Using PROCAS Mobile Time - Part 1 author avatar

PROCAS Mobile Timekeeping on iOS

PROCAS has recently released a new mobile friendly timekeeping system! Whether you’re Team iPhone or Team Android, all users will get to utilize the new timekeeping system with the same mobile friendly end user experience.

PROCAS Mobile Timesheet - iOS and Android

To clarify, this is NOT a mobile application, but rather a mobile friendly web application.

  • When you access it via your smart phone or tablet, the system will be aware of the device and adjust accordingly.
  • Because this is not a natively installed mobile application, you will always have the most up-to-date version of our software and will not have to worry about routinely updating your timekeeping application or operating system on your mobile device.

For instructions on how to login to your PROCAS timesheet on a desktop or laptop computer, please click here.

Otherwise, follow along to engage in our new mobile timekeeping process in 2 parts:

  • Part 1 - Login and Setup (Below)
    • Logging into PROCAS Mobile Time
    • Creating a Web Shortcut or Bookmark
    • Additional Login Notes

Logging into PROCAS Mobile Time

The link for our mobile timekeeping web application can be found here.

The link for the login screen is the same as the link for the desktop version of the timekeeping system. You will be automatically redirected to the mobile optimized version of the timekeeping system, which should appear as follows:

PROCAS Time Login Screen on Phone

We highly recommend bookmarking this login screen to your phone's web browser or setting it as a web shortcut for easy access. Help for creating a web shortcut is broken out by device type:

Web Shortcut - Apple Devices (iOS)

The steps for creating a web shortcut on Apple devices are as follows:

  1. On PROCAS Mobile Time, select the "More Options" icon
    1. iPhone - Bottom of screen
    2. iPad - Upper right-hand corner of screen
  2. Scroll to the right and select "Add to Home Screen"
  3. Name shortcut and hit "Add"
  4. Shortcut now available on "Home Screen"

PROCAS Timesheet on Apple iOS    PROCAS Time on Apple iOS

iOS Web Shortcut - Add    PROCAS Timekeeping Web App on iOS Apple

Tip - Leverage iOS' security features such as facial recognition, fingerprint, and/or pin code to store your PROCAS username and password for easier future use of the shortcut.

Web Shortcut - Android Devices (Google Chrome)

To create a web shortcut through Google Chrome on Android Devices, follow this step by step process:

  1. On PROCAS Mobile Time, select the "More Options" hamburger icon
  2. In the upper right-hand corner of the options, select "Add Page To"
  3. Add the current webpage to "Home Screen"
  4. Name shortcut and hit "Add"
  5. Shortcut now available on "Home Screen"

 

PROCAS Timekeeping on Android   Adding Procas Time Shortcut on Android

Add PROCAS shortcut to home screen   PROCAS timekeeping shortcut on Android

Final Web app shortcut for PROCAS Timesheet on Android

Additional Login Notes

Once your shortcut is saved, go ahead and proceed to login with your assigned username and password.

Note 1 - If you have access to multiple companies, you will first need to select which company you are attempting to log into before accessing your timesheet.

Note 2 - If you do not know your username or password, please refer to this prior post with steps related to obtaining that information, or reach out to your system administrator. However, you can always reset your password from this screen if you know the email assigned to your account. 

Note 3 - If you prefer to operate in the desktop version of the timekeeping system, please select the link "Switch to Desktop" (red arrow) under the hamburger menu (orange arrow) when logged into the system.

PROCAS Time Additional Options

Once logged in, you should proceed to a screen that looks similar to the screenshot of a timesheet in the next section - PROCAS Mobile Time Overview.

To Continue to Part 2, please click here -->

Using PROCAS Mobile Time - Part 2 author avatar

For information related to logging into PROCAS Mobile Time, click here for Part 1.

PROCAS Mobile Time Overview

Once logged into the system, your timesheet will populate for the current day, with your default charge codes on display. An example can be seen below, which will be broken down piece by piece.

PROCAS Mobile Timekeeping on iPhone and Android

PROCAS Mobile Time Header

The timesheet header provides context to what is being presented in the body of the timesheet, as well as functional buttons for navigating throughout the system:

 Hamburger Menu for more PROCAS Timesheet options - Hamburger Menu 

  • Allows the end user to enter today's time, see their timesheet summary, submit their timesheet, or log out.
  • See below section Other PROCAS Mobile Time Options for utilizing these additional functions.

