Set Up Time Track for Job Cost

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Expand/Collapse item  Overview

This article describes how to set up Time Track so that you can post job-related labor costs captured in Time Track Entry and Punch In/Out to the Job Cost module.

Expand/Collapse item  Before You Begin

To set up Time Track, you must have the Payroll and TimeCard modules, and the Payroll module must be set up.

 

To set up Time Track for Job Cost

  1. Select Job Cost Setup menu > Job Cost Options.
  2. On the Main tab, select the Enable Time Track for TimeCard check box. For more information, see Job Cost Options - Fields.

  3. Select Payroll Setup menu > Time Track Options.

  4. Select the options that meet your business needs. For detailed information, see Time Track Options - Fields.

Time Track is now set up for Job Cost, and you can use Time Track Entry to record employees' time worked details.

A shift code is required to use the Punch In/Out task. You can assign a shift to an employee in the Employee Time Track Settings window accessed through Employee Maintenance. Also, you can select a default shift in Shift Maintenance, which will be used for any employee who doesn’t have an assigned shift.

 

To set up shifts

  1. To create a shift:

    1. Select Payroll Time Track menu > Shift Maintenance.
    2. Select options that meet your business needs. For detailed information, see Shift Maintenance - Fields.
    3. To use this shift for all employees who do not have an assigned shift, select the Default Shift check box.
    4. Click Accept.

    This shift will now be used for employees who have no assigned shift. You can create additional shifts as needed, and assign shifts to employees in the in the Employee Time Track Settings window.

  2. To assign a shift to an employee:

    1. Select Payroll Main menu > Employee Maintenance, and select an employee.
    2. Click the arrow button in the top-right corner of the screen, and select Time Track.
    3. In the the Employee Time Track Settings window, enter a shift code.
    4. Enter other information as needed. For more information, see Employee Time Track Settings - Fields.
    5. Click OK to return to the Employee Maintenance window, and then click Accept.

Employees can now use Punch In/Out to enter time worked and other details.