Time Tracker for SME

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What is Time Tracker for SME?

Time Tracker is a cloud based application which is accessible on any device with an internet connection. It allows workers to record their time in the field, the type of time or service they are providing and any extra expenses they might incur. Supervisors use Time Tracker to track their employees’ work, alter time sheet entries, verify completed time sheets and initiate payments for time on the job. All of this information is automatically synced with SME.

Features

Increase Billable Hours

• Captures all chargeable time and related expenses at the point of service when it is most easily remembered.

Stay Synchronized

• Field data entered is automatically pushed to SME software keeping the field and office operations fully synchronized.

Supervisor Friendly

• Supervisors can edit and verify time sheets from their own device while in the field or back at the office

Connect Anywhere

• Time tracker can be accessed on any computer with an internet connection. Log your hours from the field or from the office.

DOL and DCAA Compliant

• Time Tracker ensures that your time sheets are in compliance with government regulations so you can focus on your business.

Time Sheet Automation

• Increase the efficiency of your time tracking and payroll operations by 10 times with a simple, highly automated user interface.

Benefits

Your employees are able to log their time in from the field, giving you more accuracy than post-recorded time entries. You can have all of your employees at the office clock in and out to assist with streamlining the payroll process. GPS tracking can tell you where and when your techs arrived, as well as where and when they time out of a job (Know immediately how much a job is actual costing you). Everything is automatically attached to SME labor items, so the actual time worked on a job can be easily compared against scheduled and billed time for an order.

System Requirements

SME web-services installed/running live.

SME version 8.0..41+

Desktop: Firefox, Chrome, or Safari

Mobile: Android and Iphone tested

Setup

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:
SME Mobile Master - Assign User Names

Assign users to a supervisor

A supervisor will have the ability to enter time and approve time for anyone they are supervisor of. They also can approve or enter time for anybody that people they supervise supervise.

In the example illustrated below, Bob Fieldguys supervises CindyM and Jim Boss. He can enter or approve time for both CindyM and Jim Boss. Jim Boss supervises Abe Tech. Abe Tech Supervises Charlie Engineer. Bob Fieldguys can enter or approve time for Abe Tech and Charlie Engineer as well.

How to assign:
- Open SME
- Go to Setup > Users
- Search for your tech
- Locate the Supervisor field and select. (image below)

Setup labor defaults

Make sure the technician has their default service item and payroll items set. The payroll item is what will drive the actual cost for the time entered.
This page shows how the labor defaults work: Labor Editor Defaults

Create payroll items and assign techs:
- Utilities > Utilities
- Payroll/Wage Items and click Run It
- In window that opens, either search for an existing payroll item you want to use or click New to create a new one
- Make sure your techs are added to the payroll item by clicking Add From Techs.
- Enter in the cost for the payroll item in the Wage Amount column (image below)

Assign default payroll item to techs
- Go to Setup > Users
- Search for your tech
- Click the Technician Settings tab
- Choose their Default Payroll Item (image below).

When the techs are entering time in Time Tracker, this will be their default cost per hour. They would have the ability to change the time they are entering to any other payroll item that they are added to. For Cindy, she has been added to payroll items of “Regular” and “Overtime”. These are her two options when entering time.

Submitting time on service or install orders

Log in to SME Mobile at m.high5software.com
Click the Time Tracker option

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.

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 #____

After stopping the clock, you will see the time entry (image below)

You can edit the entry before submitting the time.

If you choose to click Add Entry

Click  to enter the time

Reviewing time entered

Weekly Tab in Time Tracker

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.

Expand the new section to review and submit for approval. After submittal, the time will move from the New section to the Submitted section.

Labor Item - Time Tracker tab

The time entered by your tech will also show on the service or install order in SME.

If this time is entered on Order # 1024:

When you go to Order # 1024 in SME you will see a Labor Item added to the order

Open the labor item and click the Time Tracking tab (image below)

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.

If you want to charge your customer for actual time of labor, choose the Billing Status you have setup for Billing equal Actual.

To setup a billing status to set the Billing Qty equal to the actual qty for time:
- Go to Setup > Company
- Select Lists
- Select Billing Status
- Click New in lower right corner
- Enter name such as “Billing equals Actual” and check “Set Billable Hours to Actual Hours”