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Time Clock Shifts

Distributor guide to Time Clock Shifts in Encompass: view a user's daily clock-in/out and activity events (breaks, order entry, at customer) from Encompass Mobile. Needs Hourly Employee permission; v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Pre-Conditions

Time Clock supports the Clock In/Clock Out feature for users with the ‘Hourly Employee’ permission.

Steps

How to show Time Clock Shifts

1. Using Universal Search, navigate to the Time Clock Shifts table.
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2. Click on the Sub-Tables button and add Time Clock Events.
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3. Click + to show Time Clock Events on a specific Time Clock Shift.
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4. A new Time Clock Shift record is created when a shift from yesterday exists and was greater then 3 hours or the start time is after 5pm.
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5. Review Time Clock Activities:
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  • At Customer Location - Enter customer event within 500 meters of the customer location
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  • Break & Lunch - Enter a scheduled or ad-hoc break or lunch event
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  • Clock Out - Select ‘Clock Out’ on handheld (hourly employees only)
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  • Count Store Inventory - Enter values in ‘Take Inventory’ section for customer
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  • Logged In - Clocks In (Subsequent logged on tasks are related to syncing)
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  • Order Entry - Enter Invoice
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  • View Customer Information - Enter customer event or select customer from home screen
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  • End of Day - When employee clocks out; select ‘Route Complete’

Fields And Definitions

  • Time Clock Shift - A Single day's grouping of Time Clock Events, per user
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  • Time Clock Event - Action taken (typically on the handheld)
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  • Time Clock Activity - Categorization of actions
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  • Hourly Employee Permission - Permission, allows you to clock in and out
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  • TimeClockView - Permission, allow you to see your own time clock data
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  • TimeClockAllUserView - Permission, allow you to see all time clock data
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  • TimeClock Activity - What is the user doing?

Best Practices

  • Time Clock records specific activities performed by Users on Encompass Server or Encompass Mobile
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  • Create a Time Clock Comparison report to find trends or compare locations

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