 
  • Punch Date - Date of the Punch for the Employee
  • Action -Action taken on the DSS
    • Add - Punch was added
    • Edit - Punch was edited
    • Delete - Punch was deleted
    • Import - Punch was imported from the POS
    • Complete DSS - DSS was marked as 'Complete'


Original Punch Information

  • Punch Start - Date and time of Employee's 'In' Punch
  • Punch End - Date and time of Employee's 'Out' Punch
  • Job - Job associated with the Punch
  • Declared Tips - Cash tips declared in POS data
    • Note: This column is only displayed when the 'Tip Fields' parameter is set to 'Yes'.
  • CC Tips - Credit Card tips in POS data. 
    • Note: This column is only displayed when the 'Tip Fields' parameter is set to 'Yes'.


Edited Punch Information

  • Start Time - New date and time of 'In' Punch, if edited
  • End Time - New date and time of 'Out' Punch, if edited
  • Job - New Job associated with the Punch, if edited
  • Tips Paid via Cash - Tips already paid in cash, as imported with a 'Tip Import'
    • Note: This column is only displayed when the 'Tip Fields' parameter is set to 'Yes'.
  • Pay Tips via Payroll - Tips to be paid out on a paycheck, as imported with a 'Tip Import'
    • Note: This column is only displayed when the 'Tip Fields' parameter is set to 'Yes'.


Punch Edit Approval Information

  • Reason - Reason Punch was edited
  • Edited By - User who edited the Punch
    • Note: This field will display 'R365Admin' for unedited Punches
  • Edited On - Date and time of edit
    • Note: The date and time of import from the POS will be listed for unedited Punches
  • Acknowledged On - Date and time of Employee Acknowledgement via Mobile Punch Edit Acknowledgements. 
    • Note: The date and time of import from the POS will be listed for unedited Punches
  • Manager - Signature line for the Employee's Manager
    • Note: This column is only displayed when the 'Sign Off Fields’ parameter is set to 'Yes'.
  • Employee - Signature line for the Employee
    • Note: This column is only displayed when the 'Sign Off Fields’ parameter is set to 'Yes'.

Email, Export, or Print the Report

 

 

This report can be emailed, exported, or printed directly from the reporting window. Learn how to send, export, or print this report here.