Using the Application

    To view Reports in your Citadel mobile application, log in using an Administrator or Supervisor profile and select the Reports option on the home page. If you are an Administrator or Supervisor with a Punch Policy, this option can be found in the taskbar on the right side of the screen.

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    Pay Period Report

    The Pay Period Report displays total hours worked by pay code for employees in your account. You can easily view data for current and previous pay periods using the date-range field. To view a Pay Period, select the Pay Period Report from the Reports screen.

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    This will take you to view your current Pay Period and includes hours worked in all pay codes, as well as the current Total Hours. You can also scroll through your employees to quickly reference their hours worked in the Pay Period.

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    To search for an Employee, tap on the magnifying glass and begin typing their name into the search bar.

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    The Pay Period Report also allows you to filter your search to be listed by Department, and sort them by total hours or gross pay. To apply a filter, tap on the filter icon at the top-right of the page.

    Note: You must have a pay rate set for your Employees in their user profile to view their total gross pay amount.

     

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    Once you have chosen the appropriate filters, tap on Apply to view the Pay Period Report sorted to your selection. The blue dot in the top-right of the filter icon indicates that you have search filters in place.

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    To view previous Pay Periods, you can tap on the date range at the top of the screen to populate a selection of your previous Reports. Simply tap the dates you wish to view, and the page will refresh to show you the selected Pay Period Report

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    Punch Report

    The Punch Report allows you to easily view when and how your employees have punched and includes details specific to employee punches such as punch date, time, and method.

    To view a Punch Report, select the Punch Report option from the Reports screen.

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    The main Punch Report page provides an overview of the current reporting period containing a summarized list of your Employee’s punches. You can tap on an Employee’s name to view more details on each specific punch.

     

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    The following data is available: 

    ·         Employee Name

    ·         Department Name

    ·         Punch Type (IN/OUT, Rest, Meal, Department Transfer, Missing)

    ·         Punch Time and Date

    ·         Punch Method

    ·         Total Punch Duration

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    To search for an Employee, tap on the magnifying glass and begin typing their name into the search bar.

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    The Punch Report also allows you to filter your search to be listed by Department, Punch Method, and Punch Type. To apply a filter, tap on the filter icon at the top-right of the page.

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    To filter by Department, first select a type (All, Active, Inactive) and check the boxes next to the Departments you wish to view. Once you have completed your selection, tap on Apply to view the results.

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    To filter by Punch Method, tap on the link in the filter selection and check the boxes of the options you wish to view. Once you are finished, tap Apply.

     You can filter the Punch Method by the following options:

    ·         Time Clock

    ·         Manually Added Punches

    ·         Smartphone Punches

    ·         Web Punches

    ·         Manually Edited Punches

     

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    To filter by Punch Type, tap on the link in the filter selection and check the boxes of the options you wish to view. Once you are finished, tap Apply.

    You can filter the Punch Type by the following options:

    ·         In/Out Punches

    ·         Rest Punches

    ·         Meal Punches

    ·         Missing Punches

    ·         Department Transfer Punches

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    If you receive no results based on your selections, you can select Clear All Filters to refresh your search. The blue dot at the top-right of the filter icon indicates that you have filters applied.

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    In this article, we will learn about navigating the Who’s In section of the Citadel Application. This function can be used by Administrators and Supervisors to view which of your employees are currently punched IN, OUT, on Break, or Lunch.

    When you log into the Citadel application, you will see an option to Select Who’s In on the home page.

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    If you are an Administrator or Supervisor with a Punch Policy, you can access the Who’s In option from the taskbar on the right side of the screen.

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    Once you select the Who’s In button, you will see a list of Employees, their Department, and their current Status.

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    You can choose from the selection at the top of the page to see a list of all Employees under each category. For example, if you need to know which of your employees are currently out for lunch, you can tap on the Meal section to see a list of all employees who are currently on a Meal break.

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    You can also search by Employee by clicking the magnifying glass at the top-right of the screen. This will allow you to quickly identify their current Status.

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    If you would like to filter your Who’s In page by Department, you can do so by tapping on the filters link and checking the box next to the Departments you wish to include in your view. After making your selection, tap on Apply.

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    You will now be brought back to the main Who’s In page with your Department filters applied.

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    The Citadel Mobile Application will allow employees to record their start times, meal times, rest periods and end times right from their smartphone. Once your employees have downloaded the Citadel mobile Application on their smartphone, they will be ready to go ahead and complete the two step set up. Here we will provide a walkthrough of the setup process for the Citadel mobile Application:

    1. Open you Citadel Mobile Application

    2. Provide you Site Name URL and select Next to continue. If you are unsure of where to locate your Site Name, you can select the 'Find my organization site name' link underneath the Next button, provide your email address and the Citadel Mobile Application will email you a reminder of your Site Name. Likewise, you can look at your web address when signed into your online Citadel portal and retrieve that same information. For example, mycitadeltime.com/(YOUR SITE NAME HERE)

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    3. After selecting Next you will be asked to provide your Employee PIN. Go ahead and enter your PIN, followed by the Next button to access the Punch Dashboard.

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    4. If you are unsure of your Employee Pin, contact your site administrator and ask them to confirm your Employee Pin from your Employee Profile. 

    Offline Punching allows your employees to punch from their smartphone without requiring an internet connection. Punches made while in offline mode will be stored on the device and will upload to your cloud account when the device reconnects to the internet. Below are the steps for enabling Unrestricted Offline Punches:

    1. As a user with permissions to edit policies, access the Punch Management and set 'Allow Smartphone Punch' to Yes, along with setting 'Unrestricted Offline Punches' to Yes. 

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    2. Your active punching people will now have access to punch on the Citadel Smartphone Application, even without connection to the internet. 

    Note: When 'Unrestricted Offline Punches' is set to Yes, all lockout and Geo-locations currently active will be disabled until a network connection is re-established. 

     

    Every punch on the Citadel Mobile Application is instantly sent to the cloud in real time. This article will provide the user with a walkthrough on how to perform a successful punch on the Citadel Mobile Application using Quick Punching:

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    1. From the Punch Dashboard, the user will be provided with a number of punch options, based on their current punch status. Punch Options for Meal and Rest will only be available if those policies are assigned to the user on the account. 

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    3. User will be provided a punch confirmation screen detailing the time of their punch, along with the department they have punched in to. 

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    4. If the user does not see their required Punch Type, swiping across to ALL from QUICK will open up all other possible punch options. 

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    Transferring between departments has never been easier with the Citadel Mobile Application. Using this feature will provide the user the ability to transfer their current department, into any other available department, providing the account holder a clear record of which department the employee has been working within. Provided below is a walkthrough of how to perform a successful department transfer using the Citadel Mobile Application:

    1. From the Punch Dashboard there will be a Department Transfer Icon, visible to users with the ability to Transfer Departments.

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    2. Users will select the Department Transfer Icon and be redirected to a page with all Departments available to transfer into. 

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    3. The user will select the Department required and confirm the choice by selecting the Transfer button at the bottom of the page.

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    4. The user will be provided with a Punch Success screen which will provide a confirmation of the Transfer as well as the users Current Status. Department_Transfer_4.png

    5. The user will then be returned to the Punch Dashboard, which will include the employees Current Status