Logging Non-Worked Paid Time/Amounts

You can log non-worked time in one of three ways.

From the:

• Time Logging card on the Home screen, if you enter begin/end times. (Combination or After-the-Fact Users Staff only)
• Hours graph on the My Log or Staff Log screen, if you enter begin/end times.
• Other Hours/Amounts grid on the My Log or Staff Log screen, if you enter total hours or an amount.

From the Time Logging Card

If you are not a real-time user and are logging your own non-worked time that requires begin/end times, you can do so from the Time Logging card on the Home screen. Real-Time Staff, Review Log Managers and Approve Log Managers can only add staff non-worked time that require begin/end times from the Hours graph on the My Log or the Staff Log screen. See From the Hours Graph.

Task:

From the Time Logging card:

1. Click Home in the menu.

   Note: You will see the Time Logging card. If you do not see this card you are either a real-time mode user or you are not required to enter begin/end times.

2. Select the begin time for your non-worked time from the Time Logging card.
   

   Note: Minutes increment based on your agency's rounding rules: 15, 10, 5 or 1.
   

3. Select the appropriate Staff Non-Worked Time log transaction type from the Type list.

   Important: You may also see Worked Time (with or without clients) and Unpaid Break log transaction types in the Type list, if they require begin and end times. The names that appear will vary depending on your agency's setup. If you do not see a Non-Worked Time log transaction type, you aren't required to enter begin and end times. Add your non-worked time from the Other Hours/Amounts grid instead. See From the Other Hours/Amounts grid.
   

4. Select the appropriate Cost Center for this non-worked time.

   Important: Your Default Cost Center will be selected initially. However, you can change it to a different cost center, if needed.

   Note: If you do not see any cost centers in the list, contact your system administrator.

5. Select the appropriate Task (job title/wage type combination) for this non-worked time.

   Note: If you do not see any tasks in the list, contact your system administrator.

6. Select Start.

   Step Results: The Start Logging pop-up opens.

7. Enter any notes or select a pre-defined note from the Insert Template list and then select Save. Notes may or may not be required depending on your agency setup.
   

   Step Results: The Start Logging pop up will close. The Status on the Time Logging card will update to show when you started logging the non-worked time. An "open" (meaning only the begin time was recorded) Staff Non-Worked Time Log transaction was created. You can view it by going to My Log. The Log transaction appears in a yellow block. The ragged edge and error flag indicate that the transaction is open and does not have an end time recorded yet.

   Important: Mouse over the block or press and hold a block to view more details in or click or tap on it to open it for editing, etc.

   Important: If the log transaction is less than one hour in duration you will not see any icons on the block in the condensed view. Select the + magnifying glass icon on the title bar to expand the Hours graph to make all icons visible. Select the - magnifying glass icon to condense the Hours graph again.

   

   The End and Switch buttons now appear on the Time Logging card.

   

8. Once you have started a Staff Non-Worked Time Log transaction, then from the Time Logging card you can:

   Select:	To Record the Time when:
   End (also select the time the non-worked time ended)	You ended the non-worked time. The Staff Non- Worked Time Log transaction will be closed and the Status on the Time Logging card will be updated. Note: You will also be prompted and may be required to enter a note.
   Switch (also select the switch time along with the new Type (if changing to an activity other than Staff Non-Worked Time) and the new Cost Center/Location/Break Type, Task/Service and/or Client mix based on the selected Type)	You ended the non-worked time and began a new activity. The open Staff Non-Worked Time Log transaction will be closed, a new open Log transaction will be created and the Status on the Time Logging card will be updated. You can view them by going to My Log. Note: You will also be prompted and may be required to enter a note.

From the Hours Graph

Record Staff Non-Worked Time Log transactions that require a begin and end time from the Hours graph.

Task:

From the Hours graph:

1. Click My Log in the menu, if you are logging your own non-worked time.
   

   If you are a Review Log or Approve Log Manager and want to create a Log transaction for your staff, click Staff Log in the menu, set any needed filters and then select the appropriate Staff card instead.
   

