Jobs
MAIN MENU > Attendance > Jobs
In addition to tracking employees time by Branch and Department, you can also use Jobs to get additional information on how they spend their time. Jobs are often referred to as projects or work orders. This is particularly useful for companies that have their employees working on multiple jobs.
For example, if you have carpenters that work on more than one construction job or project, you only want to bill each customer for the work that is completed on their specific project.
To add a new job:
- Click Attendance, then click the Jobs in the main menu.
- Click New in the button bar.
- Complete the fields in the tabs.
- Click the Save button to save your changes, or click Cancel to discard.
See the Basic Operation section for details on viewing, adding, editing and deleting.
NOTE: By default, all employees can work on any job. If you need to apply restrictions to which employees can work on a job, you need to change the settings in the Employee Criteria tab.
| Job Tab |
| FIELD |
DESCRIPTION |
| Status |
Select a status from the drop-down. Employees can only track their time to jobs that are Active.| STATUS | DESCRIPTION |
|---|
| Active | The job is in progress. | | On Hold | The job has been temporarily suspended. | | Completed | The job is finished. | | Disabled | The job is no longer active. |
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NOTE: When punching In /Out only ACTIVE jobs will appear in the Job drop-down list box while all job Statuses are available when adding or modifying a punch in the timesheet. |
| Name |
Enter a name for the job. |
| Description |
Enter a description. |
| Code |
Numeric Code used to identify this job by the employees when they punch In or Out. The system automatically increases to the next number in sequence, or the administrator can use a different value. |
| Group |
Select a group for the job. |
| Client |
Select the client's name. |
| Branch |
Select a Branch that is responsible for the job. |
| Department |
Select a Department that is assigned to the job. |
| Supervisor |
Select the supervisor's name. |
| Default Task |
Select the Task that will be chosen by default when employees punch In or Out. Employees can change this if other tasks are available. |
| Allowed GEO Fences |
Select the GEO Fences that the employee is allowed to work within for the job. |
| Tags |
Enter one or more descriptive tags. Separate each tag with a comma. |
| Start Date |
Click the calendar icon and select the date the job begins. |
| End Date |
Click the calendar icon and select the date the job will be finished. |
| Estimate Time |
Enter the estimated time to complete the job. |
| Billable Rate |
Enter the rate (per hour) that will be billed for the job. |
| Minimum Time |
Enter the minimum billable time to complete the job. |
| Estimate Quantity |
Enter the number of items to be completed during the job. |
| Estimate Bad Quantity |
Enter an estimate of the number of items that could be rejected. |
| Bad Quantity Rate |
Enter the billable rate for each rejected items. |
| Note |
Enter optional notes about the job. |
|
| Location Tab |
| FIELD |
DESCRIPTION |
| Address, City, Province/State, Country |
By filling in the address fields on the location tab, each job can be assigned to a specific physical location in order to be communicated back to the employee through schedule synchronization or the mobile app. |
| Location Note |
The Location Note field is where notes regarding the particular location can be entered. For example: Beware of dog or Don't ring the doorbell. |
|
| Employee Criteria Tab |
| FIELD |
DESCRIPTION |
| Employee Groups |
There are two drop-down fields to complete:| EMPLOYEE GROUPS | DESCRIPTION |
|---|
| Selection Type | Select the Employee Groups that are eligible to work on this job. | | Selection | Select the employee groups for this job (ie: Executives, Non-exempt hourly, etc.). If All Groups was selected in the above Selection Type drop-down, then leave this field blank. |
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| Employee Titles |
There are two drop-down fields to complete:| TITLES | DESCRIPTION |
|---|
| Selection Type | Select the employee Titles that are eligible to work on this job. | | Selection | Select the titles for this job (ie: carpenter, electrician, etc.). If All Titles was selected in the above Selection Type drop-down, then leave this field blank. |
|
| Branches |
There are two drop-down fields to complete:| BRANCHES | DESCRIPTION |
|---|
| Selection Type | Select the Branches that are eligible to work on this job. | | Selection | Select the branches for this job (ie: New York, Seattle, etc.). If All Branches was selected in the above Selection Type drop-down, then leave this field blank. |
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| Departments |
There are two drop-down fields to complete:| DEPARTMENTS | DESCRIPTION |
|---|
| Selection Type | Select the Departments that are eligible to work on this job | | Selection | Select the departments for this job (ie: Administration, Construction etc.). If All Departments was selected in the above Selection Type drop-down, then leave this field blank. |
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| Include Employees |
If there are additional employees that were not included by the criteria selected above, you can include them here. For example, if you setup the above criteria to allow all employees in the New York branch to work on this job, but you want to include just one employee from the Seattle branch, you would use this field to include that one employee. If you are unsure, do not select any employees, as by default all employees are eligible. |
| Exclude Employees |
If there are employees that are included in the above criteria that you wish to be excluded from this job, you can exclude them here. For example, if you setup the above criteria to allow all employees in the New York branch to work on this job, but you want to exclude just one employee from this branch, you would use this field to exclude that one employee. If you are unsure do not select any employees, as by default all employees are eligible. |
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| Task Criteria Tab |
| FIELD |
DESCRIPTION |
| Task Groups |
There are two drop-down fields to complete:| TASK GROUPS | DESCRIPTION |
|---|
| Selection Type | Select the Tasks Groups that are eligible for this job. | | Selection | Select the task groups for this job (ie: Billable, Non-Billable, etc. ). If All Groups was selected, then leave this field blank. |
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| Include Tasks |
If there are additional tasks that were not included by the criteria selected above, you can include them here. For example, if you setup the above criteria to allow all tasks assigned to the Billable group to be eligible on this job, but you want to include just one task from the Non-Billable group, you would use this field to include that one task. If you are unsure, do not select any tasks, as by default all tasks are eligible. |
| Exclude Tasks |
If there are tasks that are included in the above criteria that you wish to be excluded from this job, you can exclude them here. For example, if you setup the above criteria to allow all tasks assigned to the Billable group to be eligible on this job, but you want to exclude just one task from this group, you would use this field to exclude that one group. If you are unsure do not select any groups, as by default all groups are eligible. |
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