This setup is useful when you have staff going around to different client/location/project and you want to know precisely where they are when they clock-in/out.
Whether would it be client/location/project would depend on what you had defined in the Configuration - Configuration - Clocking Preference
Client/Location/Project Setup
Note that the label depends on what you have chosen. So if you chose 'Location', then the header will be reflected as location accordingly. If you used client, the header will then appear as Client Setup.
Step 1: Click on
Step 2: Click on tab at the top
Step 3: Click on sub-tab
Step 4: Enter Location ID at the field
Step 5: Enter Location Description field
Step 6: Click on
Assigning Staff to Client/Location/Project
You can specifically assign individual staff to a particular client/location/project. This is applicable if only selected client/location/project is applicable for the staff. You can assign multiple client/location/project.
Note: If the staff is not assigned to any client/location/project, the staff can see all the client/location/project from the dropdown list when they clock in/out.
Step 1: Click on
Step 2: Click on
Step 3: Click on
Step 4: At each employee, you can select the client/location/project they can see when they clock-in/clock-out. You can assign multiple client/location/project.
Deleting Assignment
To delete the assignment made, click on the "x" adjacent to the location/project/client you want to delete