Timekeeping in BOS Enterprise can be recorded from multiple interfaces and apps. Depending on the setting, all the timekeeping records can be viewed in the Timekeeping module.
Timekeeping can also be recorded directly in the Timekeeping module.
These tutorials explain how to view and edit Timekeeping records in the Timekeeping module.
Navigation Example: Main Menu > Production > Timekeeping
Table of Contents
Navigate to Timekeeping.
Apply any of the filters (as described below).
Click View (button).
Navigate to Timekeeping.
Select a Date option next to Set (e.g. Today, This week, or No Date).
Optional: Refine the date selection in the date fields below (if available).
Click View (button).
Navigate to Timekeeping.
Select a Customer from the dropdown list next to Customer.
Click View (button).
Navigate to Timekeeping.
Select a Staff Member from the dropdown list next to Staff.
Click View (button).
Navigate to Timekeeping.
Select a Status from the dropdown list next to Status.
Click View (button).
Navigate to Timekeeping.
Select a Tracking option from the dropdown list next to Tracking.
Click View (button).
Navigate to Timekeeping.
Select a Transaction from the dropdown list next to Trans (next to the top row of buttons).
Click View (button).
Navigate to Timekeeping.
Select a Type from the dropdown list next to Type.
Click View (button).
ℹ️ Timekeeping exceptions are those that do not conform to normal timekeeping norms (e.g. the end date is sooner than the start date, or the record is only a few seconds long.)
Navigate to Timekeeping.
Check the checkbox next to Exceptions.
Click View (button).
Display a list of Timekeeping Records.
Right-click the applicable entry and select Open Transaction from the context menu to view the source transaction.
Display a list of Timekeeping Records.
Right-click the applicable entry and select Open NCR from the context menu.
Display a list of Timekeeping Records.
Right-click the applicable entry and select Open Start Location in Google Maps from the context menu.
Display a list of Timekeeping Records.
Right-click the applicable entry and select Open Stop Location in Google Maps from the context menu.
Navigate to Timekeeping.
Click New (button).
Type = Select a Type from the dropdown list:
Unlinked (The timekeeping is not linked to a specific item. You must type a note to explain what you are doing.)
Transaction
Project
Service Manager
Clocking (Used for time and attendance records. No further information is required.)
Click Save (button) to display the applicable fields.
Fill in the required details. The details required depend on the Type that was selected under Step 3.
Status = Select a Status. By default, a new record is set to Pending. The Status can be used to Approve timekeeping records.
Status Bar = Type a Note (optional).
Customer = Select a Customer from the dropdown list.
Operator = Select an Operator from the dropdown list.
Workstation = Select a Workstation from the dropdown list.
Reference = Select a Reference from the dropdown list.
Transaction:
Trans = Select a Transaction from the dropdown list to link the timekeeping to or select Unlinked.
Item = If a Transaction is selected, select an Item on the transaction to link to.
Service = Select a Service from the dropdown list if applicable (e.g. if the selected transaction has a service component).
NCR = Select one of these two options:
Not linked to NCR: An ordinary timekeeping record.
NCR Pending: The timekeeping record is for goods or services as per a non-conformance report (e.g. remaking items).
Project:
Project = Select a project from the dropdown list of Active projects.
Task = Select a task from the dropdown list of Active tasks.
Service Manager = Select a ticket number from the dropdown list of Active service manager tickets.
Started = Fill in the date and time. The date and time at which the New (button) was clicked is filled in but can be edited.
Ended = Fill in the date and time when the job is complete.
Team = Fill in the number of team members that are working on the job.
Tracking = Select an option from the dropdown list if applicable:
Setup: The time it takes to set up the job.
Run: The actual job.
Washup: The time it takes to clean up after the job.
Downtime: The time lost due to a problem such as maintenance.
Adjust Qty: The time spent because of adjusted quantities.
Travel: The time spent travelling to a location.
Completed = Type the number of items that were completed in the adjacent block.
Spoiled = Type the number of items that were spoiled in the adjacent block.
Odometer Start = Type the vehicle's start odometer reading.
Note: This field only appears if Travel is selected under Tracking and Save (button) is clicked.
Odometer Stop = Type the vehicle's odometer reading at your destination.
Note: This field only appears if Travel is selected under Tracking and Save (button) is clicked.
Travel (km) = This field is calculated based on the Start and Stop Odometer readings. You can also enter the km, and the Stop Odometer reading will be adjusted accordingly.
Note: This field only appears if Travel is selected under Tracking and Save (button) is clicked.
Note = Type additional information about the job or the task in the block.
Click Save (button).
Display a list of Timekeeping records.
Right-click the applicable entry and select Edit from the context menu.
Make any changes (see How to Create a Timekeeping Record above).
Click Save (button).
From within a Timekeeping record, click Copy (button).
From a list of Timekeeping records, right-click the applicable entry and select Copy from the context menu.
Confirm the Copy on the popup.
From within a Timekeeping entry, click Delete (button).
From a list of Timekeeping entries, right-click the applicable entry and select Delete from the context menu.
Confirm the Deletion on the popup.
ℹ️ Statuses can be used to approve records and to prevent them from being edited.
Statuses can also be set by editing a timekeeping record and selecting a different status from the dropdown list.
Display a list of Timekeeping records.
Select the entries you want to change (use Ctrl + left click to multi-select).
Click Actions (button) > Batch Update.
Select Status from the dropdown list next to Update.
Select a Status from the dropdown list in the adjacent block.
Click Update (button).
Confirm the change on the popup.
Display a list of Timekeeping records.
Select the entries you want to change (use Ctrl + left click to multi-select).
Click Actions (button) > Batch Update.
Select Reference from the dropdown list next to Update.
Select a Reference from the dropdown list in the adjacent block or type a reference if there is no list.
Click Update (button).
Confirm the change on the popup.
Display a list of Timekeeping records.
Click Menu (button) > Show Notes to toggle displaying or supressing notes. If checked, notes are displayed.
Navigate to Timekeeping.
Click Menu (button) > Edit Reference lookup list.
In the block that opens, type a list of entries, one entry per line that users should select for the reference.
Entries can be deleted using the backspace key.
Entries can be edited by overtyping them.
Click OK (button).
ℹ️ This list applies to the Tracker App. Users are prompted to select a code when they record Downtime.
Navigate to Timekeeping.
Click Menu (button) > Edit Downtime Codes lookup list.
In the block that opens, type a list of entries, one entry per line that users should select for the downtime.
Entries can be deleted using the backspace key.
Entries can be edited by overtyping them.
Click OK (button).