How to setup and use Job/Phases for an employee


Many employers have the need to track the hours that employees work to jobs. Jobs and phases allows the company to have a better grasp on the actual costs
that it spends on labor and services performed for its’ clients.


How to enable jobs/phases for an employee

To enable the use of jobs for tracking time, the function needs to be assigned to each applicable employee. Enabling the function is done through the General Settings for Personnel. To access the General Settings for Personnel you select 'Personnel' from the Preferences menu and then select the applicable employee. Then General Settings for that employee will then be displayed:



Under Time Tracking Settings (located on the right side of the screen) you check the check box 'Require user to select a job when tracking time' and then click on the 'Submit Form' button:




How to assign jobs/phases to an employee

Assigning a job/phase to an employee is done through Personnel under Preferences. You navigate to the Personnel screen and by the applicable employee record you click on the 'Jobs/Phases' button. The Job Association screen will now be displayed and one selects 'Create New Job Association':





 You then select the Job/Phase to associate to the employee from the field provided and click on the 'Submit Form' button:





How to make a job primary


In the instance where an employee is assigned to multiple jobs, one is able to set a specific job as their primary. To do so one clicks on the 'Assign Primary Job' button by the applicable employee job association record. This will now set that Job to the primary for the employee and on the Personnel Job Association screen it will reflect as such:




If at any stage, the employee primary job changes, one can simply select the 'Assign Primary Job' button by the new record and the association will update:




Now when the employee clocks in, his Primary Job will be automatically populated but they can select a different job from the drop down provided:



How to assign rates to a job

An employee can be assigned to multiple jobs each having a different rate of pay. In order to assign a rate to a specific job one clicks on the 'Input Wage' button for the applicable job association record and completes the form provided. Once this is done you click on the 'Submit Form' button and the rate is updated. When the employee now works that particular job, he will be paid at the rate assigned as of the Start Date entered:





If you need to change the rate assigned for a particular job, you click on the 'Manage Wages' button by the applicable association and from there you are able to edit the existing record or if needs be, one can input a new wage by selecting the appropriate option:




One completes the form provided, clicks on the 'Submit Form button' and now the wage record for the job association is updated:



How to delete a job from an employee

If you need to delete an employee job association you are able to do so by selecting the red 'x' by the applicable record on the Personnel Job Association screen:



A confirmation popup will appear and after clicking on 'OK' the association is deleted:




Now when the employee clocks in, the deleted job will no longer be available for selection from the drop down:





If you have any questions, please contact





 For information on how to setup Job/Phases for the company, please click on the link below:




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