Clock Me In: Managing notes as an admin via the app

Overview

As an organisation, you may need to leave a note against an employee's clock in record. The reasons for this can range from written approval for someone to leave early right through to a note to an employee to remember to undertake a certain task. So having an easy way to store this information will reduce your payroll administration workload.

The Notes feature on the Clock Me In App allows you to select an employee and create a note against their clock in record. You can also use this feature to view the details of a note and delete an entry if it is no longer required. You will need to have enabled Admin Mode first before you can access this feature.

Important

You can grant your managers access to the admin portal via the Custom User Management feature. To read further information on this feature, refer to the following article.

Availability

Payroll Plan:   Standard   Premium

Getting started

The following premise will walk you through how you can add an employee note via the Clock Me In App. You will need to have enabled Admin Mode first before you can access this feature.

Add a note
  1. Tap the employee that needs a note added
    Note_1.jpg
  2. Complete the following fields:
    • Location.
    • Work type.
  3. Tap the   Continue button.
    Notes_7.jpg
  4. Tap the Add Note button.
    Note_2.jpg
  5. Enter the note and tap the Done button.
    Note_3.jpg

Maintain

The following premises cover how you can view and delete an employee note via the Clock Me In App. You will need to have enabled Admin Mode first before you can access this feature.

View a note
  1. Tap the employee that needs a note viewed
    Note_1.jpg
  2. Tap the Notes tab.

    Helpful Hint

    You will now see the note on your screen.

    Note_4.jpg
Delete a note
  1. Tap the employee that needs a note deleted
    Note_1.jpg
  2. Tap the Notes tab.
  3. Tap the   button.
    Note_5.jpg
  4. Tap the Yes Delete button.
    Note_6.jpg

Author recommended

So you have now managed employee clock in notes via the app and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

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