Time Clock Terminal Account in Connect

Once integrated with Humanity, the venue can use the timeclock feature to track shifts and hours worked. The employees can clock-in for their shift via Activate. To do this, a shared timeclock terminal account must be created to use for clocking in. 

Time Clock Accounts 

There are multiple steps to creating a terminal account for timeclock use. A separate Vendor will have to be created, but it can use an existing Vendor Role. Once the Vendor is created, Permissions Sets, an Employee Role, and a shared Account (in that order) will have to be setup to ensure the Timeclock terminal is functional. 

Creating the Vendor

1. In Connect, select the 'Vendors' tab.  
2. Choose 'Create' in the top right. 
3. Once the pop-up window appears, name the Vendor (For Example: Timeclock).
4. Then select any Vendor Role. 
5. Click 'Save Changes.'

Creating the Permissions Sets

1. In Connect, select the 'Options' tab.  
2. Select the 'Permissions Sets' tab.
3. Choose 'Add Set' in the top right. 
4. Once the pop-up window appears, name the permissions set (we recommend 'Timeclock' or 'Staff Timeclock'). 
5. Select the other tabs to ensure the settings are conducive to the venue.
6. The 'Timeclock' tab has key settings for the Clock in/out process (see the 'Timeclock' section).
7. Click 'Save.'

Creating the Employee Role

1. In Connect, select the 'Options' tab.
2. Select the 'Employee Role' tab.
3. Click the 'Add Employee Role' button in upper right corner. A pop-up window will appear.
4. In the General tab, enter in the Role Name (For example: Timeclock Role, etc).
5. Select the Permission Set you created for Timeclock.
6. Select Profile Type as 'POS' and Default Offline Mode to 'Auto' (These settings are required for an employee role, but won't impact your timeclock settings).
7. Further down the General tab, you'll see 'Submit Orders By'. Select 'Employee Name'
8. Beneath that feature, you'll see 'Shared Account.' Set this to Yes, and new options will appear for the Timeclock. 
9. Set 'Time Clock Only Mode' to yes. 
10. Click 'Save Changes.'

How to add a Timeclock Account

1. In Connect, select the 'Accounts' tab.
2. Select the 'Add Account' button in the upper right corner.
3. Once the pop-up window appears, select 'Employee' as the account type.
4. Fill out the Account information (Name, Login ID, Password, etc) and select the Timeclock Employee Role. 
5. Select the Timeclock Vendor in the Vendor Assignments tab. 
6. Click 'Save Changes.'
7. Once the account is created, the username and password can be used to log in on Activate.