 Pay Period Icon for changing periods in PROCAS Time - Pay Period

  • Displays current pay period and allows for the end user to toggle to any prior open period.

Pay Period End Date in PROCAS Time - Pay Period End Date

  • Displays when the current pay period ends for the end user to see when they have to submit their timesheet.

Total hours recorded on a PROCAS Timesheet on phone - Total Time for Current Day

  • Sums up the hours recorded on the current day for a total across all used charge codes.

Date range slider on PROCAS mobile devices - Date Range Slider

  • Allows end user to scroll left or right across days of the available pay period with the touch of a finger.

Sort and Filter options on PROCAS Time for mobile devices - Sort & Filter Functions

  • Sort - Toggle controls end user's preference to sort their timesheet by charge code or by charge code description.
  • Filter Box - Text box limits what charge codes end user sees by typing in specific words or phrases. Helpful for searching for specific codes or descriptions from the available list of charge codes.

 

PROCAS Mobile Time Detail

The timesheet detail provides available charge code information as well as the ability to enter daily time. This section describes important aspects of using a DCAA compliant timekeeping system and passing DCAA timekeeping audits. 

Consolidated charge code for PROCAS Timesheets - Consolidated Charge Code

  • Charge code description example in PROCAS time - Charge Code Description
    • Describes the contract/task for which work is performed.

  • Charge code detail example in PROCAS Timekeeping - Charge Code
    • Concatenation of Account, Task, Labor Category, & Pay Code (see breakdown below).

  • Hours recorded for charge codes in PROCAS time - Hours Recorded
    • Total hours recorded for each charge code.
    • To add/remove/modify time, please select the number of hours recorded.

  • Drop down carrot to expand charge code detail in PROCAS Time - Drop Down Carrot
    • Expands the consolidated charge code screen into the expanded view below.

Expanded charge code in PROCAS Timekeeping - Expanded Charge Code

Established by accounting staff, the codes below are combined to make up the overall charge code.

  • Account - Type of labor performed, either direct (for a contract) or indirect (fringe, overhead or G&A)
  • Task - Contract/project being completed at the work breakdown level
  • Lbr Cat - Type of work performed for the contract, signified by a labor category
  • Pay Code - Type of pay due to the employee (regular, overtime, straight-time overtime, leave without pay, etc.)

Adding time to PROCAS Timesheet - Add Time

  • Shows all available charge codes for the end user to select when inputting time.
  • Only charge codes marked as 'default' will appear on the timesheet upon logging into the system.
    • All other available charge codes will need to be picked using this button.
    • To change your 'default' charge codes, you must access your timesheet via the desktop version of timekeeping.

 

Entering Time

Entering time in our new mobile optimized software can be done two ways:

1) Default Charge Codes - Simply select the hours    on the appropriate charge code.

2) Other Charge Codes - Must select the    icon to find all other charge codes not marked as default. Find the appropriate charge code in this list and select the description    in the title.

Both options will lead to the below screen for time entry.

Entering time in PROCAS Timekeeping on a phone or mobile device

On this screen, you will see the following two informational pieces:

Remaining hours on PROCAS Timesheet charge code - Remaining Hours on Project/Contract

  • Budgeted hours set by administrative staff less hours already recorded against charge code.
  • Hours remaining for employee to use for each charge code.

Authorized Dates on PROCAS Timesheet charge code - Authorized Dates to charge against Project/Contract

  • Dates set by administrative staff for which employees can record time against charge code.

And will have the following two functions to complete time:

Where to record hours on PROCAS Timecard - Hours Input

  • Select this box and enter time worked for the day.

Where to record comments on PROCAS Timecard - Comments

  • External - Optional comments for administrative staff to use on documentation being sent out of the system.
  • Internal - Optional comments for approver to see specifics related to the work being performed.

Once hours (required) and any comments (optional) have been entered, select Save to record time on your timesheet. This process can be done for as many charge codes as needed per day.

Audit Trail of Changes

If previously entered hours or comments are changed or deleted, the system will require that the user add a reason for the change/deletion. This reason and the change/deletion are then added to an audit trail, which is available for supervisors, managers, and auditors to see.

 

Other PROCAS Mobile Time Options

By selecting the hamburger menu in the upper left hand corner, the end user will be presented with the following options:

Additional options for PROCAS Timesheets on phone or mobile device

1) Enter Time - If selected, user will be taken to today's time entry screen.

2) Timesheet Summary - Once selected, user will be presented with an expandable date view for time entered for each charge code (see below screenshot under Submit Timesheet).

