Ximble FAQs

Need help with your existing Paycor Scheduling Time Tracking/Scheduling account? We've got you covered! Get in touch with Paycor Scheduling's client service team for technical, account, or billing assistance by calling (858) 348-4222.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

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If you're a seasonal company, need to take a break from Paycor Scheduling, or simply need to pause your subscription for any reason, you can do so with a few clicks!Paycor Scheduling offers an option that will pause your subscription without cancelling it. This means that when the account is marked as paused, the account temporarily closes after the subscription period has ended, and will reactivate when the subscription is updated.

Unlike cancelling the subscription, which deletes all of your data, pausing the subscription denies all users access to the account, but all of your data will be accessible as soon as the account is active again.The configuration of the company account settings requires Admin level privileges.

In the upper right hand corner of the account, you'll find the Me tab. Clicking this tab will drop down a menu where you'll want to click the My Account button which will take you to the My Account page.

To the right of the Cancel Subscription button, which will permanently close the Paycor Scheduling account, is the Pause Subscription button. Clicking this button will temporarily deactivate the account.

When the Pause Subscription button is clicked, a new window will appear, displaying some additional information, and asking how many billing cycles should be skipped before officially pausing the subscription.

The pause will begin as soon as the currently paid month expires. While the account is paused, the billing will be halted, the account will be inaccessible, and staff members will be unable to login to their respective accounts. The account will remain paused until you decide to reactivate it by updating the subscription details.

Once the account is back to being active, the billing process will resume once more. When you've decided to get started back up with Paycor Scheduling, simply click the Reactivate Account button. This button will appear when logged into a paused account as an Admin level user.

Once the subscription is updated, the account will be reactivated, the billing process will resume, and you will be charged immediately. Welcome back to Paycor Scheduling!

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

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If you have a Gmail account, and make use of Calendar, then you may be interested in connecting it to your Ximble account. This integration only affects the My Schedule page, so if you're a Supervisor level user, or above, keep in mind that this will still only work for the My Schedule page only. To initiate the integration process, head over to the My Schedule page, click the Sync button in the upper right hand corner, and click the Google Calendar button.

Once the Google Calendar button is clicked, you will be presented with a new window where you will be required to sign into a Gmail account.

Next, Ximble will request permission to access your Google account. In order to continue, you will be required to click the Allow button.

A successful connection will trigger a pop up at the top of the page indicating that Ximble is now connected to Google Calendar.

Moving forward, Ximble shifts will be displayed within your Google Calendar with a label of "Ximble". All newly published shifts within Ximble will also appear within your Google Calendar.

IMPORTANT NOTE: After connecting your Ximble account to Google Calendar, and assuming that you have published shifts for past dates, these shifts will not appear within your Google Calendar until they've been republished. Also, this is a one way connection, so data will be sent from Ximble to Google Calendar. If data is updated within Google Calendar, the changes will not be sent from Google Calendar to Ximble.

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Hello, Ximble family!

We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to Ximble's Ideas page. Your submission can receive votes from other Ximble users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA below to check it out.

Cheers!

INTRODUCTION

You're able to round time clock entries to the nearest specified amount of minutes by enabling an option within the settings. By default, this only applies to generated payroll reports, but you can also choose to have it apply to the time clock entries via the Timesheets page as well.

SETUP

To access / enable the Payroll & Time Clock rounding option within your account settings, and configure it as necessary, follow the steps below:

Hover over the Settings tab (gear icon).

Click the Timesheet button.

Click the Clock Preferences button.

Enable the Round The Time Clock To The Nearest _____ Minutes For _____ option.

Enter in the desired amount of minutes.

Choose either Payroll Only or Payroll and Time Clocks from the drop down list.

Click the Save button at the bottom of the page.

FUNCTIONALITY

Payroll Only

Time Clock entries are rounded to the nearest amount of minutes you've specified. For this option, keep in mind that this only applies to generated Payroll Report data. This does not apply to Time Clock data via the Timesheets page.

Payroll and Time Clocks

Time Clock entries are rounded to the nearest amount of minutes you've specified. This applies to generated Payroll Report data as well as Time Clock data via the Timesheets page.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

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Paycor Scheduling offers the ability to calculate the distance between a staff members street address, and the address of where an assigned shift is located. This feature will allow you to determine the amount of miles / kilometers it will take staff members to reach their assigned shifts destination, which will lead to an optimized workforce.

This feature must first be enabled. In order to enable this feature, please navigate the account in this specific order:

Settings (gear icon).

Schedule.

Preferences.

Next, enable theCalculate the distance between shift locations and employees in __ option, and select the distance type (mi / km). Don't forget to click the Save button so any changes can take effect.

Next, move over to the Settings - Locations section. You can select an existing Location, or create a new Location.

Click the Shift Distance column. You'll be able to enter the Geo Address of the Location you're editing.

You'll want to ensure that each staff member, that are assigned to the Location you're editing, also have a valid Geo Address assigned to their Profile Details page. This can be achieved by following the steps below:

Navigate to the Staff page.

Select a staff member.

Make sure the Profile Details tab is selected.

Click the Contact Information column.

Enter a valid Geo Address.

Click Save.

Finally, when viewing the Schedule page, and you assign a shift to a staff member containing a Geo Address coinciding with a Location Geo Address, the distance between the two will be displayed in the bottom right hand corner of the shift.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

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INTRODUCTION

At the bottom of the Schedule page is the BUDGET / HOURS / COST cells. The budget row allows you to set the amount you do not want to exceed for each day of the week which is based on the pay rates of each staff member. This information can be hidden at any time by clicking the QUICK STATS button.

SETUP

By default, the budget row is always visible, and able to be edited, by Admin level users. However, other User Roles are able to view / edit the budget row as well. In order to allow other User Roles the ability to do so, you will need to follow the steps below:

Hover over the Settings tab (gear icon).

Click the Staff button.

Click the Roles button.

Select a User Role.

Enable the Set Schedule Budget option (under Scheduling).

FUNCTIONALITY

The budget for each day can be adjusted by entering a value into the fields, or by clicking the up / down arrows on the right side of each field. Once a value is entered, the overall budget for the week, found on the far left side of the budget row, will automatically calculate.

If there are already shifts created, and the budget is less than the current cost, the value will not be accepted. This will be indicated by the field being highlighted in red, and an error icon being displayed.

If the budget is set, and a new shift is created that will exceed the budget, a warning is displayed. This warning can be ignored. If this warning is ignored, the budget field for the shift in question will be highlighted in red, and an error icon will be displayed.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

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The Settings tab consists of several sections, and sub sections, all of which will be covered in this article. Aside from the My Account page, here you will find everything you need to fine tune your Paycor Scheduling account like managing user roles, connecting with our partner integrations, setting up Geo Fences, creating PTO policies, and more! Please see the table of contents below to determine if this article covers what you're hoping to learn more about.

App Center

Locations

Locations

Work Sites

Departments

Positions

Timesheet

Clock Locations

Clock Preferences

Geo Fences

Automated Approval

Payroll

Export Preferences

Pay Periods

Employment Rules

Schedule

Preferences

Break Rules

Shift Acknowledgement

Staff

Preferences

Ranking

Roles

Password Policy

Time-Off & Availability

Preferences

Holidays

Policies

App Center

The App Center is where you'll be able to browse through Paycor Scheduling's growing library of partner integrations. If you have an account with one, or more, of the integrations available, you can connect your Paycor Scheduling account to start sharing data between the platforms. To learn more about the integrations currently available, click here. To learn how to connect to each integration, and what kind of data sharing is available, click here.

Locations

Locations

The Locations tab is where you can manage each Location created within the account, as well as create new locations. You can change the Location Name, edit the address, take advantage of the Shift Distance feature, configure the Hours of Operation, and more!

Locations

Work Sites

Work sites were designed for companies that require the scheduling of shifts at a multitude of different locations. While a Location represents an office setting, a Work Site represents a remote Location (like a clients office) where a staff member would need to visit during their shift.

Departments

The Departments tab will allow you to create, edit, and delete any departments within the account. A Department is a way to increase the visibility of a Position by adding a division (like Marketing, Accounting, etc).

Jobs

Similar to Departments, this is where you'll be able to create, edit, and delete any jobs within the account. A Job is a requirement for all staff members, and is necessary for scheduling, clocking in / out, etc. Jobs can be assigned different colors for easier identification.

Timesheet

Clock Locations

If you'd like to set restrict staff members to only be able to clock in / clock out using a specific IP Address Range, browser, and / or phone number, you can so by creating Clock Locations. To learn more about Clock Locations, click here !

Timesheet

Clock Preferences

The Clock Preferences tab offers a lot of different options to fine tune the ways that staff members utilize the Time Clock, and Timesheets page. You will want to familiarize yourself with these options to get the most out of the Time Tracking module.

