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BayWise SchedulerHow-To GuidesConfigure clock-in rules

Configure Clock-In Rules

This setting decides whether attendance affects the plan.

Who can do this: Account Owners and Org Admins only. The setting says so on the screen.


Setting it

Open Settings → Operations → Scheduling Rules

Set Require Clock-In

On — “Technicians must clock in to be scheduled.”

Off — “Technicians are scheduled on their weekly hours.”

Save


Which to choose

Choose on whenChoose off when
Attendance varies day to dayThe team is small and stable
You have casual or shift staffEverybody is in every day
Absence is common enough to matterClocking in would be ceremony
You want attendance-accurate cost and efficiencyYou track attendance elsewhere

On is the truer setting. It means the plan is built against who is actually in the building, and a technician who has not arrived is not being given work. The cost is that somebody who forgets to clock in gets no work until they do — which is a training matter, and usually a one-morning lesson.


What changes when you switch it on

For technicians: clocking in becomes the first thing they do. Until they do, they are not in the day’s plan.

For controllers: an empty-looking board first thing usually means people have not clocked in yet, not that there is no work.

For reporting: cost and efficiency are calculated against genuinely clocked hours.

Tell your team before you change it. A board that suddenly has no work on it, unannounced, reads as a fault rather than a setting.


What does not change

Attendance is recorded either way. Clock-in and clock-out are always available, and clocked hours always feed cost and efficiency reporting.

The setting only decides whether attendance gates the plan.


Common questions

Somebody forgot to clock in and has no work. Clock them in — a controller can do it on their behalf — and the plan picks them up.

Clock in and clock out

Can I set this per location? The rule applies to the location you are configuring. Different sites can differ.

Why can only owners and admins change it? Because it changes how the whole shop is planned, and it is the kind of setting that gets switched on a frustrating morning and forgotten about.

Does it apply to future days? No. A technician does not need to be clocked in today to be planned for next Thursday. The rule applies to work being planned for today.

We use a separate time-and-attendance system. Then leave the rule off and keep planning on weekly hours. Recording absences in BayWise still matters — that is what re-places somebody’s work.