Managing timecards for your project is simplified and organized on the Time tab.
The Time tab lets you view both batched and unbatched timecards.
It also offers filters for you to narrow down your search.
From here, you can also create timecards, submit them to payroll,
and open a timecard report or download a PointZero.
You can easily view the gross amount and status of each timecard.
Plus, adding and removing timecards to batches is as easy as clicking a button
or using the drag-and-drop functionality.
To review a timecard for a crew member, simply click on their timecard from the list.
Timecard Screen Overview
When you open a timecard, you'll see detailed information for the selected crew member's timecard. This screen includes the following sections to ensure accurate calculations and timely processing:
1. Timecard Details
2. Work Days
3. Reimbursements
4. Action Button Bar
Timecard Details
The Timecard Details section shows the following information:
- A layout of crew member details
-
The option to change batch, including a drop-down menu [
⋮] with these options (view history, change week, download employee timecard, delete timecard)
Work Days
The Work Days section shows the days worked for the crew member, including in and out times, as well as the labor cost in the top left corner.
To the left of each day you can toggle the days worked on and off.
Any notes left by the crew member will be viewable on the timecard under the Crew Note column.
To the right of each day on the timecard, the three vertical dots button [ ⋮ ] will allow you to Copy to day(s) and Re-rate. After clicking Re-rate, you will then select the re-rate occupation for the crew member.
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Tip As a supervisor, you can take the following actions on timecards:
If you choose to update a timecard yourself, simply click into the field you'd like to update. And, if needed, the More Fields dropdown in the top right corner of the timecard lets you include additional details on the timecard—the fields you select will be added as columns to the timecard for you to enter: |
Reimbursements
This Reimbursements section will show any reimbursements attached to the timecard and provides the ability to add more, if needed.
The dollar amount total of reimbursements is visible in the top left section, and the ability to Add Mileage Log, Add Kit Rental, and Add Reimbursement are each available in the top right section.
If reimbursements are listed/added, you can Edit any of the columns within the row for each reimbursement by clicking into the desired column you need to change/update.
To the right of each reimbursement, you can click View to see the attached supporting document (i.e. a mileage form) for the reimbursement.
If you need to Delete a reimbursement you can click the trash can icon to the right.
Once you finish adding the reimbursement, click Save and Calculate to attach the reimbursement to the timecard.
Action Button Bar
The action button bar includes multiple action buttons you can use to make sure the timecard is breaking properly before eventually approving, as well as the option to request changes from the crew member if needed.
In this button bar, you will see:
1. The gross total for the timecard, including reimbursements
2. A button to view HTG details of the timecard you are currently reviewing (this will provide a PDF of the HTG details in a new browser tab).
| Note: Be sure to click Save first to make sure you receive the most up-to-date breakdown. |
3. Any time you make changes to the timecard, click Save.
4. Request changes can be used in two different ways:
- As the admin you can make changes to the timecard and send it to the crew member for them to review and approve the changes you’ve made.
- If you prefer that the crew member makes the changes, you can click Request changes and comments of the changes you would like the crew member to make.
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Tip: As the admin, you can also make all required changes yourself and approve the timecard with no action needed from the crew member. |
Once the timecard is completed and all necessary changes have been made, and you're ready to approve, click Approve.
Day Defaults
To save both yourself and crew members time when filling out timecards, Day Defaults can be set up for your project—learn more about Day Defaults here.