If you would like users to only clock-in and clock-out and not have to enter lines against that time, you can enable users to choose the line type when they clock-in.

1. To allow users to choose a line type, you must enter line types in the portal setting Enabled Line types in Clock-in. Line type options you can enter include:
   • J: Job line type
   • S: SM line type
   • M: Mechanic line type
   Note: Users must have an HR Management, Field Management, or Field Service license for this setting to work.

   This setting requires users to choose a line type before they can clock in or out. Only users assigned as Field Service technicians in Vista can select the SM line type.

2. To configure the portal to automatically populate the job and phase an employee selected on their previous clock-in, enable the setting Remember previous job and phase from previous clock-in (for Job Phase Required Clock-Ins). Users will be able to modify the job and phase, but the fields will default to the job and phase previously selected.
3. If you have users who clock in / out for overhead time, who are not entering a Job or Phase, enable the setting Allow blank job / phase value when clocking-in with job enabled. Users will need to select No Job and No Phase when clocking in.

   For this setting to work, you must have J (Job line type) entered in the Enabled Line types in Clock-in setting.

4. When users clock in and out with a Line Type entry, by default, no timecard lines are added. There are several ways to add these timecard lines:
   • To automatically add lines to the standard timecard after a user has clocked out, enable Auto Create Timecard Line on Clock-Out. These timecard lines will be unsubmitted timecard lines on the user's standard timecard.

     Advanced portal setting location: Admin > Portal Settings > Timecard > Advanced Configuration.

   • To have the Timecard Admin manually add lines throughout the pay period, enable the portal setting Enable the ability to create submitted Timecard Lines from Time Clock actions and/or Enable the ability to create unsubmitted timecard lines from time clock actions.

     The Timecard Admin will be able to do this from the Timecard Dashboard by selecting Batch Action > Create Line from Clock-ins.

     If both settings are enabled, the Timecard Admin will be prompted to select either option (see the screenshot below).

     

     Lines created are added to each user's standard timecard.

     • Timeclock entries associated with a Job display as Job lines.
     • Timeclock entries with no line type display as Job lines.
     • Timeclock entries associated with an SM Work Order display as SM lines.
     • Timeclock entries associated with general Work Orders or Equipment will display as Mechanic lines.
     Note: If users do not have a Job Cost Company assigned to their PR Employee in Vista, the portal will enter the Job Cost Company of the selected job when adding the timecard lines from clock-ins.