Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project materials. This can be done per individual or by applying Permission Templates.
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In order to add or edit time for themselves, users will need Create or Edit permissions for Time Entries (self)
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In order to add or edit others' time, users will need Create or Edit permissions for Timecenter
Dashboard > Time Center > Add Time > Enter Relevant info > Save & Close
A brief run-through on how to manage your company's time
Manual: Time can always be added to a user from the Time Center. You can either add a new time entry or add further information to an existing entry. You can add time by following the steps below:
From mobile (Dashboard > Add > Time
):
From Check-in: Generally, standard users add time using the check-in feature. This is preferred because it uses geolocation to see where a worker checked-in
Manual time entry - While most workers use the check-in feature to add time, they can still add it manually
Time entries can always be edited as long as users have the proper permissions settings. Edits can be done individually by clicking on the user's name, or they can be done in bulk by selecting multiple users using the tick boxes, then actions > edit.
Select Entry (Checkbox) > Actions > Delete
Equipment can have its own timecard or be a part of a user's time card. To add equipment time independent of a user, click on the "Equipment tab" in the time center. To log equipment time with a user's time entry, select the correct equipment on the web and mobile time entry screen.
Materials Log
Materials are logged independently in the "Material tab" in the Time Center module. Click "+ Add Material Log" and select the project, material, and quantity and any necessary tags. This will create a log within the specified project.
There are five icons beside a time entry indicating the following:
Checked in within the Geo-fence
Manual time entry;
Time entry has been approved;
Time entry has been processed; and
Time entry has been locked.
For more information, check out this article here.
Automatic Time Rules
You can also set up automatic time rules, such as "Lunch Deduction" and "Overtime". These rules automatically calculate your employees' time based on specific time tracking methods that you may follow. Set up automatic time rules in the time settings: Dashboard > Settings > Modules > Time.