Configure Line Type Entry on Clock In
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.
You must have already set up the following: Configure Time Worked, Clock In / Clock Out Configuration and/or Kiosk Mode Configuration.
Portal settings referenced in this article are found in Admin > Portal Settings > Timecard > Time Clock unless otherwise stated.
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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.
- 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.
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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.
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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.
- 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.