Grid Timecard Settings Fields

The following tables provide descriptions for the fields shown in Grid Timecard Settings.

For step-by-step information on how to assign grid layouts by PR company and PR group, see Grid Timecard Settings.

Grid Timecard Settings: Header Fields

Field Description
Company and PR Group Allows you to select the PR company and PR group for the current settings. You can have a different setup for each PR company and PR group combination.
Import Settings Allows you to copy grid timecard settings from a one PR company and PR group combination to another.
Submission Questions Allows you to set up questions for employees to answer before they sign off on grid timecards in the web portal or in Field Management Mobile.

For each submission question, you can select one of the following Response Types:

  • Text: Employees must enter text before their time can be submitted.

  • Yes/No: Employees must select yes or no before their time can be submitted.

  • Text (Optional): Employees have the option to enter text, but their answer is not required before their time can be submitted.

Note: Submission questions display only when time is submitted for individual employees, not when time is submitted for multiple employees at the same time.
FM Mobile Options If you use Field Management Mobile, select the FM Mobile Options button to enable mobile line types, choose a Layout for Mobile Timecard Lines, and select other options for mobile.

For more details on configuring Field Management Mobile, see Configure Field Management Mobile in the Portal.
Default Line Type If you have enabled Service or Mechanic line types, use the Default Line Type dropdown to select a default line type for this PR company and PR group combination.
Time Worked Enabled Allows you to capture start and stop times for grid timecard lines. For more details, see Configure Time Worked.
Job Approval Enabled Allows you to enable job approval for this PR company and PR group combination. For more details, see Review Timecards in Job Approval.
Web Layout Allows you to select the layout to use for grid timecards for the selected PR Company and PR Group.
Note: The Web Layout that you select applies to new grid timecards only, not to existing grid timecards. We recommend modifying your Web Layout for a PR Company / PR Group combination in between pay periods only.
Require Signature on Submitted Allows you to require employees to sign off before grid timecard entries are submitted.
Enable Copy by Crew Allows Field Management customers who are using crews to:

  • Add employees to the FM Grid Timecard and FM Field Tickets based on crew assignments.

  • Filter grid timecards by crew.

  • Select multiple employees in the Employee dropdown on grid timecards. Note that when you select a crew on a grid timecard, all employees in that crew are selected in the Employee filter by default.
Field Ticket Layout If you use field tickets, the Field Ticket Layout dropdown allows you to select the layout to use for the payroll section in Field Tickets.

For more details on configuring field tickets, see Configure Field Tickets and Related Grid Timecard Settings.
Field Ticket Template If you use field tickets, the Field Ticket Template dropdown allows you to select a template for your Field Ticket Layout.
Enable Multi-day on Field Ticket If you use field tickets, you can enable this setting to allow users to enter time for multiple days in the payroll section of the Field Ticket.

Grid Timecard Settings: Grid Fields

Field Description
Field Name Lists the fields included in the current Grid Timecard Layout for the selected PR company and PR group. These fields come from Vista PR Timecard Entry and include user-defined fields, if applicable. You can select to rename a field if you want to change the display name of the field on the grid timecard.
Visibility Allows you to select whether to make fields editable or read-only. Options include:

  • Editable: Select this option to allow users (based on permissions) to make entries in this field on the grid timecard.

  • Editable - Large Dataset: Select this option if the lookup for a field will return a particularly large list of options, which may disrupt workflow. Instead of selecting an option from a long list, users must enter three characters (numbers or letters) to access a list of options that is filtered based on the characters that they entered.

  • Read Only: Select this option to prevent users from editing a field. Remember to set New Line Behavior for read-only lines to ensure that they will populate on the grid timecard.
Job Time Approval Visibility Allows you to determine which columns display and may be edited in Job Approval. Options include:

  • Hidden: Select this option to prevent this field from showing in Job Time Approval.
  • Read Only: Select this option to display this field in Job Time Approval but not allow users to edit it.
  • Editable: Select this option to display this field in Job Time Approval and allow users to edit it.

For more details, see Review Timecards in Job Approval.
New Line Behavior Available for certain fields, this option allows you to determine if or how a field prefills when a user adds that field to a timecard line. Options include:

  • Blank: Leaves the field blank when it is added with a new timecard line.

  • Previous Value: Populates the field with the same entry used on the previous timecard line (users can still edit the new line). This option can be helpful if users are likely to enter multiple lines with similar information.

  • Employee Default: Populates the field with the default assigned on the PR Employee record in Vista. This option applies to the following fields only: Cert, Class, Craft, Crew, EarnCode, EMCo, Equipment, JCCo, Job, PRDept, Shift, SMCo, and TaxState.

    Note: The SMCo field (requires a lookup) pulls the default from the SM Technician record in Vista. For help setting up the SMCo lookup, see Create an SM Company Lookup.
Advanced Allows you to set the following advanced options for the current field. Options include:

  • Required: Enable this setting if you want to require an entry in this field before users can submit or save the timecard line. If a field is already required in Vista PR Timecard Entry, this setting is enabled by default and may not be changed in the portal.

  • Width: Allows you to adjust a field's width (in pixels). The standard field size is 150.

  • Dependent Fields: Allows you to list the field that are affected when the current field is changed. For example, equipment items change when a different equipment company is selected.

    • This field populates with defaults from Vista. If you clear all dependencies from a field and save, defaults are added back in automatically.

    • To remove all dependencies from a field, including defaults, enter "," in Dependent Fields, and save your changes.

    Note: If you modify this field by accident, you can select Reset Default on the Grid Timecard Settings page.
Reset Default Allows you to revert advanced settings for a field back to their default settings.