People & Time Clock

The app keeps two separate lists of people, and it helps to know which is which:

• A user is a login — a username and password with permissions, managed under Manage Users.
• A worker is a person on the Workers page — someone whose hours and labor cost you want to track. A worker does not need a login at all.

Why both? Hourly rates and weekly availability on the worker record feed labor cost and scheduling, while logins control what someone can see and do in the app. Many shop-floor people only ever need a worker record and a kiosk PIN.

What is on a worker record

• Name, Role (e.g. Machinist), and Hourly Rate — the rate is what turns clocked hours into dollars.
• Linked login (for time clock) — the app login this worker punches in and out as. Without this link, that person cannot use the personal time clock (the kiosk still works with a PIN).
• Break length and Auto-deduct break on clock out — see Punching in and out for how breaks behave.
• Default production order and Default station — applied automatically on clock in when the time clock’s job mode is set to Set.
• Kiosk PIN — 4–8 digits that let this worker punch at the shared kiosk clock. Leaving it blank keeps the current PIN; tick Remove PIN to clear it.
• Weekly availability — planned hours per day, Monday through Sunday, used by scheduling and the My Week card.
• Active — untick instead of deleting when someone leaves; their history stays intact.

The Import button (visible with the Data Import / Setup Hub privilege) bulk-loads workers from a spreadsheet — see Importing data from a spreadsheet.

The time clock captures real hours. You can punch from the Time Clock page or straight from My Workspace — both show the same clock.

To punch, you need two things: your user group must have the Time Clock privilege, and your login must be linked to a worker on the Workers page. The clock card tells you plainly if either is missing.

A normal day

1. Press Clock In. A running timer appears with an On the clock badge.
2. For breaks: if your worker record auto-deducts breaks, you do nothing — your set break length is subtracted at clock out. Otherwise use Go on Break and End Break; the minutes are tracked for you. You cannot clock out while still on break.
3. Press Clock Out when you are done.

Linking punches to jobs

Depending on the Time Clock Settings (visible only to people with the Time Clock - Admin privilege), clocking in may also link your shift to a job. The job modes are None, Optional, Required, and Set — Set uses the default order and station on your worker record. Job-linked punches flow into that order’s labor cost as measured time, which is why the link matters: it turns estimates into real numbers.

This Week’s Punches lists your shifts with day, in, out, break, and hours. Time clock admins can switch between Mine and Everyone, and can edit or delete any punch — editing a job-linked punch updates the matching labor log, and deleting one removes it.

The kiosk clock is a punch-clock screen for a shared tablet or PC by the shop door. Nobody needs their own login — workers tap their name and enter a PIN.

Setting it up

1. Create one dedicated user (for example kiosk) and give its group the Time Clock - Kiosk Only privilege. That privilege locks the login to the kiosk screen — whoever signs in as that user sees nothing but the clock, so it is safe to leave running all day.
2. On the Workers page, give each worker a Kiosk PIN (4–8 digits). Only active workers with a PIN appear on the kiosk.

Using it

Each worker shows as a tile with their current state. The chips at the top count who is on the clock, on break, and off, and with a larger crew a search box and letter filter appear. Tap your tile, type your PIN on the keypad, then press Clock In, Go on Break, End Break, or Clock Out. You must end a break before clocking out, and a few wrong PINs in a row locks that worker out for a few minutes.

My hours this week (also PIN-protected) shows your daily in/out times, breaks, and weekly total — an open shift is not counted in the total until you clock out.

One note: if the time clock’s job mode is Required, a kiosk punch only works for workers who have a default job on their record, since there is no job picker at the kiosk.

The visitor kiosk is a sign-in screen for a tablet or PC at your entrance. Visitors sign themselves in, pick who they are here to see, sign your entry documents once, and can print a name tag. They are remembered, so a repeat visit takes seconds.

Setting it up

1. Create one dedicated user (for example frontdesk) and give its group the Visitor Kiosk Only privilege. That login is locked to the kiosk screen, just like the kiosk time clock, so it is safe to leave running all day. People who manage visitors need the Visitor Management privilege instead — it adds a Visitors page to the menu.
2. On each employee’s profile under Manage Users, turn on Visitors can pick me as their host. Only opted-in, active users appear in the kiosk’s “who are you here to see” search.
3. Add your entry documents (NDA, safety rules, …) under Visitor Documents. Each document is signed once per version or every visit — saving with New version makes everyone sign again on their next visit.
4. Optionally customize the printed name tag under Name Tag — it is plain HTML with placeholders like {{visitor_name}} and {{host_name}}, so you can match any badge stock or printer.

The flow at the door

A first-time visitor taps Sign In, enters their name and company, picks their host, reads each document, and signs once on screen. Returning visitors find themselves by name, and only see documents again when something new or re-versioned needs a signature. After signing in they can print their name tag, and on the way out they tap Sign Out and their name.

The Visit Log shows who is on site right now and the full history with date and host filters, including a sign-out button for anyone who forgot on their way out. Each visitor’s record under Visitors keeps their visit history and every signed document, signature included.

Worker tasks are recurring chores and one-off jobs — end-of-day cleanup, safety checks, restocking — assigned to a place rather than a person. Everyone working in that area sees them on My Workspace under Today’s Tasks, checks them off, and can time them.

Creating tasks

The Task Management page needs the Task Management privilege. Each task gets a title, a description, and:

• Assign to location / area — assigning to a parent area cascades the task to every location under it, so one “Sweep your cell” task can cover the whole floor.
• Repeats — Daily, Weekly (pick a day of the week), or Spot (one-time) with a due date.
• Priority — Normal, High, or Low.

Use the deactivate button (the ban icon) instead of deleting — the task stops appearing for workers but its history is kept.

For workers

On My Workspace, tick the checkbox to mark a task done — it shows who completed it. The play button starts a timer; stop it when you finish so the shop learns how long things really take. Maintenance PMs that are due at your location also appear in the same list with a PM badge.

Following up

Back on Task Management, Today’s Schedule & Status shows each task as completed (by whom, where, and when) or Not completed, filterable by worker. Task Time Analysis totals the timed sessions over the last 7 to 90 days — sessions, total time, and average per session — handy for spotting tasks that take longer than they should.

The Scheduling & Work Logging page is where plans meet reality: you plan workers and stations against production orders, then log the actual hours that turn estimates into measured cost.

Planning

In Schedule (planned), pick a production order, a worker and/or station, planned hours, and a date, then press Add to Schedule. Entries appear in the Upcoming Schedule table, and each worker sees their own assignments as job badges in the My Week card on My Workspace, next to their planned hours for the day.

For bigger plans, Auto Setup Schedule does the heavy lifting: pick the open production orders (each needs a routing — see Operations and routings — how a part gets made), and the system routes every order through its operations and capable machines. It shows machine and employee utilization, flags each order as On time or Will miss due date with a projected finish, and only writes anything when you press Apply Schedule.

Recording actual hours

There are two ways hours get recorded against an order:

• Automatically — when workers punch the time clock with a job linked, the hours flow into that order’s labor cost on their own. This is the preferred way; see Punching in and out.
• Manually — use Log actual work here to enter hours for a worker, station, and date. This suits shops that do not punch per job, or for catching up missed time.

Recent entries show in Recent Work Logs when you select an order, and either kind of logged time feeds the cost roll-up covered in Cost Per Part — what a part really costs.