タイムシートを作成する (iOS)

考慮すべき事項

  • Employees and workers can have multiple timecard entries on a daily timesheet.

  • Zero hour timecard entries are supported to provide flexibility to enter time off and per diem.

  • 'Approved' timecard entries cannot be deleted.

  • Additional edits cannot be made after a timecard entry has been marked as 'Completed.'

  • Company Timesheets Administrators can limit the cost codes and types that appear the selectors when creating timecard entries. See Configure Advanced Settings: Company Level Timesheets.

  • Project Timesheets Administrators configure how time is collected for each project. Additionally, each some fields can be configured as required, optional, or hidden.

  • Equipment. Show/Hide Details

    To sync Equipment Timesheets with Daily Log entries, the following must be true:

    • The configurable fieldset for Daily Log Equipment Entries must match the Equipment fieldset for Timesheets.

    • The Daily Log must be open and not marked as 'Complete'.

    • Users must have permissions to create a timecard entry.

    • Users must have permissions to create an equipment Daily Log entry.

  • Resource Planning. Show/Hide Details

    • Users under the 'Assigned to Project' or 'Assigned Employees' sub header have corresponding assignments in the Resource Planning tool. Their start and stop times are automatically filled in based on their assignment in Resource Planning.

    • Users must be added to the project in Procore for their Resource Planning assignment hours to automatically populate in Timesheets. See Add an Existing User to Projects in Your Company's Procore Account.

  • Requirements to be added to a Timesheet. Show/Hide Details

    • The person must be added to a the Directory and marked as an employee of your company.

    • Employees who are only entered in the Company Directory can be selected if the 'Employee Tracking on Projects' setting is enabled.
      Note: With the setting enabled, you must have at least 'Read Only' permissions on the Company Directory tool to see all employees and workers.

  • 簡易作成icon-plus-quick-create-mobile2.pngアイコンを使用して、作成する項目を構成できます。「簡易作成設定の構成」を参照してください。

  • このアクションはオフラインで実行できます。オフラインで実行されたタスクは、ネットワーク接続が再確立されると Procore と同期されます。

Steps

Tip

Tablet users: Tap Change View to toggle between the Grid icon-grid-view-mobile.png and Line icon-list-view-1.png views.

Line View

  1. Open the Procore app on an iOS mobile device and select a project.

  2. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Timesheet.
    OR
    Tap the Timesheets tool and tap the create icon-plus-quick-create-mobile2.png icon.

  3. If prompted, tap Create New Timesheet.

  4. Tap Crews, Employees, or Equipment.

  5. Tap the crews, employees, or equipment that you want to create a timecard for.

  6. Tap Done.

  7. Tap the Date field and choose the date that you want to create a timecard for.

  8. Tap Done.

  9. Tap Add Line next to the crew member or employee name to enter the desired information into the timecard.

  10. Tap any of the fields to enter information. フィールドの表示/非表示

     Notes

    Project Timesheets Administrators configure how time is collected for each project. Additionally, each some fields can be configured as required, optional, or hidden.

    • Classification: The resource classification.

    • Codes

      • Task Code: A combination of Cost Codes and Sub Jobs.

      • Cost Code: The cost code associated with the time entry.

      • Sub Job: Select from the drop-down menu the sub job associated with the time entry.

    • Location: The location where the work was performed.

    • Time

      • Total Time: The total time worked for the day.

      • Start Time: The time the resource started working.

      • Stop Time: The time the resource stopped working.

      • Lunch Time: The amount of time taken for a lunch break.
        Notes:

        • The amount of time selected will be subtracted from the Total Time.

        • This field will only be available if Start Time and Stop Time is enabled.

      • Time Type: Select the type of pay being entered.

        • Regular Time

        • Double Time

        • Exempt

        • Holiday

        • Overtime

        • PTO

        • Salary

        • Vacation

    • Billable: Tap the toggle to indicate whether or not the entry is billable.

    • Auto-Apply Overtime Rules (Beta). Tap the toggle to automatically enforce overtime rules.

    • Description: Additional comments that will show in the timecard entry.

  11. Tap Add Line to add a new line for the timecard.

  12. Tap Apply.

  13. Review the summary for the timecard's hours, and the daily and weekly hours across all projects.

  14. Tap Submit.
    OR
    Tap Submit and Add Quantities. See Add Quantities to a Timesheet (iOS).

Grid View (Tablet Only)

  1. Open the Procore app on an iOS tablet and select a project.

  2. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Timesheet.
    OR
    Tap the Timesheets tool and tap the create icon-plus-quick-create-mobile2.png icon.

  3. Tap Crews, Employees, or Equipment.

  4. Tap the crews, employees, or equipment that you want to create a timecard for. Then tap Done.

  5. Tap the task codes to apply to the timecards. Then tap Done.
    Note: Later in the workflow, you will allocate time for the relevant task codes for each person.

