Skip to main content

Account Settings: Time Tracking

Configure account's Time Tracking Settings

Updated over a week ago

Overview

Manage Time Tracking Settings, Default work days and Options and Breaks all in one central location.

πŸ‘₯ Access Permissions: available to Administrators only. Please review user roles before proceeding.

πŸ“Where to find it in the app: Account Settings > Time Tracking.


Settings

Require PINS for clocking on and clocking off

Requires Team Members to enter their PIN when:

  • Clocking On/Off

  • Adding a manual time entry

βœ‹ Warning: if an error message is shown when a Team Member attempts to Clock On or add time, this setting is active.


Prevent users from being clocked onto the same order multiple times

Prevents multiple Team Members from clocking onto the same Job/Sales Order simultaneously.

βœ‹ Warning: an error message will appear if a second Team Member attempts to Clock On while another is already clocked on.


Prevent users from clocking onto multiple orders at the same time

Stops Team Members from clocking onto a second Job/Sales Order while already clocked onto another.

βœ‹ Warning: an error message will be displayed if this setting is enabled and a Team Member attempts to clock onto a second order.


Log tracked time as 'actual' values on labour line items

Clocked On durations will be recorded as actual hours on Labour Line Items.

πŸ“Notes:

  • This data appears on the Order Details page

  • Hover over up/down arrows to view additional breakdowns.


Automatically create and update Planner entries when user clocks on / off

Automatically adds Planner entries for Team Members when they Clock On to a Job/Sales Order.

πŸ“Note: Planner entries will be removed when the Sales Order is marked as Delivered, Installed, or Picked Up.


Automatically add labour line items to orders when time is tracked

Adds a new Labour Line Item automatically when a Team Member clocks on.

πŸ“Notes:

  • Line Item will include the Team Member’s name and tracked duration

  • Labour Line Items are added outside Product Kits.


Require Order # when adding time entry

Forces entry of a Sales Order number when logging time manually.

βœ‹ Warning: if an error message appears when submitting a time entry, this setting is enabled.


Allow users to adjust pay rates on time entries

Enables adjustment of pay rates within time entries.

πŸ“Notes:

  • Pay rates are optional

  • Rates are configured via the connected accounting package.


Deduct breaks from time entried

Automatically subtracts recorded Breaks from total Hours worked.


Default work days

Define standard working days and hours for the organisation.

πŸ“Notes:

  • Tick the relevant weekdays

  • Start and Finish Times can be copied and pasted to save time.

βœ‹ Warning: if a Team Member cannot add a time entry or Clock On, it is likely because the entry falls outside the set standard working hours.


Options

Automatically clock off users when work day finishes

Automatically clocks off all Team Members at the end of the workday to prevent forgotten Time Tracking.


Breaks

Configure Breaks commonly used across the team (e.g., Tea Break, Lunch Break).


How to add a Break

  1. Select View Breaks

  2. Click Add break

  3. Enter Break name and the duration

  4. Click Save

  5. A pop-up will confirm the new Break has been added.


How to edit a Break

  1. Select View Breaks

  2. Hover over the existing Break to reveal the edit option

  3. Make changes and click Save

  4. A pop-up will confirm the break has been updated.


How to delete a Break

  1. Select View Breaks

  2. Hover over the Break to reveal the edit option

  3. Click edit

  4. Select Delete, then confirm by clicking Delete break

  5. A pop-up will confirm the break has been deleted.


How to add a Break on Time Entry

  1. While adding a manual time entry, select Add Breaks

  2. Tick the Break(s) to include and click Add to timesheet

  3. Break details will be attached to the time entry.

Did this answer your question?