Open the Time Entry window by clicking on the clock icon. Today’s date will show up at the top-right. All of your time entries for that date are listed in this Time Entry List. In the example below, no time entries have yet been made for this date.

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Clicking on the clock icon at the top-right is one way to open a time entry screen.

If you want to enter time or view time entries for a different date, click on the date to adjust. Click Done to apply your changes.

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Choose the date you want to make or view time entries for.

Supervisors (and in many cases Lead Technicians and Coordinators) can also enter time on behalf Direct Reports by clicking on their name at the top-left and making a selection from the list. The My Time List option is for entering time on the user’s own behalf.

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If you’re a Supervisor, you also have the ability to enter time for users that are set up in the system as Direct Reports. Coordinators and Lead Technicians may also have access to this feature.

Next, to add time, click on either Add Entry or Add Leave Entry (screenshot below).

If you’re a Supervisor, you can also Approve or Reject time entries for Direct Reports. Coordinators and Lead Technicians may also have this capability. These options are not available to the user if they are grayed out, like in the screenshot, below.

All of these options are found at the bottom of this Time Entry screen.

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From the bottom of the Time Entry screen, you can Add Entry, Add Leave Entry, and if it’s part of your role, Approve / Reject time entries of Direct Reports.

To enter Leave Time, click on Add Leave Entry at the bottom-left.

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Click on Add Leave Entry to enter holidays or other time not worked.

Clicking on Add Leave Entry will bring up the Leave Time Entry window.

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Click on Add Leave Entry to bring up the Leave Time Entry window.

If you didn’t change the date in the previous screen, you can do it in this screen by clicking in the date field and scrolling to the correct Month / Day / Year.

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Make sure the date in the date field is correct. Click in the field to adjust it.

Next, click on the drop-down arrow for the Leave Code and select the type.

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Select a Leave Code option from the drop-down menu.

In the example below, I select HOLIDAY as the Leave Code and enter 8 Hours. I also add an optional Time Description. Hit Save to add the entry to your timecard, or Cancel or Close to back out of this screen without saving.

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Select Leave Code, enter Hours and optional Time Description.

The Copy to Phase Note option doesn’t apply to Leave Time Entries since these entries are not tied to a Phase (because it’s not time worked). For time entries tied to a specific work order/phase, clicking this will add the Time Description to the Phase Notes Log.

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Copy to Phase Note adds the optional Time Description to the Phase Notes Log only if your time entry is for time worked on a phase.

Each time you hit Save, your time will be saved and the Leave Time Entry screen will reset for you to make the next time entry. This process repeats until you are done and hit Close.

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Each time you hit Save, the Leave Time Entry window resets for you to make additional entries. Press Close when you have are done entering time.

Close out of the Leave Time Entry screen to return to the Time Entry List window. The time entry we just created is now listed at the top, showing 8 Hours for Tuesday 1/21/25.

Click Add Entry for time worked or Add Leave Entry for more leave time. When you’re finished, click Close.

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Example Leave Time entry line added for a specific date (top-right) and user (top-left). Add more time or hit Close.

Listed time entries have been saved to your timecard. The Timecard Status of Not Posted simply means whoever is in charge of approving your timecard for this date has not approved it yet, but it is in their queue.

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Timecard Status: Not Posted means your entries for this day are still in your manager’s queue to approve/reject.

To add time worked instead of Leave Time, click on Add Entry at the bottom-left.

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To enter time worked, click on Add Entry.

The Time Entry screen for time worked will pop up. To enter time worked, enter the Work Order (aka Proposal) and Phase numbers before clicking Search to find the phase you want to enter time for.

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To add time worked, enter the Proposal (aka Work Order) and Phase numbers.

To enter time worked, it’s easiest to enter it directly on a work order/phase. From the Work List, click on a phase you worked on.

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Click on a phase to enter time worked without having to search for it by work order/phase number.

Clicking on a phase opens the Phase Details window. Click on the clock icon at the very bottom.

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Click on the clock icon at the bottom of the Phase Details window to enter time for this specific phase and work order.

