Streamline employee time tracking with Shepherd's Time Clock feature.
Key Features
Elect existing Shepherd users to clock in and out
Optional daily alert for employees to clock in after logging into Shepherd
Custom pay period lengths and time off options
Modify clock in and out times with admin permission
Add paid or unpaid time off
Export individual time sheets or collective time sheets for payroll
Enabling Time Clock
To enable Time Clock, complete the following steps.
Step 1: Enable Time Clock Toggle
Under Admin > Clinic Settings > Settings tab, locate the Time Clock toggle in the 'General' section.
Select the green 'Save' button at the bottom of the page once the toggle is enabled.
Note: Once the toggle is enabled, a new 'Time Clock' permission will be available under Admin > Users > Roles. Users with this permission can complete the steps below and access time sheets. The Practice Owner and Admin roles have the Time Clock permission enabled by default.
Step 2: Set up Pay Periods and Time Off Options
A new 'Time Clock' menu option will appear under Admin.
Enter the start and end date of your current or next pay period on the new page.
A preview of the pay period appears immediately after entering a start and end date.
Next, select from the pre-populated 'Time Off Types' or create new types that suit your practice's needs.
Select the blue 'Finish Setup' button.
Note: You can modify Time Off Types after completing this setup process.
Step 3: Review Settings
After completing steps 1 and 2, the Time Clock settings page appears. Here, you can review the pay period length and time off types. You'll also have the option to enable Alerts.
Alerts
An optional feature will alert employees with clock in/out permission to clock in immediately after logging into Shepherd for the first time daily.
A pop-up alert will contain the current time with the option to enter a note and clock in.
Step 4: Enable Clock In/Out Permission
Complete this step if/when your pay period starts.
Immediately after this step is complete, employees can clock in and out.
Locate the employees requiring clock-in/out permissions on the 'Users' page under Admin.
You will find a new 'Time Clock' checkbox when editing existing users or adding new users.
Select the checkbox and click the green 'Save' button.
Clocking In and Out
To clock in, click the play icon on the top right of the application.
A modal appears with an optional note field and a button to clock in.
Once the user clocks in, they will see a stop icon instead of the play icon.
When the user is ready to clock out, they may click the stop icon.
Lunch Breaks and Time Off
For breaks, users can clock out and add a note notifying admin users that they are clocking out for lunch, for example.
In the scenario that an admin manually clocks an employee out, the next time the employee clicks the clock in/out icon, they will see the following:
Time Sheets
Admin users with Time Clock permission can access Time Sheets to modify clock in/out times, add paid/unpaid time off, and export CSV files for payroll.
Modifying Clock In/Out Times
Admin users can modify an employee's time in/out by clicking on the 'In' and 'Out' time fields and entering an updated time plus AM or PM.
If additional entries are necessary for the same day, hover over the plus icon next to the date and select the 'Add another entry' option.
Note: Time entries cannot be deleted. However, you can enter the same 'In' and 'Out' time, equaling 0 work hours.
Adding Time Off
Next to the date, hover over the plus icon and select the 'Add Time Off' option.
A modal appears with the option to choose a Time Off Type and paid/unpaid.
View and Add Notes
Click the note icon in the 'Details' column to add an Admin Note.
Employee notes also appear in the 'Details' column.
To view saved notes, hover over the notes icon, and the note will appear.
Add Lunch Breaks
Click the hamburger icon in the 'Details' column to add an unpaid lunch break.
Unpaid lunch breaks get calculated when exporting time sheets.
Modifying Pay Period Dates
You can modify a pay period's start and end times by clicking the vertical ellipsis icon next to 'Pay Period' in the right column.
Changes to start and end dates impact future pay periods according to the pay period length from the Time Clock Settings page.
Adding a New Pay Period
You may create future pay periods by clicking the vertical ellipsis icon next to 'Pay Period' in the right column.
Overtime
To calculate overtime, enter the number of hours you expect employees to work in a pay period in the "Expected Hours" section.
For example, ABC Hospital expects employees to work 80 hours in a two-week pay period. If an employee works 95 hours in the pay period, Shepherd will calculate 15 overtime hours.
Approving Time Sheets
You must approve all time sheets before closing a pay period by clicking the 'Approve' button next to each employee's in the right column. A green check mark will appear.
Changes to an employee's time sheet before closing a pay period will require admin users to re-approve it.
Exporting Time Sheets
Admin users can export individual time sheets, all employee time sheets, or a custom range of time sheets.
Closing/Reopening a Pay Period
When all time sheets are approved, admin users can close a pay period.
Closing a pay period:
Locks employees' time entries
Generates a summary view of all employees
Allows users to export a summary of all time sheets in the right column by clicking 'Export Period Hours.'
To reopen a pay period, click the vertical ellipsis icon next to 'Pay Period.'
