Help category
Schedule and field operations
Schedule crews, track time, review field activity, and keep day-to-day work moving.
10 guides
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Configure Job Clock, pay periods, rounding, and edit approvals
Configure company Job Clock rules before employees begin clocking time. Pay schedule, entry rules, edit approvals, overtime, company hours, and per-user settings work together, so test the full policy before the next payroll period.
Read the guideAdd and correct time entries, including approval requests
Use Time Entries to add missing time or correct an existing entry. Depending on company policy and your access, a correction either saves directly or becomes a pending request for a Job Clock administrator to review.
Read the guideMake an Item Type available on the Schedule
Configure dates, duration, assignment, and schedule features so work appears in the right scheduling lanes. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideSchedule work, assign people or crews, and use the Unscheduled and Unassigned lists
Place work on the calendar, assign resources, and correct scheduling conflicts or missing dates. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideCreate crews and assign them to scheduled work
Maintain reusable groups of users and understand how crew assignment affects individual work. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideClock in and out, choose the right work, and recover from a missed punch
Record field time against the right project/item/cost code and know what to do when a punch is missing or blocked. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideAdd time off and understand how it affects team planning
Record time off with the required dates/details and understand where it appears for managers. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideReview time by pay period and export the right detail
Select a pay period, validate pending entries, and export time in a format suitable for review or downstream accounting. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideSet up location tracking for Map and Presence
Enable the correct user/device settings and understand who can see current or historical location information. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideSave a map view, build an optimized route, and send it to mobile
Filter the map, preserve a useful view, create a route with constraints, and navigate it from the field. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
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