How to Use the ‘Prevent Clock-Out Before Closing Tickets’ Setting

Introduction

This guide provides instructions on using the new “Do not allow to clock out before closing out tickets” feature in the POS Dashboard settings under the Time Clock section. This feature ensures employees close tickets before clocking out, with options to apply the rule to all tickets or only the employee’s own tickets.

Content

How to Access the Setting

To configure this feature for an employee, follow these steps:

1. Open the POS Dashboard.
2. Click on the Employee menu in the top navigation bar.
3. Select Manage Employees from the dropdown.
4. Find the employee you need to set up, then click on their name to open their profile.
5. Navigate to the Time Clock tab and locate the “Do not to allow clock out before closing out tickets” section.

The Time Clock settings now include a new configuration section labeled:
“Do not allow to clock out before closing out tickets:”
It offers two options:

• Apply to all tickets
• Apply only to the employee’s own tickets

By default, the “Apply to all tickets” option is enabled.

Option 1: Apply Only to the Employee’s Own Tickets

When this option is checked (and “Apply to all tickets” is unchecked):

1. On a clock-out attempt, the system checks for any open tickets assigned to the employee.
2. If open tickets are found, a warning message is displayed:
   “You are not allowed to clock out because there are [number] of your tickets still open.”
   For example: “You are not allowed to clock out because there are 3 of your tickets still open.”
3. The clock-out action is blocked until all tickets assigned to the employee are closed.

Option 2: Apply to All Tickets

When this option is checked:

1. On a clock-out attempt, the system checks for any open tickets in the system, regardless of ownership.
2. If any tickets are open, a warning message is displayed:
   “You are not allowed to clock out because there are [number] tickets still open.”
   For example: “You are not allowed to clock out because there are 6 tickets still open.”
3. The clock-out action is blocked until all tickets in the system are closed.

FAQ

Q: What happens if both options are unchecked?
A: If neither option is selected, the system will not enforce ticket closure before clocking out, allowing employees to clock out freely.

Q: What is the default setting for this feature?
A: The “Apply to all tickets” option is enabled by default.

Q: What should I do if an employee cannot clock out due to open tickets?
A: The employee must close all relevant tickets (either their own or all tickets, depending on the selected option) before clocking out. If they cannot close the tickets, a manager may need to assist.