Daily Auditing Workflow: Establishing Your Auditing Process and How to Move Fast

About this article: A repeatable daily routine for reviewing timecards and production records — how to orient yourself, which filters to use first, and what to check in what order.

The Two Pages You Will Live In

Almost all of your daily auditing happens across two pages: Timecards and Production Records. Knowing when to be on which page saves time:

Page	What you use it for
Timecards	Check-in and check-out times, shift duration, job assignments, breaks and lunches, errors tied to clock punches.
Production Records	Individual bin/unit punches, piece rates, locations associated with production, errors tied to piecework.

Some errors require you to work on both pages at the same time — for example, when an employee's production punch happened at a different location than their timecard. Keeping both pages open in separate browser tabs is a common practice.

Before You Start: Two Accessibility Settings

Set these once on each page — they make every audit faster.

1. Set Records Per Page to 500

On both the Timecards page and the Production Records page, click the gear icon (⚙)

• Go to Records Per Page.
• Set it to 500.
• Repeat on the Production Records page.

This prevents you from missing records on a second or third page while auditing a large crew.

2. Understand Record Status (Nothing Is Permanently Deleted)

When you archive a timecard or production record, it is not gone. You can always get it back.

• To see archived records: click the gear icon (⚙) near the top right → Record Status → Archived.
• To see everything at once: choose Both.
• To restore an archived record: right-click it → Unarchive.

Good to know: Archiving is safe to use freely. If you archive something by mistake, you can always bring it back. This also means you can use the Record Status view to investigate what corrections were made on a given day.

Your Daily Auditing Routine

The most effective auditors work through the same steps in the same order every day. Here is the recommended sequence:

Step 1: Filter by Crew

On the Timecards page, open the search bar by selecting the down arrow icon on the search bar, and apply a Crew filter. Review one crew at a time — this groups employees by the crew leader responsible for them and makes it much easier to spot patterns.

Tip: Filtering by crew is the recommended starting point for daily auditing. Most issues cluster within a single crew, and crew-by-crew review is faster than scrolling a full day list.

Step 2: Check Entry and Exit Times

For each crew, verify:

• Did everyone have a check-in? Look for employees with a checkout but no check-in — these appear as a thin line with no solid block in timeline view.
• Did everyone get a checkout? If not, use the employee's production records to find their last punch. That last timestamp is a reliable proxy for when they stopped working.
• Do any shifts look unreasonably long? Filter by Hours Greater Than 12 to surface missed checkouts quickly.

Step 3: Check Job Assignments

Make sure each employee is clocked into the correct job. A common source of "no pieces" warnings is an employee clocked into a non-piecework job (such as Tractor or Forklift) when they were actually harvesting.

Step 4: Filter for Errors and Warnings

Use the error and warning filters to surface everything that needs attention:

• Click the down arrow in the search bar to open Advanced Search.
• Apply the Errors filter to see blocking issues.
• Apply the Warnings filter to see advisory flags.

Work through each error and warning using the guidance in the articles below. Not every warning requires action — some are false positives once you understand the context.

Step 5: Check Production Records

Switch to the Production Records page. Filter by the same crew. Verify:

• Piece rates are correct.
• Locations (site and ranch) match where the crew actually worked.
• Run the Errors/Warnings filter here too — production-side errors like "production record with no timecard" and "production record created at different location" show up here.

How to Use Timestamps to Investigate

Timestamps are one of your most powerful investigation tools. Use them to:

• Find an employee's first and last production punch to verify or correct their check-in and checkout times.
  • Note: To find an employee's last production punch, right-click their timecard and select Production Records. Sort the timestamp column to find the last entry.
  • Note: Navigating to the List View in the Timecards Page will allow you to see timestamp as a column header for all checkins across multiple days.
• Determine when a crew switched from one variety or location to another — this is the key to fixing "production record created at different location" errors.
• How to sort by timestamp on the Production Records page: Click the Timestamp column header once to sort oldest-first, or twice to sort newest-first. You can also widen the column by dragging its edge to reveal seconds — useful when you need to pinpoint exactly when a crew changed locations.

For a more detailed information on resolving timecard and production record errors and warnings, see the article: Understanding Timecard and Production Record Errors and Warnings