How It Helps
Workyard's timecard notes feature is a powerful tool that can help workers, managers, and administrators to communicate more effectively, streamline workflows, and maintain accurate records. By using this feature, workers can easily document their work progress and share important information with their supervisors, while managers and administrators can edit and add notes to each worker's time card to ensure that all records are up-to-date and detailed. In this article, we'll walk you through reviewing, adding, editing, and downloading notes on a time card in Workyard, so you can start using this feature to its full potential.
How It Works
How to Review Time Card Notes
Use the Notes column on the Time Card page to quickly identify which timecards have a note.
Open the Timecard and navigate to the Notes tab.
You can view all the notes added to the timecard. NOTE: Any user with access to the selected time card can review the notes on the time card.
Workforce Management subscribers: you can also review notes with Projects tagged to them in the Project Hub.
How to Add and Edit Time Card Notes
Adding a Note on a Time Card
Open the Timecard and navigate to the Notes tab.
On the Notes tab, you'll see the number of notes added to the timecard.
To add a new note, click on the + Note button.
You can include text, a picture, and/or the worksite address in the note.
Any pictures the worker adds will automatically tag the Project and/or Worksite Address with the geo location of where the picture was taken.
Workforce Management subscribers: You and your workers can tag a Project to the time card notes. Notes with Projects tagged to them will also be available for you to review in the Project Hub categorized by project.
Editing a Note on a Time Card
Open the Timecard and navigate to the Notes tab.
Click on the pencil icon next to the note you want to edit.
Edit the note as needed.
Administrators: Have the ability to edit notes on Clocked In, Submitted, Approved, and Processed time cards.
Managers: Have the ability to edit notes on Clocked In and Submitted time cards only.
Workers: Have the ability to edit notes on Clocked In and Submitted time cards only.
Click on the Save button to save the changes.
How to Download Time Card Notes and Attachments
Open the Timecard and navigate to the Notes tab.
You can view all the notes added to the timecard.
To download all the attached files on the timecard, click on the All Files button.
For Workforce Management subscribers, you can also review notes with Projects tagged to them in the Project Hub.
Any user that has access to the selected time card will be able to review the notes on the time card.
FAQ's
Our customer support team is always here to help if you have questions or need
assistance. Contact us at help@workyard.com or message us via the Help icon.