Overview: If you need to capture patient information, employee temperatures, or any other information, this can be done by requiring notes on punch-ins, outs, or both.

Instructions:

Enabling Required Notes (New Employees)
Enabling Required Notes (Existing Employees)

Viewing Notes

Additional Resources:

FAQ

Related Articles

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Enabling Required Notes (New Employees)

1. When you add a new employee, you'll find the new "Note is Required" option. You'll be able to choose from the following options:

  • Never (No note is required)
  • Punch In Only (A note is required only when punching in)
  • Punch Out Only (A note is required only when punching out)
  • Punch In & Out (A note is required when punching in and out)

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Enabling Required Notes (Existing Employees)

1. To enable required notes for existing employees, you'll want to start by clicking Employees in the top navigation and then View next to an employee's name:

2. Once in the employee profile, select the Edit button located in the top right hand corner:

3. Scroll down to the bottom and you'll find the Note is Required option. You'll be able to choose from the following options:

  • Never (No note is required)
  • Punch In Only (A note is required only when punching in)
  • Punch Out Only (A note is required only when punching out)
  • Punch In & Out (A note is required when punching in and out)

4. Click Save once done.

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Viewing Notes

Manager/Administrator View: Managers and Administrators can view notes directly from an employee's time card. Simply hover over to the chat bubble next to a punch. Notes can also be viewed on several of our reporting options including the Employee Detail and In/Out Activity report:

Employee View: After the employee punches in, they will then be able to view the notes they've added on their dashboard as well as if they visit their time card.

Important: Notes can be viewed in-app as well as on our website. Notes will not be required when using the Switch or Group Punch option.

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FAQ:

Q: Does the required notes feature apply to Switches?

A: No, the required notes feature does not apply to Switches.

Related Articles:

How do I add notes to a shift?
What are notes and where can they be entered?

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