Service Items in VeriClock track time by sub-job or task while controlling payroll logic such as pay rates and payroll items. Admins can set service items as Disabled, Optional, Required, or automatically assigned with Custom Rules based on employee, group, or job—ensuring accurate time capture without slowing clock-ins. With QuickBooks and Sage 50 integration and manager override options, service items help keep payroll, job costing, and labor tracking accurate and consistent.
Add a Service Item
To add a service item, go to your account tabs Settings>Service Items, or see this guide: Service Items.
*At least 1 service item should be setup first before enabling service items for clock in. If set to required + no service items have been added, then employees will be blocked from clocking in.*
Service Item Rules For Clock In
To setup service item rules, navigate to the tabs Service Item>Rules>select one of the following rule options under 'Service Item On Clock In':
- Disabled - If service items are set to disabled, then the service item dropdown box will not be displayed when clocking in, or when manually adding time.
- Optional - With optional setting, employees can select a service item, or just ignore the service item field and still clock in.
- Required - When set to required, employees are blocked from clocking in unless they select a service item first.
- Custom Rules - Custom rules are used to auto-assign a service item at clock in for specific employees, groups, or jobs.
Custom Service Item Rules
Step 1 - Select an option beneath 'Service Item On Clock In'. If set to Disabled, Optional or Required, then the service item rule setup is complete. If set to Custom Rules, then skip to the next step.
Step 2 - When set to Custom Rules, one or more rules will need to be created. A separate rule can be created for each employee, group, and/or job. When a custom rule applies to an employee at clock in, they will not be able to select a service item to clock into.
Rule Options:
-
Employee:
- Any (this rule will apply to any/all employees unless a more specific rule is specified)
- Select an individual employee (1 per rule)
-
Group:
- Any (this rule will apply to any/all groups unless a more specific rule is specified)
- Select an individual group (1 group per rule)
-
Job:
- Any (This rule will apply to any/all jobs unless a more specific rule is specified)
- Select an individual job (1 job per rule)
-
Service Item: If specified rules are satisfied, Service Item settings can be:
- None (service item will not be set at clock in)
- Auto-assign a service item (1 service item per rule)
- Multiple rules can be created as needed.
- To delete any rules created, click on the garbage can icon to the right of a rule. Once a rule has been deleted, it is permanent and will have to be recreated if needed.
*Currently Service Item rules cannot be set to required for some employees and set to custom rules for other employees. If using custom rules, then required & optional are available* If this is something you require, contact Support to have it turned on in your account.
Note- Admin and managers with edit permissions can override service item assignment when adding or editing clock events.
For information on creating payroll item rules for service items, see Adding Payroll Item for Special Job or Service Item Rates
For information on using jobs, see Adding and Editing Jobs & Job Rules For Clock In.
See the following guides for instructions on linking service items with QuickBooks or Sage50:
Comments
0 comments
Please sign in to leave a comment.