Employee Button

Can I use the software to check employees in and out?

Hannah avatar
Written by Hannah
Updated over a week ago

Want your employees to have an easy way to check in and out, almost like a time punch? You can add an Employee Button to do just that! It's designed to allow employees to "clock in" and out, making it simple to track which employees worked and when.

First, please make sure that any Employees you want to use this feature are added to our system as Contacts. Please note that these Contacts will need to be covered by your current plan level.

Then, add or edit your new button! First, navigate to your Buttons page on the web portal and select "Existing Buttons." From there, you can edit your current Employee Button or add one if you don't already have one.

A gif of the Buttons page of the web portal.  The "Add A Button +" button is selected to display the button type drop down, and "Employee" is selected from the list.

Then you can edit the button! You can add fields you want employees to answer while they check in, a message thanking them for checking in, and more! Most important, though, is the "Select Employees" section. You'll need to select all employees you want to use the Employee Button to clock in; any contacts not toggled on on this button won't be able to clock in.

Once you're happy with the button settings, remember to save!

If you want to add an additional level of security, you can assign contacts a security PIN that they'll use during check-in. To add a PIN to your contacts, start on the Contacts page of the web portal and edit or add the relevant employee.

When employees check in, they'll be shown a list of names and can select their own. If you set up PINs, they'll be prompted to enter theirs instead. They'll then answer any questions you set up for them and be all clocked in! You can use our visit log exporting and filtering features to export lists of employees and their hours.

Please note you can only have one Employee Button added to each location on your account.

Have questions or want to chat through options? Click on that orange chat button in the lower right corner to livechat with a member of The Receptionist team!

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