Time and Expense Module Settings
Mark Imported Timecards as Pending
Default/Recommended Setting: Checked
Timecards can be entered manually in Sage Construction Management or imported from Microsoft Excel. In the latter scenario, these timecards can either be marked pending (setting checked) or approved (setting unchecked) upon import.
Show Only Cost Codes with Labor Hour Budgets when entering Labor Timecards
If checked, only job cost codes that have hour budgets greater than zero will appear as an option on the labor timecard form. Hour budgets can be entered in the Prime Contract or on approved Change Orders.
Show Only Cost Codes with Equipment Hour Budgets when entering Equipment Timecards
Same as above but for equipment hour budgets and timecards.
Show Only Currently Owned Equipment when entering Equipment Timecards
When checked, Equipment Timecard forms will only show Equipment Items that have a Purchase Date.
1st Day of Week
The Labor Timecard data entry screens will utilize this property when setting the first day of the week.
Restrict Labor Timecard Add / Update by Payroll Weeks
If checked, timecard additions/edits could be restricted for X number of payroll weeks. See examples below based on the number entered for payroll weeks.
- Payroll Weeks = 0: Administrators can make modifications for any week without restriction.
- Payroll Weeks = 1: Additions/Edits are allowed for the current week only.
- Payroll Weeks = 2: Additions/Edits are allowed for the current and prior week.
- Payroll Weeks = 3: Additions/Edits are allowed for the current and prior two weeks.
- Payroll Weeks = 4: Additions/Edits are allowed for the current and prior three weeks.
Do you wish to establish Field Crews for Timecards?
When turned on, Field Crews can be established in the HR module. Each Field Crew consists of a crew leader, laborers (ie. employees), and optional equipment. Once established, the crew timecard form can then be utilized to streamline the data entry process.
Do you wish to use Clock In / Out for Timecards?
Clock In and Out functionality can be enabled for employees and field crews. When enabled, actual start, break, and end times can then be tracked for determining actual hours worked.
Additional settings if Clock In is enabled:
Track Breaks?
If checked, employees and field crews can document rest and lunch breaks duing the clocked in period.
Use Geofencing?
Geofence is a virtual perimeter around the project address to indicate if clock in and out locations where done within an acceptable distance (see next setting). When users clock in and out via Sage Construction Management, the system will use the browser's IP address to determine location. This is less accurate than a mobile device's GPS chip which is used in the mobile app.
Geofencing Units and Distance
The distance (ie. radius) in miles or kilometers around the project to set the virtual perimeter.
Do you wish to use Clock In/Out for Field Crews?
This should be checked if Field Crews are established in HR and the Crew Leader will be performing the clock in and out functions for his or her team.