Configure Advanced Settings: Project Level Timesheets

When you set up your timesheet settings, you can choose how employees track their time.

Additionally, you can choose to track your employees' field location when they clock in and out using a geofence, a virtual boundary you can set up around your job site. Users can be prompted to clock in or clock out when entering or exiting a geofence.

• Permissions d’utilisateur requises

• In the Company Admin tool, you can configure what fields are required, optional, or hidden on a project. See Create New Configurable Fieldsets.

• Changes to a project's 'Time Entry Settings' only apply to new timesheets, not existing ones.

• Add the Timesheets tool to the project. See Add and Remove Project Tools.

• To enable employee location tracking, the address must be set for the 'Project Location' in the Project level Admin tool. See Update General Project Information.

1. Navigate to the project's Timesheets tool.

2. Click the Configure Settings icon.

3. Select the Time Entry Settings for the project.

   1. Select the format for Time Entry on timecards:

      • Total Hours allows users to enter the total number of hours worked.

      • Start Time and Stop Time allows users to enter the exact hour and minute that they started and stopped work, and account for lunch times.

        1. Select the default start and stop times that display on timecards.

   2. Select if 'Employees Can Select Non-Budgeted Items'. This setting controls whether time entry can be restricted to budgeted items only on a project.
      Note: This only applies to companies with Task Codes enabled.

      • Move the toggle ON to allow time tracking for non-budgeted items.

      • Move the toggle OFF to restrict tracking to budgeted items only.

   3. Mark what overtime rules to apply to timecards.

4. Select the Lunch Tracking Settings for the project.

   1. Select the format for Lunch Tracking on timecards:

      • Total Time tracks the total number of minutes a break was taken.

      • Start and Stop Time tracks the exact times that a person took their break.

      • None does not track breaks in Timesheets.

   2. If tracking lunch breaks, select the default lunch time to display on timecards.

5. Select the Employee Location Tracking Settings for the project.

   1. Move the toggle to the ON position to Enable Employee Location Tracking.

   2. Set the Geofence Distance from the project's address by clicking and moving the slider to the desired geofence perimeter.

6. Click Update.