Tasks

In addition to tracking employees time by Branch and Department, you can use Tasks to get additional information on how they spend their time. This is particularly useful for companies that have their employees working on multiple tasks for different customers.

For example, if you have field service people that go on service calls to fix equipment, you only want to bill the customer for the work that is completed on their equipment.

To add a new Task:

• Click Attendance, then click Tasks in the main menu.

• Click New in the button bar and complete the fields in the Task tab.

• Click Save in the button bar to save your changes, or click Cancel to discard.

See the Basic Operation section for details on viewing, adding, editing and deleting.

 

Task Tab FIELD DESCRIPTION Status Select a status from the drop-down. Employees can only track their time to tasks that are Active. STATUS DESCRIPTION Active The task is in progress. Disabled The task is no longer active. Name Enter a name for the task. Description Enter a description. Code Numeric Code used to identify this task 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 task. Product Select the product name. Allowed GEO Fences Select the GEO Fences that the employee is allowed to work within for the task. Tags Enter a descriptive tag. Separate each tag with a comma. Estimate Time Enter the estimated time to complete the task. Estimate Quantity Enter the number of items to be completed during the task. Estimate Bad Quantity Enter an estimate of the number of items that could be rejected. Bad Quantity Billable Rate Enter the billable rate for each rejected items. Billable Rate Enter the rate (per hour) that will be billed for the task. Minimum Billable Time Enter the minimum billable time to complete the task.