How to Create and Submit Mechanic Time Cards (Desktop)
💥 Mechanic Time Cards is a premium product and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at [email protected] or call 888.836.6269.
Mechanic Time Cards allow mechanics to easily capture their time against assets, work orders, maintenance requests, and sites.
Permission Requirements: All users have access to create and submit Mechanic Time Cards.
- 1
- Select "Mechanic Time Cards" from the navigation menu on the left side of the screen.
- 2
- Select "My Time Cards".
- 3
- Select either "Create Time Entry" or "Create Time Card" in the upper right corner.
- Create Time Entry: This will allow you to add a worked period of time to a time card.
- Create Time Card: This will allow you to create a time card that will pertain to a pay period.
- 3a.
- Select "Create Time Entry".
First click "Add Time".
Then add all the necessary information for that time entry and click "Create 1 Entry".
- 3b.
- Select "Create Time Card".
First fill out the details of the timecard.
- Users: Select a user from the dropdown menu when you click the "Users" field.
- Start Date: Add the start date for the timecard.
- End Date: Add the end date for the timecard.
- Notes: List any notes that pertain to the timecard for your supervisor/approver.
Once the information is complete, click on "Create Time Card" and select either "Create Time Card" (this will be listed as a draft) or "Create & Approve" (this will depend on your permission level).
NOTE: To be able to approve a time card, you must have the "Time Card Approval - Supervisor" or "Time Card Approval - Global" permission.
If your timecard is approved, there is no further action on your part.
If it is rejected, a modal will populate so the user can update the timecard. The time card can then be submitted once again.