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Additional Clock/Journyx Setup

The following needs to be set up in Clock/Journyx by an administrator:

  • 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.

IMPORTANT

Pay codes must be managed created and assigned to users in Microsoft Dynamics GP. Do not create or assign pay codes or pay code groups in Clock. After you have assigned pay codes to users in Microsoft Dynamics GP, you will need to perform a Full Business Sync for the pay codes to be assigned in Clock.


Entering Travel Expense Transactions

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

For Job Cost, if you currently use a different cost element than 5 for travel, you will need to modify the jxCostCodeExpense database view to customize the cost element mapping.

This line needs to be modified to replace the "5" with the cost element number you are using:

CASE JC00701.Cost_Element WHEN 5 THEN 'Yes' ELSE 'No' END AS 'Mileage Expense',

Best Practices

For optimal synchronization performance, it is recommended to not run any unnecessary background processes during the scheduled sync time that could impact available system resources.

If you customize the column label for the "Activity" column, you will also need to update the Project Hierarchical Entry field (Settings > System Settings > Entry Sheets (Global Settings)) and the Time Entry Grid label (Settings > System Settings > Custom Entry Screens > Time Entry Screens > Standard Time Entry Grid) with the exact custom name.

Additional Documentation

Journyx Administration Documentation

Journyx documentation is found at https://community.journyx.com/support/solutions/9000114864 under Technical and Installation Documentation.

Clock Release Documentation

Additional Clock Information

  • The Clock Time Entry Comment field data can end up in multiple places.  If the comment is 30 characters or less, it will simply go to the Transactions Description field of the Signature TimeTrack transactions.  If the Comment field is > 30 characters, the first 30 characters displays in the the TimeTrack Transaction Description field and then the entire comment is appended in the TimeTrack Transaction Note.  Also, the individual notes that can be added to each day’s time in Clock will also get appended into the TimeTrack Note field.
  • The Activity field in Clock is limited to 14 characters. If you have activities set up in Signature that have more than 14 characters, you will need to edit these activity IDs in Signature. (Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Activities).


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