Navigating and Customizing the Time Activity Page

Learn how to customize the VeriClock Time Activity page to create a personalized view of clock in and out data. This guide explains how to filter, sort, and display time entries, adjust time zone and refresh settings, manage columns, and save activity views as templates or default dashboards for faster time review and approval.

Your time page can be customized to display a preset date range, default filters, page sort order, and remove unused columns, creating a personalized default view of clock in/out activity that can be saved for future use.

To customize your dashboard, go to the tabs Time>Activity ("My Activity" for employees).

How to Use the Time>Activity Page

Choose a custom date range, select one of the date options, or click on 'Quick Search' to choose from a dropdown of additional pre-set date options.

Click the 'Search' button to view all clock events within the chosen date range, or use one of the filter choices: Groups & Employees, Jobs, or Service Items, to narrow down your search results.

Click the blue button for additional search and customization options.

Options include:

1) Filter Options

• Filter by Approval - this filter separates approved time events from those pending approval. see How to Approve Time Events - For Managers and Admin for more information.
• Filter by Warnings - this filter is used to identify clock events that may require additional review.  
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    • Show Only Time Guard - see Alerts - Time Guard for information on enabling and resolving time guard events.
    • Show Only Geofence Auto Clocked - see Using Geofencing for information on enabling and setting up geofences
    • Show Only Geofence Violations - see GPS Location Tracking Options for information on which GPS option is right for you.
• Show Conflicted Offline Activity - with this option you can limit your page to display only offline or deleted time events.
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    • Hide Deleted And Confliced
    • Show Conflicted Offline Activity - see View Offline Clock Events.
    • Show Deleted And Conflicted Activity

**Note-saving your template with filters enabled could lead to missing time events not included in your filters** If a filter is saved to the page, a note will show to the right of the search button indicating that time entries may be hidden with the current page settings**

2) Display Options

• Time Zone - each user can have their Time>Activity dashboard default to their own time zone.
• 12 Hour Clock - set your clock to 12 hour or 24 hour clock.
• 100 Results Per Page - set your default to display more or fewer clock events per page.
• Auto Refresh Off - turn auto refresh on for your page to refresh with any new clock events, or leave auto refresh off and instead manually refresh your page to view updated clock in/out events.
• Sort Clock In Time Newest To Oldest - This option allows you to set a preferred sort order on your page.

3) Column Options

Popular columns include:

• Jobs - displays what job/activity/project/customer, or task each employee is working on. This column should be enabled on your default if using the Sage 50 integration.
• Service Item - displays the sub-task, or service each employee is working on. This column should be enabled on your default if using the Sage 50 integration.
• In/Out - displays the exact start and stop times, but can be removed if your account is set to use duration events only.
• Duration (Hours: Minutes) or Duration (Hours) - displays the duration worked per clock event. Note: the Duration (Hours) option can be used to display time in decimal format.
• Daily Total (Hours: Minutes) or Daily Total (Hours) -used to total all daily hours for employees who clock in/out more than once per day. Note: the Daily Total (Hours) option can be used to display time in decimal format.
• Approval Check - displays the approval icon to view at a glance, which time events that have been approved.
• Signature Request Status - displays the status as to whether the employee timecard has been signed, or if the timecard still requires signature approval.
• Job Other Info Columns - these can be used to display job-related text or numeric data that can be used in custom reports.
• Custom Fields - If your account has custom fields, those fields can be enabled as columns for you to see at a glance the information the employee entered at clock in or out.

Click on the 4 horizontal bars to drag a column up or down, changing the order the column displays on the page.

Save Your View To Your Time Dashboard Default

Once you have customized your time page to your preference, we recommend saving your page as a template and/or as your default view. Creating a template, or setting a default view allows you to return to your time page without losing any of your changes.

Below the date selection buttons, click on the 'Activity Views' dropdown box to save your current changes to a template. Before saving your page as a template, remember to click on your desired default date range.

Other users in your account will have access to these templates, so give your template a name that lets other users know your template is in use.

Check 'Set as default view' before clicking Save, if you want your template to be saved as your default dashboard.

When returning to the Time>Activity page, click on the 'Activity Views' dropdown if you need to access any templates not set to default.

See other VeriClock guides:

• View Clock In & Clock Out Activity
• How To Manually Add Time From Website
• Run a Report
• Customizing Your Reports & Templates