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Using the Live View Report in QuickBooks Online Payroll

by Intuit Updated 8 months ago

The Live View report displays real-time clocking activities generated via Clock Me In (CMI) and Swag. It can be found on the Reports page under the Time and Attendance heading. 

  • Status of employee’s clocking activity (are they clocked in, on a break, back from break or clocked out).
  • Actual time of all clocking activities.
  • Map location of all clocking activities.
  • Work location selected by employee when clocking in.
  • Work Type selected (if any) by employee when clocking in.
  • Photo taken by employee (if this setting is enabled) for all clocking activities.
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Select a heading below to find the information you need

Live View has automatically been switched on for full access users and is listed under the Time & Attendance section within the Reports tab.

Restricted users (i.e. Managers) can also access Live View once they have been granted permission. View our article on managing users in QuickBooks Payroll powered by Employment Hero for more information.

The report can't be exported to PDF or Excel, it doesn't contain any payroll data, and there are images involved.

When in Live View, managers can easily identify if employees haven't clocked out after their rostered finish time.

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Now, when you click on an employee’s record to view further details, you will see the options to clock out the employee or discard the employee’s shift:

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To clock out an employee on their behalf, follow these steps.

  1. Select Clock Out Employee
  2. Confirm by selecting Clock Out in the pop-up window and Live View will record the clocking activity.
  3. A timesheet will be created for the shift, and at this stage, the manager can then proceed to approve or amend the timesheet.
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It’s sometimes easier to discard a shift and create a timesheet when the employee has forgotten to clock out. To discard the shift, 

  1. Select on Discard Shift
  2. Confirm by selecting Discard Shift in the pop-up window and the clocking activity will be recorded in Live View.
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The timesheet won't be created, and the manager can choose to create a timesheet on behalf of the employee or advise the employee to create the timesheet themselves.

Content sourced from Employment Hero.

QuickBooks Online Payroll AdvancedQuickBooks Online Payroll Standard

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