Now clocking in and out for your workday directly from your CRM is possible! Using the Employee Clock-in add-on, your employees can easily manage signing into work each day, plus you can generate weekly reports on clock-ins/clock-outs per user.
User Guide
For a user to be able to use the add-on, they must first go to the add dashlet window in the startup
Once inside, go to tools and select the clock in/out dashlet.
This will add a dashlet with which we will be able to do two things, the first one will be to clock in and the other one will be to mark incidences.
We will now look at the functionality of both the clock-in button and the incidence button.
- Clock In button
When we press the clock-in button, depending on the configuration set by the administrator, we will be asked or not for the location where we clocked in from. Once this verification is completed, it will appear that we have clocked in correctly and the active clock-in time will start to count.
When we reload the page or after navigating through the crm we go back to the home tab, instead of having the button as clock-in, it will appear as clock-out.
Once the day is over, all you have to do is click on the clock-out button and the clocking time will automatically end.
- Incidence button
Incidents are used when a user cannot clock in on time for whatever reason, so that it can be reflected in the CRM. Therefore, when you click on the incident, the incident form will open where you can clock in.
Depending on whether the incident is in or out, it will be marked on the form, so that if we have not yet clocked in we will see the type of incident as in and if we have clocked in we will see the type of incident as out.
If we select the check for incidence in (when we clock in) or incedence out (when we clock out) we will be able to mark the time when the incident occurred and a description of the incident.
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