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Approving a Time Clock Shift

Process Overview

This procedure guides you through the process of approving employee time clock shifts in BuilderTrend. Following this process ensures accurate time tracking and proper job costing.

Prerequisites​

  • BuilderTrend account with appropriate permissions
  • Time shifts that need approval

Procedure​

  1. Navigate to Project Management Menu

    Click "Project Management Menu" in the main navigation.

  2. Access Time Clock

    Click "Time Clock" in the dropdown menu. Make sure you are searching in "all open jobs" for a complete view of time entries.

  3. Select Time Shift

    Find and select the specific time shift you need to approve from the list of available entries.

  4. Access Cost Section

    Click the "Cost" tab to view and modify cost coding information for the selected time shift.

  5. Check and Update Cost Code

    Review and, if needed, click the cost code dropdown to recode the shift to the appropriate cost category.

    Important for Accurate Job Costing

    Ensuring the time is coded to the correct cost code is essential for accurate job costing and financial reporting.

  6. Select Appropriate Cost Code

    Choose the correct cost code from the dropdown list that best represents the work performed during this time shift.

  7. Save and Approve

    Click the "Save & Approve" button to apply your changes and move the shift to approved status.

  8. Confirm Approval

    In the confirmation dialog that appears, click "Approve Shift" to finalize the approval.

  9. Complete the Process

    Click "Save & Close" to finish the process and return to the time clock view.

Process Summary​

This procedure is a critical transformer in the overall time tracking and payroll process. The inputs are unapproved time entries, and the outputs are properly coded, approved time entries that feed into both payroll processing and job costing systems.

Checklist​

  • Navigate to Project Management Menu
  • Access Time Clock
  • Select the appropriate time shift
  • Review time entry details
  • Verify or update the cost code
  • Save and approve the shift
  • Confirm the approval
  • Complete the process
Completion

Once all steps are completed, the time shift is approved and properly coded for accurate job costing and payroll processing.