How-To: Edit Jobs In Tātou Office App

What Job Information Can be Edited & Where

There are a few components of every Job that can be edited, and it is important to understand where to edit and what the implications of those edits are. These include:

Job Summary
Expenses
Timesheets
Block Progress
RELOCATE Feature

Edits relating to Employee Payroll cannot be made when the Pay Period is Closed. This is a feature to help prevent changes made after employees are paid for record continuity. Please talk to your Tātou Admin or Payroll Teams to ensure any incorrect pay is actioned in accordance to your organisation’s protocols.

Job Summary Section

How-To: Edit Summary Information

Click the Edit Summary button →
Make Required Changes
Click the Save Change(s) button → → 9 in the image above

Item	Editable on OPEN Pay Period?	Editable on CLOSED Pay Period?	Bulk Edit Available
Job Date	✅	❌	❌
Task	✅	❌	❌
Job Status	✅	✅	✅
Client Approval	✅	✅	✅
Projects	✅	✅	✅
Rate Type	✅	❌	❌
Rate	✅	❌	❌
Invoice	✅	✅	✅

Job Expenses Section

Pro-Tip: Set Default Expenses linked to Task to automate Job Expenses added to Jobs in Tātou Field App.

How-To: EDIT Expenses

Click the Edit Expenses button →
Make Changes to current expense items
Click the Save Change(s) button → → 3 in the image above

Item	Editable on OPEN Pay Period?	Editable on CLOSED Pay Period?	Bulk Edit Available
Expense	✅	✅	❌
Quantity or Hours	✅	✅	❌
Rate	✅	✅	❌

How-To: ADD Expenses

Click the Edit Expenses button →
Click the + Add Expenses button →
Select the Expense from the dropdown list of Equipment/Expenses
Add the Quantity or Hours
Add the Rate (if no default availalbe)
Click the Save Change(s) button → → 3 in the image above

How-To: DELETE Expenses

Click the Edit Expenses button →
Click the Red Delete Icon →
Click the Save Change(s) button → → 3 in the image above

Users CANNOT edit the Invoicing Rate of an Expense from the Job.

Timesheets Section

What Timesheet Values can be edited from the Timesheets Section?

Item	Editable on OPEN Pay Period?	Editable on CLOSED Pay Period?	Bulk Edits Available?
Employees	✅	❌	❌
Role	✅	❌	❌
Timesheet Rate Type	✅	❌	❌
Start Time (Duration) Finish Time (Duration)	✅	❌
Unpaid Break	✅	❌
Job Multiplier	✅	❌
Units	❌ see Block Progress	❌	❌
Unit Rate	❌ see Job Summary	❌	❌
Hourly Rate	❌	❌	❌

How-To: EDIT Timesheets

Click the Edit Timesheets button →
Make Changes to current timesheets
Click the Save Change(s) button →

How-To: ADD Timesheets

Click the Edit Timesheets button →
Click the + Add Timesheet button →
Select the Employee from the drop down list ->
- Default Role and Job Start and Finish Time will populate for the Employee, but can be edited
Add Unpaid Break or Job Multiplier if necessary
Click the Save Change(s) button →

Units are added to timesheets through the Block Progress Section. You must first add the timesheet to be able to add units to Individual Contract and Performance Rate Jobs.

Group Contract and Group Performance Jobs will automatically split the units tracked between timesheets once a Timesheet is added to the Job.

How-To: DELETE Timesheets

For Contract or Performance Rate Jobs, units assigned to an employee must be deleted from the Block Progress PRIOR to deleting the Employee’s timesheet (see How-To: Edit Block Progress section for more details).

Click the Edit Timesheets button →
Click the Red Delete Icon →
Click the Save Change(s) button →

Block Progress Tabs

All Jobs with Blocks Added will have Block Progress Tabs, but only Jobs where Progress was tracked (Simple Summary, Assign Rows, or Tag & Track) with report on % Complete.

How-To: EDIT Block Progress

Next to the Summary Tab you’ll find a Tab for each of the Blocks associated with the Job.

How-To: Edit Overall Block Progress - Units Worked

Click on the Block Name Tab to open the Block Progress Details
Click the Edit Block Progress button →
Edit the units worked value by:
1. Selecting the Start and Finish Row
2. Manually entering in the Units Worked
Click the Save Change(s) button →

Editing Block Progress in this way can be used for Hourly, Group Contract and Group Performance Jobs, where the exact units per person is not required for accurate records or pay. Where units per individual workers need to be recorded, see the options below.

How-To: Edit Block Progress on ASSIGN ROW Jobs

Click on the Block Name Tab to open the Block Progress Details
Click the Edit Units Worked button →
From here you can:
1. Delete Rows Tracked using the Red Delete Icon →
2. Click the + Add Row button → ← to add a missed row
3. Edit the Units Worked
Click the Save Change(s) button -> ← and block progress will automatically update

Note: For Assign Rows Job tracked in Tātou Field there will be a button at the top of the Job Screen labeled BLOCKSHEET → ← this is a record of data entered in the field before any changes are made which remains with the job for auditing purposes.