The admin has the option to ask or require employees to punch into a job, department, project, task, or customer and track mileage. This is found in "Employees" at the top of the screen, then click on the employee name. At the bottom left, you will then see "Job & Project Costing" and the on/off option. All need to be set up prior to use. Note that the job code does not show on the time card, just the job name. If the employee punches into a department, it will show on the time card.
Browser: Log in as the administrator→ Click “Settings” at the top of the screen→ Select “Jobs”→ Click the “Add Job” button→ Enter “Job Name”→ Enter “Job Code”→ Click the “Save” button.
App: Log in as the administrator→ On the dashboard, scroll down to the Add Something New section and tap the "+"→ Select Job→ Enter “Job Name”→ Enter “Job Code”→ Tap the “Save” button.
Alternatively, tap "More", tap the gear icon in the top right corner, select “Jobs”, tap the “+” button.
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Note that these features do not show up on the time cards in punches, there is a report for them, please click here.
Log in as the administrator → Click “Settings” at the top of the screen→ Select “Job & Project Costing Set up”→ Fill in the blanks for each. Note, if you need more than three, you may enter the first three, click “Save” and continue adding three more, and repeat → Click on the pencil to the right of the heading to edit the names of each type. Enter the new name, then click the pencil a second time to save it → Click on the down arrows to add sub-projects to customers and sub-tasks to projects→ Click the “Save” button.
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Browser: Log in as the administrator→ Click “Settings” at the top of the screen → Select “Departments”→ Click the “Add Department” button→ Enter “Department Name”→ Enter “Department Code”→ Click the “Save” button.
App: Log in as the administrator→ On the Dashboard, scroll down to the Add Something New section and tap the "+"→ Select Department→ Enter “Department Name”→ Enter “Department Code”→ Click the “Save” button.
Alternatively, go to "More", tap the gear icon in the top right corner, select “Departments” tap the "+” button.
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Set up: Log in as an administrator→ Ensure this feature is turned on by clicking “Employees” at the top of the screen, select the employee, and near the bottom right, turn “Allow Entering Mileage” on, green→ Click “Save Settings.”
Add Mileage: Click “Time Cards” at the top of the screen→ If the “Mileage” naming doesn’t apply and you want to rename it click here. An example may be instead recording the number of "parts made" in a shift→ Click the “Add Day” button → Select “Date” → Select the “Employee”. Once this is done, the “Add Mileage” button appears→ Click “Add Mileage”→ Enter “Total Count”→ Enter “Notes” if needed→ Click “Save”.→ This will show on the time card for the admin to view next to the corresponding date. Click here to learn about adding columns to show relevant headings on the time card in case you can’t see it.
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Add Mileage on a Previous Time Card
Log in as an employee→ Click “My Time Card” at the top of the screen→ Click the “Add Hours” button→ Select “Date”→ Enter “Mileage”→ Enter “Notes” if needed→ Click “Add”→ Click “Save”.
Log Mileage at Punch-Out
This feature works the same whether the employee is punching from a personal login or from a group punch station.
Log in as an employee→ Enter “Mileage” in the punch out screen→ Click “Punch-Out.”
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Browser: Log in as the employee→ Click “Switch Job”→ Select the next “Job”→ Click “Update”.
App: Log in as the employee→ Click the "Punch in/out" icon→ Click "Switch job" at the bottom→ Select the next job→ Click "update".
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