Shift Clocks and Service Clocks
Overview
Shop Manager provides two key time-tracking features to monitor productivity and employee performance: Shift Clocks and Service Clocks. Both of which are detailed on the Technician Report page, giving managers insight into productivity and time allocation, for more information on the Technician Report page, click here.
This particular article will provide a detailed overview of Shift Clocks, Service Clocks, and where to view or edit them.
Table of Contents:
- Overview of Shift Clocks
- Viewing and Editing Shift Clocks
- Overview of Service Clocks
- Viewing and Editing Service Clocks
Overview of Shift Clocks
Shift Clocks monitor employee attendance by recording their arrival and departure times. To clock in or out, simply navigate to your User Icon and select to Clock In/Out. All recorded shift times and active shift clocks are summarized on the Payroll page and are also available on each employee’s individual Shift Clocks page.
Clocking In:
Navigate to your User Icon → select to Clock In, as shown below
Once you have clocked in, the status will show the ability to Clock Out
Clocking Out:
Navigate to your User Icon→ choose to Clock Out
When clocking in or out, a notification growler will appear in the upper right-hand of the page, informing you of the action that was just performed.
Viewing and Editing Shift Clocks
In Payroll:
The totals from all staff shift clocks end up on the Payroll page, including active shift clocks showing in realtime. To navigate, select the Payroll tab from the Reports page to view the hours/totals for each employee. While on this page, you may also choose a date range to view shift clocks within the chosen period.
Also located within the Payroll page is the ability to quickly click out to a staff's Shift Clocks page to view recorded shift clocks and perform edits. To do this, click on the three dots to the right of the appropriate staff's name in the Payroll list and select to 'Edit Shift Clocks.'
Shift Clocks Page:
The totals from the chosen individual's shift clock will also show up on their Shift Clocks page within their staff profile, including any active shift clocks that update in realtime. You may add new shift clocks or edit and delete existing ones (permissions-based).
To add a new timeclock entry, click the blue + New Clock button in the upper right of the Shift Clocks page, then enter in the appropriate start and end times.
*Note that if you do not see a certain timeclock entry, please ensure you are viewing the correct date range that includes the day the timeclock was recorded.
An existing timeclock entry can be edited by clicking directly on the timeclock and making the changes. You may also delete an entry by selecting the trash can icon to the right of the timeclock.
**NOTE: The Shift Clocks have a validation feature to help prevent from overlapping timeclocks and prevent from selecting a future date.
Overview of Service Clocks
Service Clocks are available for Technicians to use, in order to track their time spent on services and see their productivity and efficiency. In order to use Service Clocks, the feature must be enabled on your account.
You can enable the feature by navigating to Account Settings → Account Info → scroll down to Feature Options → “Enable Technician Service Clocks”
Once enabled, technicians can clock into individual services on in progress Work Orders:
- Click the checkbox next to the service title to “Start Job”, “Finish Job”, “Pause Job” or “Restart Job”
- A green play icon will show when the tech is clocked onto a service
- A pink pause icon shows when tech has paused the service
- A black checkmark appears when service is finished
- Option to "Restart Job" will show when the service is paused or finished
Viewing and Editing Service Clocks
You can find the totals for a service clock by clicking the vertical ellipses at the lower right corner of a service package and select to View Clocks.
*Note: If no work has been done on the vehicle yet, the View Clocks button will not be there.
You can also view a summary of the entire job, by selecting the ellipses at the upper right of the RO and choosing to "View Time Summary."
Similar to Shift Clocks, Service Clocks are viewable within a staff profile, under the Service Clocks page. The totals from the chosen individual's service clock will show up on this page, including any active shift clocks that update in realtime. You can edit or delete existing service clocks (permissions-based), they cannot be added manually here.
**NOTE: The Service Clocks have a validation feature to help prevent from overlapping timeclocks and prevent from selecting a future date.