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• Pay groups (Salary vs Hourly).
• Verify if you need to run OCM (Organization Chart Management). This sets up the user to approve time sheets.
• Activity level approval (turn off to start). Go to Configuration > System Settings > Third Party Software. Take Project Approvals into consideration when returning entries to MSP and QuickBooks.
• Holiday Schedule – possibly two schedules based on Salary and Hourly.
• Holidays.
• DVT2 Blocking Rule – Time Entries (required fields). For example, if employees must enter a pay code with time entries.
• Create DVT2 Blocking Rules – Expense (required fields).
• Create DVT2 Basic Rules – Overtime. For example, if an employee has more than 8 hours in a day, overtime needs to be on a different pay code line.
• Other items to consider:
  • Will they be using Time In/Time Out? If so, this will need to be added to the All Employees group.
  • Do they use Work Crews? If yes, only labor entries will be used for the crews.

Creating Travel Expense Transactions

To create a travel expense transaction in Clock, for Job Cost transactions, select any cost code set up with cost element 5; and for Service transactions, select cost code 5. Enter the mileage in the quantity field for each day.

Best Practices

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