Timesheet Mobile now supports several methods of assigning jobs and tasks. Using job and task assignments controls which jobs and tasks are able to be selected by employees when punching in and starting a shift. Minimize confusion and timesheet errors by selecting the right method for your work flow. See the image below for the options that are available and text below for a description.
Assign All Jobs & Tasks to Employees
If you want your employees to be able to view and select all active customer:jobs and tasks when punching in, select "All Jobs & Tasks" in Account Settings. Any customer:job or task that has been added to your account and that is active will be visible to the employee and able to be selected when punching in on the smartphone app, web punch, manager punch/kiosk and when creating schedule events. This is the default option for new accounts.
Assigning Jobs & Tasks By Employee
If you wish to customize the jobs that employees can view and select when punching in and your employees perform the same tasks at multiple customer and job sites, use the "Custom Assigned Job & Task List" setting. In this mode, employees will be able to select only those jobs and tasks that an administrator or designated manager has assigned to them. Assignments can be made by choosing the Customer:Job Assignment and Task Assignment menu items, in the Control Panel View for the selected Employee, Customer:Job or Task as shown below.
Assigning Tasks by Job
If the tasks or services that are performed by your employees are specific to each customer or job choose one of the options for "Tasks Based on Job" - with either "All Jobs" or "Custom Assigned Job List" assigned to the employee. In this mode, tasks or services are assigned to specific jobs and employees preventing employees from choosing unrelated tasks when punching into the customer or job. Customizing the list of tasks assigned to jobs can be done from the Assign Customer Tasks page or the Job Control Panels as shown below.
Powerful Time Reporting
Used in conjunction with task reporting (Task Time Reporting) the ability to customize the task list available for selection by your employees can help you get control of your business labor costs. Leveraging additional job cost reporting (Job Cost Reporting) can take your business to the next level of competitive advantage.