How To Sign In/Out Employees

How to sign employees in/out manually using the Sign In/Out Manager. User Role required to access this section: Sign In/Out Manager.

When you navigate to the Sign In/Out Manager you can adjust your view if required.

To adjust what details are shown in the employee list, click View Columns and select/deselect options.

To change the Location or Access Point, use the drop downs at the top of the page.

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Sign In

There are two possible statuses that you can set when signing in employees: on-site and working remotely.

  • On-site employees are employees that are physically in the location.
  • Employees working remotely are away from the physical location but signed in because they are working, e.g. working from home or in the field.
Please Note: The working remotely status needs to be enabled at the location before it is available.

Signing in on-site employees

  1. Go to Tools > Sign In/Out Manager.
  2. Select the Employees tab.

    You will be presented with a list of employees that have access to this location, currently on and off-site.
  3. Click Sign In next to an employee’s name.

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Signing in employees working remotely

  1. Go to Tools > Sign In/Out Manager.
  2. Select the Employees tab.

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  3. Select the dropdown next to Sign In for the employee.
  4. Select Working Remotely.

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The Current Location of the employee will be set to Working Remotely.

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Signing in by scanning

To scan employees in, you need to have an external scanner connected to the Sign In/Out Manager's computer and the employee needs to have an active token in their profile.

When scanning in an employee, you will see a summary of their details and status on-screen. This will show whether they can sign in, if access to this location has not been granted, or their induction has expired (from the option in the course settings, not triggers).

Please Note: Triggers that deny access will not show in the popup, but they will still deny access when the person is signed in.

Access granted

  1. Scan the employee’s token.
  2. Click Sign In or if they are working remotely, click on the dropdown and select Working Remotely.

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If any further information is required, the popup will be replaced with a screen to enter these details and complete the sign in process.

If their access is then denied due to a trigger setup, the trigger will activate, and further details will be displayed.

Access denied

  1. Scan the employee’s token.

    The authorization status will be Access Denied, and the reason listed below.
  2. Click Log Access Attempt.

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This will notify anyone set up to be informed about a denied employee trying to sign in and a log will be made in the reporting.

Sign Out

You can sign employees out manually, by scanning, or in bulk using the Sign In/Out Manager.

Manually

  1. Go to Tools > Sign In/Out Manager.
  2. Click the Sign Out button.
  3. Select the Employees tab.
  4. Click Sign Out next to an employee.

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Quick Tip! Find specific employees in a big list using the Keyword Search.
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Sign out by scanning

  1. Scan the employee’s token.

    This will display a popup with a summary of their information.
  2. Click Sign Out.

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In Bulk via Run Action

  1. Go to Tools > Sign In/Out Manager.
  2. Click the Sign Out button.
  3. Select the Employees tab.
  4. Select the employees using the checkboxes on the right.
  5. Click the Run Action menu.
  6. Select Sign Out.
  7. Click Run Action.

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Quick Tip! Use the # Records button to display more employees and select all currently displayed employees.
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