Create & Setup Custom Timehseet & Shift Questions

Create & Setup Custom Timehseet & Shift Questions


Overview

ClickTime support creating custom timesheets. Create your own custom fields and use them for customizing the timesheet as per your business requirements. Use the custom timesheet to collect important information from your field staff, maintain compliance of your business and check progress of ongoing jobs and tasks.

 
Feature Availability
This feature is only available for the premium subscriptions

What is a custom timesheet & Shift Questions
When you create a custom timesheet by adding additional questions for your staff, these questions are displayed when an employee clocks in or out from their shifts. This can be useful to capture information from your field staff such as:
  • Track job number
  • Track and know the materials that were used during the shift
  • Know the employee’s current state of health
  • Track kilometres or miles travelled
  • Any other needed information that might be beneficial for your organization
      Shift questions will appear when clocking into shifts on the ClickTime employee app.

What is a custom field
You can add a new custom fields to your organization current timesheet. These custom fields can be any of the following types:

Description or Content Field. 


A description or content field is used to display a read-only text.
This can be used to deliver and display any kind of text or message or instructions to you employees. Employees will not be able to add thing to this field.

A good example for this field might be  a message to let your employees be aware of certain things before they start or finish their  shift. such as COVID-19 awareness message, another good example is you might want to list an instructions to your employees prior to starting their shift.

Drop down list Field

You can create your won drop down list  . Set values and and wrap them under a pick list as your business needs. Enter valid data items that employees see on the list.


Text Input Field.
Create a general purpose text field where user can enter text & numbers.


Numeric Input Field

Create a number field value where user can enter numbers only.
You can further decide if you need to collect a whole number or a decimal number.

Limits. For numeric fields you can specify a minimum & maximum value that can be entered by the employees


Logical Yes/No  or True/False Field.


This field allow you to specify Yes/No or True/False response.
You can even further specify a third option that can be displayed for the employee to choose from such as  'N/A'. 
When you select to create a Yes/No custom field the mobile app will display this as a toggle. See below example


Upload Photo/Image

You Shift attachment are information pieces that users are asked to add to their timesheet during after they start their shift. These could be the equipment that was used, mileage covered, who was the manager on the worksite, and much more. 
You can ask your staff & users to capture images/ photos on all Apple and Android devices. 
Any captured images are uploaded to the ClickTime servers and can be viewed on the time attendance screen & reports. 


Upload Document

With ClickTime, you can request document uploads from staff during their shifts. Documents can be submitted after staff clock in for their scheduled shifts. All uploaded documents are securely stored on ClickTime servers and can be conveniently accessed via the time attendance screen and reports.

To maintain data consistency, administrators have the ability to restrict the types of documents staff can upload. ClickTime supports the upload of various file formats, including PDF, Microsoft Word, Text Files, Excel, and CSV.


Steps to create a custom timesheet
1. Go to :   Setting > App Setting > Timesheet Setting > Custom Timesheet
2. On the top of the displayed screen, Click on the Toggle   
    
3. On the left side panel, Select & drag the field type you want to display and/ or ask your staff to answer, place the field into the middle panel.
4. New popup dialog will appear
5. Add your question, set & configure all the necessary information on the dialog.
6. Save. Click on the save button to save the custom timesheet
 

Example of Custom Fields that was created and how it looks on the mobile app


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