Tracking Labor and Completing Tasks

One of the challenges of a service company is to track the technician time required to complete an installation or service task. An important requirement of a time tracking device is to be convenient and accurate so the technician can focus on the task at hand. For example, a technician may need to record his labor for the following schedule:

• 7:00am: Clock into work and identify the first task (or work order)

• 9:00am: Clock into a paid break time work code for 15 minutes and then resume the previous task. This step is not required if the break time is included in the project labor.

• 9:45am: Leave the first project and clock into the 2nd task of the day

• 12:00pm: Clock out for lunch

• 12:45pm: Resume work by clocking into the previous task (2nd task)

• 3:00pm: Clock into a paid break time in a similar way as the morning break if the break time should not be included in the project.

• 4:00pm: Clock out of the 2nd task of the day and clock into a general work code to track the time to restock truck or other non-billable work.

• 5:00pm: Clock out of work

Note that all the technician's time is being recorded and applied to either worker work orders or general overhead work codes. This gives the manager the confidence that the technician's time is properly recorded.

Complete the following steps to use a MyTime device to record time:

1. Open the MyTime app within a tablet or other Windows device. Review the EBMS Configuration and Setup section for MyTime user configuration within EBMS if MyTime is not configured for the specific worker.

2. Log into MyTime using the assigned PIN code. Review the MyTime App Overview section for more login details.

3. Verify that the Clock into daily hours option within the user settings is enabled. Review the Connections and User Settings section for details on user settings. This option is important so that MyTime will record the starting time of the worker within the daily hours of the timecard. Review the Check In/Out Times > Daily Hours section for more details on the clock in and out times on a worker's timecard.

4. Select the task or work code for the first event of the day by clicking on a task or work code within the home page or task list as shown below:
   
   Note that selection options on the home page of MyTime can be configured to meet individual user's preferences. Review the EBMS Configuration and Setup section for instructions on formatting the home page or task lists for individual users.

5. The task will open if a task is selected as shown below:
   

6. Click on the clock in button on the bottom right of the task to start the time tracking for the selected task. If this is the first task of the day, the user's login time will also be recorded using the same time. The system will log out of a previous task or work code if this clock in is not the first event of the day. Review the Creating a New Task section for more details on creating tasks.

7. Click the timecard button to record the labor description of the work that is being rendered as shown below:
   

8. Enable the Completed option if the task has been completed.

9. Save the task information by clicking on the save button.

10. Record any notes or information on the task. Note that closing the task by using the cancel or save buttons will not clock out of the task. This means to clock out of the current task is to clock into another task or work code.  The current clock in status is shown at the top of the MyTime home page as shown below:
    

11. Clicking on a work code button as shown above will immediately clock out of the current task or work code and clock into the selected work code. Review the Clocking into a Work Code Instead of a Task section for more information on clocking into a work code.

12. Click Clock Out at the bottom of the MyTime home page to clock out for lunch or the end of the day. This step will also record the Clock Out time within the Daily Hours tab of the worker's time card if the Clock into daily hours option within the user settings is enabled.

Review the Managing Tasks and Work Orders section for more details on adding other users' time into a task or adding time for a team.

Continue with the Searching for Tasks section for more options to locate a task or work order.