How to authorize employees to clock in?

To allow employees to record their punches using different devices, you must enable the recording methods in Attendance Settings.

You can allow punches through the App, Computer, or Kiosk (tablet). When enabling the App, you can also define which actions the employee will be allowed to perform, such as recording new punches, creating adjustments, reorganizing, or clearing punches.

Important: disabling punches through the App or Computer only prevents the employee from clocking in through that method. This setting does not remove their access to the app or web platform.

1. Open Attendance Settings

1. In the sidebar, go to Attendance;
2. Click Settings;
3. Wait for the settings window to open;
4. Locate the Allow employees to clock in using section.

2. Choose the allowed devices

Enable the devices employees will be able to use:

• App: allows punches through the app installed on the mobile device;
• Computer: allows punches through the platform accessed in a browser;
• Kiosk (tablet): allows punches on a tablet configured with the Kiosk app.

A blue check indicates that the option is enabled.

After enabling App, also review the advanced punch creation and assignment settings.

3. Configure Punch creation options

The Punch creation options field defines which types of records the employee can create through the app.

The available options are:

Do not allow

The employee will not be able to record new punches or create punch adjustments through the app.

Use this option when the app should not be used to create any type of record.

Allow all types

The employee will be able to:

• Record punches normally through the app;
• Create punch adjustments when necessary.

Use this option when the employee should be allowed to perform all available creation actions.

Allow punch adjustments only

The employee will be able to create punch adjustments but will not be able to record a new punch directly through the app.

This option can be used when the app should only be used to request or make corrections to records, likely recorded through another type of device.

Allow punch records only

The employee will be able to record punches normally through the app but will not be able to create punch adjustments.

This is the recommended option when the company wants to allow Entry, break, and Exit punches without allowing adjustment creation.

4. Configure Punch assignment options

The Punch assignment options field controls actions related to organizing existing records.

The available options are:

Do not allow

The employee will not be able to reorganize or clear punches.

Allow all types

The employee will be able to use all available assignment actions, including:

• Reorganize punches;
• Clear punches.

Use this option when the employee should be able to fully manage the organization of their records.

Reorganize punches

The employee will be able to reorganize existing punches between the categories of the day.

This option can be used, for example, when a time was associated with the wrong position and needs to be moved to Entry, break, or Exit.

Clear punches

The employee will be able to use the record-clearing action without automatically receiving permission to reorganize punches.

5. Review the other App settings

In addition to the creation and assignment options, review the other advanced settings available for the App, such as:

• Permission to record punches from any location;
• Facial validation.

Enable only the options that are compatible with the company's attendance rules.

6. Configure the Kiosk when necessary

When enabling Kiosk (tablet), specific settings are displayed, such as:

• Kiosk Token;
• Kiosk access ID;
• Facial recognition.

Review this information before registering the tablet.

7. Save the settings

After selecting the desired devices and permissions:

1. Review the enabled options;
2. Check the creation and assignment settings;
3. Click Save.

The settings will be applied to the employees covered by the configuration.

8. Configure an employee individually

When an employee needs different rules from the general settings:

1. Go to People;
2. Open the employee's profile;
3. Go to the Settings tab;
4. Define the specific devices and permissions;
5. Save the changes.

The individual settings will apply only to that employee.

9. Does disabling the App remove the employee's access?

No. Disabling App in Attendance Settings only prevents/blocks punches from the mobile device.

Access to the app depends on the mobile phone number registered in the employee's profile. This number is used to receive the one-time access code by SMS.

Therefore, even without permission to clock in through the App, the employee may still be able to access other features available in the app.

10. How to remove the employee's access to the app

To remove access related to the device:

1. Go to People;
2. Open the employee's profile;
3. Select the Devices tab;
4. Locate the active device row;
5. Hover over the row;
6. Click Deactivate.

After deactivation, the device will appear as deactivated in the employee's history.

Important: unchecking App in Attendance Settings and deactivating the device are different actions. The first blocks punches; the second is used to remove access from the registered device.

11. Does disabling Computer remove access to the web platform?

No. Disabling Computer only prevents/blocks the employee from recording punches through the browser.

Access to the web platform depends on the email address registered in the employee's profile. As long as the employee has access to that email address, they may still be able to log in to the platform and view the features available for their permission level.

12. How to remove the employee's access to the web platform

The registered email address cannot be removed. When attempting to leave the field blank, the platform displays the message:

The email cannot be removed. It can only be edited.

To prevent access using the current email address:

1. Open the employee's profile;
2. Locate the Email field;
3. Replace the current address with a fictitious email address defined by the company;
4. Save the change.

Use an address that does not belong to the employee and does not allow them to receive communications or recover access to the account.

Important: disabling Computer and editing the email address serve different purposes. Disabling Computer only blocks punches through the browser. Editing the email is necessary when the goal is to remove access to the web platform.

Tips and troubleshooting

• The employee can access the app but cannot clock in: check whether App is enabled and review the Punch creation options.
• The App is enabled, but creation is still blocked: check whether Do not allow is selected under Punch creation options.
• The employee should only clock in, without creating adjustments: select Allow punch records only.
• The employee should create adjustments but not clock in directly: select Allow punch adjustments only.
• The employee cannot reorganize the times: review the Punch assignment options.
• I want to allow all actions: select Allow all types in both fields.
• I disabled the App, but the employee can still log in: disabling this option only blocks punches. To remove access, deactivate the device in the employee's profile.
• I disabled Computer, but the employee can still access the web platform: edit the email address registered in the profile.
• I cannot delete the email address: the field cannot be left blank; it must be edited.
• The configuration should apply to only one person: make the adjustment individually in the employee's profile.

Best practices

• Review creation and assignment permissions separately.
• To allow all actions, confirm that Allow all types is selected in both fields.
• Allow adjustments, reorganization, and clearing only for employees who actually need these actions.
• Review active devices periodically.
• When removing an employee's access, distinguish between blocking punches and blocking login access.
• When changing an email address, use a fictitious address controlled by the company that does not belong to another person.
• Test the configuration with one employee before applying it to the entire company.

Frequently asked questions

1. Which option should I select to allow the employee to do everything through the app?

Select Allow all types under both Punch creation options and Punch assignment options.

2. How do I allow only punch recording, without adjustments?

Under Punch creation options, select Allow punch records only.

3. How do I allow adjustments but prevent new punches through the app?

Under Punch creation options, select Allow punch adjustments only.

4. What is the difference between punch creation and punch assignment?

Creation options control new punches and adjustments. Assignment options control actions on existing records, such as reorganizing or clearing punches.

5. Does allowing all creation types also allow reorganization?

No. To allow reorganization and clearing, also configure the Punch assignment options.

6. What happens when I select Do not allow?

The actions corresponding to that field are blocked. Under creation, the employee cannot create records. Under assignment, they cannot reorganize or clear punches.

7. Does disabling App prevent the employee from logging in to the app?

No. This setting only prevents punches through the app.

8. How do I remove access to the app?

Open the employee's profile, go to Devices, locate the active device, and click Deactivate.

9. Does disabling Computer prevent access to the web platform?

No. This setting only prevents punches through the browser.

10. How do I remove access to the web platform?

Edit the email address registered in the employee's profile and replace it with a fictitious address defined by the company.

11. Can I delete the employee's email address?

No. The email address cannot be removed, only edited.

12. Can the settings be different for a single employee?

Yes. Open the employee's profile and configure the settings individually.