Timesheet

Geo Fences

Geo Fences directly impact the mobile phone application, and will restrict staff members to only being able to clock / clock out when within a set radius. To learn more about Geo Fences, click here !

Timesheet

Automated Approval

The Automated Approval tab is where you can define how Timesheets page entries can be automatically approved. This will reduce the amount of time it takes to prepare for payroll. To learn more about Automated Approval, click here !

Payroll

Export Preferences

The Export Preferences allows you to choose from one of several export options including a standard CSV file (which is configurable), QuickBooks, and more.

Payroll

Pay Periods

Assuming you would prefer pre-defined pay periods over choosing a custom date range when generating payroll reports, you can do so via the Pay Periods page. For more information on Pay Periods, click here !

Payroll

Employment Rules

If you would like to be able to generate a single Payroll Report with multiple overtime rules, you can do so by creating your own Employment Rules. To learn more about Employment Rules, click here !

Schedule

Preferences

The Schedule - Preferences tab offers a lot of different options to fine tune the ways that staff members utilize the Schedule page, and scheduling requests. You will want to familiarize yourself with these options to get the most out of the Scheduling module.

Schedule

Break Rules

If you do not wish to utilize the Jobs / Activities feature, Break Rules can be created as either paid or unpaid breaks. If you create an Unpaid Break Rule, they can be deducted from the Payroll Report, assuming that the option to do so has been checked prior to generation. If you go the Break Rules route, staff members will not be required to clock out for breaks.

Schedule

Shift Acknowledgement

If you want staff members to confirm / reject shifts that been assigned, you can take advantageof the Shift Acknowledgement feature. To learn more, click here !

Staff

Preferences

This page offers a couple of options that will help ensure that your account is in tip top shape, and your team given account access as soon as possible.

Staff

Ranking

The Ranking page is based on Open Shift, and how they're affected by the Auto-Fill feature. If you're utilizing the Auto-Fill feature, ranking helps define how Open Shifts are prioritized. To learn more about Ranking, and Auto-Fill, click here.

Staff

Roles

To ensure that all of your staff members are utilizing their roles properly, especially within your Paycor Scheduling account, you can assign user roles, customize said user roles, and even create your own. To learn more about user roles, click here.

Staff

Password Policy

If you would like to increase the security level of account passwords, you can do so via the Password Policy tab. To learn more about passwords, and their strength levels, click here !

Time-Off & Availability

Preferences

To enable the ability to request Time-Off, define the amount of days in advance Time-Off should be requested, and more, you'll want to check out the Time-Off & Availability - Preferences page.

Time-Off & Availability

Holidays

Holidays directly impact the Schedule page, how staff members are scheduled, and the ability to request Time-Off on days marked as holidays. Once a Holiday is created, it will be illustrated on the day specified via the Schedule page.

Time-Off & Availability

Policies

This page is where you can create, edit, and configure any / all PTO policies within the account. To get the most of the PTO engine, you may want to review the the separate Support Center articles by clicking here.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

The My Account page, which is accessible by clicking the Me button (profile image) in the upper right hand corner, consists of two sections, both of which include several sub sections:

Subscription

Plan

Billing Information

Billing History

Company Information

Primary Contact

Localization

Primary Admin

API Information

Single Sign On Information

Being able to access the My Account page requires an Admin level User Role. Let's go over the Subscription section first.

Subscription

Plan

The Plan page is where you'll be able to view, and make adjustments to your subscription. You can determine what it is you require like Scheduling, Time Tracking, or both, and select Core vs. Advanced. You can learn more about the difference by clicking the Compare Plans button, or by visiting the pricing page by clicking here.

Subscription

Billing Information

The Billing Information page is where you'll be able to enter in your credit card information, as well as a billing address. This is necessary when you're before subscribing, but is not required until you're ready to subscribe.

Subscription

Billing History

The Billing History page is where you'll be able to review all of your past invoices. You will be supplied with an invoice number, the date of the invoice, and the amount paid. This is of course a page that will not contain any data until you've made your first payment.

Company Information

Primary Contact

The Primary Contact tab is where you can enter in any information regarding the company itself, the main point of contact for the company, etc.

Company Information

Localization

The Localization tab is where you can configure the time zone, currency type, and more. Information configured here will act as defaults for other areas of the account.

Company Information

Primary Admin

The Primary Admin tab will allow you to change who the Primary Admin is for the account. Only the Primary Admin of the account is able to make this change.

Company Information

API Information

The API Information tab is where you can obtain your API credentials which are required for accessing the API portion if the Ximble system. For more information on Ximble's API, you can click here to access the Ximble Developer Hub.

Company Information

Single Sign On Information

The Single Sign On Information tab is where you'll be able to enter in your Identity Provider, AppUrl, and AppMetaDataUrl, which will be required when setting up your Ximble account for SSO functionality. For more information on SSO, you can read a separate Support Center article by clicking here.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

What are pay codes, how do you enable them, and how are they beneficial to you? Within your Paycor Scheduling account, pay codes are a way to identify custom groups of non working hours for payroll purposes. If you're utilizing Paycor Scheduling's PTO engine, you will also notice that each Policy contains its own Pay Code. Once pay codes have been enabled, a new column will be applied to all Timesheets page entries: Pay Code. To enable pay codes, navigate the account in this order:

Settings (gear icon)

Timesheet

Clock Preferences

Once on this page, the first column is the Reports column. Find the Enable Pay Codes option, enable it, and click the Save button at the bottom of the page.

Once pay codes are enabled, a new tab will be visible when hovering over the Time Clock menu: Pay Codes. Go ahead and click the Pay Codes tab to access the Pay Codes page.

Once on the Pay Codes page, you'll notice that there are three default pay codes already created: Regular Hours, Overtime Hours, and Double Time Hours.

These cannot be deleted from the account, but you do have the option to edit them, and add a Code for easier identification.

To create a new Pay Code, click the + Add Pay Code button found in the upper right hand corner. New pay codes will be given the Type of Custom.

In addition to the Standard hours, Custom hours can be assigned to Timesheets page entries by editing the entries, and changing the Pay Code Type.

Keep in mind that if you plan on exporting the payroll report as a CSV file, you will be required to include the Hours Type Field Type via the Settings - Payroll - Export Preferencespage.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

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Single Sign-On, or more commonly recognized as SSO, is an authentication process that allows users to access multiple applications with a single set of login credentials. Once you've logged into your SSO provider, and linked it to Paycor Scheduling, you will no longer be required to manually sign in to your Paycor Scheduling account. To configure SSO within Paycor Scheduling, navigate the account in this order:

My Account

Company Information

Single Sign-On Information

You will be required to enter in your Identity Provider, AppURL, and AppMetaDataURL, Certificate, and Provider Key Once this has been completed, click the Save button.

Once everything has been properly entered, and saved, staff members should now be able sign in, and access their Paycor Scheduling account, using the configured SSO.

IMPORTANT NOTE: If you change your SSO configuration withing Paycor Scheduling, make sure that everything is also properly configured within your SSO provider settings to ensure that there are no interruptions.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

When creating passwords, Paycor Scheduling has three prerequisites:

A password requires at least 6 characters.

A password cannot contain common phrases.

A password must be different from e-mail address.

With that being said, you can choose to change the strength of passwords from Low (default), to Medium, all the way up to High. Each choice comes with a different set of prerequisites. To access this page, navigate the account in this order:

Settings (gear icon).

Staff.

Password Policy.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

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Once a Paycor Scheduling account is created, you can choose to create new user roles, or simply use the four user roles that are readily available, one of which cannot be customized:

Employee

Scheduler

Manager

Admin

The Employee, Scheduler, and Manager user roles can all be customized, but the Admin user role cannot be edited. This is because an Admin has only one restriction, and that is being able to change the Primary Admin of the Paycor Scheduling account. There can only be one Primary Admin, and a Primary Admin is considered the account owner. To access the Roles page, navigate the account in this order:

Settings (gear icon)

Staff

Roles

To customize a User Role (must have an Admin level User Role assigned unless permission has been granted to other user roles), click on any of the existing user roles, or create a new User Role by clicking the + Add Role button found in the upper right hand corner of the page.

When editing a User Role, there are a lot of options to select / deselect. These options will determine the restrictions that are in place for any staff member that has the User Role assigned.

To learn more about each option, you can hover over the information icon (tool tip), which will display text for the option in question. When some options are selected, other options will be required to be enabled as well. For example, if the Add / Edit Users option is selected, the View Users, and View Profile Information, options will be required to be selected as well because they all rely on each other.

Once you're satisfied with the new User Role, or changes made to an existing User Role, click the Save button so any, and all, changes can take effect.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

For any emergencies that may occur, at any time, staff members may want to, or be required to, save someone as an Emergency Contact to their My Profile page. An Emergency Contact consists of a name, and a phone number. To access this page, navigate the account in this order:

Me

My Profile

Emergency Contact

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

WELCOME TO PAYCOR SCHEDULING!

