The Time Card collects the hours worked by your personnel in a quick and easy interface. Personnel with assignments (added in the “Assignments” table) are listed alphabetically in an assignee drop-down. The date is displayed in a calendar format with today as the default date. When you click on a date and select an assignee, the page will show all assignments for that individual on that particular day, including any assignments which were not completed or closed prior to that date. Below the assignments section, any time entered for that assignee on that date will be listed. Time can then be entered for that assignee.
The Time Card screen is divided into five sections: calendar, assignee selection, Assignments, Time Card, and Quick Hours. The Time Card section simply displays the time information for that assignee on that particular date selected in the calendar. The other sections are used in the process of capturing time.
SelectAssignee – Choose the assignee from this drop-down. Only those contacts with work assignments will show in this list.
Calendar – Controls the date for both the display of assignments and the entering of time. If an assignee has no assignments on a particular date, then no information will show on the assignment screen.
Assignments – Lists all assignments and allows the assignee to sign on a job, complete it, and enter hours against it.
QuickHours – Enter time (in hours) for that assignee against any work order.
- Select the assignee from the drop-down menu.
- The yellow triangle in the left column indicates that the work order has an AssignedDatethat is earlier than the date selected from the calendar. If a work order has already been closed, it will not appear in the assignments section.
- The employee will then have the option to sign on to the work. Signing on to a work order stamps the start time and date for the work. This time can be used to calculate other times in your system.
- Once a job has been signedon the assignments section will show a signedon area above it. Only one job can be signedon at a time. The options under Action will either allow the assignee to click Completed if the work assigned is completed for this work order or to click MoreToDo if work is unfinished on this work order but needs to be completed at some other time.
- When either Completed or MoreToDo is clicked, the amount of time spent on the work order (interval between SignOn time and Completed or MoreToDotime) is automatically captured on the Time Card screen and in the charges section of the work order.
- If Completed is selected, the assignment will still be available to add more time, but will be visible only on the date it was assigned. If MoretoDo is selected, the work will still be available to sign on and will carry over to subsequent days.
- The Quick button is used to enter time without signing on or off of an assignment. When you click Quick, the WO#, date on calendar, and est. hours will drop into the Quick Hours box on the left hand side of the screen. When AddHoursis clicked, that time is recorded on the work order for that assignee.
- Once work orders are closed, the work orders will no longer appear as assignments.
The Quick Hours section is available to enter quick time information about a work order. It will be populated when you click the Quick button in the assignment section, but it can also be manually populated.
- Enter the work order number, the date of the time charge, and the hours worked. When AddHours is clicked, the hours will be charged to that work order for the assignee displayed.
Regardless of the method chosen to enter the time, the time will display in the Time Card section below the assignment area. Time entered using the SignOn process will display both a start and stop time; time entered via Quick Hours will not. Both methods, though, will display the total number of hours worked in the Hours column.
NOTE:Eachtransactionwillappearonaseparateline. Atimetransactionconsistsofonequicktimeentryoroneuseofthesignonprocess. Theremaybemultipletransactionsforoneassigneeonasingleassignment.
