Steps
- Open HRM & Payroll. Open the drawer, tap Admin, and under Tools tap HRM & Payroll (Shifts, attendance and clock in/out setup). It needs internet.
- Follow the Setup Guide. The Setup Guide tab lists everything clock-in needs; each row turns green when done and has an Open button to the right tab. Pull down to refresh it.
- Add departments and designations (optional). On Departments and Designations, add areas such as Kitchen and job titles such as Server to group staff in reports.
- Create a shift. On Shifts, tap Add Shift. A Flexible shift lets staff clock in any time; a Fixed shift has start and end times. Tick any weekly off days.
- Assign users. Tap Assign Users on the shift and tick each employee. From is the first day the assignment applies (today by default); leave Until open for an ongoing assignment.
- Allow self-attendance. On the Settings tab turn on Allow users to enter their own attendance. Leave Require location on clock-in off for app clock-ins.
- Set grace times for fixed shifts. Still in Settings, give fixed shifts 10 to 15 grace minutes so staff arriving a little early or late can still clock in.
- Check the Employees tab. Each employee shows their User ID, which they type at Clock In, and their shifts. No shift assigned means they can't clock in yet.
Fixing a no active shift error
The employee has no shift assignment covering right now. Check that they are ticked under Assign Users, that the From date is today or earlier, that today isn't one of the shift's weekly off days, and, for a fixed shift, that the time is within the shift window plus grace time.
Attendance records
The Attendance tab lists every clock-in and clock-out with the hours worked: orange is still clocked in, green is complete. Filter by employee and dates to see their total hours for the period. Admins can tap Add Attendance to record or correct a shift someone forgot to clock.
- Require location on clock-in blocks app clock-ins, because the app doesn't send location.
- Auto clock-out at the shift end is set per shift in the web back office.
- The tile shows a lock if HRM isn't on your account or your role.
Frequently asked questions
What is the fastest way to get clock-in working?
Create one Flexible shift, tap Assign Users and tick everyone, then turn on Allow users to enter their own attendance in Settings. Staff can clock in straight after.
Why do staff get latitude and longitude are required?
Require location on clock-in is turned on in HRM Settings, but the app doesn't send location. Turn that setting off for clock-ins at the till.