Now that you've created your Paycor Scheduling trial account, let's get your first schedule created, and published. This is easier than ever with Launchpad. Let's get started by reviewing the options available to you:

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Import Your Schedule

Send us your files.

Upload any file and we do the rest. This option can take up to 24 - 36 hours to complete depending on the amount of data. You also have the option to leave any necessary notes before importing the file.

Import Your Schedule

Copy / paste from file.

Copy / paste schedule from .xls, .xslx or .csv files. This option will be ready as soon as you're finished uploading the data. This is a do it yourself method, and does require that the data being copied / pasted be in a.xls, .xslx or .csv format.

Import Your Schedule

Use Paycor Scheduling template.

Upload your schedule using our template and we do the rest. This option will be ready in a few minutes time. This method allows you to download the Paycor Scheduling formatted template for you to enter in your scheduling data then upload once completed.

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Use Sample Data

Use sample data and customize to your needs. This option will be ready instantly. Your Paycor Scheduling account will be populated with ready to go test data for you to quickly see Paycor Scheduling in action.

Integrate With Your Apps

Import data from apps like BambooHR or Gusto. This option can take up to 30 minutes dependingon the amount of data being imported, and configuration time. There are several applications to choose from. If you're not integrating with BambooHR or Gusto, simply click the More Apps button found in the bottom right hand corner.

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Launchpad is available to all Admin level users within the account. If at any point you would like to disable Launchpad, you can do so by clicking the Disable Launchpad button. This is found in the upper right hand corner of the Launchpad page. Launchpad will only be disabled for your account specifically, and will be available to other Admin level user unless they decide to disable it within their account as well.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

Paycor Scheduling payroll data is able to be exported in a Perform (Paycor) supported format in a few easy steps. We'll go over the configuration process below, as well as cover some important topics along the way. Let's get started!

CONFIGURATION & FUNCTIONALITY

The first step will be heading over to the Export Preferences page. To access this page, locate the Settings tab (cog icon) found on the main navigation menu on the far left side of your account. Next, hover over the tab to reveal a sub menu where you will want to click Payroll.

Once you click on the Payroll button, you will automatically land on the Export Preferences page by default. Click the Export to... drop down field to reveal a list of export based options. You will want to select the Export to Paycor option from this list, then click the Save button at the bottom of the page.

Before moving on, let's discuss the two options below the Export to... drop down field.

Don't export pay rates from Paycor Scheduling.

By default, when the payroll data is exported from Paycor Scheduling into a Perform (Paycor) supported format, assigned pay rates are displayed in one of the columns. If you do not wish to have pay rates be included in the export, then make sure to tick this box, and click the Save button, prior to exporting payroll data.

Job costing is enabled in Perform.

Ticking the second option will reveal a number of labor code category and code fields. The category being the name of the data being displayed in the column when exported, and the code being the data itself, which you select from one of two possible options: Job & Location.

Again, if everything looks good on your end, then make sure to click the Save button so any changes can take effect. Now it's time to move over to the Payroll Report page itself so we can export payroll data. Locate the Reports tab (graph icon)found on the main navigation menu on the far left side of your account. Next, hover over the tab to reveal a sub menu where you will want to click Payroll Report. Once the report is configured, click the Generate button in the upper right hand corner, then select the Export to Perform option.

For more information on how to configure your payroll report, click here.

That's it! Your data will now be exported in a Perform (Paycor) supported format. Make sure to review the file before attempting to import to ensure that everything was configured properly.

IMPORTANT INFORMATION

All staff members included in the export must have a Staff Number assigned. If they do not have a Staff Number, you will be presented with an error message.

In any case, Double Time requires pay codes to be enabled within the account. If pay codes are not properly configured, then you will be presented with an error message. For more information on pay codes, and how to configure them, click here.

Location and Job names cannot exceed 20 characters. If Location and Job names do exceed the 20 character limit, then you will be presented with a warning message. You can choose to ignore the warning, and continue with the export, but the data will not import to Perform (Paycor) successfully.

In order for timesheets to be included in the generated report, the timesheets must first be approved. Make sure that all timesheets you want to include in the report are approved prior to generating the report.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

The Power Edit feature is an easy, and efficient, way to bulk update staff member profile information as a Manager level user, and above. To start power editing, navigate to the Staff page, and click the Power Edit button in the upper right hand corner.

Once the Power Edit button has been clicked, you'll first be able to search for specific staff members you wish to make adjustments to, which is based on their Department, Job, and / or Location. However, if you do not wish to make use of the filters, you can simply leave the fields blank, and click the Search button.

You will now be presented with a list of staff members. This list will consist of all staff members, if you chose not to filter, or staff members that fit the criteria of the filters that you've selected. You can choose all staff members, or select specific staff members you want to make adjustments to by clicking the check boxes to the left of each staff members row.

Next up is the Editing page. There are a few categories, and several options to choose from. You're able to choose multiple options. Please see the images below of all categories, and the options within.

You can make the changes for each staff member individually by choosing the Individual option on the right side of the page, or you can choose the Group option which will be applied to all staff members that you're making adjustments to.

Clicking the Edit All Selected button will now allow you to make the adjustments to the staff members in bulk. Once you're finished, click the Save button, and Paycor Scheduling takes care of the rest!

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

Availability is an important factor to consider when scheduling, and being scheduled. Availability can be set by staff members themselves, or by Manager level users, and above. To simplify this process, Paycor Scheduling supports the ability to import Availability by uploading a predefined CSV / Excel file. The file being imported should closely follow the format seen in the example image below:

There are a few things to consider prior to importing Availability:

Headers are required.

The Employee ID column is required.

You're required to start with Sunday, and end with Saturday.

Each day should include two columns: Start Time / End Time.

If the staff member is available for the full day, the first column should display the day of the week in an abbreviated format (Example: TUE), and the second column should be left blank.

The Time Format should match the current Time Format selected for your account, which can be determined by navigating to the My Account - Company Information - Localization page.

Once you're satisfied with the file, you can import the file by navigating to the Staff page, clicking the More button in the upper right hand corner, and clicking the Import - Availability button.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

If you require an export of staff data, you can do so easily via the Staff page. Simply click the More button in the upper right hand corner, then choose the file type. Currently, Paycor Scheduling offers the staff member data export in PDF, CSV, and / or Excel format.

These options are only available to Admin level users, so if you're an Admin level user, you'll be able to export staff member profile data. If you're a Supervisor level user, you'll be able to export staff member data that are a part of your direct reports.

__________________________________________________________________________________

We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

With Paycor Scheduling, you're able to easily import staff members by using a CSV / Excel file. This is one of the quickest way to to get your team, and their personal data, into the account. At the end of this article, we've included a properly formatted template that you can use for importing staff member data. Below is the required, and optional, fields that should be included in the CSV / Excel file:

CSV / Excel File Requirements

First Name (Required)

Last Name (Required)

E-Mail (Optional)

Phone (Optional)

Employee ID (Optional)

Address Line 1 (Optional)

Address Line 2 (Optional)

City (Optional)

State (Optional)

Zip (Optional)

Country (Optional)

Position (Optional)

Department (Optional)

Pay rate (Optional Hourly Pay Rate)

NOTE: If you do not wish to include optional data, those columns should remain blank, but the header does need to be included in the file. Additionally, if a Position / Department being imported does not exist in your account, it will be automatically created for you.

Below, you will see an example image of the required, and optional, headers that should be present within the CSV / Excel file you will be importing.

For phone numbers being imported, there is only one valid format. Please ensure that the valid format shown below is followed for all phone numbers being imported:

Once your file is ready, you can import it into your Paycor Scheduling account. To do so, please sign in to your Paycor Scheduling account, and navigate to the Staff page. Click the More button in the upper right hand corner, then select the Import - Staff option.

Once the Import - Staff option is clicked, you will be presented with a way to browse your files, and upload the CSV / Excel file. To browse your file, click the Upload button.

Click the Upload List button as soon as you've selected the correct file, and you will now be able to make some adjustments to how the data is imported, including the Location the data is being imported to, and what User Role staff members should be by default. Once you're satisfied with the columns, Click the Complete Import button.

Once the Complete Import button is clicked, you will be redirected back to the Staff page, and you will be informed of the data import via a notification at the top of the screen.

Finally, an email will be delivered to the email address you have assigned to your Profile Details page, specifying the amount of successful / failed rows that were a part of the import.

Below is the downloadable example templatementioned at the beginning of this article. We've included that here so you can review the proper format. Feel free to use it at any time!

