Tuesday, September 13, 2022

Timecard v10 New Form Feature: Hold for Later

Hello everyone! Continuing with all of the excellent new features that our new version  Timecard v10 has, we are proud to show you today a very interesting quality of life improvement we have recently added to the Forms: hold for later forms!

As that name implies, the idea here is that you will be able to start a form while on a task and get back to it later, so the app will hold it for you, as the default behavior is to send the form to the server as soon as the task is changed.

In order to enable it, just go to the Settings on the main screen of the application and set the "All-day forms" option to ON:


Now, we are on a Task called "Meditek" so we want to open the Forms section and start filling out some data related to "Accommodation Expenses":

 

Of course, at this moment we could be on a business lunch and we need to travel back to our hotel after we are done. So we can tap "Done" on the top right and continue with our day, which in this case means switching to the "Travel" task:

Notice that when we access the same form while being on the "Travel" task, it will be completely blank:


So, now we have come back to our hotel room and we are ready to complete the form with the remaining information, so all we need to do is switch back to the "Meditek" task and when going to the forms section, you will notice that the app had saved all the data you entered for that specific task:


That's perfect! All that's left is to add the remaining information, take any needed pictures and tap "Done" when ready:


Once you clock out, the completed form will be sent to the server so that the Managers can access it via the Web Portal.

This is a wonderful time saving feature which will allow you to save and complete forms during your shift, and we really hope you like it! Let us know if you have any questions or comments below.



--Econz Team 

Tuesday, September 6, 2022

Timecard v10 Updates to Team Clock-in Display

Hello everyone! Today we are back with a great quality of feature that has been added to our Timecard v10 application. Our application will now make it easier for Team Leaders to visualize and have access to the profiles of the staff members that have been clocked in using the Team Clock-in feature. The application will now bring to the top of the list whoever is currently active; this way, you won't have to scroll over a long list of employees, which is particularly useful for those companies who have teams with a large group of members.

So, let's check it out! We are showing this with the perspective of a foreman, of course; we need to be clocked in first to be able to clock other team members in. Within the Main Screen, we open the Menu on the top right and select "Manage Team":


This is what the employee list looks like before clocking anyone in.


From here on, we can look for the employee that we need to punch in and tap his/her name:


Let's pick one of the last names on the list, we'll see how it will be brought to the top instantly!


And clocking in another name in the middle, the app will bring it to the top and sort it alphabetically to make it easier to find and manage:


That's all we have for today, this was a short but sweet one and we hope you take full advantage of this great improvement implemented to make your life much easier.

Until next time!


--Econz Team

Wednesday, August 17, 2022

The Weekly Employee Time Card With Answers Report

Going hand in hand with the Custom Premium Pay Questions, today we are going to show you an excellent report you can use to your advantage: The Weekly Employee Time Card With Answers Report.

This report bears some similarities to the Employee Time Card By Week Report, so this means you will be able to generate a PDF with your custom logo and have a beautiful, printable version of the end of day questions your employees have answered, along with their signatures.

The report can be found by going to the Reports tab and selecting "Weekly Employee Time Card With Answers Report", which can be found in the Customer Reports section:


Then, filter the report according to the date, users and teams that you need and finally click the "Generate PDF Report". Here is a sample of what the report look like:

Click on the image to enlarge

We are very proud to bring this excellent report to you and hope you can get the best out of it and make your company more productive, at the same time that you are keeping track of your employee's time, attendance and correct breaks and meal periods.

Until next time!


--Econz Team

Tuesday, August 9, 2022

The Forms Exclusion Filter

Hello everyone! This post is for all of you who already make use of our powerful Forms features (and of course, all of you who don't will be very interested in learning what Timecard v10 can do...). As you are probably aware already, Timecard can use Form Filters so that you only see them on certain jobs. This is incredibly useful since you can tie these forms to specific projects or activities that may need to have a very specific form that only applies to those tasks.

But there is another scenario that is the exact opposite of this situation... What if you have a large list of tasks that share a common form, but you don't need/want this form to show for one specific task (e.g. like "Travel Time", "Meeting", "Internal Training")? For that case, we have created the Exclusion Filter!

Let's see how to set it up: First we would go to the Administration tab and select "Manage Custom Fields/Forms":


Then we can choose the form that we want to add a task filter to (to prevent it showing on a specific set of tasks). For that, we scroll down until we find the "Exclusion" section:


Inside the text box is where we'll type the tasks that we want to have excluded from displaying the form in question. In this example, we are going to add the ones mentioned above:


Now, when we go back to Timecard v10, we should be able to clock in on any task other than the ones listed in the exclusion filter and see the "Property Damage Report" form:


But when we punch in to one of the three excluded tasks, the unneeded form will no longer be listed:


That's all for now! Let us know if you have any questions or comments below.

 

--Econz Team

Tuesday, August 2, 2022

Timecard v10: Auto Team Management

Hello everyone! Continuing our series for Timecard v10, in which we will go in detail about many new features our application has; we have something very interesting today, and that is Auto Team Management.

