Workflow: staff hours, from clocking on to payroll
Set up each worker's pay terms and roster, have them clock on and off, approve the week, and export the hours for payroll, with leave and job time along the way.
Where it is
Settings for this
- People → Hours & overtime — Ordinary hours, overtime and penalty rates
- People → Workers → Time clock settings — Location, long-shift flag, suggested break
- Settings → Workshop → Trading hours — Public holidays
There are two clocks: the shift clock (paid hours, for payroll) and the job clock (time on each workshop job, for costing). Each step has a button to the page where you do it and a link to its full guide. In BuildTrack's Help panel, when a button takes you to a page, Back to the guide (bottom right of the screen) brings you straight back here.
1. Set up each worker once
Pay terms, roster and kiosk PIN on People → Workers. See Workers, Rosters and Hours & overtime rules. Public holidays come from Trading hours and holidays.
2. Clock on and off
At the tablet, on a phone, or from the Home page. See Time clock. Each person sees their own hours on My time.
3. Time on jobs
Technicians clock onto job lines as they work. See Labour clocking.
4. Leave
Requests, approvals and who's away: Leave.
5. Approve the week and export
Check, correct, approve and lock each week, then export the hours for payroll. See Approve timesheets and export hours.
The Clocking course covers this for staff and managers.