__________________________________________________________________________________

We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

So... your staff members are all added, their profiles are configured accordingly, and you're ready for everyone to start logging in. Great! The easiest way to get everyone on board is by utilizing the Invite / Invite All feature. Invite will allow you to invite a single staff member, Invite All will invite all of the staff members. The invites consist of an email that displays the username assigned, as well as a button that will redirect staff members to activate their individual accounts, and complete their profiles.

To invite a single staff member, or a specific group of staff members, click the check boxes to the left of each staff members name, click on the More button, and select Invite from the drop down list.

To invite all staff members, simply click on the More button, and select Invite All from the drop down list. Keep in mind that this will also invite staff members that have already been invited.

Please ensure that staff members do not mark the invite emails as spam, as that action may prevent them from receiving any kind of emails from Paycor Scheduling in the future. In case that does happen, please contact our support team for further assistance.

__________________________________________________________________________________

We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

The Staff page is where you can add new staff members, edit information, deactivate, delete, and so much more. To access the Staff page, hover over the people icon on the left side your account, and click the Staff button.

The Staff section of Paycor Scheduling gives you a complete list of all the users created within your account. A user is simply another name for a staff member, and a staff member can be assigned any of the user roles created within the account. When you first land on the Staff page, you'll see a list of staff members, and useful information regarding each staff member.

At the top of this page, you have several selection / filtering options available, including the option to hide deactivated staff members.

Deactivating a staff member can be achieved by ticking the box to the far left of a staff member row, then clicking the Deactivated Selected button at the top. When a staff member has been deactivating, they will be restricted from accessing their account, and you will no longer be charged for the user.

Using the trash icon to the left of the Deactivate Selected button, you'll be able to delete a staff member from the account.

If you have a large number of staff members, you can search for a specific staff member by utilizing the search bar at the top of the page.

To add a new staff member, click the + Add Staff button in the upper right corner.

This will slide out a new panel that includes several fields.

Below is a list of additional areas of the Staff page that are covered in separate articles. Feel free to give them a look!

Invite Staff Members

Import Staff Members

Export Staff Members

Import Availability

Power Edit

__________________________________________________________________________________

We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

When using a web browser via a tablet, and / or mobile phone, it saves some information from websites to its cache, and cookies. Clearing the cache, and cookies, can fix certain issues like long load times, or formatting. To do so for Android devices, please follow the steps below:

Find the Settings application, and tap on it.

Tap the Apps tab.

Locate the Ximble application, and tap on it.

Tap the Storage tab.

Tab the Clear Data button.

Tap the Clear Cache button.

Restart the device.

Cache & Cookies

Cookiesare files that are created after visiting websites. They are designed to better your online experiences by saving browsing data, decreasing the amount of time it takes to load the pages in the future. After the caches / cookies have been cleared from the web browser, some settings on certain websites are deleted. For example, if you were signed to some websites, you will be required to sign back in after the data is cleared.

Cachesare what remember certain elements of the pages you visit, like images, and help with the total amount of time it takes to load them again on your future visits.

Clearing the cache, and cookies, will remove settings that were previously in place. For example, if you were signed in to some websites, you will be required to sign back in on your next visit. Once cleared, you should see an improvement in website load times, and web browser performance in general.

__________________________________________________________________________________

We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

When using a web browser via a tablet, and / or mobile phone, it saves some information from websites to its cache, and cookies. Clearing the cache, and cookies, can fix certain issues like long load times, or formatting. To do so for iOS devices, please follow the steps below:

Tap the Settings application.

Tap the General tab.

Tap the Reset button.

Tap the Reset Network Settings button.

Confirm that you want to clear all network settings.

Cache & Cookies

Cookiesare files that are created after visiting websites. They are designed to better your online experiences by saving browsing data, decreasing the amount of time it takes to load the pages in the future. After the caches / cookies have been cleared from the web browser, some settings on certain websites are deleted. For example, if you were signed to some websites, you will be required to sign back in after the data is cleared.

Cachesare what remember certain elements of the pages you visit, like images, and help with the total amount of time it takes to load them again on your future visits.

Clearing the cache, and cookies, will remove settings that were previously in place. For example, if you were signed in to some websites, you will be required to sign back in on your next visit. Once cleared, you should see an improvement in website load times, and web browser performance in general.

__________________________________________________________________________________

We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

When using a web browser, like Mozilla Firefox, it saves some information from websites to its cache, and cookies. Clearing the cache, and cookies, can fix certain issues like long load times, or formatting. To do so for Firefox, please follow the steps below:

Open the Firefox web browser.

Click the button.

Click the Options button (gear icon).

Click the Privacy & Security tab.

Scroll down to the Cookies and Site Data column.

Click the Clear Data button.

Select Cookies & Site Data.

Select Cached Web Content.

Click the Clear button.

Cache & Cookies

Cookiesare files that are created after visiting websites. They are designed to better your online experiences by saving browsing data, decreasing the amount of time it takes to load the pages in the future. After the caches / cookies have been cleared from the web browser, some settings on certain websites are deleted. For example, if you were signed to some websites, you will be required to sign back in after the data is cleared.

Cachesare what remember certain elements of the pages you visit, like images, and help with the total amount of time it takes to load them again on your future visits.

Clearing the cache, and cookies, will remove settings that were previously in place. For example, if you were signed in to some websites, you will be required to sign back in on your next visit. Once cleared, you should see an improvement in website load times, and web browser performance in general.

__________________________________________________________________________________

We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

When using a web browser, like Mac's Safari, it saves some information from websites to its cache, and cookies. Clearing the cache, and cookies, can fix certain issues like long load times, or formatting. To do so for Safari, please follow the steps below:

Open the Safari web browser.

Click the Safari drop down button in the upper left hand corner.

Click the Preferences button.

Click the Privacy tab.

Click the Remove all website data button.

Click the Remove Now button.

Cache & Cookies

Cookiesare files that are created after visiting websites. They are designed to better your online experiences by saving browsing data, decreasing the amount of time it takes to load the pages in the future. After the caches / cookies have been cleared from the web browser, some settings on certain websites are deleted. For example, if you were signed to some websites, you will be required to sign back in after the data is cleared.

Cachesare what remember certain elements of the pages you visit, like images, and help with the total amount of time it takes to load them again on your future visits.

Clearing the cache, and cookies, will remove settings that were previously in place. For example, if you were signed in to some websites, you will be required to sign back in on your next visit. Once cleared, you should see an improvement in website load times, and web browser performance in general.

__________________________________________________________________________________

We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

When using a web browser, like Google Chrome, it saves some information from websites to its cache, and cookies. Clearing the cache, and cookies, can fix certain issues like long load times, or formatting. To do so for Google Chrome, please follow the steps below:

Open the Google Chrome web browser.

Click the button in the upper right hand corner.

Hover over the More tools option.

Click the Clear browsing data button.

Choose Basic, or Advanced.

Choose a Time range.

Select the Cookies and other site data option.

Select the Cached images and files option.

Click the Clear data button.

Cache & Cookies

Cookies are files that are created after visiting websites. They are designed to better your online experiences by saving browsing data, decreasing the amount of time it takes to load the pages in the future. After the caches / cookies have been cleared from the web browser, some settings on certain websites are deleted. For example, if you were signed to some websites, you will be required to sign back in after the data is cleared.

Caches are what remember certain elements of the pages you visit, like images, and help with the total amount of time it takes to load them again on your future visits.

Clearing the cache, and cookies, will remove settings that were previously in place. For example, if you were signed in to some websites, you will be required to sign back in on your next visit. Once cleared, you should see an improvement in website load times, and web browser performance in general.

__________________________________________________________________________________

We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

At 2:00 AM, Eastern Standard Time (EST), on Sunday, March 10th, 2019, most areas in the United States will switch to Daylight Saving Time (DST). This switch will cause clocks to move forward by one hour. Daylight Saving Time ends at 2:00 AM on Sunday, November 3rd, 2019.

So what does this mean for you, your team, and Paycor Scheduling? Well, for example, if you operate a 24 hour restaurant, hotel, hospital, or any other business where your staff members are scheduled to work shifts that intersect with DST changes, staff member Timesheets page data will be affected.

Below, we'll explain in a bit more detail on how these changes will behave within your Paycor Scheduling account during a DST transition. Let's jump into it, and go over some examples.

Scheduled Shift Changes

March 10th, 2019 | United States DST Starts

If a shift is scheduled for a staff member from 12:00 AM (EST) to 2:00 AM (EST) on March 10th, 2019, Paycor Scheduling will automatically adjust the end time to 3:00 AM (EST), and the total scheduled hours will remain at 2 total hours.

Similarly, if a shift is scheduled for a staff member from 12:00 AM (EST) to to 5:00 AM (EST), then the total scheduled hours will be 4 total hours. This is because the DST kicked in at 2:00 AM (EST), moving time ahead by 1 hour.

