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Track and review staff time

Last updated July 23, 2026

Time Tracking gives managers a consistent view of staff clock activity and job hours. Use it to review attendance, correct missed activity, approve time, and prepare reliable payroll information.

Before you begin​

Staff must be active and have the right assignments and security. Managers who correct or approve time need the corresponding permission.

Open and configure time tracking​

Go to Settings → People → Time Tracking.

  1. Choose the Technicians or Office Staff tab.
  2. Open a staff member's settings.
  3. Choose whether automatic clock-in is enabled.
  4. Review Auto Clock In On First Dispatch for technicians.
  5. Choose whether automatic clock-out is enabled.
  6. Set the delay after the last completed job when that option is used.
  7. Set the maximum hours before an automatic clock-out.
  8. Turn Track Job Hours on when job-level labor time is required.
  9. Choose missed clock-out notifications and recipients.
  10. Save the staff member or use the available save-all action.

Review automatic clock rules separately for technicians and office staff.

Review time activity​

Go to Time Tracking in the main navigation.

  1. Choose the date or pay period.
  2. Filter by staff member, business unit, or status when those controls are available.
  3. Review clock-in, clock-out, break, and job-time entries.
  4. Open a staff member to see the full sequence for the day.
  5. Compare job hours with the person's schedule and completed appointments.
  6. Note missing clock-outs, overlaps, unusually long entries, or time without a job relationship.

Correct a time entry​

  1. Open the staff member and day.
  2. Select the entry that needs correction.
  3. Click the edit action.
  4. Enter the correct start, end, break, job, or note information shown in the form.
  5. Add a clear reason when a note is required.
  6. Save the correction.
  7. Review the daily and period totals.

Resolve missing and overlapping entries before approving time for payroll.

Approve time​

  1. Review all exceptions for the selected period.
  2. Confirm job hours and non-job hours are assigned correctly.
  3. Select the staff member or entries.
  4. Click Approve.
  5. Confirm the approval.
  6. Reopen the period to verify the approved status.

Make further corrections before payroll is processed. If approved time must change, follow your company's review process and confirm the updated totals in Payroll.

What happens next​

Approved hours are ready for payroll review and may also support job costing, staff performance, and reporting. Job-related time remains visible from the related job timesheet and splits.

Troubleshooting​

A staff member is missing​

Confirm the person is active and included in the selected staff type and business unit. Clear filters and expand the date range.

Clock activity is incomplete​

Review the person's automatic time settings and shift. Add or correct the missing entry, then leave a clear note when the form requests one.

The approval action is unavailable​

Check that the selected period is eligible, all required exceptions are resolved, and your role includes approval access.