Overview
Manage Time Tracking Settings, Default work days and Options and Breaks all in one central location.
👥 Access Permissions
Only users with access to Settings can configure or access integrations.. Review user roles before commencing.
📍Location in the app
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
✋ 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.
✋ 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.
✋ 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.
📝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.
📝Note
Panner 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.
📝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.
✋ 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.
📝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.
📝Notes
Tick the relevant weekdays
Start and Finish Times can be copied and pasted to save time.
✋ 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.
Week commences on
Select the day of the week that timesheets start from.
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
Select
View BreaksClick
Add break
Enter Break name and the duration
Click
SaveA pop-up will confirm the new Break has been added.
How to edit a Break
Select
View BreaksHover over the existing Break to reveal the
editoptionMake changes and click
Save
A pop-up will confirm the break has been updated.
How to delete a Break
Select
View BreaksHover over the Break to reveal the
editoptionClick
editSelect
Delete, then confirm by clickingDelete break
A pop-up will confirm the break has been deleted.
How to add a Break on Time Entry
While adding a manual time entry, select
Add Breaks
Tick the Break(s) to include and click
Add to timesheet
Break details will be attached to the time entry.
