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How to Clock Staff In and Out in Shortcuts

Efficiently managing staff schedules is essential for smooth operations. Shortcuts provides multiple ways to clock staff in and out, ensuring flexibility and ease of use. This guide outlines the key steps and features to manage employee clock-ins and clock-outs using Shortcuts.

Clocking In and Out via the Walk-In Manager

  1. Access the Employee List:

    • At the top of the Walk-In Manager screen, select the employee's name.

  2. Clock In/Out:

    • A pop-up window will appear with a slider labeled Clock On/Clock Off on the top right-hand side.
    • Press the slider to clock the employee in or out.

  3. Visual Status Indicators:

    • Gray Button: Employee is not clocked in.
    • Green Button: Employee is clocked in and available.

  4. Managing Breaks:

    • Use the Away button at the bottom of the screen to log breaks.
    • Specify the duration of the break.
    • The employee’s status will change to Orange in the system.

Clocking In and Out via the Appointment Book

  1. Locate the Employee Name:

    • At the top of the Appointment Book screen, click on the employee’s name.

  2. Perform Clock-In/Out Actions:

    • There is a slider on the top right as well to clock in, clock out, or mark breaks.

  3. Returning from Visits or Breaks:

    • Use this feature to quickly update an employee’s availability after a visit or break.

Clocking In and Out via the Performance Screen

  1. Navigate to the Performance Section:

    • On the right-hand side of the screen, select the Performance button.

  2. Manage Employee Status:

    • A list of employee names will appear.
    • Use the button on the top-right of the screen to clock employees in or out.

Summary of Features

  • Multiple Access Points: Manage clock-ins/outs from the Walk-In Manager, Appointment Book, or Performance Screen.
  • Real-Time Updates: Visual indicators help monitor staff availability instantly.
  • Break Management: Easily log and manage breaks with duration settings.

This flexibility ensures staff management is simple and effective, saving time and enhancing workplace efficiency. For further assistance, contact your Shortcuts support team.