Employee Portal Swipe Stations

Creating Swipe Station Access through Employee Portal

This new feature will allow staff members to swipe in and out for the day using their Employee Portal accounts.

*You currently do not need to be using the Swipe Station feature to use this*

Step 1: In Staff Management under Setup > Swipe Stations > List of Swipe Stations, you simply will click the button Add Swipe Station.

Step 2: A window will pop up, and you will create the Swipe Station, you can title it whatever you want. It does not need to be called anything specific, just something that will make it so you know that it is being used for this feature. For the location you will choose the District Wide location option.

Step 3: When in the properties of the Swipe Station you just created, you do not need to worry about any of the option that are on this screen. These would be for the traditional Swipe Station setup. The only thing you can do IF you want to, is at the very bottom there is an option to add a message that will appear in the portal for the staff member to see.

Step 4: Back on the screen where you created the Swipe Station, there is a drop down box that says “Swipe Station for the Employee Portal” you will choose the station that you created and click save.

 Step 5: Next you are going to need to turn on the feature for the portal accounts, in Staff Management under Setup > Employee Portal > Roles, you will need to go through each role that you have and go under their properties section.

Step 6: When under the properties section of each portal role, at the very bottom there is a check box labeled Swipe Station, you will need to check this off, and to the right of it, make sure it says Use This Station: and list the name of the one you selected back in Step 4.

At this point the Employee Portal is now equipped with the ability for staff to log in and swipe in and out for the day.

Auditing

In Staff Management under Setup > Swipe Stations > and properties of the Swipe Station you created, there is an Activity tab, from here you can download to excel the reports that show the following:

-         All Time

-         Swipes Today

-         Swipes This Week

-         Swipes This Month

-         Swipes This Year

 Swiping In/Out from the Employee Portal

The next few steps will be from the user’s point of view:

Log into your Employee Portal account, from there you should see a new tab labeled Swipe In/Out. When on this tab you will see a button that says Swipe In/Out, you will simply click the bottom to perform that action.

 Once you have either swiped in or out, it will document the time, once you swipe out for the day, it will document the time that you are finished, along with provide you with the length of time between your initial swipe in for the day and your swipe out for the day.