FX Timecards Overview

Basics

  • The FX Timecards module is a time management solution that makes it easier to track payable time for field employees.

  • Track time off requests.

  • Collect Time cards in to a payable timesheet.

  • Field users can enter cards using the FX Timecards app, available for iOS and Android devices.

Benefits

  • Quick and accurate time management using a mobile app (available on iOS and Android devices).

  • Manage crew schedules across single or multiple jobs.

  • Record time on an hourly basis or daily basis.

  • Submit timecards with non-billable charge codes, such as Sick Time or Vacation.

  • Capture job-related notes on timecards.

  • Add timecards for field employees automatically from a ticket with labor items.

  • Review and approve Timecards, Timesheets, and Time Off requests at your convenience.

Object Relationships

  • FX Timecards relies on the following objects:

    Object Description

    Timecards

    Records hours worked or charged off to a code

    Timesheets

    A set of Timecards over a date range for a Contact

    Time Off

    Tracks requests and approvals for absences

How it Works

Components

  • The FX Timecards module has two components:

    1. FX Timecards app: Enterprise-class mobile app available for iOS and Android devices field employees use to add and manage Timecards, Timesheets, and Time Off requests.

    2. Timecards tab: Management tool in FieldFX Back Office used by managers to review and approve Timecards, Timesheets, and Time Off requests.

Timecards

  • An employee enters hours on a Timecard in the FX Timecards app

    Visual showing the workflow of an employee make a time entry in the Timecards App

  • When an employee works a Labor Ticket Item on a ticket, FieldFX generates the Timecard automatically

    The created timecard is added to an existing Timesheet if one is available with a status of In Progress.

    Otherwise, FieldFX creates a new Timesheet for the Contact.
    Visual showing the flow of automatically generated timecards in FieldFX

  • Manager approves or rejects the Timecard.

Timesheets

  • Timesheets collect new Timecards created while the Timesheet is in In Progress status.

  • If no Timesheet is in In Progress status, FieldFX automatically creates a new Timesheet when a Timecard is added.

  • Timesheets have an approval status sequence.

Time Off

  • Field users add Time Off requests in the FX Timecards mobile app.

  • Supervisors manage Time Off requests in FieldFX Back Office, including Approving or Rejecting the requests.

  • Field users can see the status of the Time Off requests in the FX Timecards mobile app.

    Time Off requests do not automatically generate Timecard records for a Timesheet.

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