iClock

Clock, breaks, approvals, geofence, and weekly controls.

Employee clock station: Open kiosk mode

iClock

iClock Dashboard

Policy Status: --

Today

Dashboard

Your shift, weekly hours, and priority work in one place.

Current Shift

Not clocked in

00:00:00

Weekly Summary

0h 00m

Actions

Note Attach device location

My Shifts

Date	In	Out	Work	Break	Approval	Status

Review and correct

Timesheets

Start with exceptions, then confirm the complete pay period.

Pay Period Week Start User

Total Work

0h 00m

Total Break

0h 00m

Open Shifts

Employees

Weekly Timesheets

Last Name	First Name	Mon	Tue	Wed	Thu	Fri	Sat	Sun	Weekly Total	Action

Use Review for existing entries. Payroll Workflow is admin only.

Approvals

Last Name	First Name	Tracked	Worked	Time-offs	Total Paid hrs	Overtime	Status	Approver	Actions

Page 1

Overflow starts after the configured threshold. Rows are grouped by user and day.

Overflow Bucket

Last Name	First Name	Date	Overflow Window	Overflow	Status	Actions

People and access

People

Manage active employees and move new hires through a clear, role-based onboarding process.

New onboarding employees remain under Staged / Inactive until their approved start-date activation.

Employee Filter Search Employees Rows Per Page Include Deleted

No employees selected.

	S/N	Last Name	First Name	Email	Role	Department	Manager	Locations	Status	Kiosk Code	Actions

Page 1

New-hire pipeline

Simple onboarding, clear ownership

Hiring Managers collect Start Ready items. Admin completes protected documents and the final HR review.

Open cases0Currently in progress

Overdue tasks0Required action past due

Due soon0Due within three days

Ready for HR0Submitted for review

Start Ready0Cleared to begin work

Status Deadline Search

No candidate account is created in this phase. Intuit items are tracked by status only.

Last Name	First Name	Position	Department	Hiring Manager	Start Date	Next Deadline	Progress	Status	Action
Choose Onboarding to load candidate cases.

Employee file compliance

Expiration and renewal tracking

Review dates and open employee files. Automated license, background-check, and OIG reminders are not enabled.

Current0More than 30 days remaining

Due soon0Within 30 days

Expired0Past the tracked date

Date needed0Expiration-tracked without a date

Status Search

Compliance dates are tracked without automatic reminder delivery.

Last Name	First Name	Department	Document	Expiration	Status	Action
Choose Onboarding to load compliance records.

Settings

Security, payroll, and time-off configuration in one place.

Security Configuration

Password standards and reset workflow are managed in a dedicated modal.

Configure password policy and reset workflow.

System Policy

Pay cycle defaults and device policies.

Set payroll cadence, accrual year, and device rules.

System Health

Live diagnostics for API, session policy, and deployment config.

Run API, session, and config checks.

Roles & Permissions

Manage custom roles and permissions matrix.

Admin only.

Time Off Configuration

Policies, assignments, and holidays.

Time Off Policies

Manage Vacation, PTO, Sick, and Unpaid policies.

Policy Assignments

Assign or deactivate policies.

Time Off Requests

Submit and approve time-off requests.

Holidays

Import, add, or delete holidays.

Admins can update settings.

Locations

Name	Address	Lat/Lng	Radius	Active	Actions

Departments

Name	Locations	OT Allowed	Max OT	Active	Actions

Evidence and exports

Reports

Activity history, change evidence, and operational exports.

Staff

When	Actor	Staff	Action	Entity	Details

Page 1

System change log.

When	Version	Target	Summary	By	Actions

Targeted Logs

When	Actor	Action	Details

Other Reports

Export employees, timesheets, and logs.

Employees

Accounts, roles, department, locations, and optional PIN export.

Timesheets

Date-range export by user or all staff for payroll and compliance.

User Activities

Download complete activity logs in CSV format.

System Changes

Filter by target to export deployment and release history.

Selfie Verification Evidence

Review selfie verification captures.

When	User	Action	Reason	Device	Location	Image

Select date range, then refresh.

Exports download as CSV.

Check	Status
No health data loaded.

Slow Endpoints

Endpoint	Calls	Average	Maximum	Slow
No performance data loaded.

Click Refresh Health to run checks.

Choose a tool only when you need it.The tools below stay collapsed until opened. Your requirement catalog remains available underneath for review and department assignments.

Primary workspace

Requirements

Review what candidates and hiring teams must complete.

No unsaved department changes R Required O Optional NR Not Required

Requirement toolAdd or Edit One RequirementDefine the workflow, audience, departments, and publication statusExpand

What is required?

Requirement Name Section How is it completed?

Use an internal task for work completed by the hiring team without a candidate document.

Who needs it and when?

Completed By Review workflowSuggested automatically from the completion method. Needed For Due Before StartEnter 0 for the start date. Employment Types Default for New DepartmentsApplied automatically when a department is added later.