When you click on the clock icon, a window opens up with a list of time entries you’ve entered so far for this specific phase.

How the time entry screen from the Phase Details screen differs from the general time entry screen

1. This Time Entry list is now for a specific work order (aka Proposal) and phase, instead of for a specific date.

2. This time entry screen is for the user entering their own time, and not time on behalf of Direct Reports.

3. You don’t enter Leave Time here, because time entered from the Phase Details should only be for work done on that specific Phase.

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Time entry list for a specific work order and phase (number at the top)

At the bottom of the Time Entry screen is the Add New Entry section. The Time Type defaults to Regular. Click on the drop-down arrow for the field to view the other options.

Examples of other Time Type options include on-call, inclement weather (IWCH) and overtime (OT). Click on your selection.

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List of other Time Type options to choose from

The Labor Class field auto-populates according to your profile. But if you click on the drop-down arrow, you can view all of the other values under this field.

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Other Labor Class values for the field | Defaults according to your profile

Click on the Work Date field, directly on the date to adjust it. Be sure you’re entering time under the correct date.

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Click on the date in the Work Date field to adjust the date.

Select the Work Date you’re entering time for by scrolling to the correct month, day and year. The day of the week appears in light gray at the bottom-center of the pop up screen. Click Done to make your selection, or Cancel to close the pop up.

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Scroll to the correct month, date and year.

The Time Description is optional, but check with your manager to see what they prefer. This gets added to your timecard and not to the phase. If you want to also add it to the phase notes, click Copy to Phase Note, but you can also type in a separate Phase Note, unique to the Time Description.

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Optional Time Description for the time you’re entering. To add it to the phase notes, click Copy to Phase Note.

Click on the drop-down arrow next to the Action Taken field to categorize your Time Description entry. If nothing happens, that means there are no options.

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Optional Action Taken field to describe your Time Description entry.

The Phase Note field adds a note to the phase’s public notes log. Click the dropdown arrow to select the Note Type.

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The Phase Note field adds a note to a phase’s public notes log.

If the work you performed for this time entry falls under one of the four categories listed under Differentials, click on the check box under the correct option.

If the type of work performed falls under one of these categories, you are entitled to additional hourly pay. Check with your manager for a full description of differentials.

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If the work performed qualifies for additional hourly pay, select the correct option under Differentials.

Lastly, don’t forget to enter the time worked in the Hours field.

When you are finished, click Save to add your time entry.

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Enter Hours worked, and click Save to add your time entry.

The entry is now added to the top of the Time Entry screen. Because I clicked on Essential under Differentials, there is one line with 4 hours at the regular rate, and an additional line with the same 4 hours entered at the Essential rate that’s added on.

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One 4 hour time entry with a Differential selected has two lines, one for 4 hours at the regular rate, and another for the same 4 hours at the selected differential rate.

Repeat the steps above to create additional entries, or hit Close to return to the Phase Details window.

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Add more entries or click Close to return to the Phase Details window.

I entered notes using the Time Entry screen in the optional Phase Notes field. That note is added to the phase’s Notes Log, and can be viewed by clicking on Notes Log in the Phase Details screen.

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Anything entered into the optional Phase Notes field when making a time entry can be viewed in the Phase Details Notes Log.

Click on the Notes Log. The last note in the list was entered via the Time Entry feature. Click Close when done viewing.

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A note that was added via the Time Entry feature is now in the phase Notes Log.

That same note is automatically added to the WO Notes, for the work order this phase is attached to. Click on WO Notes.

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Phase notes are also added to the work order notes that the phase is attached to.

Anything added to the phase Notes Log is also added here, because it’s relevant to the linked work order.

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Header/WO Notes include notes for the linked phase.

Another way to access the Time Entries feature is by left-swiping a phase from the Work List, and then clicking on Add Time.

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A second way to enter time on a phase is to left-swipe on a phase from the Work List and click on Add Time.

Click on Add Time. From here, you can add time the same way as we did in the previous section (clock icon from the phase details screen).

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The full time entry screen for a specific work order / phase can also be accessed by left-swiping on a phase listing and clicking on Add Time.