Team Check In Fields
Team Work Hours
Odd-Men Employees
Team Check In Field Chooser
The Team Check In feature combines the functions of the time card (for all of a team's The default term for a group of employees that work together. Teams as assigned to jobs, so all employees assigned to team will be work on that job. employees Default term for people employed to perform work for clients.) with that of the completion wizard (for all of a team's jobs). It is designed to speed up data entry; from here, you can quickly close jobs and add time codes to multiple employees over multiple dates. In short, because Team Check In completes jobs as well as enters information into the time cards of all of the team's employees, using Team Check In will enhance and simplify job completion and employee time card entry.
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To open the Team Check In dialog box:
Click Office Duties from the Navigator bar.
Click the Team Check In tab. The Team Check In dialog box appears.
Select the name of the team that you want to check in from the Team drop-down list.
Select the date range for the team check in from the From and to calendar boxes.
Click Refresh. All of the jobs for the selected team for the selected date range appear.
After you select the team and dates for this window, ServiceCEO displays the same basic data as a time card, including:
A date header row for each date in the defined date range (including dates for which there are no time blocks).
Each time block during the company work hours (as defined in the Scheduling Options dialog box).
Each job or task to which the team is assigned, plus each job and task to which an employee on the team is assigned.
Travel time. This is automatically included for the team in the same manner as it is for Time Cards.
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The fields in the Team Check In dialog box are:
Color bar. Displays the color of the time block's time code.
In. The time at which the time block began.
Out. The time at which the time block ended.
Time Code. The time block's time code.
Substatus. The substatus A code that further expands the existing job statuses. for jobs and tasks. If not the job has not yet been completed, this will default to the default completed substatus. If the job is already completed, this will be the job’s substatus as defined from the general page of the Completion Wizard.
Description. A read-only field displaying:
Jobs. Displays "Job number - Customer Name - Job summary".
Tasks. Displays "Task summary - Description"
Charges. The amount of charges on the job/task.
Payment Type. The payment type for the job/task.
Check #. If the payment type is check, displays the check number of the payment. Otherwise, this field is blank.
Amount.
If payment exists, displays the payment amount. If a payment exists but
does not exactly equal the amount of the job, the caution icon appears
(
).
Tip. Displays any time on the job. Basically defaults to the difference between the charges and the payment amount, when the charges < payment amount.
Payroll. Displays the initials of the employees on the selected team who will be paid for this time block.
Invoice Notes. Displays the notes on the job/task.
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A team's work hours is calculated differently depending on the number of employees assigned to the team and the work hours of those employees. If a majority of the team's employees have the same work hours, those work hours will be used as the team's work hours, determining which employees are odd-men or not. If only one employee is on the team, or if there is no clear majority of work orders (e.g., four employees on the team, two of which have work hours X and two have work hours Y), then the team's work hours will be pulled from the first employee listed the bottom of the page (listed alphabetically by last name).
"Odd-man" employees may exist in the Team Check In dialog
box. An odd-man employee - distinguished by the icon
next to their name - is an employee who meets any of the following conditions:
Has different work hours or time blocks then the rest of the team (or the individual whose work hours are being used for the team)
Unavailable override work hours for that day (e.g., entered via the dispatch board or employee work hours)
If any odd-men employees exist, you can do two things:
Open the odd-man employee’s timecard by double-clicking the employee's initials name at the bottom of the page. You can then compare the odd-man time card with the team's time card to determine what is different and make any edits (if necessary).
Process team check in. The odd-man employee's time card will be processed with the different information.
The field chooser in the Team Check In dialog box is different then the field chooser on the customer list. Although the functionality is basically the same, there are two differences:
Only the Administrator can access the field chooser in the Team Check In dialog box.
The Tab checkbox. Only fields with the Tab check box selected will be able to be “tabbed into.” For example, if the Tab check box is not selected for the "Check #" field, pressing Tab in the Team Check In page will never place the cursor in the Check # field.
For more on the Field Chooser, see the Field Chooser section.
See Also: Working with Time Blocks in Team Check In
) will be displayed for missing