Timekeeping Edit View

Creates and starts a new timekeeping record.

The following is recorded:

• Username
• Start time
• Geolocation (if enabled and permission is granted)
• Odometer reading (for travel, if filled in)

The options for the open timekeeping record are:

• Stop: Appears only when a timekeeping record is active. Before a record is stopped, you can add a note or an odometer reading (for travel). When a timekeeping record is stopped, the following information is recorded:
  • End Time
  • Geolocation (if enabled and permission is granted)
  • Total Hrs (the difference between the start and end times)
  • Total Km (the difference between the start and end odometer readings; if the distance in km is entered, the end odometer reading is adjusted to match)
• Unstop: Lets the timekeeping record continue. Available only if the record is still open on the screen.
• Show Signature: Shows the start and stop signatures.
• View Geolocation on Google Maps: Opens Google Maps at the user’s location. Applies only if a travel-related timekeeping record is still open.
• Delete Timekeeping (Ctrl + Delete): Deletes the timekeeping record.

Settings

• Edit User Access
• Edit General Settings
• Edit User Settings
• Edit Statuses

Select a status from the dropdown list.

If an entry’s status can be overridden, only users with Timekeeping Edit user access can change it.

Select one of these types:

• Clock In: Used for timekeeping in Point of Sale (PoS). Links the user to the active till session. (Signing in to and out of PoS does not create a timekeeping record.)
• Production Tasks: Select a task that meets these conditions:
  • The Transaction Type has Production enabled for the setting Estimating Enabled.
  • The applicable user is the assigned operator for the task.
  • The task’s current status is in the Active Status Group.
• Project Tasks: Select a task that meets these conditions:
  • The applicable user must be the selected resource for the task.
  • The project’s current status is in the Active Status Group.
  • The task’s current status is in the Active Status Group.
• Services: Links the timekeeping record to the service ticket selected from the dropdown list.
  • Only active service tickets are available on the dropdown list.
  • Timekeeping can be started and stopped from within the ticket.
• Transactions: Select a transaction that meets these conditions:
  • Timekeeping is enabled for the transaction.
  • The transaction is assigned to the applicable user.
  • The transaction’s current status is in the Active Status Group.
• Unlinked: The timekeeping record is not linked to any transaction or task. However, you can select a customer.

Select a resource from the dropdown list.

Resources are staff members with the Timekeeping Resource attribute checked.

The person’s hourly rate for the timekeeping record.

If an hourly cost is filled in for the person under Staff Attributes, the rate is filled in automatically on the timekeeping record and used in the calculation.

The date and time when the timekeeping record was started. Recorded automatically when you click New (button).

The Start date and time must be earlier than the End date and time.

If the start date or time is edited to be later than the end date or time, the End date is changed to match the Start date.

The date and time when the timekeeping record was stopped.

The End date and time must be later than the Start date and time.

If the End date or time is edited to be earlier than the Start date or time, the Start date is changed to match the End date.

Enter the start odometer reading.

Applies only if Travel is selected as the Tracking option.

Enter the closing odometer reading (calculated automatically if the kilometres are filled in next to Travel).

Applies only if Travel is selected as the Tracking option.

Enter the kilometres travelled (calculated automatically if the closing odometer reading is filled in).

Applies only if Travel is selected as the Tracking option.

Enter the rate per kilometre, which can be the rate the user is paid or the rate the customer is charged.

The cost appears in the footer next to Travel.

Applies only if Travel is selected as the Tracking option.