Overview
Roles: Admin, Supervisor, Employee | Interface: Web, Mobile
The Timecard Template feature in CrewCenter allows users to save time by reusing predefined timecard formats. This feature can be enabled or disabled by Admins in the CrewCenter Web interface, and, when enabled, mobile users can control its use from their app settings. Understanding how to manage and use Timecard Templates helps streamline time tracking and ensures consistency across your organization.
Enable or Disable the Feature from Admin Settings
As an Admin, you can control the availability of the Timecard Template feature for your company using CrewCenter Web.
Go to the Settings section on the Web.
Click on Automation.
Use the Timecard Template toggle to enable or disable the feature for all users.
Note: The toggle is ON by default. Admins can turn it OFF at any time.
Enable or Disable the Feature in the Mobile App
Once the feature is enabled by the Admin, mobile users can manage their own use of Timecard Templates:
Open the CrewCenter App and go to Profile on the top left corner
Find the Timecard Template toggle.
Switch it ON or OFF as needed.
Note: If the Admin disables the feature in Web settings, the toggle will not appear in the mobile app.
Use the Timecard Template Feature in the Mobile App
When the Timecard Template feature is enabled, users can create, use, and remove templates directly from the mobile app.
To Create a Timecard Template (see step by step instructions below):
Open the CrewCenter app.
Go to the Timesheets section.
Choose the day you want add the time entry
Fill in the required details for your time entry eg. Project, Click-in and Clock-out, Breaks, Special time Types and Add time entry.
Tap Save as template and OK to confirm.
To Use a Saved Template (see step by step instructions below):
Go to Timesheets
Choose the day
Hit Add time entry.
The data will populate automatically. Update any details if needed.
Press OK
To Remove a Template (see step by step instructions below):
Go to Timesheets
- Choose the day
- Hit "+" to enter the time
- Hit the Add Time entry
- Tap Remove Template and Ok
Difference Between Timecard Template and Preset Breaks
Aspect | Timecard Template | Preset Breaks |
|---|---|---|
What it Does | Lets you reuse a previous timecard or a saved template to fill out work hours/tasks. | Automatically adds standard break times (like lunch) to your timecard. |
How to Manage Uniqueness | You can review and edit the template before submitting. | You can adjust the preset break times if your actual break was different. |
How it’s Used | When starting a new timecard, choose a template and update details as needed. | Preset breaks appear automatically; edit if your break was different. |
Assignment | Templates can be created by the user. | Preset breaks can be set by both Admin and Users for specific days or all days. |
When to Use | Use when your work hours/tasks are similar to previous days. | Use every day, especially if your break times are usually the same. |
Important Notes
Mobile Toggle Visibility
The mobile toggle for Timecard Templates is only visible if the Admin enables it from CrewCenter Web.
Purpose of Templates
Templates help save time for repetitive schedules, but always review before submitting.
Effect of Turning Toggle Off
Turning the toggle OFF on mobile deactivates the template feature for that user but does not delete existing templates.
Troubleshooting
Issue | Solution |
|---|---|
Timecard Template is not visible on mobile | Ensure the Admin has enabled the feature in the Automation tab on CrewCenter Web. |
Template not applied automatically | Make sure you have turned the mobile toggle ON and have updated the app to the latest version. |