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   Job Tracking Basics

There are two types of jobs, Internal and External.

Internal jobs are standalone jobs that are not assigned to a project. External jobs are jobs assigned to a project and are meant for an external party, or client, or for further organization and classification, if needed.

Internal

1. Create a Job Code

2. Assign the job to users

External

1. Create a Client

2. Create a Project

3. Create a Job Code

4. Assign the Job Code to a Project

5. Assign User(s) to the Project

*Pro tip – Manage Job Tracking for Employees in the Users Tab

Example – Assign all Projects and Jobs to a User

View Jobs on the Timecard

Time Clock

Allow users to view jobs assigned to them

Enable Projects and Jobs on the Time Clock