ClockWise HR

ClockWise HRManual

How do I…

Look up one thing. Every answer is a short walkthrough with pictures.

Your first day

5 questions
How do I sign in?
Why does it only show me the two-factor page?
How do I switch to Arabic?
How do I change my password?
How does a punch become a salary?

Keeping an eye on things

3 questions
How do I know a clocking machine is working?
What does Attendance Errors count?
Why is a punch marked Pending?

Finding people

3 questions
How do I find an employee?
How do I export the list of employees?
How do I remove somebody who has left?

Hiring

5 questions
How do I record a job applicant?
How do I attach a CV to a candidate?
How do I reject a candidate?
How do I hire a candidate?
Which new employees have no salary yet?

Somebody new has started

5 questions
How do I add a new employee?
Why is there no salary field when I add someone?
How do I set an employee's salary?
How do I add an employee's bank account?
How do I upload an employee's contract?

Something about a person has changed

5 questions
How do I transfer an employee to another branch?
How do I promote someone?
How do I change an employee's phone number?
Why is an employee not paid for overtime?
How do I give someone a transport allowance?

Who works when

5 questions
How do I set an employee's working days?
How do I change someone's schedule from next week?
How do I change the schedules of a whole team?
How do I give a whole branch the same week?
How do I add a shift?

Time off

4 questions
How do I record annual leave?
Why does it say Insufficient remaining leaves?
How is unpaid leave handled?
How do I give someone a day off every week?

Putting attendance right

5 questions
Somebody forgot to punch out — what do I do?
Why is an attendance day marked Error?
Was my correction approved?
How do I approve an attendance correction?
I changed a shift — how do I apply it to past days?

Checking attendance

3 questions
Did this employee punch on that day?
How do I see an employee's attendance?
How do I print an employee's attendance?

Paying the month

5 questions
How do I start a new salary month?
Where has last month's salary gone?
How much will each employee be paid this month?
How do I stop schedule changes affecting a month I have checked?
What should I check before closing a salary?

Paying people

5 questions
How do I mark a salary as paid?
How do I hold back someone's salary?
How do I prepare salary payments for the bank?
How do I print payment slips?
How do I pay someone who is leaving mid-month?

Looking back at salaries

3 questions
An employee is missing from a closed salary — what do I do?
How do I find an old salary period?
What was an employee paid last month?

Tips

5 questions
How do I share out the tips?
Why did an employee get no tips?
How do I give one employee more tips this month?
How do I print the tips signature sheet?
What happens to the tips of someone who is dismissed?

Training

13 questions
How do I add a training course?
Why can I not delete a training program?
How do I schedule a training?
Why is my session not on the calendar?
Which trainings are coming up this month?
How do I cancel a training session?
Why can I not complete a training session?
How do I add employees to a training session?
How do I record who attended a training?
How do I upload training material?
How do I issue a training certificate?
When does a training certificate expire?
Which mandatory trainings is an employee missing?

Inspections

15 questions
Where do I see the inspections assigned to me?
How do I start an inspection?
What happens if I lose the connection during an inspection?
What does N/A do to the score?
Why can I not submit an inspection?
How do I download an inspection report?
How do I cancel a submitted inspection?
How do I add an inspection question?
How do I create an inspection form?
Why can I not publish my inspection form?
How do I change a form that is already in use?
How do I ask an inspector to inspect a branch?
Which branch scored best in inspections?
Which inspection questions fail most?
How do I compare only some branches in inspection reports?

Assets and the store

7 questions
How do I add an item to the store?
How do I give an employee a uniform or a tool?
When is the employee charged for an asset?
How do I charge an employee for a damaged item?
How do I give a new employee their starter kit?
How do I change an asset order?
Where can I see all stock movements?

Reports

13 questions
Where are the reports?
How do I export the list of employees?
Which employees have no schedule?
How many leave days does each employee have left?
How many hours did each department work last month?
How do I print an employee's attendance for the month?
How do I find employees with the wrong schedule?
Who took breaks longer than allowed?
How do I export the salaries of a period?
Which branch costs the most per hour?
Whose net pay changed since last month?
How much salary is still to be paid?
How much do employees still owe on loans?

Messages and notifications

7 questions
How do I send a message to a colleague?
How do I start a group conversation?
How do I stop people replying to a conversation?
Can the administrator read all messages?
Where do I see my notifications?
How do I send a notification to a user?
Why did a recurring notification not arrive?

Loans to employees

3 questions
How do I give an employee a loan?
Why is an employee's loan balance not going down?
An employee repaid a loan in cash — how do I record it?

Who did what

3 questions
Who changed this salary?
Who closed the salary period?
How do I add a payment method?

Adding to or taking from someone's pay

4 questions
How do I give an employee a bonus this month?
Why can't I add an adjustment for last month?
What does Orphaned mean?
How do I correct a salary that is already closed?

Who sees what

4 questions
Why can't I see an employee my colleague can see?
Why does somebody see no employees at all?
How do I limit someone to one branch?
Why is my menu shorter than my colleague's?

Setting up the company

11 questions
How do I add a branch?
How do I add a department?
How do I retire a level?
How do I add a document type?
How do I change the company name or logo?
How do I turn overtime on?
Does the leave year follow the calendar or the hiring date?
How do I turn on the training module?
Does switching a module off delete its data?
How do I add a nationality?
How do I create a new allowance?

Currencies

3 questions
How do I update the exchange rate?
Which currency are the salary totals in?
Why can I not delete a currency?

Importing from a file

4 questions
How do I import data from Excel?
How do I import deductions for many employees?
Why was a line of my import rejected?
Who imported this data?

Clocking machines

4 questions
How do I add a clocking machine?
Why are someone's punches not showing up?
How do I import attendance from the machine?
Who is enrolled on the clocking machine?

Accounts and roles

6 questions
How do I give someone access to ClockWise?
How do I reset a user's password?
How do I make two-factor sign-in compulsory?
Someone lost their phone — how do they sign in?
How do I give a role access to a screen?
Which roles can close salaries?