Advanced Time Controls


Clock-in Location

Summary

This tutorial covers how to enable and manage GPS verification for clock-ins in BuilderPal Pro, ensuring time is logged accurately at job sites. It helps prevent off-site entries and provides confidence in time tracking data.

How-To Video

Prerequisites

Steps

  1. Navigate to Timesheet Settings in the app.

  2. In Permissions, turn on Clock Location verification.

  3. Select team members and check the box to require location verification for them.

  4. View the map to confirm time entries match job site locations.

Confirmation

Once enabled, clock-in attempts will prompt for GPS verification, and you'll see location pins on the map view for approved entries, confirming accurate on-site logging.

FAQ

Q: What happens if a team member tries to clock in off-site?
A: The app will prevent the clock-in and prompt them to move to the job site location.

Q: Does this apply to manual time entries?
A: Yes, GPS verification is required for both clock-ins and manual additions to ensure accuracy.

Q: Can I enable this for only specific team members?
A: Yes, manage permissions individually by checking the box next to their name in settings.

Q: What if location services are disabled on a device?
A: The user will be prompted to enable them; otherwise, clock-in won't proceed.

Q: Is GPS data stored securely?
A: Yes, BuilderPal handles location data privately and only for verification purposes.

Overtime Tracking

Summary

Overtime tracking allows team members to label overtime hours directly during time entry, ensuring accurate payroll and reports without manual calculations. This feature is available in BuilderPal Pro.

How-To Video

Prerequisites

Steps

  1. Navigate to Timesheet Settings in the Team Office.

  2. Turn on the Overtime toggle in Core Settings.

  3. When adding or editing time entries, select the Overtime label for applicable hours.

Confirmation

Once enabled, the Overtime option will appear in time entry forms, and labeled hours will show up correctly in payroll and reports.

FAQ

Q: How does overtime tracking affect payroll?
A: It ensures OT hours are accurately reflected in payroll reports without needing manual adjustments later.

Q: Can team members mark overtime on mobile?
A: Yes, once enabled, the OT label is available when logging time via the mobile app.

Q: Is overtime calculated automatically?
A: No, team members manually label OT hours during entry; BuilderPal doesn't auto-calculate based on thresholds.

Q: Who can enable overtime tracking?
A: Admins or users with access to Timesheet Settings in the Team Office.

Q: Does this feature require any additional setup?
A: Just toggle it on in Core Settings; no further configuration needed.

Time Locking

Summary

Enable Time Locking in BuilderPal Pro to prevent edits to time entries after a specified cutoff period, ensuring payroll accuracy and protecting reports from last-minute changes.

How-To Video

Prerequisites

Steps

  1. Navigate to the Time Tab to view editable time entries. — Before enabling Time Locking, review your current time entries which can be edited freely.

  2. Go to Core Settings. — Access the Core Settings from the main menu to configure company-wide options.

  3. Turn on Time Lock and set the lock period. — Locate the Time Lock option, toggle it on, and enter your desired lock period, such as 48 hours.

  4. Verify locked entries in the app. — After the cutoff period passes, time entries will be locked and cannot be changed, visible in both web and mobile views.

Confirmation

Time entries older than your set lock period will appear locked, preventing any further edits to maintain payroll integrity.

FAQ

What is Time Locking?
Time Locking is a Pro feature that automatically locks time entries after a specified period to prevent edits and ensure accurate payroll processing.

How do I enable Time Locking?
Go to Core Settings, toggle Time Lock on, and set your preferred lock period (e.g., 48 hours).

Can I edit time entries after they are locked?
No, once locked, entries cannot be changed to protect payroll from alterations.

Does Time Locking apply to all users?
Yes, it applies company-wide to all time entries after the cutoff.

What if I need to adjust the lock period later?
You can return to Core Settings at any time to update the lock period.

Time Approval

Summary

This tutorial guides you through enabling and using the Time Approval feature in BuilderPal Pro, adding a review step to verify time entries before they are finalized for payroll. This ensures accuracy, catches errors, and prevents issues in reports or exports, saving time and reducing payroll mistakes.

How-To Video

Prerequisites

Steps

  1. Enable Time Approval in settings — Navigate to Core Settings > Timesheet Settings, then toggle on Time Approval.

  2. Submit time entries as usual — Once enabled, team members' submitted time entries will automatically stay in a pending state until reviewed.

  3. Access the Approve page — From the Team Office, open the Approve page on mobile or desktop to view pending entries.

  4. Review and edit entries if needed — Check details, make any necessary edits to hours, notes, or other fields.

  5. Approve entries individually or in bulk — Select entries and click Approve, or use filters to approve multiple at once.

Confirmation

Approved time entries will be marked as ready for payroll processing and appear in reports/exports as verified.

FAQ

Q: Who can approve time entries?
A: Approvers include supervisors, project managers, finance managers, or admins with the necessary role permissions.

Q: What happens if Time Approval is not enabled?
A: Submitted time entries go directly to ready for payroll without a review step, increasing the risk of errors.

Q: Can I approve time on mobile?
A: Yes, the Approve page is available on both mobile and desktop for reviewing and approving entries.

Q: How do I handle errors in pending entries?
A: Review the entry on the Approve page, edit details as needed, then approve once corrected.

Q: Does this affect existing time entries?
A: Only new submissions after enabling the feature will require approval; prior entries remain unaffected.

Require Clock In/Out

Summary

This tutorial guides you through enabling the Require Clock In/Out feature in BuilderPal Pro, ensuring team members use live clock-ins and clock-outs for accurate time tracking. It matters because it minimizes errors from manual entries, improves payroll precision, and reduces guesswork in time reporting.

How-To Video

Prerequisites

Steps

  1. Navigate to team settings and select the feature. Go to the team settings in BuilderPal Pro and choose "Require Clock In & Out" to enforce live tracking.

  2. Enable for selected team members. Turn on the option for specific team members to prevent manual hour entries.

  3. Turn on in permissions. In the permissions section, activate the feature so the team must use the live clock-in timer.

  4. Verify on mobile. Check the mobile view to confirm the enabled mode, which reduces guesswork and ensures no post-shift manual additions for accurate payroll.

Confirmation

Once enabled, team members will see the live clock-in requirement on their mobile app, preventing manual time additions and displaying the timer for real-time tracking.

FAQ

Q: What does Require Clock In/Out do exactly?
A: It forces team members to clock in and out in real-time using the app's timer, blocking any manual entry of hours after the fact.

Q: Can I apply this to only some team members?
A: Yes, you can select specific team members in the settings to enable this feature for them.

Q: Why can't I find this feature?
A: This is a Pro feature; ensure you have upgraded to BuilderPal Pro. If still unavailable, check your role permissions.

Q: How does this affect payroll?
A: It leads to more accurate time records, reducing overestimations or inaccuracies in hours worked, resulting in cleaner payroll processing.

Q: Can I disable it later?
A: Yes, return to team settings and permissions to turn off the feature for all or selected members.