Travel Shift Tracking

Highlights:

Travel shifts records the time a worker spends travelling between jobsites. This ensures the workers are paid for their entire workday, with no gaps in pay for time spent travelling and not actively clocked into a project.

Things to Consider:

• Settings are enabled per project:

  Travel settings are configured at the project level, and thresholds can be defined to control when travel shifts are created, These thresholds are based on distance and travel time.

• Separate travel shifts:

  Travel time is logged as a separate travel shift on the destination project, distinct from the worker's regular shift. This provides a clear record of when a worker leaves one location and arrives at another.

Steps to Enable Auto Travel Shift Settings

Step 1: Configure Punch Settings

1. From Project Settings, scroll down to the Punch Settings section.
2. Toggle Auto Travel ON
3. Customize the Distance and Travel Time thresholds as needed.

 ⚠️ Important:

• If the actual distance or travel time falls outside the selected thresholds, a travel shift will not be recorded.

Step 2: Auto Travel Shifts Are Enabled

Once enabled, the next time a worker punches in, the system will automatically record travel shifts when:

• A workers leaves one jobsite, and
• Arrives at the next project location (in the same day)

Example 1 - Punch into Project A (No Punch Out) and Travel to Project B

A driver begins their shift by punching in at Project A.

The worker then leaves Project A without punching out and travels to Project B, where they punch in. Project B has Auto Travel Enabled.

Upon punching into Project B, the system automatically:

• Creates a travel shift equal to the calculated drive time between Project A and Project B using Google Maps, and
• Generates an automatic punch out for project A (identified by a robot icon), timestamped as the Project B punch-in time minus the calculated driving time.

Example 2 - Punch IN & OUT of Project A and Travel to Project B

A driver begins their shift by punching in at Project A and punches out before travelling to Project B. Project B has Auto Travel Enabled.

When the driver punches in at Project B, the system automatically creates a travel shift equal to the time between punch out at Project A and the punch in at Project B.

How to Manually Create a Travel Shift

This option is useful when a worker travels to multiple jobsites and the travel time was not automatically recorded. users with the appropriate permissions can manually add a travel shift to ensure the worker is paid correctly.

Step 1: Add a Travel Entry

1. Navigate to the Project Timesheets section.
2. Click the (+) icon and select Add Travel Entry.

Step 2: Enter Travel Details

1. Select the Worker.
2. Choose the Shift Date.
3. Enter Travel Time.
4. Select an Edit Reason.
5. Click Create.

💡 Tip: The Reason field is mandatory and must be completed before a travel shift can be created.

Step 3: Review and Approve

Review the travel shift details and approve the entry as required.

Edit, Delete, and Restore a Travel Shift

This feature allows users to edit or adjust travel time entries, as well as delete or restore previously deleted travel shifts.

Edit a Travel Shift

• Click directly on the travel shift entry you want to update.
• Make the necessary changes and add a reason for the edit.
• Save your changes.
• Note: A reason is required when editing a travel shift.

Delete or Restore a Travel Shift

• Click the three-dots (...) menu at the end of the travel shift row.
• Select Delete to remove the travel shift, or Restore to reinstate a previously deleted entry.

Once deleted, the travel shift will be highlighted in red, making is easy to identify.

Exempting a worker from Auto Travel Shifts

If required, an individual worker can be exempted from Auto-Travel shifts by activating the "Exempt from Auto Travel Shift" in their worker profile.

Videos

Steps to Enable Travel Shift Settings

How to Create a Travel Shift

Edit, delete and restore a travel shift