How to Manage Time Cards in HeavyJob
This tutorial will guide you through pulling Time Card data and where to find supporting information.
Prerequisites
Before you begin, make sure you have your API credentials (Client ID and Secret) for authentication. For details on obtaining the tokens, refer to the Getting Started with Request Tokens guide.
Option 1: Retrieve List of Time Card Information
Purpose: Retrieve a paginated list of time card summary information for the specified job, foreman, and date range through the GET Time Card Info Endpoint.
Response: The response will include a paginated list of time card summary information.
Option 2: Retrieve Specific Time Card by ID
Purpose: Retrieve time card entries using a specified ID through the GET Time Cards Endpoint.
Response: The response will include a more detailed description of the timecard, including costCodes, employees, and equipment.
Additional Information
While the above methods will allow you to pull timecard data, you may want to use other endpoints to gather additional details:
Setup Endpoints
Setups endpoints are essential for timecard management, providing foundational data and structure needed for accurate and efficient processing.
Setup Endpoints
- Cost Codes: Retrieves cost codes for accurate financial tracking across different parts of your business and projects.
- Use Case: Helps you categorize labor and equipment costs correctly on timecards, making it easier to report finances and bill accurately for each project segment.
- Use Case: Helps you categorize labor and equipment costs correctly on timecards, making it easier to report finances and bill accurately for each project segment.
- Business Units: Provides details about different parts of your organization, making it easier to filter employee and time card data.
- Use Case: Simplifies the process of assigning labor costs to specific parts of your organization, improving cost management and reporting accuracy.
- Use Case: Simplifies the process of assigning labor costs to specific parts of your organization, improving cost management and reporting accuracy.
- Employee List: Retrieves a complete list of employees, essential for managing your workforce and tracking assignments.
- Use Case: Ensures that time worked by individual employees is accurately recorded on timecards, streamlining payroll and resource management.
- Use Case: Ensures that time worked by individual employees is accurately recorded on timecards, streamlining payroll and resource management.
- Equipment: Retrieves a list of equipment types, crucial for managing and tracking equipment usage.
- Use Case: Helps accurately track equipment usage on timecards, improving job cost accuracy and resource planning.
- Use Case: Helps accurately track equipment usage on timecards, improving job cost accuracy and resource planning.
- Accounting Template of Business Unit: Fetches accounting templates customized for your business units, ensuring consistent financial reporting structures.
- Use Case: Standardizes how costs are allocated on timecards, enhancing financial clarity and meeting compliance requirements.
- Use Case: Standardizes how costs are allocated on timecards, enhancing financial clarity and meeting compliance requirements.
Reporting Endpoints
Reporting endpoints are crucial for analyzing timecard data, offering detailed insights into hours worked, costs, progress, and transactions.
Reporting Endpoints
- Employee Attendance: This endpoint in HeavyJob helps manage and retrieve employee attendance data.
- Use Case: This ensures you accurately track attendance, which is crucial for smoothly processing payroll and assigning costs across different job codes and categories.
- Use Case: This ensures you accurately track attendance, which is crucial for smoothly processing payroll and assigning costs across different job codes and categories.
- Hours: Retrieves detailed employee time card hours for precise tracking of work hours and equipment usage.
- Use Case: Provides precise data for managing payroll and projects, ensuring accurate allocation of labor costs.
- Use Case: Provides precise data for managing payroll and projects, ensuring accurate allocation of labor costs.
- Cost: Retrieves crucial cost-related details to monitor project expenditures effectively.
- Use Case: This helps monitor expenses tied to timecards, allowing real-time budget oversight and effective cost management.
- Use Case: This helps monitor expenses tied to timecards, allowing real-time budget oversight and effective cost management.
- Cost Code Progress: Stay informed about your cost codes' progress with updates that enhance transparency in project management.
- Use Case: This ensures you stay updated on project milestones, verifying alignment between recorded hours and project progress.
- Use Case: This ensures you stay updated on project milestones, verifying alignment between recorded hours and project progress.
- Cost Code Transaction: Gets transaction details linked to cost codes, providing insights into project finances and breakdowns of expenses.
- Use Case: This provides comprehensive financial records for audits and compliance, validating cost entries on timecards for accuracy.
- Use Case: This provides comprehensive financial records for audits and compliance, validating cost entries on timecards for accuracy.
Troubleshooting
If you encounter issues, refer to the Getting Started with Request Tokens guide or contact support for assistance.