3) Submit Timesheet - This menu presents the user with the view referenced in Timesheet Summary with the addition of a submit button at the bottom, which allows the user to submit their overall timesheet for the current pay period selected.

Summary view of time entered in PROCAS Timekeeping on phone or mobile device

Once the submit button is selected, a notification screen will pop up to confirm that the time entered for the period is true and accurate.

Submitting time in PROCAS timekeeping on phone or mobile device

At this point, the user will confirm that they want to submit their time, or if they need to make any adjustments.

4) Switch to Desktop - If selected, the user will be switched over to the original desktop version of PROCAS Timekeeping. This option is recommended if the user is looking for a menu option that is not yet available in PROCAS Mobile Time.

5) Log Off - If selected, the user will be completely logged out of the system.

  • Additional ways to log out of the system include:
    • Closing out of your web browser
    • Sitting idle on the timekeeping screen for 60 minutes.

Note - Letting your phone go to the lock screen should NOT log you out of the system unless you have hit the timeout limit.

 

Additional Help

For any additional feature requests, please submit emails to feedback@procas.com.

As always, operating DCAA compliant timekeeping software not only incorporates the software itself, but how it is used. Please be sure to check with your administrative staff for an explanation of how your policies and procedures align with our government contract timekeeping system.

Logging into PROCAS Timekeeping author avatar

Time collection is one of the most important processes for service-based government contractors. In order to effectively collect employees’ time, apply labor distribution, and bill the government accurately, you first need to make sure employees know how to access their timesheets. This is the simplest, yet most important step of implementing a DCAA compliant timekeeping system.

In PROCAS, employees can access their timesheets from any web browser on any device with internet access. This includes laptops, mobile devices, tablets, home computers, and even TV’s.

Let’s take a look at how you can access your timesheet in PROCAS. The following post will be broken down into 4 sections:

  • Upgraded Version, Returning User
  • Upgraded Version, New User
  • Legacy Version, Returning User
  • Legacy Version, New User

To determine which category you belong to, please look at the integrated screenshots below to see which login screens look familiar.

As of 04/14/2020 - If you are using a mobile device, instructions for login and usage can be found here. The following post assumes you are using a desktop or laptop computer.

 

PROCAS Timesheet – Upgraded Version, Returning User

If your company has upgraded to the most recent version of PROCAS, you have the easiest journey to accessing your timesheet. Everyone logs into the same web address, so all you have to do is click here and enter your username and password.

 

 PROCAS Timekeeping and Expense Reporting Login

 

If you forget your username and/or password, please select the “Reset Password” link and enter the email assigned by your administrator to begin the reset process.

Note: If you cannot remember this email either, the accounting admin of your company can look it up under Accounting --> Setup --> Time and Expense Users.

 

PROCAS Timesheet – Upgraded Version, New User

If your company has upgraded to the most recent version of PROCAS, and this is your first time logging in to record your time, you will need to establish a username and password via an email invitation. Your company’s administrator will determine your level of access in PROCAS and send an email from invites@procas.com to get the login process started.

 

 

 

Click on the first link at the bottom of the email as displayed in the screenshot above. From here, you will be able to establish your login credentials as displayed in the screenshot below.

 

PROCAS New Timekeeping User Setup

 

Follow the instructions defined in the email sent from invites@procas.com to complete the fields required for login.

Note: Your email address will be your official username, which is set by your administrator and cannot be changed by you once this process is completed.

 

PROCAS Timesheet – Legacy Version, Returning User

If your company is on a Legacy version of PROCAS time, the path you will take to access your timesheet follows the sequence --> www.procastime.com/ + Company Code. In this sequence, the first portion of the web URL stays consistent, however the “Company Code” portion is a code assigned specifically to your company. The following example illustrates this:

Ex. LJ’s Maintenance Shop has been a PROCAS client for 5 years. When implemented, LJ’s Maintenance Shop was assigned the company code of LJMAIN. Therefore, all employees (new and existing) will login to www.procastime.com/ljmain until upgraded to the newest version of PROCAS.

 

PROCAS Timekeeping and Expense Reporting Login - Legacy

 

If you forget your username and/or password, please click the “I Forgot My Password” button and enter the email assigned by your administrator to begin the reset process.

Notes:

  • If you cannot remember this email either, the accounting admin of your company can look it up under System --> Time and Expense --> Web Users.
  • If you are using the correct email, and the system replies with User could not be found, please try logging into this link, or contact your administrator.

