If you are new to When I Work and have not set up Scheduling, See Setting Up Scheduling and Time Clock & Attendance for Your Business.
- You must have account holder access privileges to add Time Clock & Attendance to the account.
- The user with account holder access privileges can upgrade the account’s plan to use paid Time Clock & Attendance for premium features.
Add Time Clock & Attendance to Scheduling
Add Time Clock & Attendance to take your employee management experience to the next level.
Activate Time Clock & Attendance
- Click Time Clock on the navigation bar.
- Follow the Attendance Setup steps. The settings you configure can be changed at any time in the Attendance Settings.
Configure attendance settings
Hover over , then select Attendance Settings. Customize attendance settings to meet the needs of your business.
Decide which time clock methods will meet the needs of your business. When I Work offers three different methods for clocking in and out. You can allow employees to clock in using any or all of the following options:
- Clock in with Time Clock Terminal: A time clock terminal is a dedicated computer, tablet, or smartphone located at your place of business.
NOTE: The time clock terminal option is always enabled. Management can set up and lock a time clock terminal at any time.
- Clock in with Mobile App: Employees’ iOS devices and Android devices (with the When I Work app).
- Clock in with Personal Computer: Employees’ personal computers that are connected to your business network.
Prepare your schedules and job sites
Set up your schedules and job sites with addresses to make sure employees are clocking in from the right location. For more information, check out Restricting Where Employees Can Clock In.
Prepare your shifts
To allow your employees to clock in, their shifts must be tagged with the correct schedule and job site.
Review future shifts
Use the Scheduler to confirm that future shifts are tagged to the correct schedule and job site.
If you have multiple schedules, review each schedule one at a time:
- On the left side of the page, select a schedule:
- Review all future shifts to make sure they are assigned to the correct schedule.
- If you use job sites, make sure shifts are assigned to the correct job sites. Use the Job Site filter to show shifts by job site.
Review shift templates
If you’ve created any shift templates, review them to make sure they are assigned to the correct schedule:
Hover over , then select Shift Templates.
- Review the list of shift templates to verify that the Schedule column is correct.
- If a shift template is set to the wrong schedule, click the shift template to set the correct schedule.
Instruct your employees to start clocking in and out
Now that your clock in methods are defined, tell your employees how they should clock in to their shifts. We recommend sending a WorkChat message to announce time clock procedures to your employees.
Reference our articles on clocking in and out:
- Review and edit timesheets from your computer, iOS device, or Android device.
- Set up payroll integrations.
- Close and export payroll.
- Check out Web App Navigation Reference for Managers to help find features and settings within the account.
- Watch video: Setting Up Time Clocks | Mobile Time Clocks | Running Payroll