This feature enables supervisors to efficiently manage time entries for their team members. Supervisors can clock in multiple team members at once and make updates to multiple crew members' time cards simultaneously. This is ideal for teams that need to keep consistent records for entire crews working on the same shifts or tasks.
How to Use Team Actions in Workyard?
Create Team
Assign a supervisor or manager to the team
Use Team Actions to clock-in, clock-out your team
Use Team Actions to update breaks and project time in latest time cards of your team
Create your Team and Assign a Supervisor
Go to Team Members --> Teams --> +Team
Add a name, assign team members and a team supervisor/manager
Save the Team
A team can be assigned more than one Team Supervisor/Manager
Team Actions
You can use following team actions to update your team's time activity simultaneously for all team members.
Clock-in Your Team
Go to Time --> Team in the Android or iOS app
Select the Team
Use Team Action
Select Clock-in
You can deselect one or many team members if required.
Specify project & cost code in Project Time (optional)
Specify Start Time
Confirm Clock-in
Status of the team members is changed to "Clocked in". Only clocked-out or yet to clock-in team members can be clocked in.
Clock-out Your Team
Go to Time --> Team in the Android or iOS app
Select the Team
Use Team Action
Select Clock-out
You can select or deselect one or many team members if required.
Specify End Time
Confirm Clock-out
Please note when a team member is clocked out their status appears as following:
If the team member clocked on current day, status will specify a clock out time: "Clocked out at hh:mm"
If the team member had clocked out at any time other than current day, status would read: "Yet to clock in today"
Add Break Time
Go to Time --> Team in the Android or iOS app
Select the Team
Use Team Action
Select Add Break Times
Update selected team members is required.
Specify Start Time
Specify Break Duration of the break
Tap Add Break Times
Please note the following about adding breaks:
Break Time is added to the latest time card only.
New break time cannot overlap with existing break time(s) of the time card.
It is mandatory to specify the duration for break to end the break.
As soon as the current time is past the specified break duration, team member's status reverts to "Clocked-In" from "On Break"
How to end break?
Breaks end automatically at the end of the specified duration.
If you add break time in the past, it does not change the status of the team member's time card.
If you add the start time and duration in such a way that break ends at a time in future, team member's status changes to "On break" until break is over and then reverts to "Clocked-in" at the end of the break automatically.
Switch Project and Cost codes
Go to Time --> Team in the Android or iOS app
Select the Team
Use Team Action
Select Switch Project and Cost Codes
Update selected team members is required.
Specify Project and Cost code in Project Time field
Specify Start time for the selected project and cost code
Confirm Switch Project And Cost Codes
Please note that Project Time is added to the latest time card only. New project time trims end time of any existing project time on the time card. For e.g. If existing project time is from 1 PM - 3 PM and new project time start from 2 PM, then previous project time will be readjusted to 1 PM-2 PM.
Team Actions for Crew members Not Assigned to a Team
You might be required to update time activity of multiple team members who do not belong to a team such as in case of a team quickly assembled for an emergency job. To simultaneously update their time activity:
Go to Time --> Team in the Android or iOS app
Select All Team Members
Select Team Action
Select Team Members for updating time activity
Specify the required details based on the selected Team Action
Confirm Team Action
How to view the latest status of team members?
Status of team member's time activity is refreshed every time the Team list is opened or, user may pull the list down to refresh the status.
This feature is available on all Workyard plans i.e., Starter, Pro and Enterprise.
Please note that Team Actions for updating break and project time are available on iOS and Android apps only.
For further queries, please contact Workyard's customer support team.