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 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
In this section, you can configure the duration and frequency of payroll periods. You can set
Week Start - This allows you to specify which day marks the beginning of the payroll period. For instance, if you choose Monday, then each new payroll cycle will start on a Monday.
Payroll Period - This determines how long each payroll cycle lasts. For example, if you choose a weekly period, employees will receive paychecks every week.
Recent Payroll Date
2. General Settings
Click on "General Settings" to customize your time workflow.
Screen Settings
Enable Submit Status
This allows you to Submit, Approve, and Process your time entriesEnable Duration Only Workflow
Set your Labour and/or Equipment time entries to duration only. Note; this will disable the Check In/Out option, and all time entries will be manual (If users are entering their own time, they will need Edit permissions for Time Entries (self))Default Start Time for Manual Entries
If your team starts at the same time each day, you can set the default start time. This eliminates the need for users to enter it each time the check in.Default Duration
Labour - Set the default number of hours worked for your team.
Equipment - Set the default number of hours used for your equipment
Default Project Geo-fence Radius (Check In/Out only)
Your employees will be able to check in within the set radius of the project site.User/Equipment Relation Workflow
Labour Workflow - Allows equipment time entries to be made when recording time as a user. By recording time through labour, you capture both the equipment usage time and the associated user's time in one entry.
Equipment Workflow - Allows you to create equipment time entries referencing a user, separate from the user's time entries.
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).
Validations
Allow Future Time Entries
Keep this box unchecked if you don't want your team to create time entries for future datesDisable Checkin Outside of Geo-fence
Check this box if you do not want your team to check in outside of your chosen Geo-fenceDisable Checkout Outside of Geo-fence
Check this box if you do not want your team to check out outside of your chosen Geo-fencePrevent users Check-in Time (mobile) before
Check this box if you want to limit the time your team can check in on their mobile appApply to Specific Titles
This allows you to control who to set these limits for
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.
Note: Custom Fields can be calculated in your Time Reports.
Custom Cost Type Codes
Customize your cost type codes depending on what kind of accounting software your company uses.
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.