 

PROCAS Timesheet – Legacy Version, New User

If your company is on a Legacy version of PROCAS time, you will first need to set your password before you can log in to the timekeeping system. Following the example in the above section, please navigate to your company’s timekeeping link using the sequence --> www.procastime.com/ + Company Code.

Once you’ve made it to timekeeping, select the “I Forgot My Password” link and enter the email assigned by your administrator upon onboarding. This will generate a system email, which will provide a link to set and confirm the password required to log in. 

Note: If you are using the correct email, and the system replies with “User could not be found”, please try logging into this link, or contact your administrator.

 

If you bump into any issues attempting any of the above login processes, feel free to contact our Support team at support@procas.com.

As always, running DCAA compliant timekeeping software not only incorporates the software itself, but how it is used. Please be sure to check with your administrative staff for an explanation of how your policies and procedures align with our government contract timekeeping system.

Setting up PROCAS for SCA Employees author avatar

Do you have contracts that require you to pay service employees according to the area wage determinations (AWD) as outlined in the Service Contract Act (SCA)?

OR

Do you have personnel that are paid different hourly rates depending on the work they are doing?

If so, you can use the AWD capabilities in PROCAS to automatically record the proper hourly wage rate as well as fringe benefits per hour.

Here’s how:

1. Add AWD fringe accounts to your Chart of Accounts. (Go to >System, >Accounting, >Chart of Accounts)

You will only need to do this if the SCA employees receive a dollar amount per hour worked for fringe. When the labor journal transaction is recorded, it will add a line with an AWD fringe expense account along with its associated direct task. The cost center for the fringe account must match the cost center of the direct task. So, you will need to add a fringe account for each appropriate cost center.  The chart of accounts in PROCAS includes AWD Fringe Expense accounts 6600000, 6600100, and 6600105 by default. These accounts are used by the system to record the earned fringe expense in the labor journal.

When SCA employees also earn fringe per hour on paid leave hours (i.e., holiday, vacation), you will need to add paid leave accounts for each cost center, as shown in the screenshot below. The reason for this will become evident later on in the setup.

 

2. Add the new fringe accounts to the AWD Fringe Accounts (Go to >System, >Accounting, >AWD Fringe Accounts)

If you added AWD Fringe Expense accounts in step 1, you will need to set up those accounts by department. The system uses the account setup from the AWD Fringe Accounts form to know where to record the fringe expense in the labor journals.

 

3. Add the AWD information to Billing Setup on the appropriate tasks. (Go to >Projects, >Billing Setup)

  • First, locate the task that your SCA employees use to record their time, and then click on Bill Rate by LC/FP Item
  • Next, for each SCA labor category, type in the minimum AWD hourly wage to be paid to the employee in the AWD Base $/Hr. When the system creates the labor journal transaction, it will compare the minimum rate for the labor category in the Billing Setup, to the employee’s hourly pay rate in their Personnel record. The system will use whichever rate is higher to record the amount due to the employee.
  • If you are also paying employees an amount for fringe per hour worked, type in the appropriate fringe dollar amount in the AWD Fringe $/Hr. box for the labor category (see the screenshot below.) When the system creates the labor journal transaction, it will add a line of detail to record the fringe expense to the accounts you set up in Step 2.

 

4. Update employee work authorizations. (Go to >Projects, >Work Authorization by Task)

Setting up the direct work authorization for a SCA charge code is no different than setting one up for a non-SCA charge code. However, if the SCA employees also earn a fringe amount on their paid leave hours, there is a specific setup required for the system to include the fringe earned on those hours in the labor journal transaction.

Notice in the screenshot below, Sarah Porter has a standard direct charge code for task 10003.001.00.105 using the 5000105 account and AA labor category. In addition, Sarah has a paid leave charge code for the same task and labor category. This is where the fringe account you set up in Step 1 is needed. Since the task uses cost center 105, the fringe account also needs cost center 105. So, instead of using the 6100000 account that non-SCA employees use, Sarah will be using the 6100105 account.

 

Here's what Sarah’s timesheet looks like after recording her time to the SCA direct charge code we set up for her. She only needs to record the hours worked.

 

And the screenshot below shows what Sarah’s labor journal transaction looks like. Lines 1 and 2 are for the 88 hours of direct work that Sarah recorded on her timesheet. Note that while her regular pay rate is $10/hour (as highlighted in the header), the system recorded the $12 hourly rate from the AWD information in the billing setup. The system also added the last 2 lines of detail to record the $3.80/hour fringe expense earned for the 88 hours worked and the associated liability. Since the system will record the fringe automatically, there’s no need for Sarah to record her AWD fringe “hours” on her timesheet.

