Editing Time Tracker for SME
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*Increase the efficiency of your time tracking and payroll operations by 10 times with a simple, highly automated user interface. | *Increase the efficiency of your time tracking and payroll operations by 10 times with a simple, highly automated user interface. | ||
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=Benefits= | =Benefits= | ||
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=Setup= | =Setup= | ||
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<h3>Assign User Names</h3> | <h3>Assign User Names</h3> | ||
Each technician that will be entering time will need a username and password. Click here to review how to assign User Names: | Each technician that will be entering time will need a username and password. Click here to review how to assign User Names: | ||
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<br>How to assign: | <br>How to assign: | ||
<br>- Open SME | <br>- Open SME | ||
− | <br>- Go to | + | <br>- Go to Setup > Users |
<br>- Search for your tech | <br>- Search for your tech | ||
− | <br>- Locate the | + | <br>- Locate the Supervisor field and select. (image below) |
<br>[[File:SMEUser_SupervisorField.png]] | <br>[[File:SMEUser_SupervisorField.png]] | ||
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<br>- In window that opens, either search for an existing payroll item you want to use or click '''New''' to create a new one | <br>- In window that opens, either search for an existing payroll item you want to use or click '''New''' to create a new one | ||
<br>- Make sure your techs are added to the payroll item by clicking '''Add From Techs'''. | <br>- Make sure your techs are added to the payroll item by clicking '''Add From Techs'''. | ||
− | <br>- Enter in the cost for the payroll item in the | + | <br>- Enter in the cost for the payroll item in the Wage Amount column (image below) |
<br>[[File:Timesheet_SettingPayrollItem.png]] | <br>[[File:Timesheet_SettingPayrollItem.png]] | ||
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<br>- Go to '''Setup''' > '''Users''' | <br>- Go to '''Setup''' > '''Users''' | ||
<br>- Search for your tech | <br>- Search for your tech | ||
− | <br>- Click the | + | <br>- Click the Technician Settings tab |
− | <br>- Choose their | + | <br>- Choose their Default Payroll Item (image below). |
<br>[[File:AssignDefaultPayrollItemToTech.png]] | <br>[[File:AssignDefaultPayrollItemToTech.png]] | ||
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<br>[[File:PayrollItemsAssignedToTech.png]] | <br>[[File:PayrollItemsAssignedToTech.png]] | ||
− | + | =Submitting Time on Service or Install Orders= | |
− | + | <br>Log in to SME Mobile at m.high5software.com | |
− | + | <br>Click the Time Tracker option | |
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− | <br>Log in to SME Mobile at | ||
− | <br>Click the | ||
<br>In Time Tracker you will see the “Daily” tab. This is where you will select the day you are entering time for, select the service or install order you are entering time for, and either start the timer or manually add time. | <br>In Time Tracker you will see the “Daily” tab. This is where you will select the day you are entering time for, select the service or install order you are entering time for, and either start the timer or manually add time. | ||
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<br>[[File:TimeTracker_DailyTab.png]] | <br>[[File:TimeTracker_DailyTab.png]] | ||
− | <br> If you choose to use the timer in the | + | <br> If you choose to use the timer in the Start/Add Time section, you will need to click Start. You will see the time tracked. Click Stop Order #____ |
<br>[[File:TimeTracker_Timer.png]] | <br>[[File:TimeTracker_Timer.png]] | ||
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<br>[[File:TimeTracker_EntryFromTimer.png]] | <br>[[File:TimeTracker_EntryFromTimer.png]] | ||
− | <br>If you choose to click | + | <br> You can edit the entry before submitting the time. |
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+ | <br>If you choose to click Add Entry | ||
<br>[[File:TimeTracker_AddEntry.png]] | <br>[[File:TimeTracker_AddEntry.png]] | ||
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<br> Click [[File:TimeTracker_Enter.png]] to enter the time | <br> Click [[File:TimeTracker_Enter.png]] to enter the time | ||
− | + | =Reviewing Time Entered= | |
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− | =Reviewing Time Entered | ||
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<h3>Weekly Tab in Time Tracker</h3> | <h3>Weekly Tab in Time Tracker</h3> | ||
On the Weekly tab you can review your newly entered time, submitted time, approved time and paid time. Make sure you have the correct week selected and the correct tech at the top. | On the Weekly tab you can review your newly entered time, submitted time, approved time and paid time. Make sure you have the correct week selected and the correct tech at the top. | ||
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<br>[[File:TimeTracker_WeeklyTab_NewSection.png]] | <br>[[File:TimeTracker_WeeklyTab_NewSection.png]] | ||
− | <h3>Labor Item | + | <h3>Labor Item - Time Tracker tab</h3> |
The time entered by your tech will also show on the service or install order in SME. | The time entered by your tech will also show on the service or install order in SME. | ||
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<br>When you go to Order # 1024 in SME you will see a Labor Item added to the order | <br>When you go to Order # 1024 in SME you will see a Labor Item added to the order | ||
− | <br>Open the labor item and click the | + | <br>Open the labor item and click the Time Tracking tab (image below) |
<br>[[File:SME_LaborEditor_TimeTrackingTab.png]] | <br>[[File:SME_LaborEditor_TimeTrackingTab.png]] | ||
− | <br> On the Time Tracking tab, you will see the | + | <br> On the Time Tracking tab, you will see the Start Time, Stop time, Total Time and more. This entry is from the Time tracker entry. |
<br>If you want to charge your customer for actual time of labor, choose the Billing Status you have setup for Billing equal Actual. | <br>If you want to charge your customer for actual time of labor, choose the Billing Status you have setup for Billing equal Actual. | ||
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<br>To setup a billing status to set the Billing Qty equal to the actual qty for time: | <br>To setup a billing status to set the Billing Qty equal to the actual qty for time: | ||
− | <br>- Go to | + | <br>- Go to Setup > Company |
− | <br>- Select | + | <br>- Select Lists |
− | <br>- Select | + | <br>- Select Billing Status |
− | <br>- Click | + | <br>- Click New in lower right corner |
<br>- Enter name such as “Billing equals Actual” and check “Set Billable Hours to Actual Hours” | <br>- Enter name such as “Billing equals Actual” and check “Set Billable Hours to Actual Hours” | ||
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= Approving Time= | = Approving Time= | ||
− | A Supervisor can approve time | + | A Supervisor can approve time. In this example, Bob Fieldguys is supervisor to CindyM. He can approve her time. Bob Fieldguy’s supervisor Mark can also approve CindyM’s time. |
<br>[[File:SupervisorStructure.png]] | <br>[[File:SupervisorStructure.png]] | ||
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<br> Choose the correct date for Week Starting in upper left corner. | <br> Choose the correct date for Week Starting in upper left corner. | ||
− | <br> Review the time. You can click the | + | <br> Review the time. You can click the X button on individual time entries to send them back to the tech. The time will appear in the tech’s New list. They would need to resubmit the time. |
− | <br>Click | + | <br>Click Approve at the bottom to approve all time. Click Refuse at the bottom to refuse all time. |
<br>[[File:TimeTracker_ApproveTab.png]] | <br>[[File:TimeTracker_ApproveTab.png]] | ||
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