Tasks

In addition to Job Profiles, the system also allows you to create the Tasks that your employees will be working on. Tasks are assigned to a job using a Task Number when creating a Job Tracking punch at the time clock.

Note: Before tasks can be used, the Enable Tasks option must be selected in Job Tracking Settings.

The following instructions walk you through creating Task Profiles.

1. Click on the main "Job Tracking" navigation tab at the top of the screen.
2. Click on either the [TASKS] icon under the Create/Edit header, or on the "Tasks" link located in the row of links directly below the main program navigation tabs.
3. The section at the top of the screen allows you to sort existing tasks by "Name" and "Task Number." Click on the [DISPLAY] icon to bring up a list of the tasks currently in the system. Click on the [ADD] icon to create a new task.
4. Enter a Name for this task as you would like it to appear in the system.
5. Enter a Task Number. This is the number that employees will use to specify this task at the time clock.
   Note: Task numbers must be unique. The Next Available Number is displayed.
6. The Export Code is used when exporting job information from TimeForce II to external payroll management software. Some payroll programs require a specific format for the setting in this field. Ensure that you are aware of your payroll program's requirements.
7. Enter a brief Description for this task.
8. If hours for this task are to be assigned to a specific Base Pay Code, make the desired selection from the drop-down menu. If no setting is specified pay codes will be defined on an employee or schedule basis (depending on your setup).
9. Each premium that has been set up in the system is displayed in the Premium Pay Codes section of the screen. By default, all codes are unselected. To assign codes to the task, highlight the desired codes in the Unselected box and click on the icon. The codes are moved to the Selected section of the screen.
10. If you would like to add an estimation for the number of hours that it will take to complete this task, the Estimated Hours field allows you to do so. These estimates are optional, and will be used with the program's "estimated vs. actual" comparison.
11. The Estimated Cost field allows you to add an estimate for the cost of completing this task. Again, this estimate is optional, and will be used with the program's "estimated vs. actual" comparison.
12. Once you have entered the desired task information, click on the [CREATE] icon to save the Task Profile.

Your existing tasks are displayed on the main "Tasks" screen. Click on the link under the Name column to edit the settings of an existing task. Click on to inactivate a task. Inactive tasks are not used by the system, but are retained for later activation. From the Inactive Tasks section of the screen, click on the "Activate" link to restore a task, or click on to permanently remove the task from the system.

Related Topics

• Refer to Job Tracking Settings for information on enabling tasks.
• See Base Pay Codes for information on creating the codes available for selection on a task.
• See Premium Pay Codes for information on creating the codes available for selection on a task.