How to Use Manager Features on Mobile

Manager View Toggle

• Open your Profile or Settings in the app.

• Toggle Manager View to switch between:
  
  

  • Employee mode — your personal clock-in, timesheet, and leave

  • Manager mode — your team's attendance and management tools

Viewing and Managing Employees on the Punch Board

• In manager mode, the Punch Board shows all employees and their current status:

  • Clocked In — currently working

  • Clocked Out — not currently working

  • On Break — on an active break

• Tap an employee to view their details, clock-in time, and location.

Filtering by User Group, Job, or Status

• Use the filter bar at the top of the punch board.

• Filter by:

  • User group (department)

  • Job item or cost code

  • Clock-in status (In, Out, On Break)

• Use the search bar to quickly find a specific employee by name.

Adding Attendance for Employees

• From the punch board, select an employee.

• Tap Add Attendance to manually create a clock-in/out entry on their behalf.

• Enter the start time, end time, and any required job items.

• Tap Save.

Approving and Declining Leave Requests

• Go to the Leave section in manager mode.

• Open the Pending tab to see requests from your team.

• Tap a request to review the details.

• Tap Approve or Decline.

• If the employee has insufficient leave balance, you may choose to override.

Client Job Approval Management

• Go to the Approval Reports section.

• View submitted approval reports from your team.

• Review entries, check for disputes, and manage approval workflows.

• Reports can be filtered by status: Draft, Internal Approved, or Client Approved.