Timekeeping Settings Tutorials

💡These tutorials explain how to add general and user settings to Timekeeping and create a reference lookup list.

How to Add General Settings to Timekeeping#

1. Navigate to Timekeeping.
2. Click Menu (button) > Edit General Settings.
3. Click Add/Update (button).
4. Click one or both of these settings if you want to change their default values as displayed:
   • Mobile > Record Geolocation on Start/Stop
   • Timekeeping > Reference Lookup
5. Click Add/Update (button).
6. Confirm that you want to update the settings.
7. Select an option in the Value column:
   1. Timekeeping > Reference Lookup = Click the Value column to create a lookup list (see How to Create a Reference Lookup List below).
   2. Mobile > Record Geolocation on Start/Stop = Check the box in the Value column if you want to record the user’s location when they start and stop a timekeeping record.
8. Click Add/Update (button).
9. Click Save (button) if it is not greyed out.

How to Add User Settings to Timekeeping#

1. Navigate to Timekeeping.
2. Click Menu (button) > Edit User Settings.
3. Click Add/Update (button).
4. Select any settings on the list you want to add:
   1. Mobile > Default – Timekeeping Mode = Click the Value column and select an option from the dropdown list (see Timekeeping Settings).
5. Click Add/Update (button).
6. Confirm that you want to update the settings.
7. Close the popup.

How to Create a Reference Lookup List#

1. Navigate to Timekeeping.
2. Click Menu (button) > Edit General Settings.
3. Click the Value column next to Timekeeping > Reference Lookup.
4. Enter the words or phrases you want in the lookup list (e.g. Production, Technical, Admin), one entry per line.
5. Check the box next to Auto Height to show the full list.
6. Click Save (button) if it is not greyed out.