Dashboard > Time Center
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to manage their own time, users will need Manage permissions for Time entries (self)
In order to manage time for themselves and/or others, users will need Manage permissions for either Timecenter or Timecards
A brief run-through on how to manage your company's time
Adding 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 web (Dashboard > Time Center > + Add Time)
Manual Check-in: Click on "+ Add Time" in either Time Center or Timecards within a project. Check "Keep Checked In" to start the clock.
To Check-Out, click on the Gear icon in the "Out" column of your time entry and enter the check-out time.
Manual Time Entry: In Time Center or Timecards within a project, click on "+ Add Time". Enter the time in and time out, along with all necessary information (Project, Users, Cost Codes, Custom Fields, etc. and Save
From mobile (Dashboard > Add > Time):
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, with Edit permissions, they can also 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
Locking
Once you have approved and proceeded with the time entries, you can use the "lock" feature to disable further edits. You or anyone with "Manage [cog]" permissions can unlock the time cards and make changes to the entries. You can see if this is enabled by looking at the status next to a time entry.
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 or outside 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.