Before You Start
You need access to the Admin area and permission to update configuration settings.
Required permissions:
View the configuration tab in the admin panel
Make changes to organisational configuration settings in the admin panel
Go to Admin
From the left navigation menu, click Admin.
This opens the Admin area, where you can manage users, roles, logs, integrations, billing, configuration, and notifications.
Open the Configuration Tab
At the top of the Admin page, click Configuration.
This opens your organisation’s configuration settings.
Open General Settings
From the Configuration side menu, click General.
The General page contains settings such as:
General
Clock On Modal
Clock Off Modal
Branches
Certificates
Find the Clock Off Modal Section
Scroll down to the Clock Off Modal section.
This section controls the checklist items shown when staff clock off from shifts.
Screenshot needed: Use the screenshot showing Admin > Configuration > General with the Clock Off Modal section visible.
Expand the Clock Off Checklist
Click the Clock Off Checklist dropdown to expand the section.
Once expanded, the checklist item form will appear.
Add Checklist Item Details
Complete the checklist item fields.
Title
Enter the checklist item title.
Example:
Return keys
Description
Add a short instruction or reminder for the staff member.
Example:
Make sure all site keys are returned before clocking off.
Active
Keep the Active toggle turned on if you want the checklist item to appear when staff clock off.
Turn the toggle off if you want to make the item inactive.
Add Another Checklist Item if Needed
To add another checklist item, click the plus button inside the Clock Off Checklist section.
This adds another checklist item form.
You can create as many checklist items as needed.
Save the Checklist
After adding or updating the checklist items, click Save.
Once saved, active checklist items will be available in the Clock Off Modal when staff clock off from shifts.
Important Notes
Only active checklist items will appear for staff.
If a checklist item should no longer appear, turn the Active toggle off.
The checklist can be used to remind staff about important clock-off tasks.
If the Save button is disabled, check whether changes have been made or whether all required fields are complete.
Troubleshooting
If you cannot update the Clock Off Check List:
Refresh the browser.
Check your internet connection.
Make sure you are in Admin > Configuration > General.
Make sure the Clock Off Modal section is expanded.
Make sure the Title field is completed.
Check that the Active toggle is turned on if the item should appear.
Check that your role has permission to update configuration settings.
Try saving again.
Contact an administrator if the issue continues.