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.
In order to customize your Time settings, users will need the Edit permissions for Settings
Easily configure the way your company tracks employees' time in the time module settings. This is where you can set the parameters for your workers to follow, including custom fields, default Geo-fence radius, making required fields, and more. Please see below for more details.
What's in Time Settings?
1. Payroll Period Settings
Configure the duration and frequency of payroll periods. You can set "Week Start", "Payroll Period," and "Recent Payroll Date".
2. General Settings
Click on "General Settings" to customize your time workflow.
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Screen Settings
Set a Default Start Time for Manual Entries. You will see this in "Start Time" when doing a manual check-in. You can also adjust your Default Project Geofence Radius for your worker's check-in. Your employees will be able to check in within the set radius of the project site.
Field requirements
Make certain items mandatory when checking out. These Items include: Cost Codes, Work Type, Equipment, Time Type, and Checkout Confirmation (either Signature or photo).
Validation
You may disable or enable your workers from creating future time entries.
Custom Cost Type Codes
Customize your cost type codes depending on what kind of accounting software your company uses.
3. Time Configuration
Create an automated workflow and allow our system to adjust and deduct necessary items to make time calculation easy.
Time Rounding
Enable time rounding here. Round off the check-in or checkout time to a round number. Pick the required duration and whether you want to round up or down.
Note: Even after Time Rounding has been enabled, you can still see the exact time an employee has checked in. Please see this article for more details: Rounding Enabled: Accessing Actual Check-In/Check-Out Times
Automatically deduct time after a certain period. See the article for more information.
Time Types
Create specific time types, such as Double Time, Regular Time, Time and a Half, Overtime, etc., and set specific codes for each of the time types.
If certain conditions are met, the overtime rule will apply. See the article on overtime rules for more information.
Work Types
A work type is like a description or category of work you are doing. Multiple work types could be applied to the same user if they are doing various different tasks or activities. An example of a work type would be "Trenching".
Create custom fields for your workers to fill out as they create time entries. These fields would generally be very company-specific.
5. Financial Calculations
Customize what you consider a Payable Item, Billable Item, or Overhead cost by combining a Time type, Classification, Work type, and Cost Code together.
Once time is added to the conditions you have set, our system will automatically classify these items.