Description: In this topic you will learn about drive account types. The drive account type is not associated with a service code, authorization, or client. This account type is used when the employee gets reimbursed for the travel time (hours) spent driving. This account type is not billable and the unit type is hours. Punch entries can only be entered into the web portal as a historical entry. An employee service account will need to be created to be available for the employee to make punch entries.
Role Required: Employee (base user)
Permission Required: N/A
Enter Drive Web Portal Entry
- Login to your personal profile
- Click the blue Add Entry on the Dashboard
- The Add New Entry form wizard will open
- Complete the Add New Entry form wizard
- Entry Type: Select Punch - set as default
- Employee Name: Name of the employee who is logged into the system. This field is not editable.
- Account Type: Click the dropdown and then click Drive
- Service Date: The date the driving took place, please ensure that it is within the acceptable date range of the organization.
- Check In/Check Out: Enter the clock in/clock out times. Both fields are required. When you click in the field a time dropdown will display in half hour increments but can be entered to the minute.
- Check Out Date: This field can not be edited and is tied to the Service
- Notes: Enter notes per your organization’s requirements (optional).
- Attachment: Select to attach a file
- Select Save
- Select Yes in the confirmation alert window
- The Drive punch entry is now complete