Time Clock/Card (Premium Add-On)

 This is a premium add-on feature.

After your Practice is activated for the Time Card, you will need to enable it for each User in User Maintenance.

• The Clock icon can then be used to Clock In and Out and a Payroll Report can be generated.

Site Admin Access to the Time Clock

The Site Admin(s) control the use of the Time Clock.

• In User Maintenance, select an Admin User.
• In System Permissions, enter Time Card in the search field.

• All Time Card permissions need to be checked for Site Admins.

User Access to the Time Clock

The Use Time Clock checkbox must be selected by a Site Admin for each User.

• In User Maintenance, select the checkbox for Use Time Clock.
• The screen must be saved.

• After each User is activated, a small clock will display beside the User's ID.

User Profile Screen

• The Time Clock uses the Time Zone that is set on the User Profile screen.
• The User can view their shift history in Time Clock Shift History panel on the User Profile screen.
• This screen must be saved to retain the changes.

Time Card Reporting

From the Admin menu, select the Time Card button. The Report can be exported to a PDF or CSV document.

• User: Defaults to all Users, but a single User can be chosen.
• Include Inactive Users: If selected Inactive Users will display for the time period chosen if that User had any Time Clock entries.
• Date Span: Choose from the dropdown.
• Date From and Date To: These fields are available when Date Range is chosen for the Date Span.
• Select the Search button.
• User(s) will be listed.

Modify User Entries

Only Site Administrators can make modifications to the User's Shifts.

• The Date, Clocked In and Clocked Out times, and Notes can be modified. 
• Highlighted shifts indicate that the User did not Clock Out.

Examples:

• User forgot to Clock Out

1. Select the Entry in the list to add the Clock Out time.
2. Enter the Clocked Out time.
3. Add a Note.
4. Select Save [F2].

• Change the User's Clocked In time

1. Select the Entry in the list to change the Clocked In time.
2. Enter the New Clocked In time.
3. Enter a Note.
4. Select Save [F2].

Add a New Entry for a User

• The user forgot to Clock In

1. On the Time Card screen, select the Add button.
2. Choose the User from the dropdown.
3. Enter the Date.
4. Enter the Clocked In time.
5. Enter a Note.
6. Select Save [F2].

User Access to the Time Clock

• The Time Clock is located at the top of the screen beside the User ID.
• If the User has not Clocked In, the Clock will display in Gray (indicating the User is Clocked Out.)
• Select the Clock icon to Clock In.

• After Clocking In, the Clock will be green (indicating that the User has Clocked In.)
• Select the green Clock to Clock Out.

User's Shift History

Users can access their Shift History. The Shift History will display the history of Clocked In/Clocked Out hours for all shifts. (Site Administrators can view and edit all Users' hours.)

• Select the User ID.
• Select the Shift History link.

Add a User Note  

The User can add a Note to the Current Day on the My User Profile screen, in the Note for Current Shift box.

• The Note field is only available while the User is currently Clocked In.
• Select Save [F2]. (If the screen is not saved, the note will not be saved.)