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How to set up time tracking for your team

Run the setup wizard, choose who tracks time, set clock-in rules, and change company-wide time tracking settings later.

Written by Handoff Support

To set up time tracking, run the setup wizard from Time Tracking. Choose who tracks time, set your clock-in rules, and select Turn on time tracking.

Available on the Pro and Scale plans. Tracking time for subcontractors is on the Scale plan. You need permission to edit Time tracking. Works on desktop and in the mobile app.

Run the setup wizard

  1. On desktop, select Time Tracking. In the mobile app, select Time, or open More if you do not see it.

  2. Select Set up time tracking.

  3. Check each employee who will clock in. Enter an hourly rate for each person.

  4. If you are on the Scale plan, check the subcontractors who will clock in. Subcontractors start unchecked. Add them in Contacts first.

  5. Select Next: Clock-in & budget.

  6. Choose your clock-in rules.

  7. Select Turn on time tracking.

Employees start checked. Step 6 has these settings:

  • Require crew to be on site: off by default. When on, clocking in from outside the project area asks the person to confirm and flags the shift for review.

  • Clock-in area: choose 250 ft, 500 ft, 1,000 ft, or 1/2 mile. The default is 500 ft.

  • Daily log at clock-out: on by default. Crew can add a note about the day's work when they clock out.

  • Add labor hours to project budgets: on by default. See How to track labor costs against your budget.

Add, manage, or remove people

Select Team Management to see everyone who tracks time.

  • Add people: on desktop, select Add Team member to pick existing team members, or Invite team member to invite someone new. In the mobile app, select Member.

  • Change a person's settings: on desktop, select Manage next to the person. In the mobile app, select the person. You can change their Hourly rates, Include hours in budget, Daily log at clock-out, and Require this member to be on site. Then select Save.

  • Remove someone: in the person's settings, select Remove. They can no longer clock in, and their existing time entries stay.

Inviting a new team member also needs permission to edit company settings.

Change settings for everyone

Time tracking settings are on desktop only. In the mobile app, change settings for one person at a time with Manage.

  1. Select Time Tracking > Timesheets.

  2. Select the sliders icon, Time tracking settings.

  3. Change the settings you want.

  4. Select Apply changes.

The page has these settings in addition to the wizard options:

  • Daily log at clock-out: choose Optional or Required.

  • Approve clean shifts automatically: on by default. Turn it off to review every shift yourself.

  • Flag shifts longer than: enter 1 to 24 hours. The default is 10. Longer shifts go to Needs review.

Saving a setting replaces any different value set on an individual team member.

Set up subcontractors

On the Scale plan, subcontractors clock in from the Time screen in the Sub & Vendor portal. They appear under Subcontractors tracking time in Team Management. Select Add subcontractors to turn them on.

Every subcontractor entry goes to Needs review.

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