Current Departments

Choose Required, Optional, or Not Required now. These assignments are used only after the requirement is published.

Advanced settingsPrivacy, recurrence, automation, review notes, and system keyShow

Unique KeyGenerated automatically. Change only for an integration. AccessSuggested from who completes the requirement. Sensitivity Recurrence Apply Only When Display Order Description (Optional)

Electronic signature required Publish for new onboarding cases

Document toolTemplates & Form BuilderUpload, replace, map, preview, and verify reusable documentsExpand

Upload a Template

PDF, DOCX, JPG, or PNG up to 10 MB

Template	File	Form Readiness	Actions

Optional bulk toolSpreadsheet ImportDownload a guided workbook to add or update many requirementsExpand

Download the guided Excel workbook

Includes dropdowns and active department columns

System-managed values are excluded. Use the dropdowns in Excel, update existing rows, or add new rows. Requirement names identify existing entries, so keep the name unchanged when updating one.

Select your completed workbook

iClock imports existing fillable PDF fields exactly. For flat documents, use Detect Fields to find likely text, date, signature, checkbox, and radio controls, then review every amber suggestion. Use Preview Current Layout at any time to render the unsaved draft with sample answers in their final PDF positions.

Choose a field type, then click the PDF to place it. Drag fields to move and resize them. Every radio or checkbox choice is independently draggable, so group members can be placed anywhere on the page.

Add a field

Keyboard shortcuts

Form builder shortcuts

+ / -: Zoom in or out
0: Reset zoom to 100%
Page Up / Page Down: Previous or next PDF page
Arrow keys: Move the selected field 1 point
Shift + Arrow: Move the selected field 10 points
Ctrl/Cmd + S: Save form fields
Esc: Cancel field placement or selection
?: Show or hide this list

Shortcuts pause while you type in a field, choice, or dropdown.

Field	Type	Choices Radio, checkbox group, dropdown	Completed By	Prefill	Display Rule	Page	X	Y	W	H	Required

Manage custom roles and permissions.

Roles

Name	Key	Base Role	Scope	Type	Status	Actions

Matrix

Managers can only edit employees assigned to them.

Permanent Employee File

Onboarding evidence, post-hire documents, and renewal history retained for this employee.

Open this tab to load the employee file.

Expiration dates are tracked without automated compliance reminders.

Document	Source	Completed	Expiration	Status	Actions
No employee file loaded.

Effective Access

Loading permission details...

Permission Profile Onboarding Scope

Permission	Override	Effective

Inherit uses the selected profile. Explicit Allow or Deny affects only this user.

Manage time off policies

Vacation pay

Paid time off

Sick pay

Unpaid time off

	Name	Accrual Rate	Max Bank	Max Use/Yr	Initial	Rollover	Department	Active	Actions

Employee	Assigned Policies	Policy	Balance	Accrual Calculation	Status	Updated	Actions

Manager Personal Request

Submit and track your own time-off requests in this section.

My Policy Balances

Policy	Available	Used	Pending	Remaining This Year

My Personal Request History

Policy	Date Range	Hours	Status	Approving Admin	Decision Note

Assigned Staff Approval Queue

Review assigned requests.

Search Requests Status Rows Per Page

Staff	Policy	Date Range	Hours	Status	Approving Admin	Actions

Page 1

Federal Holiday Year

	Name	Date	Paid	Allow Sign-In	Actions

Pay Period

Close pay period after approvals are complete.

1Review blockers
2Resolve warnings
3Confirm decisions
4Preview totals
5Close & export

Review payroll readiness

Issues are ordered by payroll impact.

Pre-Close Checklist

Open Shifts Requiring Review

Last Name	First Name	Employee ID	Clocked In	Elapsed	Manager	Action

Anomaly Review & Bulk Corrections

	Issue	Employee	Clock In	Clock Out	Approval Status	Approval Evidence	Severity	Action
No anomalies loaded.

Payroll Preview

Scope	Summary

Compared with Previous Pay Period

Select a pay period to compare totals.

Metric	Current	Previous	Change
No comparison loaded.

Payroll Notifications

Type	Period	Message

Select an employee to view entries.

Date	In	Out	Work	Break	Approval	Actions

iClock

Dashboard

Current Shift

Weekly Summary

Actions

My Shifts

Timesheets

Total Work

Total Break

Open Shifts

Employees

Weekly Timesheets

Approvals

Overflow Bucket

People

Simple onboarding, clear ownership

Expiration and renewal tracking

Time Off

Accrual transparency

Administration

Settings

Security Configuration

System Policy

System Health

Roles & Permissions

Time Off Configuration

Time Off Policies

Policy Assignments

Time Off Requests

Holidays

Locations

Departments

Reports

Targeted Logs

Other Reports

Employees

Timesheets

User Activities

System Changes

Selfie Verification Evidence