Home > + Add > Time
or
Home > Select a Project > +Add > Time > Check-in
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 Check In/Out on the mobile app, users will need Create permissions for Time entries (self), and in order to create Manual Time Entries, users will need Edit permissions for Time entries (self)
In order to create Multiple Check In/Out & Multiple Manual Time Entries on the mobile app, users will need Create permissions for Timecards
There are generally two options to add time to SiteMax Mobile these are:
Check In
When you check in, your time tracking begins immediately, and your current location at that moment is recorded. You can check in directly from the Home page of the mobile app, or within a project.
To Check In:
Navigate from Home > +Add > Time > Check-in or for check-ins within your project, Select a Project > +Add > Time > Check-in
Select the Project (if you are already in the project, this will be entered by default)
Enter Time Type and any other Check In information. Then click Start to begin recording your time entry.
Multiple Check In
Multiple Check-In allows users with Timecards permissions to create separate time entries when working on multiple projects.
Navigate from either Home > + Add > Time and then select the Multiple Check In/Out option, or within a project, Select a Project > +Add > Time and then select the Multiple Check In/Out option
Select the Project (if you are already in the project, this will be entered by default)
Then select your Users and fill out the details of your Time Entries.
Hit Start to begin recording the users' time.
Checking Out
Standard Check Out is simple, you can either navigate to your time entry with Add > Time or an easier way is to click on the banner displaying your time at the bottom of the page.
This will bring you to the check-out page. You'll see your total time count in the centre of the screen.
You will see several "Check-out" options when checking out. Using a "Switch" option will stop your current entry and start a new entry with a different Project, Cost Code, or Work.
Click Stop to complete your Time Entry.
Splitting your time is allocating your time to the appropriate Project, Cost Code, Work type or Equipment. This is important if you are working in more than one location, or doing multiple activities.
Note: You can follow the steps above within the Timecards module of your project by clicking on the 3 dots at the top right of the screen
Manual Time Entry
An employee can add their work time manually instead of using Check In. Manual entries can only be for past or current dates/times and cannot be added for future ones. Also, manual time entries won’t include the user’s geofence location. Manual Entries can be created directly from the Home page and within projects.
To create Manual Time Entries:
Navigate from Home > + Add > Time and select the Manual Time Entry option, or within a project, Select a Project > +Add > Time and then select the Manual Time Entry option
Select the Project (if you are already in the project, this will be entered by default)
Enter the details of the Time Entry, such as Time Type, Custom Fields, etc.
Enter your Start Time/End Time
Hit Save to save your Time Entry
Multiple Manual Entries
For those users with Create permissions in Timecards, multiple Time Entries can be created for multiple users. This is useful when one person is assigned to managing Time.
To create Multiple Time Entries,
Navigate from Home > + Add > Time and then select Multiple Manual Entries, or within a project, Select a Project > +Add > Time and then select the Multiple Manual Entries option
Select the Project (if you are already in the project, this will be entered by default)
Select the users form whom you wish to enter time
Click "Add Time"
At this point, you can enter individual times for each user by clicking on the "+" icon below each name, or you can choose "Add for All" to enter the same time for all users
Enter details for your time entries, including start/end times
Hit Save
Note: You can follow the steps above within the Timecards module of your project by clicking on the 3 dots at the top right of the screen
Updating Time Entries
Time entries can always be edited as long as users have the proper permissions settings.
To edit your time entry in the mobile app,
Navigate from the Home screen, tap the project you’re checked into.
Tap the menu (☰) icon at the top right.
Select Timecards.
Tap your time entry to open it.
Make your changes, then tap Submit > Update.
Your updated time entry should now appear on the screen.