Timeclock main app

Add employees

Open Employees form: Toolbar > Employees icon (or Menu bar > Data > Employees)

View Employees listed in lower left panel. Optional filters and sorts.

• Employee list > right-click to “Add”

• Main record (left panel) - fill in...

  • Name, title, type

  • Login permission and password

  • Screen Name (what appears in lists)

  • Network login, IDs

• Labor tab:

  • Check “Show on Timeclock”

  • Timesheet: set range

  • Default Department / Operation

• Permissions tab > select sub-tabs and set options...

• General: “Can Edit Employee Labor...”

• Access Forms: “Timeclock” and “QuickBooks - Timeclock”

• Mobile: “Can use Timecard / Timeclock...”

Track time

Open Timeclock form: Toolbar > Timeclock icon (or Menu bar > Data > Timeclock)

Timeclock tab:

• Who Employee defaults to current user (select with drop-down menu)

• When Date defaults to today (edit date as needed)

• How Top row of buttons: Clock in, Clock out, Time off 

• Assign   Select from lists: Project, Ticket, Task, Department, Operation

Manage time

Open Timeclock form: Toolbar > Timeclock icon (or Menu bar > Data > Timeclock)

• Timeclock tab: View and approve time entries

• Timesheets tab: View and approve timesheets

• Overview tab: View filtered list of employees, budget vs actual hours

• Reports tab: Select and run labor reports

• Detail tab: Group, sort, and filter labor records between a Start Date and an End Date.