This article explains how to add and edit jobs in VeriClock to streamline time tracking. It discusses how to name jobs, assign job codes, and configure job settings like overtime exemptions and budgets. The article also includes how to assign jobs to employees and provides best practices for organizing your job types.
While you can easily track your employee’s time without assigning that time to a job, jobs can be a good way to see where their time is being spent.
If you are using Sage50 or QuickBooks, you can import your jobs/projects through an integration sync - contact our support team for more information on how to set up your integration connection.
To create jobs that your employees can clock in and out of, click on the “Jobs” tab and choose “Add Job”:
To successfully add a job, there are only two required fields:
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Job Name: Any name can be used, but many of our clients choose to associate their job names with names they use in other systems (accounting, paperwork, etc.). Some good ideas for job names are:
- Building or job site names
- The actual address where the job is being worked
- What the job is (Painting, Accounting, Cleaning, Driving, etc.)
- The client the job is being done for (depending on your industry and region, be cautious of privacy laws and restrictions e.g. PIPEDA, HIPAA, GDPR, etc.)
- Job Code: This must be a number that either you can provide, or we can generate automatically, and only the numbers 0-9 can be used (note: the number chosen can be no greater than 4294967295)
- By default, jobs are set to Optional for clock in. This means that once you enter a job, employees can choose if they want to select a job from your job list, or they can ignore the job dropdown selection. When using jobs in your account, it is recommended to set jobs to Required for clock in. See Job Rules For Clock In for more information.
Description: any details that need to be attached to a job, or can be used to display job address/job contact for employees with permission to view. For information on how the job description can be used with clickable links. See Adding Clickable Links in the VeriClock App
Employee Assignment: you can restrict access/visibility of your created job to specific employees
- Exempt From Overtime - when checked, any hours for this job won't contribute to overtime calculations.
- Exempt From PTO - when checked, hours for this job won't contribute to PTO accruals.
- Exempt From Automatic Deductions - when checked, Automatic & Scheduled Deductions won't apply to any hours worked for this job.
Budget:
You can set budgets for your jobs, either dollar amounts or amount of hours, all on a daily, weekly, monthly & all time periods. You can then set alerts to let you know when you've reached your budget limits. See Budgets And Job Costing.
Other:
Additional information can be tracked on the Other page, including the job address and other information fields (for reporting purposes).
Addresses entered into the job can be accessed from the schedule. Employees can click on a scheduled shift to copy the address and then paste it into a web browser for easy navigation. See Add Clickable Job Address To The Schedule.
- For information on adding jobs from the app, see How to Add A Job From The App
- For information on adding jobs in bulk, see Creating and Editing Jobs in Bulk Upload
- For information on adding sub-jobs or sub-tasks, see Service Items
- For information on job and service item rules, see Custom Job & Service Item Rules
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