First, enable Time Clock and Schedule:
In Ricochet,
Click Preferences
Click Admin
Under Store Details > Optional Modules,
Toggle ON Time Clock
Click Save
Refresh browser.
Next, assign user pins and permissions:
In Ricochet,
Click Accounts
Click Users
Find a user needing time clock and scheduler,
Click the Edit Pencil to the far right of their name
Under Account Details,
Scroll down, enter a four (4) digit numerical pin, in the User Pin field.
Click Update.
NOTE:
Four (4) circles in the User Pin field will now indicate that a pin has been set for this user.
The Hours section that appears below is NOT where you build schedules. This section allows admins to input hours from previous days; in case an employee forgot to log in, you can still track those hours
The Employee Hours Section is an individual report for an admin or manager to review hours for that one individual. For all employees, use Reports .
TRACKING TIME
For an Admin to clock a user in or out:
In Ricochet,
Click Accounts
Click Users
Find a user needing clocked in or out
Click the Clock Icon to clock them in or out.
Green = logged in
Red = logged out
For an Employee to clock in or out:
Log into Ricochet with your username and password as normal,
Click the person icon in the lower left corner of Ricochet
Enter PIN
Click Clock in or Clock out
Click Cancel to close the pop-up window.
NOTE:
Icon in the lower corner will now have a clock indicator
Green = logged in, Red = logged out
BUILDING A SCHEDULE
For an Admin to create a schedule for a user:
In Ricochet,
Click Schedule (clock icon below preferences)
Click Any Date to open the Employee Shift Window
NOTE: The day blocked in yellow indicates the current date
Choose an Employee
Choose a Start and End time
Check the boxes for the days of week these times apply to
Check the box for Repeat Weekly if the shift will be the same in following weeks
NOTE:
You can build a schedule one month at a time.
The schedule will not automatically repeat monthly.
EDITING A SCHEDULE
For an Admin to edit a schedule for a user:
In Ricochet,
Click Schedule (clock icon below preferences)
Click the name of the employee needing a schedule change to open the Employee Shift Window
NOTE:
A RED Confirmation Notice will appear that reads:
The selected date is part of a repeated schedule. Any update will apply to all. To delete the whole repeated schedule click ‘Delete’. To only remove/exclude the selected date, click the ‘Exclude Date’ button.
Use arrow in upper right corner to start a schedule for the next month.
RUNNING AN EMPLOYEE HOURS REPORT
For an Admin to view all employees hours:
In Ricochet,
Click Reports
Click Employee Hours
Filter by store or employee as needed
Select Date Range
NOTE:
Once generated you will be able to view:
Employee name
Shifts worked
Average length of shift
Total hours
You can also Click Export or Click Print to utilize the information as needed elsewhere.