  6. Optional: Tap the date field and select the date that you want to create timecards for.

  7. Follow steps to enter or update timecard information:

    • Enter Time by Tapping Cells

      1. Tap any task code field for a user or equipment and enter the timecard information.
        Note: You can tap multiple cells to bulk enter time.

        フィールドの表示/非表示

         Notes

        Project Timesheets Administrators configure how time is collected for each project. Additionally, each some fields can be configured as required, optional, or hidden.

        • Task Code: A combination of Cost Codes and Sub Jobs.

        • Location: The location where the work was performed.

        • Time

          • Total Time: The total time worked for the day.

          • Start Time: The time the resource started working.

          • Stop Time: The time the resource stopped working.
            Note: You will only see the Start and Stop fields if you have configured your settings to show these fields. See Configure Advanced Settings: Project Level Timesheets.

          • Lunch Time: The amount of time taken for a lunch break.
            Notes:

            • The amount of time selected will be subtracted from the Total Time.

            • This field will only be available if Start Time and Stop Time is enabled.

          • Time Type: The type of pay being entered.

            • Regular Time

            • Double Time

            • Exempt

            • Holiday

            • Overtime

            • PTO

            • Salary

            • Vacation

        • Billable: The ON toggle icon-toggle-on.png indicates that entry is billable.

        • Auto-Apply Overtime Rules (Beta). The ON toggle icon-toggle-on.png automatically enforces overtime rules.

        • Description: Additional comments that will show in the timecard entry.

      2. Tap Apply.

    • Bulk Enter Time Using Checkboxes

      1. Tap the checkboxes for the resources you want to enter time for.

      2. Enter the information to be applied to all selected timecards.
        Note: If you wish not to apply the information to one of the selected cells, tap the highlighted cell to deselect.

        フィールドの表示/非表示

         Notes

        Project Timesheets Administrators configure how time is collected for each project. Additionally, each some fields can be configured as required, optional, or hidden.

        • Task Code: A combination of Cost Codes and Sub Jobs.

        • Location: The location where the work was performed.

        • Time

          • Total Time: The total time worked for the day.

          • Start Time: The time the resource started working.

          • Stop Time: The time the resource stopped working.
            Note: You will only see the Start and Stop fields if you have configured your settings to show these fields. See Configure Advanced Settings: Project Level Timesheets.

          • Lunch Time: The amount of time taken for a lunch break.
            Notes:

            • The amount of time selected will be subtracted from the Total Time.

            • This field will only be available if Start Time and Stop Time is enabled.

          • Time Type: The type of pay being entered.

            • Regular Time

            • Double Time

            • Exempt

            • Holiday

            • Overtime

            • PTO

            • Salary

            • Vacation

        • Billable: The ON toggle icon-toggle-on.png indicates that entry is billable.

        • Auto-Apply Overtime Rules (Beta). The ON toggle icon-toggle-on.png automatically enforces overtime rules.

        • Description: Additional comments that will show in the timecard entry.

      3. Tap Apply.

    • Bulk Enter Time for a Single Task Code

      1. Tap the horizontal ellipsis icon-ellipsis-horizontal.png for the task code.

      2. Tap Labor Time Entry or Equipment Time Entry.

      3. Enter the information to be applied to all selected timecards.
        Note: If you wish not to apply the information to one of the selected cells, tap the highlighted cell to deselect.

        フィールドの表示/非表示

         Notes

        Project Timesheets Administrators configure how time is collected for each project. Additionally, each some fields can be configured as required, optional, or hidden.

        • Task Code: A combination of Cost Codes and Sub Jobs.

        • Location: The location where the work was performed.

        • Time

          • Total Time: The total time worked for the day.

          • Start Time: The time the resource started working.

          • Stop Time: The time the resource stopped working.
            Note: You will only see the Start and Stop fields if you have configured your settings to show these fields. See Configure Advanced Settings: Project Level Timesheets.

          • Lunch Time: The amount of time taken for a lunch break.
            Notes:

            • The amount of time selected will be subtracted from the Total Time.

            • This field will only be available if Start Time and Stop Time is enabled.

          • Time Type: The type of pay being entered.

            • Regular Time

            • Double Time

            • Exempt

            • Holiday

            • Overtime

            • PTO

            • Salary

            • Vacation

        • Billable: The ON toggle icon-toggle-on.png indicates that entry is billable.

        • Auto-Apply Overtime Rules (Beta). The ON toggle icon-toggle-on.png automatically enforces overtime rules.

        • Description: Additional comments that will show in the timecard entry.

      4. Tap Apply.

  8. Optional: To add another task code, tap Add Code. Select the task code, then tap Done.

  9. Optional: To remove a resource, tap the horizontal ellipsis icon-ellipsis-horizontal.png next to the resource, then tap Delete Resource.

  10. Review the summary for the timecards' hours, and the daily and weekly hours across all projects.

  11. Tap Submit.
    OR
    Tap Submit and Add Quantities. See Add Quantities to a Timesheet (iOS).