This is related to how the application manages team clock-in. With this feature, you will be able to decide how the app handles the punches of the team members without a phone. Let's see how it works and how you can set it up!

First, while clocked in as a Supervisor, tap the Menu icon on the top right of the screen:


Then, select the first option "Manage Team", which is the place you would normally go to manually clock team members in and out and handle their breaks:


Following that, tap the gear icon on the top right to access the team handling specific settings:


Once you do that, you will notice the following options:


Each of this settings will have a drop down menu so you can pick whether you want the application to Prompt you to take an action at the event you select, set it to Auto to take the action automatically for you, or set it to Off, so you won't be prompted but you will need remember to do each step manually. 

Those three actions take effect into the following settings:

  • Manage Team on Clock-In: this step will prompt the supervisor to clock his/her team members in at the same time, or do it automatically. The default is Off, which means that each user will need to be clocked in manually.
  • Manage Team on Clock-Out: by default the app is set to prompt the foreman to clock team members out, if this is set to Auto, then everyone will be clocked in at the same time that the supervisor clocks out, and setting it to Off will require the supervisor to always clock people out manually. This means that if the team leader clocks out without clocking the team members out first, they will remain clocked in.
  • Manage Team on Change Task: this, of course, will change the way that tasks are handled, setting it to Prompt will ask the foreman if the team members should also be switched to the same task that person is changing to, and this will happen every time the task is changed. Using auto will skip the prompt and change everyone at the same time. Off will require each person's task to be changed manually.
  • Manage Team on Break Start: same as above, but this happens when the team leader starts a meal or rest break, the default option is set to off, so each person would need to be sent to break manually.
  • Manage Team on Break End: this works just like on Break Start, but of course, on Break End.

For this example, we will set it as follows:


So, when we are clocking in as a supervisor, if we have some team members we want to clock in, we have to do it manually for each person, so let's do that:


Now, when it's time to start a task, or take a meal break, we have it set to Auto, which means that when we take a break...


...then everyone who was clocked in, will be taken to break automatically:


Same thing will happen when ending said meal period.

Finally, we set the Clock-Out event to Prompt, which means that when we clock ourselves out, the application will ask us if we would like to clock our punched in team members, too:


And that's it! You can play around with the different options to see what fits your company the best, or ask us any questions so we can guide you and recommend the best of these useful combinations for your needs.

Until next time!



--Econz Team

Monday, July 25, 2022

Application Announcement: Timecard v10!

Hello everyone!

We have wonderful news we would like to share with you. As always, we are looking to improve our products looking for ways to give you, our valued customers, the best workforce management application in the market. So, we would like to present you with the Timecard v10 application:



With its new redesigned interface, you will be able to do everything that Timecard already does, plus a list of new features which include the following and more to come:

  • Calendar Features
  • Additional PDF form capabilities
  • PDF confirmation of forms sent back to employees
  • New Form Filters
  • New Settings for Managing Teams

We will be providing more in depth articles for these new features so you learn more what they are all about and can incorporate them into your organization.

If you are interested in learning more, leave us a comment down below!


--Econz Team

Thursday, July 7, 2022

The Enhanced Sage 300 Report

Hello everyone!

Following our previous post about Statutory Work Days, we have an update that incorporates this new feature in a report. We call it the "Enhanced Sage 300 Report", as it's based on the original Sage 300 Report.

Whenever an employee works on a Statutory Holiday, this report will add an extra line of hours to match the hours set up for each one of the profiles, stated in the PROJECT column.

In the case that there were holidays, the system will add an additional line showing the holiday hours and include "HOL" in the PROJECT column. Note that this is used specifically for the times when there is a statutory holiday that the employee did not work, but still needs to be paid for.

Finally, when there is overtime, the pay rate to will be adjusted to 1 1/2 the pay rate value, to make things easier for the staff in charge of payroll. An additional line will be created to make the overtime easier to visualize along with its new fixed pay rate.

Here is a sample of what the report would look like on a regular week:

Click on image to enlarge

On this example we see that April 11th and 12th have the usual 8 hours with its pay rate of 26.50, but when we come to the 13th and 14th, an additional line has been added to signify the overtime with its updated pay rate of 39.75. Also, we have a paid Holiday on the 15th, which at the same time is a Statutory Holiday that this employee worked on, as noted in the "PROJECT" column by "HOL" and "STAT" respectively.

Additionally, if you have configured Auto Break Deduction, the report will deduct the specified amount of time of the last task on the day. For example, we have user "Bowen Thompson" who needs to have 30 minutes deducted from the total hours. If we first check the Timecard Task Detail Report, we can see that the last task he worked on the 27th there were 2 hours registered. Also, the next day shows a total of 13 hours worked in one individual job:

Click on image to enlarge

If we generate the Enhanced Sage 300 Report, we will see that 30 minutes have been deducted from that last task of the day on both cases, providing the desired timesheet calculation as follows:


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


--Econz Team