Use the Time Clock to track your time with Flexible Timekeeping

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Overview

The Time Clock feature lets office employees track their time with timesheet activities.

On the Time Clock screen, you can:

  1. Set up your timesheet if it’s the first time you're accessing it

  2. Clock into an existing activity

  3. Select additional activities to log time against

  4. Clock out


Who uses this feature

  • Administrators, office employees

  • Primarily for Commercial Service and Replacement business types.

 Feature configuration

  • The View employee time tracking and edit page permission is required to use this feature. Please contact the account administrator on your team.

Things to know

  • This feature is available with Flexible Timekeeping. If you're using Legacy Timekeeping, use Clock in and out from the office instead.

  • Save frequently used activities to your Time Clock by clicking More Actions > Pin to top.  
    A menu displaying options to pin or remove an item from a list.

Set up your Time Clock

If this is your first time clocking into an activity, you need to choose which activities you want to log time against.

  1. Go to the top toolbar and click your Profile.

  2. Select Time Clock from the dropdown.
    Menu options including Time Clock and Practice training highlighted for user navigation.

  3. Read through the Welcome to Time Clock message. Click Start Using Time Clock to select frequently used activities, or click Learn More for more information. 
    Introduction to Time Clock features, including activity tracking and Clock In button.

  4. In the Welcome to Time Clock section, remove or add activities you frequently use. 

    1. Clickto select additional activities.

    2. Clickto remove activities.  

  5. After selecting activities, click Add
    The Time Clock screen refreshes to display your selected activities. You can begin logging time against these activities. 

Clock into an existing activity

  1. Go to the top toolbar and click your Profile.

  2. Select Time Clock from the dropdown.
    Menu options including Time Clock and Practice training highlighted for user navigation.

  3. Locate the activity you want to use to clock in and click Clock In
    Time clock interface showing current time and options to clock in for work.

    Tip: Save frequently used activities to your Time Clock by clicking More Actions> Pin to top

  4. The selected activity may ask you to enter information related to that activity. If necessary, enter the following fields:

    1. Job #: This option is selectable if you select an activity that allows a job to be associated with it. You can search for a job by job number or address.

    2. Project #: This option is selectable if you select an activity that allows a project to be associated with it. You can search for a project by project number or address.

      Note: If you select a job, the system automatically prefills the Project # field based on whether or not a job is associated with a project.

    3. Project Label: This option is selectable if you select an activity that allows a project label to be associated with it, and the project number selected has project labels set up.

    4. Labor Type: This option is selectable if you select an activity that allows a labor type to be associated with it.

    5. Tag: Select a tag related to the activity. 

    6. Memo: You can write a memo if you select an activity that allows a memo to be associated with it.

      Note: You can also enter this information when you clock out.

  5. When finished, click Save
    User interface for clocking out during a meal break with options to save.


Select additional activities to log time against

  1. Go to the top toolbar and click your Profile.

  2. Select Time Clock from the dropdown.
    Menu options including Time Clock and Practice training highlighted for user navigation.

  3. In the Time Clock section, click Add Activity.
    Time clock display showing current time and option to add activity.

  4. Select the Activity you want to clock in to, then click Add.
    User selects 'Onsite' activity from a dropdown menu in a task management interface.

  5. The activity is added to your Time Clock. Click Clock In.
    User clicks the 'Clock In' button to record attendance on the platform.

Clock out

You can clock out or switch to a new activity when you finish the activity. 

To clock out of an activity, click Clock Out

Time clock interface showing current time and clock out option for users.

To automatically clock out of an activity and clock into a new activity, find the new activity you want to clock in to and click Switch Activity

User interface showing a meeting option and a button to switch activity.

The Switch to Activity message opens, asking you to confirm you want to end your current activity and start a new activity. Click Switch Activity to confirm. 

Prompt to switch from current activity to meeting at 2:44 PM.

When clocking out or switching activities, you may need to enter additional required details depending on the activity. If necessary, enter the following fields:

  • Job #: This option is selectable if you select an activity that allows a job to be associated with it. You can search for a job by job number or address.

  • Project #: This option is selectable if you select an activity that allows a project to be associated with it. You can search for a project by project number or address.

    Note: If you select a job, the system automatically prefills the Project # field based on whether or not a job is associated with a project.

  • Project Label: This option is selectable if you select an activity that allows a project label to be associated with it and the project number selected has project labels set up.

  • Labor Type: This option is selectable if you select an activity that allows a labor type to be associated with it.

  • Tag: Select a tag related to the activity. 

  • Memo: You can write a memo if you select an activity that allows a memo to be associated with it.

After you've entered additional details, click Save.

User interface for clocking in and out with job and project selection options.

You can then either clock out or switch to a new activity. 

Want to learn more?