Convert Clock In / Out Entries to Equipment and Labor Timecards

Step 1 - To Access Clock In / Out Conversion Wizard

From the Projects > Time And Expense section

Click the 'Projects' icon on the left menu.
Select the Project in the 'Quick Select' section. This will then refresh the page and show the 'Current Project Home' page.
On the 'Quick Links' tab, click the 'Time and Expenses' link under the 'Project Management and Field Staff' section. This will refresh the page and show the 'Time and Expenses Module Landing Page'.
Navigate to the 'Equipment Clocked In / Out' or 'Employees Clocked In / Out' row in the Stats section.
Click the 'Actions' button on the far right.
Click 'Convert Pending Clock-In Data'.

From the Equipment module

Click the 'Equipment' icon on the left menu.
Navigate to the 'Equipment Clocked In / Out' row in the Timecards Stats section.
Click the 'Actions' button on the far right.
Click 'Convert Pending Clock-In Data'.

From the Time & Expenses module

Select the Time & Expenses module.
Navigate to the 'Employees Clocked In / Out' row in the Timecards Stats section.
Click the 'Actions' button on the far right.
Click 'Convert Pending Clock-In Data'.

At the top of the form, select the Project and Approved Prime Contract in their respective drop-downs.
Optional: Select the Crew Leader. This will be an additional filter for the Clock In entries besides Project and Prime Contract.
Optional: Check 'Create Labor Time Entries'. By default, Sage Construction Management will select this option if there are employee entries for the selected project.
Optional: Check 'Create Equipment Time Entries'. By default, Sage Construction Management will select this option if there are equipment entries for the selected project.
Click the 'Next' button at the bottom.

Optional: At the top of the form, select the Change Order # if Clock In/Out entries being converted apply to the change.
Note: This will only be shown if there are approved change orders for the selected project.
Optional: Select the Work Order # if Clock In/Out entries being converted apply to the work directive.
Note: This will only be shown if there are approved work orders for the selected project.
Navigate to Entry 1 column and select the Payroll Item, Job Cost Code, and Billable Status. The latter only applies to Cost Plus Prime Contracts.
Optional: Select the Workmens Comp Code. If none is specified, Sage Construction Management will do a lookup on the Project Job Cost Code table to see if there is a default code but this is done upon saving the timecard entry. For setting default codes, see Sage Construction Management Menu | Projects | Contract Admin | Job Cost Code listing.
Optional: Update or round the hours as needed. This will also check the field automatically on the left.
Optional: Repeat the last four steps for Entry 2, 3, 4, or 5. Essentially, there can be up to five combinations of Payroll Item, Job Cost Code, Workers Compensation Code, and Billable Status.
Click the 'Add and Next' or 'Add and Close' button at the bottom. The former option will go on to convert equipment clock in/out entries.

Optional: At the top of the form, select the Change Order # if Clock In/Out entries being converted apply to the change.
Note: This will only be shown if there are approved change orders for the selected project.
Optional: Select the Work Order # if Clock In/Out entries being converted apply to the work directive.
Note: This will only be shown if there are approved work orders for the selected project.
Navigate to Entry 1 column and select the Job Cost Code and Billable Status. The latter only applies to Cost Plus Prime Contracts.
Optional: Update or round the hours as needed. This will also check the field automatically on the left.
Optional: Repeat the last two steps for Entry 2, 3, 4, or 5. Essentially, there can be up to five combinations of Job Cost Code and Billable Status.
Click the 'Add and Close' button at the bottom.