Using Job Clock

Using Job Clock

The Job Clock feature in MaxxTraxx provides an excellent way to track technician work flow and productivity.
The setup and use is simple, but there are a few things that need to be done prior to the technicians using the feature. 

SETUP

First, access the Employee List by clicking the "Payroll" tab then the "Employee List" box:




Once the Employee List window is open, highlight a technician to activate the Job Clock feature for then click the "Edit" box or double-click:





With the Master Employee record open, verify the User Employee Code is present.  

Make sure your technicians are aware of their Employee code and if using security they need to know the password.




Employee code, password, and security group are established for employees in the above Employee Master Record

The next two screenshots are OPTIONAL.

 The password security can be turned on in the "Setups" screen in the "Company Information" tab: 




System security is turned off if the box is checked. Uncheck the box to activate system security, then check the box to activate password protection if desired. Neither of those steps are required to use job clock:

Do not activate system security unless someone has an administrator level login and password!




Navigate to the Employee master record, click the "Miscellaneous" tab on the left side of the window. Make sure that the "Is technician" and "Use Job Clock" boxes are checked. Click the "Save" box when finished. 





ASSIGNING JOBS TO TECHNICIANS

There are different ways to assign technicians to individual repair orders or labor operations. 
If your shop is setup to display warnings before the RO is saved, you can assign the technician at that point. Select the technician at the warning window:




You can also select the technician from an open repair order. Click on the "Assign Techs" box:




A window then opens with the labor operations listed. Highlight the individual operation and click on the select column. Alternatively, you can click the "Select All" box to assign all the jobs at once. 




NOTE: Make sure the green check mark is in the Select column for the jobs chosen. 

Select the technician to assign and click the "Assign to Selected labors" box:





Click "Close" when finished.
 

CLOCKING ON TO A LABOR OPERATION


The technician will clock on to the job through the Job Clock feature. If your employees are using Time Clock, it is the same feature. 
With MaxxTraxx open, click on "Quick Picks" then the "Time Clock" box:




Alternatively, a desktop or taskbar shortcut can be created for Job Clock. 

Enter the Employee Code and click OK. 
If this is the first clock-in of the day, the system will take the technician to that process first. 





Once clocked in, the system will display the job clock options open to the technician. You will see each job the technician is assigned to and the status. The technician then clicks in the "Clock in" or "Clock out" column depending on what their work status is. Click "OK" to proceed. If they are clocking out, the technician will select the reason (parts hold, completed, etc.)




The technician can also view other items such as Vehicle Details, the Tech Worksheet, Checklists, and various histories by selecting one of those boxes.


VIEWING REPORTS

From the Service Counter, click on the "Reports" drop down, then "Company Reports":




 

Once in the Company Reports Manager window pops up, highlight the "Employee" tab in left column then scroll down to either Technician Productivity or Technician Productivity Summary. Set the date range and other options for the reports and run them as needed. Both reports can be exported to an Excel spreadsheet.