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