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Timecard Autofill in Smart Forms

Timecard Autofill in Workyard Smart Forms automatically pulls worker timecards, hours, projects, and cost codes into forms like daily reports, daily logs, and foreman reports. This helps track cost code hours and job costing while reducing manual entry.

Written by Yesenia Quintana
Updated over a week ago

Summary

Timecard Autofill pulls information from worker timecards into Smart Forms automatically, so crews don’t have to re-enter them.


Quick Start

  • Add Timecard Autofill to a Smart Form template.

  • Select filters like project or cost code.

  • When the form is opened, matching timecards automatically appear in the form.

  • Submit the form — no need to re-enter hours.

  • Team members will see their own timecard or their crew’s timecards depending on permissions.


What you'll learn

In this article you'll learn:

  • What Timecard Autofill does

  • When to use it in Smart Forms

  • How to add it to a template

  • How workers and managers use it in the field

  • How timecard updates appear in forms


What is Timecard Autofill?

Timecard Autofill is a Smart Forms feature that generates form entries directly from worker timecards.

Instead of manually copying hours into reports, the form automatically pulls labor information from timecards.

Timecards remain the single source of truth, helping keep labor hours and cost codes consistent across reports, payroll, and job costing.


Why teams use Timecard Autofill

Timecard Autofill helps teams:

  • Reduce time spent filling out forms/reports

  • Avoid copying hours from timecards into forms

  • Keep labor hours and cost codes aligned across systems

  • Maintain accurate records for payroll and compliance


How Timecard Autofill replaces manual entry

Without Timecard Autofill, teams often need to manually copy labor hours from timecards into forms.

Before

  • Workers clock in and out in timecards

  • Foremen open a daily report

  • Labor hours must be manually re-entered

  • Errors or mismatches can occur

With Timecard Autofill

  • Workers clock in and out in timecards

  • A form pulls the matching timecards automatically

  • Labor hours and cost codes appear in the form

  • Reports stay aligned with timecard data


When to Use Timecard Autofill

Timecard Autofill works best in forms where crews need to report who worked, how long they worked, or which cost codes were used.

Common examples include:

  • Daily reports

  • Work orders

  • Service tickets

  • Toolbox or safety attendance sheets

  • Field activity logs

  • Labor tracking or production reports


Common Use Cases

Teams commonly use Timecard Autofill to streamline reporting and documentation.

Generate daily labor reports

Foremen can automatically pull their crew’s timecards into daily reports without re-entering hours.

Track attendance at toolbox talks or safety meetings

Managers can quickly see which workers were on-site and include them in attendance forms.

Create work orders or service reports

Labor hours and cost codes from timecards can automatically appear in service documentation.

Capture labor for project documentation

Forms can reflect exactly who worked on a job and how long they worked.


Who Can Use It

Timecard Autofill can be used by:

Workers

Workers can pull their own timecard into forms to complete individual entries.

Foremen, supervisors, or managers

Team members with manager timecard access can generate entries for their entire crew.

Admins

Admins customize Timecard Autofill when building Smart Form templates.

Timecard Autofill is permission-aware, meaning team members will only see timecard data they have access to.


How Timecard Autofill Works

1. Add it to a template (Admin)

  • Go to Smart Forms → Templates

  • Open a template (or create a new one)

  • Add the Timecard Autofill field

  • Customize filters and columns

  • Publish the template

2. Generate entries during form fill (Workers)

  • Select the required filters (such as Date)

  • Timecard Autofill generates entries from matching timecards

  • Review the entries and submit the form

Depending on permissions, the team member may see their own timecard or their crew’s timecards.


View

Timecard Autofill uses a single view that works for both workers and managers.

Worker submission

Workers can pull their own timecard into the form to quickly complete individual entries.

Examples include:

  • Personal daily logs

  • Worker activity reports

  • Individual safety check-ins

Manager or foreman submission

Foremen or supervisors with manager timecard access can generate entries for their entire crew.

Examples include:

  • Daily construction reports

  • Toolbox talk attendance tracking

  • Project labor summaries

The same form works for both workers and managers, depending on who fills it out and what timecard access they have.


Filters

Filters determine which timecards appear in the form.

Date filter (mandatory)

Selected by default so timecard information can be pulled in by date.

Project and Cost Codes (optional)

The form creator can also turn on these optional filters. If an optional filter is enabled in the template, the person filling out the form must select it.


Tip: Pre-selected Filters from Daily Clock

If the form is launched from the Daily Clock screen, filters such as date, project, and cost code can be automatically pre-filled.

This reduces the number of selections workers or foremen need to make when completing the form.


Auto-Filled Fields

Depending on how the form is setup, Timecard Autofill can pull:

  • Project

  • Cost code(s)

  • Start / finish time

  • Total hours

  • OT / DT

  • Break duration

  • Drive time and miles


Can I edit Timecard Autofill fields?

No. These fields come directly from timecards and can’t be changed in the form. If something is incorrect, update the timecard, then refresh the form.


Updates from Timecards

Timecard Autofill pulls the latest information from timecards.

If a timecard changes later, the form will show the updated information the next time it’s viewed.

For example:

  • A worker clocks out after the form was started

  • A supervisor updates a cost code

  • A timecard is edited later


Why Timecards May Not Show Up

If the form is filled out offline

If a form is filled out while the device is offline, Timecard Autofill can’t load timecard data right away. The timecard entries will appear after the form is submitted and the device reconnects to the internet.

If no timecards match the filters

If no timecards match the selected filters, the form will show no results. Check the selected date, project, or cost code.

If you don’t have access to certain timecards

Timecard Autofill only shows timecards you have permission to view. You may need to adjust the filters or ask a project admin for access.


If Timecard Details Change

Timecard Autofill pulls data directly from timecards.

If hours or cost codes change, update the timecard first, then refresh the form to see the updated information.


Quick Answers

Why don’t I see any timecards in the form?

Check the selected filters (such as date, project, or cost code). If no timecards match those filters, the form won’t show any results.\

Can a foreman generate entries for their whole crew?

Yes. If they have worker timecard access, foremen or supervisors can pull in timecards for their entire crew.

Can workers use this too?

Yes. Workers can pull their own timecard into the form when completing individual entries.

What if a timecard changes later?

The form reflects the latest timecard data when it is viewed again.


FAQ

Does Timecard Autofill edit timecards?

No. It only reads current timecard data.

Can I use Timecard Autofill in multiple templates?

Yes. It can be added to any Smart Form template.

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