Overview
The Otter POS Time Card app simplifies employee time tracking, ensuring precise staff hour records and smooth shift management.
It enables employees to clock in or out directly from your Otter POS terminal and integrates employee time reporting into your Otter Dashboard, providing a comprehensive overview of your operations.
Access the Time Card app from the home screen of your POS device. Don’t see it there? Reach out to Otter Support to enable this feature today!
Time Card Video Walkthrough
Check out the video below to learn how the Time Card feature works and the best ways to utilize it.
Time Card Features
Once Time Card is enabled for a location, employees can clock in and out directly on the Otter POS terminal. If an employee has not clocked in when they attempt to use the terminal, they will be prompted to clock in first before they can proceed with using the terminal.
Features Include
- Time Card app on the Otter home screen
- Ability to clock in or clock out from the POS terminal
- Reporting on employee work hours in the Otter Dashboard
Clocking In and Out
Follow the guide below to learn how to clock in and clock out for a shift using the Time Card app on the Otter POS terminal.
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Step 1
Click on the [Time Card] app on the Otter home screen.
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Step 2
Enter your employee pin code. If you do not have pin code login set up yet, learn how to enable pin code logins here: Creating Employee Pin Codes. -
Step 3
The Time Card pop-up will prompt the employee to either:- [Clock in] to start a new shift
- [Clock out] to end their shift
Clock in screen
Clock out screen
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Step 4
When clocking out, you will receive a confirmation screen. Select [Confirm clock out] to end your shift.
Employee Reporting in Otter Dashboard
The Time Card feature will also enable a new app within the Otter Dashboard called Staff. Within the Staff app, you can view or export reports on employees' clocked working hours.
Features Include
- Time Card data table
- Ability to export in .xls format
- Universal filters for: Date, Location, Role, and User
Accessing the Time Card Report
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Step 1
Navigate to the Otter Dashboard.
Click on [Apps] and select [Staff] from the dropdown menu.
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Step 2
You have the ability to filter the time card data by date, locations, roles, and users.
To export the report, select [Export timecards] in the top right corner of the screen.
Report data:- Staff member: name of user
- Role: the user’s role permissions
- Clocked in: the time the user clocked in (date & time stamp)
- Clocked out: the time the user clocked out (date & time stamp)
- Total hours: total number of hours the user was clocked in for. If the total hours are less than 2 hours or above 12 hours, the number will be displayed in red.
Editing Employee Time Card Entries
If you need to edit a time card entry, due to mismatched or missing information, you can do so from the Staff app within the Otter Dashboard.
Otter Admins (typically the owner or manager) can view and make changes to clock-in history without having to create a new entry to resolve a clock in error.
Check out the steps below to learn how to edit a time card entry.
Steps to Edit Time Card in the Otter Dashboard
| Step | Process | Image |
|---|---|---|
| 1 |
Login to the Otter Dashboard. Open the top left [Apps] dropdown. Click into the [Staff] app. |
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| 2 |
Locate the time card entry you want to edit. Click the pencil icon. |
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| 3 |
Edit the entry by entering new information in the following fields:
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| 4 |
Click the [Save] button at the bottom of the popup window The data will be updated and the dashboard will reflect the saved changes |
Time cards can NOT be edited from the Otter POS terminal. All time card entries can only be edited from the Otter Dashboard > Staff app.
Frequently Asked Questions
- All Otter POS customers who have opted into the Otter POS Time Card features.
If you would like to add the Time Card features to your Otter POS, please reach out to Otter Support to enable the features.
There is no additional cost to add the Time Card features.
- All employees with a pin code will be able to clock in and out through the Time Card app on the POS terminal.
- The Time Card report data is updated immediately.
- Clock in and clock out data are recorded with the same time as the device (the device's time zone).
- You can edit a clock in or clock out time by updating the timecard entry from the Otter Dashboard Staff app > Time Card report. Follow the steps outlined here to edit a timecard entry in the Staff app.
- Currently, the Time Card report in Otter Dashboard only shows shifts that have a clock in AND a clock out event. Once the employee has clocked out, the Time Card data will be available in the Staff app within the Otter Dashboard.
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