Configure Advanced Settings: Project Level Timesheets

Background

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, which is 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.

Things to Consider

Prerequisites

Steps

  1. Navigate to the project's Timesheets tool.

  2. Click the Configure Settings icons-settings-gear.png 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. Mark whether 'Employees Can Select Non-Budgeted Items' when filling entering their time in Timesheets or My Time.

      • Move the toggle to the ON icon-toggle-on.png position to allow employees to track time to non-budgeted items.

      • Move the toggle to the OFF icon-toggle-off.png position to require employees track time only to budgeted items.

    3. beta-feature.pngMark 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 icon-toggle-on.png 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.