How to use the Employee Check-in Button

Do you need to create Employee Barcodes for your employees to check in and out of your facility? Try our Employee Check-in feature.

Note

Important Notes:

  • You will need to log into the web portal account as a Global or location admin.
  • Employees need to have a barcode in order for this feature to work.
    The Employee barcodes will need to be created by our Greetly team. Please email your request with the following information requested in step 3 to: success@greetly.com
  • When the employee check-in feature is enabled, it turns the “camera preview” on the Welcome page into a barcode scanner, so employees can simply scan their ID (barcode) and check-in & check-out.
  • The Employee Check-in (Beta) button will be hidden on the app device. Once the employee scans their barcode they will be checked-in.
  • If you scan the barcode and the employee is already checked-in, the system will automatically check them out.

How to get the Employee Barcodes setup

    Step 1:
    • Turn on the Employee Check-in button 
     
     
    Step 2:
      1. Edit the Employee Check-in button 
      2. Select who you want to be notified in the notification section
      3. Add the message you want to be displayed to the employee after check-in
      4. Add the message you want to be displayed to the person receiving the notifications
      5. Toggle ON/OFF capture a photo of the employee
      6. Toggle ON/OFF if you want to enable advance checkout

    Step 3:

    The Employee barcodes will need to be created by our Greetly team. Please email your request with the following information to: success@greetly.com

    1. The account owner or Global admin email address
    2. Location name listed on your web portal account
    3. Confirm which employee's you need barcodes for in the manage user's directory 

    Step 4:

    Our team will email you with the list of the employee barcodes.
    Sample image of the Employee barcode
    barcode (1)
     
     

    Note: Important tips for when your employee's check-in on the device:

    • The Employee Check-in (Beta) button will be hidden on the app device. Once the employee scans their barcode they will be checked-in.
    • Employees can use their barcodes from their phones to check-in by holding their barcodes up to the front camera on the device.
    • The barcode should have a white background, and make sure the phone portrait orientation is OFF. This will allow the barcode to display on the phone in a large view.
    • Employees can use their barcodes from their phones to check out by holding their barcodes up to the front camera on the device.
    • You will be able to view the activity in the visitor's log.

      Screen Shot 2021-11-17 at 2.44.34 PM

    Done!