Timekeeping

The Timekeeping module is used to track the time used to perform tasks. This module can be opened in the Main panel to work as a freestanding Job Tracker or timekeeping module in Standard, Touch or Mobile mode. It can also be opened in the application side panel for users that need to record the work they do in BOS Enterprise.

Viewing options include:

Planning Board view - Track time linked to Planning Board tasks.
Transactions View - Track time linked to Items on Transactions
Timekeeping View - View, Add and Edit timekeeping records.

Timekeeping records can be added to Transaction templates using the Trans_time data pipeline.

The Timekeeping functionality has been expanded to enable timekeeping against Transactions at a Header, Item or Service level. The Transaction Types > Timekeeping setting is used to determine how time will be recorded against a Transaction as follows:

Blank - Timekeeping disabled
Transactions - Timekeeping against the Transaction - Assign a transaction using the Header > Assign field
Items - Timekeeping against the Transaction Item - Assign a Item using the Transaction Item > Assign field
Services - Timekeeping logged against Services on the linked Estimates. Services assigned to users with the the same Prod Type linked to their Cost Centre.

Starting the Timer

In the Planning Board or Transaction View, you can start recording time by clicking on a task and selecting Start from the popup menu. In standard view, you need to right-click to open the menu.

If you are using Tracking codes, the start menu will contain a start option for each Tracking code - eg. Start (Make Plates)

The Start (Not linked) option can be used to record time that is not linked to a task.

In standard view, the start menu will also contain items to Open Transaction or View Timekeeping linked to the selected task.

The active item will move to the top of the task list.

Stopping the Timer

In the Planning Board or Transaction View, you can stop an active task by clicking on a task and then selecting Stop. The time on Active tasks is highlighted in green.

A Stop menu item for each Status that the task can be changed to will be visible in the Stop menu - eg. Stop (Part complete)

Select Edit Note to ad a note to the selected task without stopping the Timer.

In standard view, the start menu will also contain items to Open Transaction or View Timekeeping linked to the selected task.

Planning Board View

The Planning Board View integrates closely with the Planning Board and is ideally used for shop-floor Job Tracking. Based on settings it can be a simple one-click start / stop operation or users can be prompted to select a Tracking Code when Starting and to add quantities and a Note when stopping. See image below, running in touch mode on a 800x600 screen.

Select - Click the Select button to select a different task list. (Planning Board Stage)
Refresh - The Refresh button can be used to update the task list to changes made on the Planning Board or by other users.
Logout - Logout functionality is provided when multiple users are using the same tracking station.
Colour bar - A color bar indicates the Task status.
Time summary - When a Task has been started, the time is displayed in green. (The total time logged against the Task)
Menu - Clicking an open Task pops up a menu that displays the available Stop options. The status that will be assigned to the task when it is stopped is indicated in brackets.

Note

By default, the Planning Board stage linked to your Cost Centre is displayed. Click the Select button to change to another Planning Board stage. The Planning Board lookup list depends on your access setting as follows:

User - You will only be able to select from Planning Board stages that are linked to the same Production Type.
Supervisor - You will be able to select any Planning Board stage.

Transactions View

The task list in the Transactions View depends on whether or not the Transaction Type uses Estimating. If the Transaction Type does not use Estimating, the Transaction Items that have been assigned to you (The active user) will be displayed. If the Transaction Type does use Estimating, the Services linked to your Cost Centre will be displayed.

Click the Select button to change the task list. The Transaciton lookup list depends on your access setting as follows:

User - You will only be able to select items that are assigned to you or if the Transaction Type uses Estimating, you will be able to select Cost Centres linked to the same Production Type as your Cost Centre
Supervisor - You will be able to select any Transaction Items or Cost Centre

Note

If you are going to log time against Estimate Services, you (the user) need to be linked to a Cost Centre.

Timekeeping View

This view is used to view and manage the timekeeping records. Similar to all the other modules in BOS Enterprise, it consists of a button bar, data filter and a grid list of timekeeping records. You can open a timekeeping record by double-clicking it or by right-clicking the item to open the popup menu.

Records can be added manually and they will be flagged by a red block on the left of the data grid.

Records that havee been created by starting and stopping the timer will be flagged in white and only the Note can be updated by Users. Supervisors are able to update all the fields on these records, however.

Get Started

Transaction Types

Navigate to Main Menu > Setup > Transaction Types.

The Timekeeping column needs to be checked in order for Timekeeping to be enabled for a Transaction Type.

Staff

Navigate to Main Menu > Setup > My Company > Staff

Staff members need to be linked to a default Cost Centre. The Cost Centre's hourly rate will be used to calculate the cost of the time worked. In the Planning Board View, the Cost Centre will also be used to select the correct Stage (Work queue) when the user logs in.

User Settings

Navigate to Main Menu > Setup > Settings and Defaults > User Settings.

'Not linked' Tracking Codes from... - Select the Production type from which the Tracking Codes will be selected. This is used when tracking time which is not linked to a Transaction or to the Planning Board.
Default Transaction Type - Select the Transaction Type against which you will be tracking time by default.
Enable Logout - This setting enables/disables the Logout functionality which can be used when multiple users are using the same Touch or Mobile display. When Logout is not enabled, a Back button is displayed to navigate back to the tile menu.
Start - Select Tracking Code - This setting determines whether or not timekeeping records will be linked to Tracking Codes. Records are linked to Tracking Codes when the Start menu item is clicked. A Start menu item will be added for each Tracking Code in the format Start (Code).
Stop - Add Notes - This setting determines whether or not the User will be prompted to add a Note when the timer is stopped.
Timekeeping - Access Allowed
- None - Access to the Timekeeping module is not allowed.
- User - Only able to view Timekeeping records which are linked to themselves and not able to change any timekeeping records that were created by starting and stopping the timer.
- Supervisor - Able to access and update all the Timekeeping records.
Default View for Touch/Mobile display - This setting determines the default view which will be used on Touch or Mobile displays - Production Board View or Transactions View.

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