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Introduction to Time
What is the time feature?
Time is a feature which allows your users to "Punch-In" and "Punch-Out" on "Time Cards" from their mobile device. These Time Cards can be associated to Folders and Categories which can help you keep a running total of how much time was spent on that folder. Many of our customers use the time feature to help with job costing, billing, or even payroll. The time feature works on iOS and Android devices as well as the website.
How do I turn on the time feature?
The Time feature is an add-on we must turn on for you at the moment. It's a per user add-on to your current subscription and is included with the professional startup services. Contact us for more details!
Once Time is added to your account, mobile users will need to sync up all their information on their mobile device, and then DELETE and REINSTALL the app to see the feature. Administrators will need to refresh the website to see the new Time tab and options.
How do I setup time for my account?
Time has a number of options you can customize to meet your specific needs including:
- Categories - Each time card is given a category ie. Billable, Vacation, Warranty... whatever categories you would like to set up to organize the time.
- Break Options - Each time card can have a break duration set for it ie. 60 min, 30 min... think lunch or breaks typically logged during a work day.
What will my users see?
When you turn time on for your account, each user will see a big "Punch-In"/"Punch-Out" button in their mobile app. Upon punching in they can choose a folder to punch-in to along with a category and a break before they punch out. Users can also enter a specific note on that time card. Below is a sample of what they'll see:
Mobile users will "Punch-In" and then tap on the category and the folder to select the appropriate options. They can also add a note to the time card that Administrators will see on the website.
What will administrators see?
When time is turned on administrators in your account will have a new section called "Time" in the navigation bar of the web app as well as a new "Time Settings" menu under the admin options:
This new time section allows administrators to add, edit, export and overall manage time cards for your users:
Admins can also access existing time cards or add new time cards within a folder on the website. Just go into the folder and click on the Time icon on your tool bar.
Time Settings
You can access your Time Settings on the Admin menu on the website under your name.
The "Time Settings" is where you can manage your time card options such as break and category options:
How do I run Reports on the Time punches?
There are two places to export time reports.
The first is on the Time Tab (far right of the tabs, beside the "Insights" tab). Enter your Team, User, and Date Range, then click the download button to get an Excel report.
The second location is in your "Insights" tab. At the bottom, there is a Time Export which allows you to download times for all users within a date range.
Should you want a more specific time report built for you in the Insights tab, just let us know the details. We can offer custom reports in the Insights page under our Professional Services.
