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How to use Fareclock Admin Console

The purpose of this article is to provide an overview of the configurations available in the Fareclock Admin Console, explained section by section.

Operations

1. Attendance

a. Time Cards

This feature enables you to view and edit punches, either individually or in bulk.
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b. Raw Punches

This feature displays raw employee punches and their details, as well as missed punches for approval or rejection.
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c. Geo Mapping

You can track an employee's live location only while they are clocked in; tracking stops when they clock out. Also, Geo fences can restrict where a worker can clock in & clock out (e.g., within 1 km radius of a specified location). If an employee tries to clock in or clock out outside this area, the punch is rejected.
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d. Clock Logs

It audits all time clock attempts to track employee issues. It records both successful and failed clock-ins/outs, including failed face recognition or incomplete transactions. If an admin rejects or approves a log, it’s marked accordingly. Logs flagged as "Requires Action" need review for either punch approval or face model updates.

e. Infractions

This feature allows you to view and monitor employee attendance violations, such as tardiness, early clock-outs, missed punches, and absences. It helps administrators identify attendance issues, review infractions, and monitor employee compliance with company attendance policies.

f. Settings

In this setting, your organization can enforce attendance policies by enabling the feature. You can also customize these policies, as well as add and edit infraction types and event types to suit your organization's needs.

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2. Schedule

a. Schedule

It allows the admin to schedule shifts for employees by worker, team, job, or device, as well as create and edit teams within the organization. To manage this feature, enable it under settings and choose either 'Schedule' or 'Schedule+Open-Shift'.
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b. Review

This feature allows you to view and manage each group's total labor hours for a selected week. It displays daily and weekly labor hours, compares them against assigned budgets, and allows administrators to adjust weekly budgets and review approval statuses.
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c. Teams

This feature allows you to organize workers into teams and assign employees to specific groups. It enables administrators to create and manage schedules based on teams, making it easier to coordinate shifts and manage workforce schedules.

d. Settings

This feature allows you to adjust default settings, shift classes, breaks, and rounding rules, making it essential for managing your organization's schedule.
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3. Devices

a. List

This allows you to view and modify device settings within the organization, add, and configure new devices.

b. Geo Fences

This feature allows administrators to set virtual boundaries around specific work locations and restrict where employees can clock in or clock out. It helps ensure employees record their time within designated work areas and prevents punches made outside the allowed boundaries.

c. Devices

For default settings, adjustments can be made to identity, face recognition, geo-location, feature settings, security, and synchronization options.
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HR Portal

1. Users

a. List

Allows you to view the complete list of workers in the organization, edit user settings, and add new users.
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b. Settings

You can also adjust default worker roles and administrator settings, as well as view, add, and edit health and safety policies, credentials, and briefing types.

2. Time Off

a. Entries

This feature allows administrators to view and manage employee time-off entries. It helps track employee absences, monitor time-off usage, and maintain accurate attendance records.
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b. Holidays

This feature allows administrators to create and manage a holiday calendar by adding designated holidays and their corresponding dates. It helps track company holidays and manage employee schedules and time-off accordingly.

c. Requests

This allows administrators to edit workers' time-off and either approve or reject time-off requests.
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d. Settings

A feature that allows you to configure default settings for time off and manage time off codes, policies, and entitlements.

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3. Forms

This feature allows administrators to create, manage, and distribute digital forms for employees to complete. It helps collect and organize important information, documents, and employee submissions within the system.

Administration

1. Job Costing

a. Jobs

An optional feature set that allows you to define a list of jobs that employees can select from when clocking in.

b. Settings

Utilize enhanced job classifications, incorporating job phases and cost codes for more detailed tracking.
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2. Payroll

a. Pay Runs

This feature allows administrators to view and create pay runs for managing employee payroll periods and tracking payroll processing.

b. Adjustments

This feature allows administrators to create and manage payroll adjustments, such as additional earnings, deductions, or corrections, to ensure accurate employee pay calculations.

c. Settings

This allows you to modify the default payroll settings and manage pay classes, pay codes, pay code rules, net pay adjustment codes, and statutory deductions. It proves useful when managing your payroll processes efficiently.

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3. System Ops

a. Message Delivery

This feature provides details about the time and date, sender, recipient, subject, and status of system messages.

4. Reports Center

To know more about Fareclock Reports, you can refer to this help article.

5. Customize sidebar

This feature allows administrators to customize the Admin Console sidebar by organizing, adding, or removing menu items. It helps users personalize navigation and quickly access frequently used features.

Organization Settings

1. Organization & Workforce

a. Users

Allows you to view the complete list of workers in the organization, edit user settings, and add new users.
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b. Devices

This allows you to view and modify device settings within the organization, add, and configure new devices.

c. Organization

This feature allows you to edit your organization's name, timezone, and format settings. Additionally, you can view, edit, and add custom fields, departments, labels, and organizational units. This is essential for efficiently classifying workers, especially when adding new users in the console.

2. Time & Attendance

a. Attendance

In this setting, your organization can enforce attendance policies by enabling the feature. You can also customize these policies, as well as add and edit infraction types and event types to suit your organization's needs.

b. Shifts

This feature allows you to adjust default settings, shift classes, breaks, and rounding rules, making it essential for managing your organization's schedule.

c. Time Off

A feature that allows you to configure default settings for time off and manage time off codes, policies, and entitlements.

d. Costing

Utilize enhanced job classifications, incorporating job phases and cost codes for more detailed tracking.

3. Financials

a. Payroll

This allows you to modify the default payroll settings and manage pay classes, pay codes, pay code rules, net pay adjustment codes, and statutory deductions. It proves useful when managing your payroll processes efficiently.
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b. Integrations

This setting allows you to establish connections with supported third-party providers to synchronize data between Fareclock and the external system. These connections are primarily used to sync employee information and payroll data.

Currently, Fareclock supports integration with three providers: QuickBooks Online and Xero.
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Settings for Account Owner (Super Admin):

e. Billing

This setting lets you view your current plan, change it, or cancel the service. You can also view and export invoices from this section.

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