Monday, June 17, 2024

The New ADP ADP Workforce Manager Report

Hello everyone!

We are back with one new chapter in our wonderful journey of collaborating with ADP. Today we will quickly go over a new report called the "ADP WFM Daily CSV Export Report". The idea behind this is to be able to quickly generate a CSV export report that can be used for the punch import into ADP Workforce Manager. Of course, all its data is modeled to be compatible with ADP's Punch Import Template.

This CSV file can be used to import into ADP Workforce Manager, or the import can automatically be done via Secure File Transfer Protocol (SFTP) for accounts that are integrated.

To access the report, just go to the Reports tab and select "ADP WFM Daily CSV Export Report", which can be found at the bottom of the "Customer Reports" section:

Then, select your desired timeframe and either generate an online view of the report, or export a CSV file. Here is a sample of this report:

Click on image to enlarge

That's all you need! As you can see, it's a pretty simple process, as everything related to Econz Timecard, which results in increased productivity for your organization.

Stay tuned for more exciting news!

--Econz Team

Wednesday, May 15, 2024

Updates to Operations Manager Functionality

Hello everyone, today we are going to talk about an update of functionality we have done to our Operations Manager users. We had talked in the past about how we can assign specific tasks to these user types so they can approve timesheets signed to their own projects. Now, we have enabled additional functionality so that they can also take care of timesheets on behalf of the employees.

This comes handy in those cases where the staff might be out on PTO, medical leave, or maybe even something happened to their mobile handset and they are not able to submit their hours.

To proceed with this, you will need to go to the Administration tab and select "Approve Timesheets":

Then, you can continue with the exact same process we had covered on this previous article, where we go over Approving Unsubmitted Timesheets.

We hope you can get the best out of this added functionality, stay tuned for more as we have a few exciting things in the horizon that we can't wait to share with you.

--Econz Team

Monday, April 15, 2024

Timecard GPS Integration with Sage Intacct

Hello everyone! Today we are proud to announce a new integration we have been working on, this time with Sage Intacct via Agave. As always, we are looking for ways to provide our loyal customer base with new tools and ways to interact with other powerful tools in the market, in order to give the most complete time capture and payroll solution available.

To enable the integration, of course you will need to have an account setup with Sage Intacct. Then, just go to the Administration tab and select "Integration via Agave", found in the Integration tab:

Here you can enable the auto synchronization of tasks, by ticking the checkbox for "Auto sync tasks:", then you can select the appropriate option according to your company's needs and configuration:

Once that is done, you can go to the Administration tab and access the "Maintain Task/Customer List" setting within the Basic section. When you open the dropdown menu, you will find a few new options that are meant to be used with this integration, where you can pull the projects and cost codes directly from the Agave Third Party system. Make sure to select the team or teams you want to load the tasks to and pick your desired option. In this case, we loading projects as tasks to our selected team:

Timecard will pull the appropriate list of projects and even has the capability to load addresses and External IDs. You will get a confirmation screen similar to this one, if everything looks good, click the "Confirm" button:

Click image to enlarge

After the tasks are loaded, you can confirm it was done successfully by clicking on the team name back in the "Maintain Task/Customer List" section:

We will be providing more exciting updates about this topic, so stay tuned!

--Econz Team

Tuesday, March 19, 2024

Configuring Location Settings for Timecard GPS

Hello everyone! Today we have a quick and important guide for all of our mobile device using Timecard GPS customers. We are going to go over how to enable Location Settings to properly configure the Timecard application on mobile devices.

When first downloading and installing the app, after entering the device ID and the password, you will get the following disclaimer:

Timecard will give you a notice that the Location Settings are disabled, so hit "OK" to proceed:

On the next screen, you will be given the following options; make sure to select "Precise", then "While using the app", but there will be one more setting to enable, after this:

After this, when you attempt to clock in the first time, you will be given the option to set the "Location permission". It's very important to select "Allow all the time or Always" depending on device type to ensure the proper functioning of the application, which of course, that's what we all want to get paid properly!

