This article will summarize how you can toggle on Required Forms for Punch in/Out.
This is a Timekeeping feature, if you do not have Timekeeping, be sure to discuss it with your Customer Success Manager if you are interested.
If you have Timekeeping, this feature is only available when using Punch Clock, this feature is not supported when using Timecards.
This is a bigger feature change so make sure to do this when not busy. This may need a logout and log back in from your mobile users as they may not see the feature right away.
Before launching this to the field make sure to have all forms completed within your account. If they are not workers will be prompted for all of their old forms the first time they try to punch in. Here is how to force complete a form.
This feature ties both Safety and Timekeeping together and allows them to rely on each other. This can be done to encourage safety forms to be completed on time!
Step 1: Select Timekeeping in the menu.
Step 2: Select the "Settings" button.
If you do not see the "Settings" button please contact your company's Corfix Administrator as you do not have the correct Permissions toggled on.
Step 3: Scroll down to the "Prompt for Form Completion" setting and toggle it to the required setting.
You can make it Optional where a prompt will show up on Punch in and out but the Worker can skip by it.
If the setting is set to Required the worker will not be able to punch in or out unless they sign off or complete the form.
This feature is supported through the following punch-in/out scenarios.
- Individual Punch in/out through one device
It is not supported when:
- Bulk punching in/out workers on one device.
- Kiosk Mode