Paylocity - Helpful videos & guides for Supervisors

Need some tips, guides, and walk-thrus on Paylocity? Check the listing below!

Use the link to go to the topic, or simply browse thru the sections below for helpful videos from Paylocity!

Approving Time Cards

Approving Time Cards via Time Approvals Screen

Attendance Exceptions

Creating Blackout Periods for Future Time Off Requests

Managing Employee Time Cards

Managing Time Off Requests

Navigating the Supervisor Dashboard

Using Group Time Card and Mass Transaction Editor

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Navigating the Supervisor Dashboard

This training provides a high-level look at the Time & Labor Supervisor dashboard and how to set up preferences.

https://learning.paylocity.com/LMS/TrainingDescription/38167

Attendance Exceptions

Learn how to correct attendance exceptions such as late or missing punches with Paylocity Scheduling.

https://learning.paylocity.com/LMS/TrainingDescription/38169

Using Group Time Card and Mass Transaction Editor

In this training, you’ll learn how to use group time card and the mass transaction editor to make updates to multiple employee time cards. This training covers:

  • Accessing group time card;

  • Filtering group time card;

  • Editing missed punches;

  • Approving shifts; and

  • Using mass transaction editor to make mass updates to multiple time cards.

https://learning.paylocity.com/LMS/TrainingDescription/38163

Approving Time Cards

We'll show you the simple steps to review and approve your employees' time cards.

https://learning.paylocity.com/LMS/TrainingDescription/38171

Approving Time Cards via Time Approvals Screen

In this training, you’ll learn how to approve employee time cards, edit approvals, and view employee time card details form the time card approvals screen. This training covers:

  • Navigating the time card approvals screen;

  • Adding and editing employee time cards;

  • Approving and unapproving time cards;

  • Applying the not-approved filter.

https://learning.paylocity.com/LMS/TrainingDescription/38160

Managing Employee Time Cards

This training gives you tips on:

  • Correcting missed punches;

  • Adding pay type transactions for vacation, etc.;

  • Sending messages through time cards;

  • Editing cost centers on an employee time card.

https://learning.paylocity.com/LMS/TrainingDescription/38181

Managing Time Off Requests

Need to manage employee time-off requests? Approve or deny requests from the Supervisor dashboard, either through the quick-view options or the time-off calendar.

https://learning.paylocity.com/LMS/TrainingDescription/38157

Creating Blackout Periods for Future Time Off Requests

This video demonstrates how to create blackout periods to prevent or notify employees their time off may not be approved. This module gives you tips on:

  • Creating a hard blackout period; and

  • Creating a soft blackout period.

https://learning.paylocity.com/LMS/TrainingDescription/38234

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