You can use the hyperlinks below to jump to specific sections of this article:

Setup

Enabling the Time Clock

• To use the Time Clock feature, you will need to enable the feature by accessing the Menu > Settings > Practice Setup > General from the sidebar.
• Expand Miscellaneous Settings.
• Click on checkbox for Use time clock.

• Click Save.

Configuring Clock Out Reasons

You can configure different clock out reasons for your employees. To do so use the following steps:

• To create clock out reasons, access Menu > Settings > Practice Setup > General from the sidebar.
• Expand Miscellaneous Settings.
• Click on Edit/Add link next to Clockout reasons.

• From here you can edit the name of an existing reason by selecting it from the drop-down menu and clicking Edit.
• You can add a new reason by clicking Add.

Use & Management

Clocking In 

• Click on the time clock button in the upper right-hand corner of the screen. 

NOTE: An employee does not need to be logged in under their username to clock in using the time clock. They can clock in under any username.

• This will bring up the following screen:

• The employee will need to enter their employee PIN. 

NOTE: More information on the employee PIN can be found under the Adding a New Employee article.

• Leave the box checked off by Is Clock in?.
• Add any additional Comments.
• Click Save.
• You will get the following message letting you know you successfully clocked in:

Clocking Out

• Click on the time clock button in the upper right corner (same button used to clock in).
• Enter the Employee PIN
• Uncheck the box next to Is Clock in?
• This will give you a Clock out Reason box where you can choose from a list.

• Choose the correct Reason.
• Add any additional Comments.
• Click Save.
• You will get the following message letting you know you successfully clocked out:

Printing a Timecard

An employee can keep track of their own hours by printing their employee timecard. 

• Click on the time clock in the upper right-hand corner (the same icon for clocking in and out.)
• Click Print Timecard.

• The screen below will display:

• Enter the employee PIN and the date range for which you wish to see your time clock entries.
• You will be prompted to open and/or save the PDF document.
• The resulting document will show you your time clock entries and total hours worked for the specified time frame:

Staff Time Clock Reporting

Note: Only employees with the Business Owner or Business Manager role can view timecard entries for all employees.

• Go to Menu > Employees > Time Clock in the sidebar menu.
• Choose the practice if you have multiple, then choose the employee(s) from the drop down or select -All- and the specific date or date range, check the Show Hours Worked box and click search. 

FAQ

How do I correct time clock / timecard entries?

Note: Only employees with the Business Owner or Business Manager role can edit timecard entries.

• Go to Menu > Employees > Time Clock in the sidebar menu.
• Choose the practice if you have multiple, then choose the employee from the drop down and the specific date or a date range in which the punch occurred, click search.  Do not choose to Show Hours Worked.

• You can edit an existing entry from here by clicking on the Edit pencil or click the Add Entry to add a new entry for the employee. 

• If the time clock entry was marked as Is clock In but it was meant to be a clock out entry, edit the entry and uncheck Is clock in.
• This will update the entry to a clock out entry and allow you to choose the clock out reason.