Time Clock Changes

March 10th, 2019 | United States DST Starts

If a Timesheets page entry has a start time of 2:00 AM, and an end time of 5:00 AM, then Paycor Scheduling will automatically adjust the entry to have a start time of 3:00 AM, and the total hours worked will be 2 total hours.

If a Timesheets page entry has a start time of 12:00 AM, and an end time of 2:00 AM, then again, the total hours worked will be 2 total hours.

If a Timesheets page entry has a start time of 11:00 PM, and an end time of 2:30 AM, then Paycor Scheduling will automatically adjust the entry to have an end time of 3:30 AM.

Clock In / Clock Out Process

If your staff members clock in / clock out during the hour when a DST transition occurs, the changes will be reflected on staff member Timesheets page entries. For example, if a staff member clocks in before the DST transition occurs, and clocks out after the DST transition occurs, the clock out time will be automatically adjusted. So, prior to the DST transition, if a clock out time was going to be at 2:30 AM, the clock out time is now going to be 3:30 AM after the DST transition. However, an additional hour will NOT be added.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

Paycor Scheduling offers a feature called photoClock. This feature was designed to prevent buddy clocking. If you'd prefer that your staff members clock in / clock out using a webcam, the internet browser that you use to access Paycor Scheduling requires you to enable Adobe Flash. If Adobe Flash is not recognized, an error message will be displayed via the Time Clock page. Below are some links that may help resolve the issue for you. Each link is for a different internet browser. Please choose the one that applies to you:

For Internet Explorer, click the link below:

https://helpx.adobe.com/flash-player/kb/install-flash-player-windows.html

For Microsoft Edge, click the link below:

https://helpx.adobe.com/flash-player/kb/flash-player-issues-windows-10-edge.html

For Mozilla Firefox, click the link below:

https://support.mozilla.org/en-US/kb/why-do-i-have-click-activate-plugins

For Google Chrome, click the link below:

https://support.google.com/chrome/answer/6258784

For Safari, click the link below:

https://helpx.adobe.com/flash-player/kb/enabling-flash-player-safari.html

For Opera, click the link below:

https://helpx.adobe.com/flash-player/kb/enabling-flash-player-opera.html

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

Paycor Scheduling calculates, and displays, hours in decimal hour format. You may be wondering how to convert decimal hours to minutes, or the other way around. To assist with the conversion process, please feel free to use the handy chart below at any time!

Minutes

Decimal Hours

Minutes

Decimal Hours

Minutes

Decimal Hours

1

.02

21

.35

41

.68

2

.03

22

.37

42

.70

3

.05

23

.38

43

.72

4

.07

24

.40

44

.73

5

.08

25

.42

45

.75

6

.10

26

.43

46

.77

7

.12

27

.45

47

.78

8

.13

28

.47

48

.80

9

.15

29

.48

49

.82

10

.17

30

.50

50

.83

11

.18

31

.52

51

.85

12

.20

32

.53

52

.87

13

.22

33

.55

53

.88

14

.23

34

.57

54

.90

15

.25

35

.58

55

.92

16

.27

36

.60

56

.93

17

.28

37

.62

57

.95

18

.30

38

.63

58

.97

19

.32

39

.65

59

.98

20

.33

40

.67

60

1.0

__________________________________________________________________________________

We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

There's more than one way to use the Time Clock for clocking in / clocking out purposes. For a lot of companies, the desktop browser version of clocking in / clocking out includes everything that's required. However, some companies permit staff members to clock in / clock out via the mobile phone application, as well as the tablet application. This can be due to convenience, additional features, etc. Please consult with your management team on the method you should be using to avoid any confusion. You can learn more about all of the available methods by clicking any of the links below:

Time Clock: Desktop Browser

Time Clock: Tablet Application

Time Clock: Mobile Phone Application

Time Clock: Text Message / SMS

Time Clock: Phone Call / Call In

__________________________________________________________________________________

We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

The My Timesheet page can be accessed by hovering over the clock icon, found via the main navigation menu, and clicking the My Timesheet button.

The My Timesheet page will display all of your Time Clock entries, determine if they're still Pending, if they've been Approved, export the data as a PDF / CSV / Excel file, and more!

You can Hide Approved Hours, and determine if you'd like to Show Employment Information as a column when reviewing your entries. These options can be enabled / disabled via the Filters panel.

To the right of Filters, you can filter the Timesheets page entries by date range using a calendar format.

Clicking on an Activity, via the Activities column, will allow you to view the Activity in greater deal. You'll be able to determine what the Activity was, how long it lasted, etc.

Within the Report column, you can click the paper icon to review any notes that were taken during the shift.

And finally, you can export the data from this page as a PDF / CSV / Excel file, and print the data. Simply click the Options button in the upper right hand corner, and select one of the options from the list.

__________________________________________________________________________________

We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

The My Schedule page can be accessed by hovering over the calendar icon, found via the main navigation menu, and clicking the My Schedule button.

You will now be presented with your personal schedule. Here, you can review your currently scheduled shifts, make optional requests related to your scheduled shifts, and much more.

You can view your schedule by Day, Week, or Month. This can be achieved by clicking one of the view options found in the upper right hand corner. In the same area, you can choose a specific day to view, move back to today's date, and use the arrows to move through the days, weeks, or months.

To the right of the options covered above, you can view any available open shifts. Click the Show Open Shifts button, and, if you choose, request to pick up an Open Shift from the list.

You can sync your schedule with Google Calendar, and / or Outlook, by clicking the Sync button. The Sync button is located in the upper right hand corner of the page.

NOTE: Only after syncing with Google Calendar / Outlook, and publishing the Schedule page data, will any shifts be visible within Google Calendar / Outlook.

To the right of the Sync button, you'll notice the Print button. Click this button to do exactly that, print your schedule. Keep in mind that you can print the Day, Week, and / or Month view!

Clicking on any of your shifts will open up a new window that includes a few options that will increase the flexibility of your schedule. For example, you can trade a shift with one of your co-workers, ask your co-workers for assistance in covering your shift, or drop the shift completely. Each of these options will require approval from your management team.

NOTE: Some of these options may not be available as they need to be enabled by your management team. If you would like to have access to these options, you'll want to reach out to a Manager level user. They'll be able to assist you further.

Clicking on any of these options will open up a new panel on the right side of the page. You will be required to take additional steps before the request is submitted for approval.

Would you prefer a much more detailed look into all things requests? We've got you covered! Head on over to the Requests category of the Support Center by clicking here !

__________________________________________________________________________________

We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

In the upper right hand corner of your Paycor Scheduling account, you'll notice the Me button. Clicking this button will reveal different options that are based on your User Role. For example, the Me button will reveal the My Account option, but this is normally restricted to an Admin level user. This article will be focusing on the My Profile page, so go ahead and click that option now.

NOTE: You will only be able to REVIEW most of the information throughout the profile pages, NOT make ADJUSTMENTS. This is something that is, in most cases, the responsibility of a Manager level user, or higher. Please coordinate any necessary changes with your management team.

Profile Details

Once the My Profile option is clicked, you will land on the Profile Details page by default. Here, you can review / adjust your Basic Information, Contact Information, and more.

To the left, you'll notice that the My Profile section has its own navigation menu, consisting of several pages. Let's move over to the Availability page.

Availability

The Availability page displays a time table that illustrates the times that you're Available, and the times that you're Unavailable (Weekly Availability). The white cells indicate that you're Available. The red cells indicate that you're Unavailable. No matter what this time table looks like, it will repeat every week, and will continue to do so until it's changed. Availability directly impacts how you're scheduled.

If you require a bit more flexibility, you can click the Add Custom Availability button in the upper right hand corner of the page (see the Add Custom Availability button in the image above). Custom Availability allows you to select a specific date, or date range, along with the time that you will be unavailable to work. In comparison to the time table, Custom Availability is meant to illustrate one time specific days / times, rather than weekly, and repeating.

NOTE: Both Weekly Availability, and Custom Availability, are configurable by Admin level users. If Availability has been disabled by an Admin level user, you won’t be able to set your Availability, as the Availability page will not be accessible. If you do not have access to the Availability page, you'll want to reach out to your management team for further assistance.

Jobs

The Positions page will display all of your currently assigned positions, along with their respective departments, locations, and more. You will either be assigned to one Position, or multiple.

Schedule Rules

Next up is the Schedule Rules page. Here, you can review your current scheduling limitations. For example, you may be limited to a set amount of workable hours per week, or maybe a set amount of shifts you can work per day.

Notification Preferences

As the name implies, this page will allow you to choose what notifications you want to receive, and how you receive them. You can receive notifications directly to your email address, or you can receive notifications via SMS (assuming this feature is a part of the Paycor Scheduling subscription).

