Manual Clock In/Out

Table of Contents

• Quick Notes
• How to Access Manual Clock In/Out
• How to Clock In
• How to Reject a Clocked In Schedule
• How to Clock Out & Signature Requests
  
  

Quick Notes

• Manual clock in and out should be used sparingly, caregivers should be clocking in/out on their own whenever possible.
• Manual clock in and out is not EVV compliant.

How to Access Manual Clock In/Out

To access the Manual Clock In/Out page, click here or in the left menu navigate to:

 

How to Clock In

In order to clock into a schedule, start by filtering for the employee, client and schedule date in the filters at the top of the screen. Service auth can also be selected, but is optional.

Then, click on the button to refresh the table results.

Click on the in the schedule line and then the button.

 

In the pop-up that appears: 

• Edit the Work Start date and time if needed.
• Select a Reason why manual clock in is being used from the list of options provided by the data aggregator.
• Enter an Internal Note to document additional information related to why manual clock in is being used.

Then, click on the button to complete clock in.

 

 

 

How to Reject a Clocked In Schedule

To reject a schedule that's been clocked into using the Manual Clock In/Out page, start by filtering for the employee, client and schedule date in the filters at the top of the screen. Service auth can also be selected, but is optional.

Then, click on the button to refresh the table results.

Click on the in the schedule line and then the  button.

Enter Rejection Remarks to explain why the schedule is being rejected and click the button.

 

 

Learn more about what happens when a schedule is rejected here:

What Happens When a Schedule is Rejected

How to Clock Out

In order to clock out of a schedule, start by filtering for the employee, client and schedule date in the filters at the top of the screen. Service auth can also be selected, but is optional.

Then, click on the button to refresh the table results.

Click on the in the schedule line and then the  button.

• Edit the Work End date and time if needed.
• Select a Reason why manual clock out is being used from the list of options provided by the data aggregator.
• Enter an Internal Note to document additional information related to why manual clock out is being used.

Then, click on the button.

If the button is clicked, signatures will not be requested — and a timesheet can be generated without them.

If the button is clicked, clients and employees will see the option to provide signatures upon logging in — and a timesheet cannot be generated for them prior to signature capture.