Submission & Approval
This section is used by the Payroll person to track payroll time. The first section shows all techs and wither or not they have submitted time for the work week. This section can be sorted by Tech Category, and be set to show any work week. The second section shows Time Approval. This section allows the payroll manager to specify if the time for the week has been paid or not. Equipment Manager does not have a built in ability to pay users, but it can and does allow the web user to log if the function has been done. Each employee listed tells the payroll manager who they are, wither or not they have been paid for the selected week, and list details about how much Straight Time, Sick Time, Vacation, Overtime have been recorded. It also offers a Details link to edit and fix time for the selected week.
The first section shows all techs and wither or not they have submitted time for the work week. Technicians are required by the system to submit there working hours at the end of each work week before the system will allow them to begin clocking new hours for a new week. This process of submitting time is a checks and balance to allow the technician to check over all hours for the previous week and approve them by submitting his time.
This section is based on a Tech Category and can be set to show any work week. A mobile user can submit time for any day at any time, but the user is required to submit all time for the previous week before starting the next week. Submitting time states that the mobile user has reviewed all the time punches the mobile has collected for the day and is in approval with what the mobile has recorded. Once the mobile user has submitted his/her time, the punches for those days are no longer accessible to the mobile user. The web Time Submission section is a simple table that shows if the mobile users have submitted their time or not.
The web user has the ability to force time submission for any mobile user by clicking on the Not Submitted button, this will prompt a warning and if ok, force all time for the selected week to become submitted. If this is done, the next time the mobile user logs out and back in, the time for the submitted week will no longer be visible to the mobile user. If a time punch is edited after the mobile user has submitted time, the Submitted blue button will turn Not Submitted and the new punch will have to be resubmitted or the week in question will have to be submitted again by the web user.
The second section shows Time Approval. This section allows the manager to specify if the time collected and approved for the week selected has been paid or not. Equipment Manager does not have a built in ability to pay users, but it can and does log if the function of paying the technician has been done. Each line of information listed tells the manager who the technician is, their category classification, wither or not they have been paid for the selected week, and list time details about how much Straight, Sick, Vacation, Overtime have been recorded. It also offers a link to edit time for that week.
As a bonus the Time Approval section will generate a Payroll Report. This is an excel sheet that breaks the numbers displayed by the Time Approval table down even more by states and custom categories as needed to report payroll. Features related to the excel report sheet are controlled by the Time Reporting section of the Contractor Profile. Contractor can set report to break down by states and custom zones by zip codes. The report will also show the number of hours related to special times such as Vacation, Sick, Holiday, PTO and Training.
When creating a Time Report, the web user is asked to choose a week for the reporting function to compile. The definition of the work week is defined in the Contractor Profile under the Time Manager section. In that section the Contractor can define the day that the work week starts on. Every week is defined as a seven-day period that includes the designated day selected as a starting day and the six days following. Payroll Reports are compiled on a bye week basis due to overtime restrictions being limited to any seven-day period. Companies that pay employees on a two week or more period will need to run the report for each week to be included as the report will have to break down all reporting with overtime by week. Details on setting up the Time Manager section of the Contractor Profile can be found in the help sections detailed the Contractor Profile.
Every report that is generated shows all time information for the designated technician broken down by Regular time and overtime as compiled by the system using the time punches that were submitted by the technician throughout the week. All punches are compiled in order until the technician reaches 40 hours and then are broken and shown as overtime. Regular time and Overtime are compiled and broken down by designated states selected in the Time Manager section of the Contractor Profile and also by Custom Zones as also defined in the Contractor Profile. If time is collected that for some reason does not fall in the designated states or Custom Zones, the time will show up in a column labeled Other. Every time punch is categorically placed in the location columns based on the address of the Job Site that the time punch is assigned to. In most cases if time is reported in the Other column it can be traced back to a Job Site that has an address that is not correct or mis-entered into the system.
Along with compiling time by location, the report shows all vacation, sick, PTO and Holiday time that has been entered into the system for the technician that falls in the week that has been defined. Vacation, Sick and PTO are shown if the Contractor has elected to use those special time types. They can be turned on and off in the Contractor Settings under Time Reporting.
On the right side, the report also breaks down the time by day to show how the technician worked his hours by day of the week.