   Step Results: The My Log or Staff Log screen opens.

2. Select Add on the Hours graph.
   

   Step Results: The Hours pop-up appears.
   

3. Complete the following information and click Save.

   In this field:	Enter:
   Type	Select the appropriate Non-Worked Time log transaction type. Important: You may also see Worked Time with or without Clients and Unpaid Break log transaction types in the Type list, if they require begin and end times. The names that appear will vary depending on your agency's setup.
   Date	The date you started this non-worked time. Note: Depending on your agency's settings, you may be restricted from entering a date a specified number of days in the past or future. If so, you will see an error message when you try to save.
   Begin Time	The time you started this non-worked time. The Begin Time is required. Note: The minutes increment based on your agency's rounding rules: 15, 10, 5 or 1 minute.
   End Time	The time you ended this non-worked time. Note: You cannot enter an End Time that is before the Begin Time.
   Cost Center	The cost center for this non-worked time. Important: Your Default Cost Center will be selected initially. However, you can change it to a different cost center, if needed. Note: If you do not see any cost centers in the list, contact your system administrator.
   Task	The task (job title/wage type combination) for this non-worked time. Note: If you do not see any tasks in the list, contact your system administrator.
   Notes	Any notes related to this log transaction.

   Step Results: The Non-Worked Time Log transaction will appear on the Hours graph in a yellow block. The suitcase icon indicates that it is a Non-Worked Time Log transaction. The bottom edge of the block will be ragged, if no end time was entered (open) and solid, if an end time was entered (closed) If the Log transaction is open you will also see the error flag. This is because the end time is currently missing and it is required to approve the Log transaction.

   Important: Mouse over the block to view more details or click on it to open it.

   Important: If the Log transaction is less than one hour in duration you will not see any icons on the block in the condensed view. Select the + magnifying glass icon on the title bar to expand the Hours graph to make all icons visible. Select the - magnifying glass icon to condense the Hours graph again.

   

From the Other Hours/Amounts Grid

Record Non-Worked Time Log transactions that do NOT require a begin and end time, but instead require the total number of hours or an amount from the Other Hours/Amounts grid.

Task:

To add or edit hours only or amount non-worked transactions:

1. Click My Log in the menu, if you are logging your own time.
   

   If you are a Review Log or Approve Log Manager and want to create a log transaction for your staff, click Staff Log in the menu, set any needed filters and then select the appropriate Staff card instead.
   

   Step Results: The My Log or Staff Log screen opens.

2. Select Add on the Other Hours/Amounts grid.
   

   Step Results: The Hours pop-up appears.
   

3. Complete the following information and click Save.

   In this field:	Enter:
   Type	Select the appropriate Non-Worked log transaction type. Important: You may also see Worked Time with or without Clients and Unpaid Break log transaction types in theType list, if they require hours only. The names that appear will vary depending on your agency's setup.
   Date	The date of this Non-Worked log transaction. Note: Depending on your agency's settings, you may be restricted from entering a date a specified number of days in the past or future. If so, you will see an error message when you try to save.
   Hours/Amount	The number of hours or an amount (depending on the wage type in the selected task) for this Non-Worked log entry. Hours/Amount are required.
   Cost Center	The cost center for this Non-Worked log entry. Important: Your Default Cost Center will be selected initially. However, you can change it to a different cost center, if needed. Note: If you do not see any cost centers in the list, contact your system administrator.
   Task	The task (job title/wage type combination) for this Non-Worked log entry. Depending on the wage type associated with this task, you will see either the Hours or Amount field above. Note: If you do not see any tasks in the list, contact your system administrator.
   Notes	Any notes related to this log entry. Notes may or may not be required depending on the settings in the Type selected.

   Step Results: The Non-worked log entry will appear in the Other Hours/Amounts grid. The suitcase icon indicates that it is a Non-Worked log transaction.
   

• ZendeskTimeTracking.5.log-1455901978.zip5 KB