Time Keeping Audit Rules

Modified on Tue, Jan 27 at 5:47 AM

TABLE OF CONTENTS

What is an “Audit” in Fieldclix Time Keeping?
Common TK Audit Rules
Post Processors
TARs Vs. Audits
Reviewing Audit Results
- Disable Audit Report
Audit Notification Recipients

What is an “Audit” in Fieldclix Time Keeping?

Audits automatically check time keeping data for violations (e.g., "Unauthorized Overnight," "Late Clock-Out").

Audit Rules: Define checks, exceptions, and actions.
Results: View in Audit Results dashboard, Time Card Review, or Time Card web interface.
Reports: Appear in next day's Audit Report.
Notifications: Email/text to employee/manager (some cases).
Auto-Adjustments: Correct time entries automatically.

Rules are employee-category specific and configurable—not all apply everywhere. Configure in Audit Settings dashboard.

Common TK Audit Rules

Name	What it checks	Possible Auto-Adjustment
Early/Late Clock-In/Out	Work starts too early or ends too late vs. allowed hours	Zero-out time before/after expected clock-in/out
No Data	Periods where GPS signal lost	Zero-out no-GPS periods
Max Time per Shift	Shift > max (default: 16 hours)	—
Max Drive Time	Driving per shift > max (default: 16 hours)	—
Early Birds	Clock-in before earliest allowed (default: 6 AM)	—
Warehouse Time Limit	Excess time at warehouse/office when not linked to a job site (default max 30 min)	—
Missing Work Order Allocation	Time spent at a job site but not linked to any work order	—
Early Arrive / Late Depart	Arrives/leaves job site outside dispatch schedule	—
Dispatched with 0 On Site Hours	Scheduled jobs, no on-site time recorded	—
Unauthorized Stops	Stops at unallowed location types. Makes such stops as unauthorized stops.	Zero-out unauthorized stops (and optional drive to/from)
Unauthorized Clock In/Out Locations	Clock-in or clock-out done from a location that is not allowed (e.g. from home when not permitted)	• Clock In — zero out time from clock in to the first stop at authorized place (site, warehouse, a location set as authorized in the audit rule). • Clock Out/ Force Clock Out — zero out time from clock/force out to the first stop at authorized place (site, warehouse, a location specified as authorized in the audit rule). Do not zero out time if WO Type exclusion parameters are met: there are hours allocated to a Work Order defined as excluded from audit.

Post Processors

Post Processors adjust cost types based on rules (like audits, but for billing preferences, e.g., reassigning drive costs for crew leads). They run automatically; some are configurable by employee category.

Name	Purpose
CommonPostProcessor	Auto-runs first. Replaces cost type for stop periods overlapping Unauthorized Stop Locations audit results with "UNAUTHSTOP" cost type. No config needed.
ReplaceCrewLeadDrive	Replaces standard Drive cost type with crew lead cost type for employees marked as crew lead in dispatches. Config: Employee categories, crew lead cost type ID.
ReplaceDriveByLocation	Replaces Drive cost type for drives between stops at specified location types (e.g., unauthorized). Config: Categories, location types, replacement cost type.
ReplaceShiftOnSite	Replaces On Site cost type based on clock-in time (e.g., day/night shift rates). Config: Shift windows (minutes from midnight) + cost type per shift.
PwShiftReplace	Applies Prevailing Wage cost type to periods overlapping PwShiftAudit results. Works with PwShiftAudit for automatic PW compliance. Config: PW cost type ID.
AssignWoByLocationType	Replaces WO allocation and cost type for all stops at specified location types. Config: LocationTypeIds (array), WorkOrderId, CostTypeId.

TARs Vs. Audits

Employees see the status of their hours in the Mobile App.
“Approved” hours are highlighted in the Mobile App when an Audit Exception occurred.
TARs are initiated by Employees to correct the time auto-recorded in the system.

Reviewing Audit Results

Two key places:

Daily Audit Report: Auto-sent to managers for prior day's time cards.
Audit Review Jobs: For critical audits—requires compliance check. View via Audit Results dashboard, Time Card Review interface, or time card's Audit Results tab.

Disable Audit Report

To completely disable the audit report, send a request to FCX Support.

Audit Notification Recipients

TK Processing emails daily results to:

TK Audit Result Reviewer role (all time cards with audits attached).
Head of Department, BP Owner, or BP Project role member (if Daily Audit Receiver checked on role card)—only their responsible time cards (based on max-hour Build Plan).