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Settings: Staffing Settings

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

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, Employees, and Shift Swaps.

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.

Shift Swaps

Use this tab to turn on shift swaps for your club. Settings > Staffing Settings > Rules > Toggle 'On' for Shift Swap

When enabled, staff can offer an assigned shift to all coworkers or to one specific coworker, or propose a trade for another coworker's shift from Staffing > My Schedule.

If manager approval is required, a swap does not take effect until it is approved. Staff and other participants receive email notifications. The system blocks overlapping shifts and closes open swap requests when the related shift is edited.

That's it!

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