Certifications

Your management team are able to add certificate information you may, or may not, be required to have available. These certificates usually have an expiration date, so your management team can be notified of any upcoming certificateexpiration dates.

Time-Off

The Time-Off page displays a number of things, including any PTO policies you're assigned to, the amount of hours you've taken off (in a graph form), Rejected / Approved / Pending requests, and more. You will also be able to request time-off on this page by clicking the Request Time Off button in the upper right hand corner.

__________________________________________________________________________________

We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

Upon logging in to your account, the first page you'll be presented with is the Dashboard page. Simply put, this is an overview of your account. This page is arranged into panels, and each panel includes its own specific information. Let's go over each panel together.

PLEASE NOTE THAT THIS PAGE MAY LOOK DIFFERENT AS IT IS DEPENDENT UPON YOUR ASSIGNED USER ROLE, AND ACCOUNT SETTINGS IN PLACE.

Clock In / Clock Out

This panel will allow you to clock in, and clock out, without having to navigate to the Time Clock page. If you have more than one Job assigned, you can be presented with a list of your available jobs prior to clocking in.

Notifications & Announcements

If you have any pending Time-Off requests, a Time-Off request has been approved, etc, this kind of information will appear within the Notifications panel.

The Announcements panel is based on the default Team Chat channel. Assuming that there's posts available to read, they will appear here.

My Recent Clock Times

This is a grid view of your most recent clock in / clock out times. It will display the date, and time, as well as the duration.

Today's Shifts

This panel will show you exactly how many shifts you have scheduled for the day, as well as the time, Position, and Location.

Who's On My Shift Today

If you have any team members that will be working a shift that connects with yours, they will be displayed within this panel.

Available Shifts For You To Pick Up

This panel will display any available Open Shifts, Trade Shifts, and Cover Shifts that you're eligible to request.

Navigation

On the far left side of the account is the main navigation menu. Hovering over each icon will slide out any additional pages associated with that tab.

Finally, in the upper right hand corner of your account, you'll see the Requests, Help, and Me drop down menus.

Requests will allow you to access each of the Requests based pages. This includes Time-Off, Shift Pick-Up, Shift Trade, and Shift Cover.

Help will display the link to the Support Center, as well as allow you to initiate a conversation with Paycor Scheduling's Support Team.

Me displays the option to either access your My Profile page, or Logout of your account.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

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Once your account has been created, and your manager has decided it's time for you to start using Paycor Scheduling, you'll receive an invitation via email. Your manager can choose to assign a password manually, or you will be able to create one yourself. The email you receive will look similar to the image below.

Clicking on the ACTIVATE ACCOUNT & COMPLETE PROFILE button will redirect you to the Set New Password page. Ensure that your password is strong, and meets the requirements.

Once you've chosen a password, clicked the Set New Password button, and the password has been accepted, you will be redirected to the Sign In page.Enter your username / password combination, then click on the Sign In button to gain access to your Paycor Scheduling account.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

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Provide your staff members with easy access to clock in / clock out of their shifts using any mobile phone, or landline. You can choose which which staff members to assign this feature to, and which phone numbers can be dialed in from. To configure the numbers to dial in from, please navigate to the Settings (gear icon) - Timesheet - Clock Locations page.

Here, you can see all currently active clock locations, and / or add a new one. Click on the + Add Clock Location button to proceed with adding a dial in number.

On the next page, enter a name for the Clock Location, select the Phone Number option, enter the desired phone number, and click the Save button.Once you've added all of the numbers that are eligible for clocking in, you may now choose which of the staff members you want to be allowed to utilize the Phone Call / Call In method of clocking in / clocking out. To enable this method for a staff member, navigate to the Staff page, and choose a staff member from the list.

This will open their Profile Details page. On this page, scroll down, click on the Contact Information column to expand that section, then click the Generate PIN Code button. Once a code is generated, the Enable Phone Time-Clock option will appear. Select this option, and click the Save button.

This process should be repeated for all staff members whom you wish to use the Phone Call / Call In method of clocking in / clocking out.

The number to call is+1 (858) 212-0418or+1 (202) 851-2815.When eligible staff members call this number, they will be prompted to enter their uniquePIN Code, then they may press1to clock in, or2to clock out.The Timesheets page report attached to each entry will show the phone number the staff member used for clocking in / clocking out.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

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Included with any of our Time Tracking modules, the SMS Time Clock feature enables you, and your staff members, to clock in / clock out via your mobile phone. This feature is mostly applicable to users who do not wish to use a mobile application, or a web browser, but rather wish for something simpler, like text messaging. Furthermore, this method does not require a data connection as long as you have mobile service.To enable the SMS Time Clock feature, there are a couple of steps we must go through first. Firstly, the global setting must be enabled, then it must be enabled for individual staff members. To enable the global feature, please navigate to the Settings (gear icon) - Timesheet - Clock Preferences page, enable the Allow Staff To Clock In Via SMS option,and click the Save button.

Please note that once this option has been enabled, you'll be required to refresh the page in order for the changes to take effect.

Next, the setting must be enabled for individual staff members. To do this, navigate to the Staff page, and select a staff member.

Clicking a staff member name will bring up their profile page. Here, please ensure that they have aStaff Number assigned, which must be unique to the account.

Next up, on the same page, scroll down, and click the Contact Information text to reveal some more information. In order for the SMS Clock In / Out method to work, staff members are required to have their mobilenumber assigned to the profile, and this numbermust match the number the text message is being sent from.In this section, please enable theEnable SMS Time Clockoption, and click the Save button.

Following these steps, staff members at this point should now be eligible to clock in / clock out via text message. The numbers to send messages to are+1 (858) 212-0418&+1 (202) 851-2815.

Clock In:

Let's assume that the staff member has a Staff Number of 0123. Compose a message to+1 (858) 212-0418. To clock in, the message should say...

In 0123

Clock Out:

Let's assume that the staff member has a Staff Number of 0123. Compose a message to+1 (858) 212-0418. To clock in, the message should say...

Out 0123

That's it! Staff members should now be able to successfully clock in / clock out via text messages.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

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Paycor Scheduling's Time Clock allows companies to track work hours for their staff members. The Time Clock can be used by both hourly, and salary, staff members to track attendance. If you'd like to allow staff members to clock in / clock out using their mobile phones, you can do so in two easy steps:

Enable the Allow Staff To Access Time Clocks Through The Mobile App option. This can be found by navigating to the Settings (gear icon) - Timesheet - Clock Preferences - Access page.

Download the Paycor Scheduling Employee Scheduling and Time Tracking application from either the Apple App Store, or the Google Play Store. Click the images below to access the store pages.

To clock in / clock out via the mobile phone application, tap the menu button in the upper left hand corner.

Next, tap the Clock In / Clock Out tab.

You will now be on the Clock In / Clock Out page, and will be able to clock in. Go ahead and tap the green CLOCK IN button.

If you are assigned to more than one Position, then you will be presented with a list of positions to choose from.

While clocked in, you have the option to start / end Jobs / Activities. To start a job / activity, simply tap the START ACTIVITY button, and choose one of the options available.

When you're ready to end a job / activity, click the End Activity button, or the Clock Out button. Time Clock entries via the mobile phone application will apply a GPS Pin to the Timesheets page, and you'll be able to see exactly where the staff member clocked in / clocked out.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

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Paycor Scheduling's Time Clock allows companies to track work hours for their staff members. The Time Clock can be used by both hourly, and salary, staff members to track attendance. The Time Clock can be accessed by either clicking the clock tab, or hovering over it, and clicking the Time Clock button. To clock in, simply click on the Clock In button. If you're assigned to more than one Job, a list of jobs will be presented, and you'll be required to choose one before you're clocked in.

When clocked in, you're able to start, end, and switch between different activities by clicking on the Start Activity button. You'll be presented with the list of activities, and these can be breaks, tasks, jobs, things that require the proper tracking of time spent on each.

In the image above, you'll see that the shift started, an unpaid break was started, an unpaid break ended, and now a paid break is about to be chosen. Each time an activity is started, it will then be tracked for reporting purposes, and will also be available to review via the Timesheets page. An activity is ended by clicking the End Activity button, or by clicking the Clock Out button.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

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If you're looking for a way to restrict users to only being able to clock in / clock out using eligible methods, you can do so by creating clock locations. You can create one, or multiple. To create a Clock Location, you will want to navigate to the Settings (gear icon) - Timesheet - Clock Locations page.

Once on the Clock Locations page, you may, or may not, already have Clock Locations created. Regardless, click the + Add Clock Location button to create a new Clock Location.

Once a new Clock Location is being created, you will be able to name the Clock Location, and choose the Type of Clock Location that you're creating.There are three types of Clock Locations.

IP Address Range

This Type will allow you to define the IP Address Range of the Clock Location. If staff members are attempting to clock in / clock out outside of the range defined, they will be presented with an error message.

