Allocating Time Records in the Control Center
Allocating Time Records in the Control Center
Sometimes there is a need to simplify processes for
employees and only require an in/out punch each day for a single location. The
manager can then allocate that time, assigning specific tasks to time entries.
This process ensures proper allocation is completed for effective project
management and cost tracking.
Allocating Single Time Record
To allocate time for a single Time Record perform the
following steps:
1. Select the Time Record to allocate.
2. Select the [Allocate] button found just above
the edit window and below the Time Editor grid, as shown below.
3. The Allocated Hours screen opens Select the
[+New] button to begin allocating time for the selected record.
4. With the in time for the current segment
displaying, add a new out time in the Out field. If it is the last
segment of the day, select the [Add Remaining Time] button to add the
applicable out time.
5. If the location is different, select the new
location from the Locations dropdown menu.
6. In the Tasks dropdown menu, select the
new task.
7. Enter the Total Units and Asset
(if these options are being used).
8. Select the [Save] button to add allocation.
Once saved, the Allocated Hours are displayed.
Allocated time is identified by the color orange on the timeline, as shown
below. Any remaining unallocated time is displayed on the timeline in the color
grey.
The existing allocation can be adjusted by either
selecting and dragging the allocation segment directly or by selecting and
dragging the Time Bubble to expand or resize the time frame of the allocated
segment.
To allocate additional time on the current Time Record,
repeat steps three through eight using the [Add Remaining Time] button to
quickly add the remaining hours to the last allocation.
When the allocation of the current record is complete,
select the [Save] button.
Allocating Multiple Time Records
WorkMax makes it easy to allocate multiple Time Records
simultaneously. To achieve this, the following rules must be met:
·
Each record must have a unique employee.
·
Each record must have the same location.
·
Each record should represent similar hours
worked on the same date.
If these rules are met, follow the same steps as
described above after selecting multiple Time Records.
When allocating multiple records, the time records are
displayed together below the Time Editor grid.
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