 

Although there are several steps, the AWD setup is not difficult. Once that part is done, then the system will do the rest whether you are creating the labor journal transactions automatically, or manually creating them.

 

Fixing a "You are not authorized to charge" Error author avatar

Have your timekeeping users ever received an error message in timekeeping that says they’re not authorized to charge time, when you know they should be? The error looks like this:

This error message can come up when adding a new charge code or when adding time to a charge code listed on your timesheet that you have already charged time to. This is a common error many timekeeping users receive. To allow them to charge against a certain charge code, you must make sure that they’re set up correctly in the accounting system. Sometimes charge codes can be deleted, changed, or made inactive during an active timesheet period. An example of this is shown below.

It is the end of the day on Friday the 18th, and Cindy, a timekeeping user, must enter her time so she can submit her timesheet.

 

When trying to add two hours to Operations Support OY2, the “You are not authorized to charge” error has appeared. She has come to you confused as to why she is receiving this error when she had entered time to this charge code the previous day.

This is because on her work authorization in the accounting system, the Operations Support OY2 line was deleted, modified, or unchecked in the Active column. Someone then imported in timekeeping, which brought this change over. The Operations Support OY2 line is still visible on the timesheet since Cindy had previously charged time to this charge code before the change.

 

Authorizing timekeeping users to charge

To verify that they are authorized to charge to a specific charge code, open “Work Authorization by Person.”

 

You can either hit F5 to search for their employee ID, in this example Cindy’s is 100008, or page down until you get to their work authorization, which should have their employee code and username listed at the top of the screen. Once you get to this screen, you should verify that the charge code is on the work authorization. Since we know they are receiving this error, it most likely is not and will need to be added.

 

Scenario #1:

You may notice that the line is listed, but the box is just unchecked in the Active column. In this case, all you will need to do is check the box then import.

 

Scenario #2:

If any part of the charge code is changed, such as the task, labor category, or pay code, the original charge code will no longer exist, causing the timekeeping user to receive the error. For example, the screen below illustrates Cindy’s work authorization before a change was made (what it should look like).

 

However, the following day, she is trying to enter time on her timesheet against the Operations Support OY2 charge code (associated with task 10003.001.02.105), and she is receiving the error. When looking at her work authorization now, we can see that the pay code has been changed (from “R” to “O”), creating a new charge code, and making the original one nonexistent (as if it was deleted).

 

If this was done accidentally then all you need to do is change the pay code from “O” back to “R”, and then import. If Cindy needed a similar charge code but with a different pay code, a new line should have been inserted to create this new charge code with the different pay code. Once the pay code is changed back to what it should be, or recreated, you may import.

 

Scenario #3:

In the picture below we can see that the Operations Support OY2 line does not exist on Cindy’s work authorization, so it will need to be added back in for her.

 

To start, you will hit "Insert” and enter in the correct account, which is highlighted in yellow below (the highlighted fields mean they are required fields). You can hit F6 to see a list of the options you may pick from. Next, you should verify the task, which is highlighted in pink below, if there is one, as well as the labor category and pay code. It is also very important that the box is checked in the “Active” column because simply leaving this unchecked will make the charge code inactive, which in effect will not let the timekeeping user charge to this code (back to scenario #1).

Once the charge code has been re-entered, as you see below, you may import.

 

 

Importing the changes to timekeeping

To import in timekeeping, from the “Administration” menu, choose the first option by clicking “Go” next to “Import Data from the Accounting System.”

 

Once you click “Import” you will see the status of the import above the Import button you just clicked. Once the status says “Import Successful,” the charge code(s) that were added should now be available for Cindy.

Although this error may seem difficult, if you follow these steps, the timekeeping user will be authorized to charge again in no time! Just remember, there are three different possible scenarios: (1) either the “Active” box was unchecked for this charge code, (2) a piece of the charge code was changed, or (3) the charge code line was deleted completely. The fix for these are straightforward. Once in work authorization, check to make sure the line exists, and if it does, that the “Active” box is checked. Lastly, verify that all pieces of the charge code are correct because one piece being changed overwrites that original charge code (creating a new one). Once everything looks good in the work authorization, you’re ready to import, and the timekeeping user will again be able to charge time to the charge code with no errors.