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