Once that is done, you will be able to continue using the application normally and go about your day.

That's all for now! Let us know if you have any questions and our great Customer Support team will gladly assist you.

--Econz Team

Monday, February 5, 2024

Delay Processing Worker Termination in ADP

Hello everyone! In this article we want to cover a brand new setting we have enabled for our customer base who is integrating with the wonderful ADP system. As you probably already know, we have developed multiple features that go hand in hand with ADP, such as Cost Code Transfer and Cost Code Custom Mapping; this time, we want to focus on the cases of employees that are already setup with both ADP and Timecard, but have come to finish their time with the current company.

Of course, we all live in a time where employment fluctuation is a reality, and just as many new faces come to our organizations, others decide to look for greener pastures or even retire altogether. To make lives easier for the Management Staff (we are always thinking about you...!), we have come up with a feature that allows workers to remain synchronized to ADP for a duration of time after they are terminated in that system.

With this, you will be able to configure this to match either one or two payroll periods, and Econz will automatically match exactly what payroll period you have already configured. The purpose of this is to ensure that their timesheet will be processed and that they are paid for their last timesheet period at termination.

Let's see where to find this! First go to the Administration tab and look for the Integration section. Within it, you will find the "External Systems". Click on "Integrate With ADP":

Once inside, scroll down until you get to the "Time and Payroll Settings" section, and there you will find the option called "Delay processing worker termination in ADP":

You will be provided with three options:

  • No Delay
  • One payroll period
  • Two payroll periods
Make sure to select the one that applies to your company and click the "Submit" button to save it.

That's about it, with that out of the way, Econz Timecard will take care of this for you automatically!

Let us know if you have any questions or comments, and until next time...

--Econz Team

Tuesday, January 30, 2024

Days to display closed tasks

Hello everyone! We are back with more exciting details about what our wonderful application can do for you. This time, we want to talk about being able to display closed tasks. First we start off by talking about the ability to add a Start and End time on tasks, which will control for how long these will be displayed on an employee's device.

For example, we have a task called "Peanut Butter & Co.", which is scheduled to start on November 1st, 2023 and end on January 25th, 2024:

Setting up jobs like this will help employees focus only on the pertinent tasks, and avoids having them, as well as the people in charge of uploading the tasks list, to have to maintain these manually in case they handle long lists and don't want the field staff to have many jobs that are already expired. Using this feature, employees won't see the "Peanut Butter & Co." listed on their handset starting January 26th.

Of course, that's not all, as you probably noticed by the title of this article... What about the times that a project needs to be extended or worked on due to additional customer requests? Well, instead of having the job expire and deleting and re-adding it to the system, you can just stretch that time for as long as needed without having to make any additional changes to the project list. Just select how many days you need, and you are good to go!

To do this, go to the Administration tab and select Preferences. Then, look for the option called "Days to display closed tasks" and type the amount of days that the tasks should be displayed after they are closed:

Click on save, and that will take care of it!

We hope you like this feature, stay tuned for more tips to come...

--Econz Team

Monday, January 22, 2024

New Report: Field Worker Task List Report

Well, here we are again with a brand new report for your organization! As always, we are thinking of ways to make your lives easier, so we thought: why don't we create an easy way to show all tasks that employees have on their application? As we all know, job costing can get very complex, and even more so on a company that is growing or constantly getting new projects, so we wanted to provide a better way to view the big picture of what is going on.

Instead of going to the "Maintain Task/Customer List", which is better suited for managing jobs into teams or users, you will now be able to use the "Field Worker Task List Report"; and with just a few clicks, you will have all the necessary information.

Let's check it out! We would go to the Reports tab and look for the Administration section:

Once inside, you can select from the very well known options that Econz offers, such as generating a CSV or online-view report from a specific time frame; which is very useful if you are handling date based projects.

Here is an example of what the report looks like:

Click on image to enlarge

Let us know if you have any questions or comments, and until next time!

--Econz Team