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Settings: Staffing Settings

Configure geolocation-based clock-in tracking, time tracking rules, and employee PINs/pay rates.

The Staffing Settings page configures geolocation tracking for clock-ins, time tracking rules, and employee PIN/pay management. This section has its own set of tabs: Location, Rules, and Employees.

Accessing Staffing Settings

  • Click Settings in the top navigation bar.

  • Select Staffing Settings under the Front Desk section in the left-hand menu.

Location

  • Geolocation Enabled: geofencing tracks whether employees clock in/out from the expected location. Clock-ins outside the radius will be flagged for admin review but not blocked.

  • Location Entry: toggle between Automatic and manual entry.

    • Search address: start typing to search for and set the facility address automatically.

    • Latitude / Longitude (display): shows the coordinates once a location is set.

  • Geofence Radius: maximum distance from the location where employees can clock in/out (e.g. 0.5 miles).

If no geofence is configured, a warning banner appears: "No geofence configured. Employees can clock in/out from any location."
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Rules

  • PIN Requirement: require employees to enter their PIN when clocking in/out.

  • Clock In Grace Period: minutes after shift start before an employee is flagged as late.

  • Clock Out Grace Period: minutes before shift end before an employee is flagged as clocking out early.

  • Early Clock In Buffer: how early employees can clock in before their shift starts.

  • Break Type: how breaks are calculated in total hours worked.

    • Unpaid (deducted from hours): break time is deducted from total hours.

  • Time-Off Type: default payment status for new time-off requests.

    • Paid / PTO (counts as paid time): time-off hours count as paid time.

Employees

Manage employee PIN codes and hourly rates. Click on an employee to edit their information.

  • Lists each employee with their role, assigned PIN, and hourly rate.

  • A warning icon appears next to PIN or Hourly Rate if either has not been set for that employee.

  • Click the ... menu next to an employee for additional actions.

That's it!

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