A Time Card is a document used to track the actual time spent by a person on work or tasks.
How to create
It can be created/generated based on:
Resource Planning
Purchase Order (PO)
Requisition
When generated from Resource Planning, a Purchase Order, or a Requisition, the Time Card is automatically pre-filled with planned data, allowing users to review, adjust, and enter the actual hours worked.
HR & Payroll Section
HR & Payroll → Time tracking Documents → Time cards
Document Settings
The dialog box lets users control how information is displayed and recorded on a time card.
- Project Position in Time Card - Use Header if the project applies to the entire time card; use Tabular if employees need to record multiple projects.
- Project Task Position in Time Card - Use Tabular to show tasks per line for multiple tasks under one project; use Header if there’s only one project and task.
- Department Position - Use Tabular to assign departments per line when work spans multiple departments; use Header if all entries belong to a single department.
- Basis Position - Includes details like requisitions, POs, and resource planning. Use Tabular to show basis per line when entries vary; use Header if the entire document is based on a single type of work.
Main
- attributes description as usual
- Resource type
- Allocate cost
- Hired resources.
Main Tab
The Main tab is used to record the general information about the Time card.
- Entity – The entity recording the time of the work.
- Project – the project for the time entry; can apply to the whole card or each line based on settings
- Resource type – the type of resource (employee, equipment, subcontractor, or others); this affects how the cost is calculated
- Allocate cost – decides if the time should create a project cost
- checked – cost will be calculated and added to the project
- unchecked – time is only recorded, no cost added
- Hired resources – shows if the resource is external (hired) or internal
Time details table
- columns description as usual.
- non working chaeck box.
- Time types.
- Hours and rates (if allocate cost).
- Fill table button
- by entity
- by department (if department in the header)
- by resource allocation (period planning and long term both planning will be considered while filling)
- fill rates button (if hired rates are taken from PO, if not hired → from Project item pricing or from resource rates register based on settings)
- by resource (rate searched by exact employee or fixed assets)
- by item (rate is searched by item (position or FA category).
- Set date button.