Dashboard

    Quick Punching provides users with the 'most likely' punch option, based on the users last punch. This feature will help users quickly and easily perform the correct punch option, along with reducing the number of errors that occur from the time clock.

     

    1. Users with punching privileges for Web Punching will sign into their Citadel account through their site name URL, along with their Username and Password.

    2. As a default, users will be set to use the Quick Punching feature. This will be highlighted by viewing the 'Quick' or 'All' options underneath the feature.

    3. 'Quick' will ensure that Quick Punching is enabled, providing the user with their most likely punch option(s). Below is an example of what users may expect to see with Quick Punching enabled:

     

    Current Status: Punched Out

    Quick_Punches_1.png

    Current Status: Punched In

    Quick_Punches_2.png

    Current Status: On Meal

    Quick_Punches_3.png

     

    4. Selecting 'All' will disable the Quick Punching feature, providing the user with all available punch options. Below is an example of what a user can expect with Quick Punching disabled:

    All Options:

    Quick_Punches_4.png

    The new Who's In widget on your Citadel dashboard gives you quick insight to employee status. Easily see who's punched in, on rest break, on meal break, or out. Hover over individual employees to view punch details such as department and punch location.

    To access the Who's In widget, follow these steps:

    1. Log in to your Citadel account, and the Dashboard will display. The dashboard can also be located from the side navigation bar.

    Who_s_In_1.png

    2. The following data is available for the onsite widget:

    • Graphs
      • The graphs show the total number of employees by punch status.

    • Status
      • In: All active employees who's punch status is In
      • Out: All active employees who's punch status is Out
      • On Rest: All active employees who's punch status is on Rest
      • At Meal: All active employees who's punch status is at Meal

    • Employee Information:
      • First Name
      • Last Name
      • Picture

    • Punch Data:
      • Punch Type
      • Punch Time

    • Punch Details (on hover of employee):
      • Department
      • Punch Method
      • Punch Location

    Who_s_In_2.png

    3. By default, all employees who are currently Punched In will display.

    4. To view the other statuses, simply click on the graph of the status you want to view.

     

    Filter

    1. You can filter your widget by specific departments. To filter your widget, click on the filter icon located at the top right corner of your widget.

    2. Once clicked, a list of all active departments will display.

    3. Click to select the departments you wish to filter. The data will automatically change based on your selection.

    4. By default, all departments will display. 

     

    Search

    1. You can search your widget by employees. To search, click on the search icon located at the top right corner of your widget.

    2. One clicked, a search bar will display. Type in the name of the employee and the results will be begin to filter across all punch statuses.

    Note: If you do not see the employee in the current status you are viewing, make sure to check the other statuses as well.

    3. Closing the search bar, will clear the searched data.

    We don't stand for missed punches, and neither should you! Your Citadel Dashboard now includes a Missed Punches Widget, highlighting all of your employees missed punches from the current and previous pay period. Below is a step by step process of managing you Missed Punches Widget:

    Missed_Punches_Widget.gif

    1. Sign into your Citadel account and access your Dashboard

    2. From here you will see the Missed Punches Widget, highlighting all of your employees missed punches from the previous and current pay period

    3. First start by deciding how you'd like to view these missed punches; options include by Date (previous to current) or by Person

    4. Based on your selection, you will see the number of missing punches along side each day a missing punch has occurred. 

    5. To resolve a missing punch, select the word MISSING. You will be prompted to enter a time for the missing punch or punches. Hit Save to confirm your entry or entries. 

    6. Complete the above process for all missing punches, allowing you to resolve missed punches for all of your responsible departments. 

    This feature allows you to see the location of every Smartphone punch. When an employee clocks in or out from their smartphone app, a location icon will appear next to their punch in your portal on Time CardsPunch Reports, and your Who's In dashboard widget. Once you select the icon, a map will display the location of that punch.

    From the Who's In dashboard widget:

    1. Log in to your Citadel account, and the Dashboard will display. The dashboard can also be located from the side navigation bar.
    2. The Smartphone punches will have a location icon  to the left of the punch. 
    3. To view, hover over the location icon   to the left of the Smartphone punch time and click on the iconfor the map to pop up.

    Geo_1.png

    From the Time Card:

    1. Click Time Cards from the main menu.
    2. Select an employee from the list. The employee's time card for the current pay period will display.
    3. To view, hover over the location icon  to the left of the Smartphone punch time and click on the iconfor the map to pop up.

     

    Geo_2.png

     

     

    From the Punch Report:

    1. Click the Reports tab on the main menu.
    2. Click Punch Report.
    3. By default, the report will show all active employees that have punched for the current pay period.
    4. To view,  hover over the location icon  to the left of the Smartphone punch time and click on the iconfor map to pop up.

     

    Geo_3.png

     

    When the location icon  is clicked on, the map will pop up with the following details:

    • Location of the punch
    • Ability to Zoom In and Out
    • Date and Time of the punch
    • Department for which the punch was made in
    • To close the map, click on the X on the top right

     

    Geo_4.png

     

    Setting up Geo Locations

    1. Go to the Policies section of your account.

    2. Set up Allow Smartphone Punch to Yes, the Available Geo Locations will appear.

    3. Enter a Geo Location by clicking on "Add a Geolocation" 

    4. Enter a Name for the location, address, and the radius and save.

    5. The Geo Location will be in the Assigned Geo Locations section. 

    6. When done adding the Geo Locations save the policy

    Note: To delete a Geo Location, hover over the location and click on the X to the right.

     

    The Quick Punching feature allows users with web punching permissions to quickly view the next punch that is most likely to be performed. When the user logs into the web portal they will see the QUICK punching options, Punch In and Department Transfer (if enabled). 

     

    Quick_Punch_1.jpg

    If a user is in a Punch In status, the quick options will display the next most likely punch the user may perform.

    • Punch Out
    • Start Rest
    • Start Meal
    • Department Transfer (If enabled)

    Quick_Punch_2.jpg

     

    After a user has Started Rest the quick options will change to:

    • End Rest
    • Department Transfer

    Quick_Punch_3.jpg

     

    After a user has Started Meal the quick options will change to:

    • End Meal
    • Department Transfer

    Quick_Punch_4.jpg

     

    To see all other options simply click on the ALL option.

    Quick_Punch_5.jpg