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Configuring company clocking rules

Set up the default clock-in requirements and methods for on-site and remote work that will apply to all future users

Written by Fulvia Chesi

Once the Clock-in clock-out feature is activated, Administrators and Power Users can set the company’s default clock-in rules. These rules will be pre-selected for all users added to the company from that moment forward.

💡 Note: You can always customize the clock-in rules for individual users at any time.

Set default company clocking rules

Before you begin:

To set the default clock-in rules:

  1. Go to Company > Settings > Clock-in clock-out.

  2. Configure the clocking requirements and the methods for on-site and remote  clock-ins by selecting the various options from the dropdown menus.
    💡 Read this article to learn how to choose the right clocking rules.

  3. Select Save to confirm. 

The default clock-in rules are now configured. When you invite a new user to join the company on Fluida, these will be the pre-selected settings.

💡 Important: Once set, default rules will not change the clock-in rules for users who are already active. Remember to manually update the clock-in rules for existing users if needed.


Troubleshooting

I set the default clock-in rules, but people aren't able to clock in the way I want

The default rules only affect users added to the company after the rules were set; they do not automatically update existing active users. To change the rules for users who were already active, you must customize them individually within each user's settings.

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