Apply cost codes
How you can apply cost codes to timelogs.
As soon as you have defined cost codes in your Mobiclocks environment, you can start applying them to timelogs. In MobiClocks, cost codes can be applied in three ways:
- Manual
- Automatic. This method is configured from the Web App. See Apply cost codes automatically for more details.
- Employees cost code their own timelogs. This method is configured from the Web App as well. See Allow self cost coding for more details.
In the MobiClocks Admin App, you can apply cost codes manually. The following is a step-by-step guide on manually applying cost codes.
Step 1: Select a date
In your Mobiclocks Admin App, navigate to the Cost Coding section in the left-hand navbar. Use the date picker to select the week for which you want to do cost coding and then select a specific day within that week.
PERMISSIONS
You may access the Cost Coding section if you have the View "Cost Coding" tab permission enabled for your role in Web App > Administration > Role Permissions > Cost coding.
Step 2: Select a job site
Now, you need to select a job site, which is done from the Job Sites navbar in the upper left-hand corner of the screen. Apart from job site selection, the navbar has some additional functionality which is discussed in the Job Sites navbar section in Timelogs list, as the same navbar is used there as well.
Step 3: Apply filters and search (optional)
You can apply search and filters to filter out timelogs based on the selected criteria. The following filters are available:
- Crew. Filter by employee's crew tags.
- Company. Filter by employee's company.
- Pay Group. Filter by employee's pay group.
- Hide empty timelogs. The option hides all the empty timelogs.
- Show non cost coded timelogs. This option is similar to Weekly incomplete cost codes ones but shows incomplete timelogs for the selected day instead of the whole week.
- Weekly incomplete pay classes. The option is visible for certified job sites only and filters out timelogs throughout the selected week that are cost coded but don't have pay classes specified. See Pay classes for more information on pay classes and their purpose.
- Weekly incomplete cost codes. The option filters out timelogs throughout the week that have an entry but don't have a cost code applied.
The following screenshot shows the dialog box with search and filtering options.
Step 4: Apply cost codes
Now that you have selected the timelogs you want to cost code, you can start applying cost codes.
NOTE
You can apply cost codes only to timelogs with an entry.
You have the list of all the cost codes for the selected job site in the right-hand menu named Cost Codes. You can also filter the cost codes by Building name, which is the same as Building number specified when adding a cost code.
PERMISSIONS
You may apply cost codes if you have the Cost code all timelogs permission enabled for your role in Web App > Administration > Role Permissions > Cost coding.
To apply a cost code, you need to drag it from the Cost Codes menu and drop it on a timelog. You can apply multiple cost codes to a single timelog, distributing the timelog duration between the cost codes. If the selected job site is certified, you can also apply pay classes together with cost codes. See Pay classes for more information on pay classes and when they are used.
When you're done applying cot codes, select the Save button to save your changes.
The following screenshot illustrates a cost code and pay class applied to a timelog.
Step 5: Actions (optional)
Using the cost code actions, you can apply or remove cost codes from one or multiple cost codes at once.
The following actions are available:
- Bring From Custom Day. Using this action you can select a custom date on which the employee has a cost code applied and apply the same cost code to the employee's current timelog.
- Apply Default Cost Codes. Each employee can have a default cost code specified in the Employees section of a job site. Using this action, you can apply default employee cost codes to all the selected timelogs.
- Clear Cost Codes. Removes all the cost codes from the selected timelogs.
After applying an action, select the Save button to save the changes. The following screenshot highlights the actions described above.
Updated about 2 months ago