Creating New Time Records in Time Editor

Creating New Time Records in Time Editor

Creating New Time Records in Time Editor

  1. To create a new Time Record in the Time Editor, select [+New]

  2. The “Time Record” tab will open at the bottom of the screen. Complete the following fields:

    1. Employee (required) – Select the employee.
      Note: Multiple employees can be selected to create identical Time Records for each selected employee.
    2. Date In (required) – Select the date the Time Record begins.
    3. Date Out (required) – Select the date the Time Record ends.
    4. In Time and Time Zone (required) – Enter the clock in time and select the correct time zone.
    5. Out Time and Time Zone (required) Enter the clock out time and select the correct time zone.
    6. Pay Type – Select the appropriate pay type.
    7. Device – Select the device associated with the Time Record.
    8. Location – Select the location where the work was performed.
    9. Task – Select the applicable task.
    10. Asset – Select an asset if the Assets Module is enabled.

      Note: Additional fields may appear depending on company settings, including Units, Custom Lists, Department, and Division.

  3. After all required information is entered, select the [Save] button. If the record is not saved, the time entered will be lost.

    Once saved, the time record will appear in the Time Editor grid. Selecting the record in the grid loads the record details into the editor at the bottom of the screen.

CREATING MULTIPLE RECORDS

As mentioned above, users can create records for multiple employees at one time by following the same process described above, making sure to select multiple employees when creating the new record. A Time Record will then be created for each employee selected.

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