- To use the Time Clock feature for the first time, 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.
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 above 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 of editable reasons (shown later in the article) for the clock out.
- Choose the correct Reason.
- Add any additional Comments.
- Click Save.
- You will get the following message letting you know you successfully clocked out:
Configuring Clock Out Reasons
You can configure many 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/Edit 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.
Printing the Timecard
An employee can keep track of their own hours by printing their employee time card.
- Click on the employee time clock in the upper right hand corner (the same clock 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:
Correcting Time Clock Entries
For more information on correcting existing time clock entries, please see this article - How to Correct Time Clock Entries