In this topic, you learn how to sign in, enter breaks, and sign out on a daily plan.
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Title |
Description |
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|---|---|---|
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1 |
Tabs |
These are still available on the Sign In/Sign Out tab, so you can review the resources, tasks, and quantities on the daily plan. |
| 2 | Subtabs | The Sign In/Sign Out tab includes the Sign In, Breaks, and Sign Out subtabs. |
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3 |
Employee List |
Provides a list of all employees assigned to the current plan, with their trade, craft and employee ID. |
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4 |
Hours Breakdown |
Provides a detailed breakdown of the hours worked for both the current day and week and the shift start and end times. This area differs slightly between subtabs. |
The Sign In subtab lets you sign in for the day and answer questions at the beginning of your shift.
Depending on settings and permissions, you can also sign in on behalf of all active employees.
You can enter shift start time. The Shift start field is synced with the Breaks and Sign Out subtabs, so changes made to the time in one subtab change the others.
If you enter a Shift end value in the other subtabs, you cannot edit the Shift start field in the Sign In subtab.
To sign in as an employee, select your name. Each employee must enter a PIN (personal information number) to sign in, which can be your birthdate or a number that the IT personnel has assigned. With the proper project settings enabled, there is also an option to sign in with a signature.
Depending on project settings you might also have the option to sign in on behalf of employees by using signature or PIN.
When you sign in, you or your crewmember might be asked a set of questions related to the work to be done that day. These questions are determined by management and set up for the job in the project settings by an administrator.
For each question, you can answer Yes or No
If you give a non-compliant answer, a dialog box lets you put a note as to why you chose that answer
You can tap No Exceptions if all answers are in compliance
Employees who provide an answer that is out of compliance must provide a note, and a red Note indicator is shown with the employee on the sign in tab.
In the Breaks subtab, you can enter up to three breaks per daily plan and per person. To enter a break, you must enter the start time and length.
If you click the Crew hours icon at the top of the Employee side panel, the Enter crew hours dialog box opens. In Crew break details, you can enter break start times and lengths for the entire crew.
If you enter a break time for an individual employee, it overrides the crew break time for that employee.
At the top of the page, the total number of break hours is shown.
You can also change your shift start and shift end times on the Breaks subtab.
If you change the shift start and end times, the Sign In and Sign Out subtabs change to match the new times.
The Sign Out subtab lets you sign out your hours and answer questions at the end of the day. After you have entered all actuals into the daily plan, the final step before submitting the daily plan for approval is to sign out all employees on the plan. This is a crucial step because it allows the employees to verify and approve their hours worked.
Depending on settings and permissions, you can also sign out on behalf of eligible employees.
After an employee signs out, a daily plan can no longer be deleted.
You can enter shift hours for an entire crew or for an individual (exception from crew) from the Sign out subtab.
To enter hours worked on an individual level, select the crew member from the list, and then select Edit shift time on the right side to adjust the hours worked for that individual.
To sign out as an employee, select your name, and then review the hours entered by the foreman. You can then sign the card and either agree or disagree with the hours or negotiate them hours before signing out. To sign out, you must enter a PIN, which can be your birth date or a number that the IT personnel has assigned. If a PIN has not been configured, sign out with a signature is required.
Depending on project settings you might also have the option to sign out on behalf of employees by using either a signature or PIN.
With the proper project settings enabled, you can include client sign-out on the Sign out subtab, either as an optional or required field, so the client can sign off for the work completed that day.
The Client sign off does not become available until all employees are signed out.
When you sign out, you or your crewmember might be asked a set of questions related to the work done that day. These questions are determined by management and set up for the job in the project settings by an administrator.
For each question, you can answer yes or no
If you give a non-compliant answer, a dialog box lets you put a note as to why you chose that answer
You can select No Exceptions if all answers are in compliance
Employees who provide an answer that is out of compliance must provide a note, and a red Note indicator is shown with the employee on the sign out tab.
As a foreman, you can review the Extra pay (allowances) allocated to each employee by selecting the Time sheet summary icon in the upper-left of the page for all subtabs. This opens a Time sheet summary dialog box that lists each employee and which of the available allowances they have for their Time sheet.
From this dialog box, you can view, add, and edit allowance allocations for each employee. As you do so, these changes update automatically for each employee on the Time sheet and Notes/Issues tabs of the daily plan.
To enter the hours worked for an entire crew, select the clock icon at the top of the list of crew members on the left side of the page for all subtabs.
In the Enter crew hours dialog box, you can adjust the Shift start and Shift end values to reflect the hours worked by the crew. You can either save these changes after you have finished or cancel the operation.
The following Step by Step walks you through how to sign out an employee using PIN on a daily plan and submit the plan for approval. You can also sign out using a signature.
From the Daily Plans home page, open your daily plan.
Click on the Sign In/Sign Out tab, and then click the Sign Out subtab.
Select an employee from the Employee section on the left.
Click on On behalf of employee in the sign-out area.
Enter the employee PIN in the sign-out area.
Select No for the first question: I was injured while working today.
Click Done.
In the Employee Override dialog box, enter your initials, and then click Done.
Repeat steps 3-8 for all remaining employees.
Click Submit in the upper right.
Click Yes.
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