For more information on your IP Address, IP Address Range, and networking in general, please consult with an IT professional. They'll be able to assist you further.

This Browser

This Type will only allow staff members to successfully clock in / clock out when doing so via the computer, and browser, where the Clock Location is being created. This will save a cookie to the browser, and as long as said cookie is present, this Type will continue to work.

If you ever need to clear the cookies/ cache of the browser that this Clock Location is saved to, keep in mind that the cookie mentioned prior will be deleted, and you will be required to recreate the Clock Location.

Phone Number

This Type will allow staff members to clock in / clock out using Text Message / SMS, and / or Phone Call / Call in, but only if the number has been added to the Clock Locations list.

Finally, within the Settings, under Timesheet - Clock Preferences, there's an option that will need to be enabled to ensure that Clock Locations are mandatory for clocking in / clocking out purposes.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

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Paycor Scheduling offers the ability to automatically approve staff member Time Clock records. In order for this to be possible, you'll first want to navigate to the Settings (gear icon) - Timesheet - Automated Approval page. From here, you can easily configure the constraints you want in place in regards to automated approvals. The options available are as follows:

Automatically approve a Time Clock entry if that entry is:

Equal to or longer than ___ hours.

Equal to or shorter than ___hours.

This means that if a Timesheets page entry is equal to, or longer / shorter than the number of hours specified, then the entry will be automatically approved.

Automatically approve a Time Clock entry if that entry deviates from the shift:

Start time by ___ minutes.

End time by ___ minutes.

Automated approval can also be set if a Timesheets page entry deviates from the scheduled shift's start, and / or end time, by a certain amount of minutes. This means that if a difference between the start / end time is equal, or less, than the number of minutes specified by Automated Approval options set, then such a Timesheets page entry will be automatically approved. These options are valid for clocking in, and clocking out, as well as Timesheets page entries that have been imported from the Schedule page.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

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So a request was submitted, and approved, but you realize a mistake was made. Whether it be the wrong date, the wrong time, it's okay! You can simply Cancel the request. Unlike in the past, where a request could be removed by permanently deleting it from the account, canceled requests will remain visible within the account, and can be reviewed at any time.In order to cancel a request, head over to the Requests page by clicking the Requests tab in the top right hand corner of the account, and select one of the options from the list.

Once you're on the Requests page, find an Approved Time-Off request, and click the Cancel button to the far of a request that you're attempting to cancel as seen in the example image below.

Once the request has been successfully cancelled, the status will change from Approved, to Canceled. The request will then be considered inactive, and also available for review at any time.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

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A Shift Report is a note that can be submitted by staff members that can include anything that's necessary to report during, or after, clocking into a shift. This can be marked as a requirement before clocking out by enabling the Require Staff To Write A Shift Report option. There are three variants to this option:

When Clocking Out.

When Clocking Out Early.

When Clocking Out Late.

To enable this feature, navigate the account in this order:

Settings (gear icon).

Timesheet.

Clock Preferences.

The option will be found under the Access column.

Here's an explanation of the three available variations:

When Clocking Out

When this option is selected, the system will require staff members to enter a Shift Report before being able clocking out, regardless of the clock out time.

When Clocking Out Early

In this case, the system will determine if staff members are attempting to clock out before their scheduled shift ends. If so, the system will require staff members to enter a Shift Report. Otherwise, the Shift Report would be considered optional.

When Clocking Out Late

The system will determine if staff members are attempting to clock out after their scheduled shift has ended. If so, staff members will be required to enter a Shift Report. Otherwise, the Shift Report would be considered optional.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

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If you have the Time Tracking module included in your subscription, you have access to the Geo Fence page found within the Settings. A Geo Fence enables increased control over where staff members can clock in, clock out, and start / end activities via the mobile phone application.

Before even being eligible to access the Time Clock page via the mobile phone application, it must first be enabled by navigating to the Settings - Timesheet - Clock Preferences page. The option you're looking for will be found under the Access column.

With the option enabled, staff members will now be able to clock in, clock out, and start / end activities. However, at this time, they can do this anywhere they have a stable internet connection. We have to create a Geo Fence in order to restrict that. Let's start by navigating to the Settings - Timesheet - Geo Fences page, and clicking on the + Create Geo Fence button.

When creating a Geo Fence, you'll be able to enter in an address, choose the size of the radius (in Feet or Meters), name the Geo Fence, and activate / deactivate it whenever necessary. Don't forget that you can even draw a custom fence by clicking the Draw Fence button.

Once a Geo Fence has been successfully created within the account, it will be considered global, and anyone that is utilizing the mobile phone application will be required to clock in, and clock out, only when within the radius of an existing, and active, Geo Fence. If not, an error message will be received explaining what the issue is.

But what about activities? Great question! There's still an option that needs to be enabled in order to ensure that staff members cannot start / end activities unless they're within the radius of a created, and active, Geo Fence. Once more, let's head over to the Settings - Timesheet - Clock Preferences page, and enable the option seen in the example image below.

That's it! Staff members will now be required to clock in, clock out, and start / end activities via the mobile phone application, but only when within the radius of an existing, and active, Geo Fence.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

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Paycor Scheduling offers a lot of flexibility, and customization. User roles are no exception. In the past, being able to view the Time Tracking module Audit Log was restricted to an Admin level user. Now, this has been expanded to include Manager level users as well. Being able to easily review changes made to constantly changing Timesheets page entries is extremely important if you want to maximize efficiency. To access the Time Tracking module Audit Log, hover over the clock tab, located on the left side of the account, and select the Audit Log option from the list.

The Audit Log contains a large amount of useful information, including when a change was made, who made the change, the type of change it was, who the change applied to, the start / end time of a Time Clock entry, and much more.

To make things easier, there are several ways you can filter the data that's being viewed. This includes being able to view Time Clock changes for a specific staff members, date range, and several more!

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

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If you're looking for a way to track the time spent on a specific project (job), would like to create an easy way to monitor time spent on a break (activity), or something similar, you can do so via the Jobs / Activities page. Additionally, each Job / Activity created can be marked as Paid, or Unpaid. To access the Jobs / Activities page, hover over the Time Tracking tab (clock icon), and click the Jobs / Activities button.

To create a new Job / Activity, click the + Add Job Code button.

You will be able to name the Job Code, include a Short Description (for administrative purposes only), and determine if the Job Code should be Is Break, or Paid.

Please note that the Paid option will automatically be selected if there's already an Unpaid Break Rule created, and active, within the account.

Once a Job / Activity has been created, staff members will then be able to select it from a list, via the Time Clock page, while clocked in. Click the Start Activity button, and select a Job / Activity from the list. Click the End Activity button to stop tracking time. Ending a Job / Activity will not clock the staff member out.

The list, and each Job / Activity created, is global. The list is accessible by everyone, and cannot be assigned to specific staff members at this time. The Jobs / Activities can be reviewed, and edited, via the Timesheets page, under the Activities column.

A report can be generated for the Jobs / Activities via the Reports page. This report is called the Job Summary Report, and it can be found on the Miscellaneous panel.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

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Manually adding clock time is a breeze. To do so, you will want to start by hovering over the Time Tracking tab, and click the Add Time Clock button.

An additional way to manually add clock time is via the Timesheets page itself. Simply click the Add Time button.

There are several reasons why clock time would require manual entry: a staff member forgot to clock in, a staff member forgot to clock out, a Job / Activity was not tracked properly, etc. The Add Clock Time page includes the following fields:

Employee Name

Clock In Date

Clock In Time

Clock Out Time

Job

Notes

Don't Set Clock Out Time:

As an example, if a staff member forgot to clock in, but is still in the middle of a shift, the Don't Set Clock Out Time option can be selected. When clock time is saved, the staff member will now be clocked in, but is still expected to clock out at the end of this shift.

+ Add Activities:

Projects, and / or breaks, can be added as well. Click the + Add Activities button to include any Jobs / Activities that took place during the shift that's manually being added.

The final step would be to click the Save button. Once saved, the manually added clock time can be reviewed, edited, rejected, approved, or deleted, via the Timesheets page.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

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Welcome to an overview of the Timesheets page. Whether you're an expert of Paycor Scheduling's scheduling & time Tracking tool, or just starting out, this guide will help get you started, or refresh your memory on how things work. To access the Timesheets page, hover over the clock icon, located on the left side of the account (main navigation menu), and click the Timesheets button.

Once you land on the Timesheets page, you'll notice that the data is split up into columns, and rows. Let's start at the top, and work our way down. First up is filters.

When reviewing Time Clock entries, it may be a bit chaotic attempting to manage all staff members at once, so let's narrow it down. You're able to filter by All Staff, or a specific staff member, which focuses on one person, only showing their respective Time Clock data. When you're ready to view all staff members again, just click the "x" on the far right of the field.

The next three filters, Departments, Jobs, and Locations work similar, but this will only show Time Clock entries that have the chosen Department, Job, and / or Location assigned. Also, keep in mind that the Staff, Departments, Jobs, and Locations filters can work together to really maximize your efficiency when reviewing Time Clock entries.

Hide Approved Hours

Hiding approved hours does exactly that, and removes any approved Time Clock entries from the Timesheets page view so you can focus on approving Pending entries.

Show My Direct Reports Only

Direct reports are based on the Supervises column within the Profile Details page of a staff member. For example, if staff member A is supervising staff member B, and staff member C, and the Show My Direct Reports Only option is selected, staff member A would be able to focus on those two staff members because they're a part of his / her direct reporting.

Show Employment Information

If this filter is selected, the Job, Department, and Location columns will be visible when editing Time Clock entries. Otherwise, it will remain hidden.

Reset Filters

This will reset all filters back to default.

You can mass select All, None, Approved, or Un-Approved Time Clock entries by clicking the down arrow on the selection box.

Once you do so, two additional options will appear, allowing you to either approve any pending entries, or open up the Mass Edit panel which includes four changes that can apply to all of the entries you have selected.

To hide the Filters menu, click the Filters button.

You can view the Timesheets page entries date range by selecting one of a few different predefined date options, or select a Custom date range in calendar format.

To the right of the date range filter is the Approved / Pending Hours counter. This is a quick way to determine how many hours have yet to be approved, and how many hours staff members have been approved for.

For a number of reasons, you'll need to add a brand new Time Clock entry. To quickly do so, click the Add Time button.

This will open up a new panel that will ask for the staff member name, date of the clock in, clock in time, clock out time if necessary (leave this deselected if the staff member should remain clocked in), and the Job. Additionally, you can add a note, and activities. For more information on Jobs / Activities, please click here.

The three dots located on the far right side of the Timesheets page will drop down a list of options to choose from:

Approve All

This is the quickest way to approve all Time Clock entries.

Export

PDF

CSV

Excel

This will export the raw Timesheets page data into one of the three available formats. Please see an example of the export below.

Print

This will allow you to print off the raw Timesheets page data. Please see an example of the printformat below.

Import

From Schedule

Assuming you have included the Scheduling module in your Paycor Scheduling subscription, you can import raw shift data from the Schedule page, and convert said data to Time Clock entries. The entries will then require approval.

To edit a single Time Clock entry, simply click the pencil icon. To delete it, click the trash can icon.

>>> Please be careful when deleting Timesheets page entries. Once a Time Clock entry has been deleted, you will not be able to recover it. There's no undo button! <<<

Clicking the Pending button will approve a Time Clock entry. Hovering over an approved entry will allow you to revoke it, and convert it back to a Pending entry.

Click the note icons to view any available shift reports. Click the Add Note button to add a Shift Report.

Click the No Activitiesbutton to add a Job / Activity, or if there are existing activities, you can make adjustments to them.

Again, you can inline edit Time Clock entries by clicking the pencil icon, but always remember that you can edit the entries in Advanced Mode by clicking the Advanced button.

This will not only allow you to prefer Advanced Mode be open each time you edit a Time Clock entry, but also open up a panel that's similar to when you're adding a Time Clock entry manually.

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!

Ximble Kiosk is the Time Clock application available for both Android and iOS tablets. It's a great way for staff members to easily and efficiently clock in, clock out, start / end activities, and more! You can search Ximble Kiosk via the App Store and / or the Google Play Store to download. Otherwise, you can click the links below.

To get started, a Manager level user login is required. The login can be achieved by either entering in a PIN Code, or by swiping left, and entering in a username / password combination.

Once a manager has successfully logged in, a method of clocking in / clocking out can now be selected. Some methods can work in unison with other methods. The available options are as follow:

PIN Code

A PIN Code is 6 digits, and can be generated for each user via the desktop browser version of the account.

This method works in unison with Photo Taking.

QR Code

A QR Code can either be printed off for each staff member within the reports section of the desktop browser version of the account, or by accessing the QR Code section of the mobile phone application.

This method works in unison with Photo Taking.

Facial Recognition

This method will require staff members to be enrolled. Enrollment consists of having a detailed image taken of each staff members face. When clocking in / clocking out,staff member faces are scanned to ensure that buddy clocking in reduced within the workplace.

Additionally, there are two separate options that can be enabled:

Require Approval For Late Clock Out / Early Clock In

As the option states, staff members can clock out late, as well as clock in early, but these actions will require approval from a Manager level user.

Keep Awake - Prevent The Device From Going To Sleep Mode

As the option states, when Ximble Kiosk is open, the tablet will not enter into a sleep mode. This will maximize efficiency so the tablet does not need to be unlocked.

The clock in / clock out method can be changed at any time by tapping the Settings button (gear icon) in the upper right hand corner, and logging in as a Manager level user.

Once a method of clocking in / clocking out has been chosen, you can return back to the login page so staff members can login. Moving on though, let's discuss in more detail how to accurately set up each method of clocking in / clocking out.

PIN Code

To set up a PIN Code for each staff member, it must first be generated. Navigate to the Staff page, select a staff member, and scroll down to the Contact Information column. Here, you will be able to click the Generate PIN Code button. This is the code that will be entered into Ximble Kiosk for clocking in / clocking out purposes, assuming that the PIN Code method is enabled.

QR Code

A QR Code is readily available for each staff member if they have access to the mobile phone version of Ximble. They can be accessed by tapping the menu button, tapping App Settings, then tapping My QR Code.

Alternatively, QR codes can be printed off via the desktop browser version of Ximble by navigating to the Reports - Staff - QR Codes page, and clicking the Print button. This is useful, for example, if you were considering creating QR Code cards, or a lanyard.

Facial Recognition

This method is set up directly through the Ximble Kiosk tablet application. Assuming that Facial Recognition has been enabled, a new option becomes visible: Enroll.

Tapping this option will display the full list of staff members within the account. This list can be filtered in one of three ways:

Search All Employees

This will display all staff members.

Search Unenrolled

This will display only staff members that haven't enrolled.

Scan QR Code

This will allow you enroll a staff member by scanning their respective QR Code.

If a staff member is already enrolled, a green check mark will be displayed to the far right of their name. If a staff member has not yet enrolled, than the green check mark will be replaced by a white x inside of a red circle.

Scanning a QR Code is as simple as selecting the Scan QR Code option at the top, and scanning the code using the front facing camera of the tablet.

Tapping on a staff member who has not yet been enrolled will initiate the enrollment process.

Either one photo can be taken for the staff member, or multiple. We of course recommend multiple images to ensure that each enrollment is as accurate as possible.

Once all of the staff members have been enrolled, they can now begin clocking in / clocking out. Simply return to the Clock In / Clock Out page, and tap the button in the center to begin the facial enrollment process.

If more than one Position is assigned to the staff member attempting to clock in, then a Position must be selected.

Once clocked in, you can view the amount of time you've been clocked in for, write a Shift Report, start / end any activities, and clock out.

Finally, let's discuss the Timesheets page. This can be accessed by tapping the Timesheets button at the bottom of the app.

Once you're on the Timesheets page, you can filter by date range, filter by staff member name, filter by All, Approved, and Pendingentries, etc. If the date / time is highlighted in a green color, it means that the entry has been approved. By tapping on an entry, it will open up a new menu, which allows you to make adjustments.

If you prefer watching over reading, feel free to view the short video demonstration belowof the different ways you can clock in / clock out.

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Hello, Ximble family!

We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to Ximble's Ideas page. Your submission can receive votes from other Ximble users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA below to check it out.

Cheers!

When saving / publishing shifts, there are a number of things to consider: staff member availability, employment (jobs, departments, locations), time-off, etc. Determining these things manually can take quite a bit of time, but with Paycor Scheduling, we want to ensure that your scheduling time is decreased, and more efficient. When saving / publishing shifts, the system will automatically check all shifts, and staff member information, to determine if there are any conflicts present. If there are, the save / publish action will halt, and the conflict reason(s) will be displayed at the top of the shift creation window. Please see the example image below:

Kyle has a Schedule Rule in place that states he is only allowed to work 40 hours per week, so the 9 AM to 5 PM shift being created will exceed that limit. Regardless, we don't want to limit functionality, so clicking the Save / Publish button again will override the warning. Once the warning has been overridden, the shift will be saved / published, and the weekly hours limit will display in red to ensure it's understood that Kyle is now exceeding the amount of hours he's normally eligible to work.

The conflict checks will take into consideration any Schedule Rules in effect, approved time-off, Hours of Operation, and more. So get out there, start scheduling, and worry less. Paycor Scheduling has your back!

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We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

Cheers!