Account Setup
Can I manage notifications?
Last Updated: December 1, 2023Yes, you can manage notifications both from the User App as well as from the Web Dashboard In the User App, you can go to Account > Notifications and set the notifications accordingly. Web Dashboard > Click on your name on top > Notifications > Set Notifications according to your requirement
What is the difference between the entry point and the attendance point?
Last Updated: November 18, 2022Entry point attendance ensures the staff has entered and exited a workplace premise. This attendance is marked at a kiosk specifically set up for this purpose right at the workplace entrance. Staff attendance is not marked at this kiosk. The staff must mark their attendance at the kiosk setup installed at the attendance point. All...
At what distance should one stand to register their face in the attendance system?
Last Updated: November 18, 2022Staff members must stand 1-2 feet from the system to register their face for attendance. You can contact Truein support to increase or decrease this distance.
Can we bulk upload staff photos during registration or onboarding?
Last Updated: November 18, 2022No, you cannot bulk upload staff photos during registration. Instead, the photo of the staff members is clicked in the kiosk to register their faces. Each staff member must stand live in front of the camera, and once the face is registered, they can mark their attendance.
How do I set up various policies of my organization?
Last Updated: August 20, 2024Truein allows you to customize policies as per the Staff Category level or Department level and also some policies can be defined on the Shift level. You can set up or add the policies from the Web Dashboard. In Truein Web Dashboard: Web Dashboard: Settings > Policies > “+ Add New Policy” > Click ‘+’...
How can I create new sites?
Last Updated: July 16, 2024If you have additional locations and want to create new sites for them, then global admins can do it directly from the Web Dashboard. You can create a new site from the Web Dashboard. In Truein Web Dashboard: Web Dashboard: Settings > Sites > Click on ” + Add Site” Next, enter the...
How to use workforce plan?
Last Updated: November 30, 2023To use the Workforce Plan feature in Truein, follow these steps: 1. Access the Truein Web Dashboard. 2. Navigate to the “Workforce Plan” section. 3. Depending on your requirements, you can perform various actions such as Creating Shifts, Assigning Shifts, Creating Jobs, Assigning Jobs, Setting up Weekly offs and adding Holiday Policies. 4....
Can there be more than one admin?
Last Updated: October 8, 2023Yes, you can have multiple admins. You can add the same from the admin web dashboard. Go to Settings > Admin > Manage Staff Access > Add New staff access > Enter details > Select “”Access role”” as Admin > Add
Does all admins login using the same primary admin’s login credentials?
Last Updated: October 8, 2023No, you need to add these admins in the system and they need to sign up using their login credentials to login in to the system.
How many sites can you create?
Last Updated: October 8, 2023Admins can create as many sites as required, there is no restriction to it. To create a new site, follow the below steps Login to the web dashboard Go to Settings > Sites > Add Sites
Can we add employees and use all options during the trial period?
Last Updated: October 8, 2023Yes you can add employees as per the license limit in trial period and all the modules can be used.
How can I add time zone of different country?
Last Updated: October 8, 2023While adding a site you can set the time zone from Settings -> Site -> Add Site -> Select time zone.
Can we send user app invite on email instead of mobile?
Last Updated: October 8, 2023As mobile number is uniquely defined and it’s mandatory, but if you have mentioned email id then invite will triggered on email id as well.
How will my active users be counted for billing?
Last Updated: October 8, 2023Your active users are counted as the daily active average. Global Admin can check the active user count and details from the Accounts section. Go to Settings -> Account -> Billing -> Usage Summary and download daily average active user details.
How to change my company’s logo?
Last Updated: August 20, 2024You can add or change the logo from the Web Dashboard. Go to Settings > Sites > Action Column > Click Three Dots > Click Edit > Edit the Site logo as required > Click Update
How to enable notification summary email?
Last Updated: October 16, 2024You can easily enable daily attendance summary using your dashboard login and follow the below steps for the same – Login into the Web Dashboard > Click on your name > Notifications > Go to the Email section – configure it according to your requirement
How to change the Attendance summary email time?
Last Updated: October 8, 2023You can update the attendance summary email time from your Web dashboard login > Click on your name > Notifications > Email section > Daily attendance summary – Configure > update time in Send at field.
How to Setup Truein User App?
Last Updated: October 14, 2024Truein user app is for your staff to do clock-in/clock-out using their own mobile device. Signup in the user app is only by invitation. So for staff to signup in the user app, the organization admin should trigger an invite. The staff will receive an sms with the details like how to...
Where I can do organization related settings?
Last Updated: August 20, 2024These settings are a part of Truein, where you can do Organization related settings: Org Fields – Available in Settings > Org Fields option. Inside the org fields tab, you have options like – – Department settings– You can set Departments and Department Heads from here –Designation and other fields -You can set fields...
How to setup such that a user will be automatically clocked in and out based on their schedule?
Last Updated: October 10, 2024To setup such that a user will be automatically clocked in and out based on their scheduled clocked-in & clock-out time please follow the below steps Login to the Truein Dashboard > Staff Directory > Search for the user you want to set Auto clock In & Out functionality > Edit > ‘Access” tab...
Truein Terminology Guide
Last Updated: November 8, 2024Key Terms used in Truein Truein Terminology Description Truein Dashboard The Truein Dashboard is a web-based interface that provides administrators and authorized users with access to manage and monitor attendance and timesheet processes. It allows users to view real-time analytics, generate reports, and manage employee data Truein User App The Truein User App is...
How to setup the Break Time functionality in Truein?
Last Updated: November 28, 2024Breaks can be setup in two ways in the system 1. Setting up the break time policy Settings > Policies > Add New Policy > Search for policy P04: Add Breaktime automatically based on Worked hours > Define the policy as required > Add Policy This will ensure that the defined break...
How to check pending invoices and payment history?
Last Updated: November 28, 2024The Global Admin can check the Payment History and the Pending Invoices from Settings > Account > Billing > Payment History. Here you will also find the Pending Invoice details which will be marked as ‘Due’
How can I set up Weekly Off?
Last Updated: December 4, 2024You can set up Weekly off from the Web Dashboard. In Truein Web Dashboard: You can assign Weekly Off on the staff category level or site level from Dashboard -> Workforce plan -> Weekly Off -> Add This can also be assigned via bulk from Scheduler -> Download Bulk Sheet -> Assign WO...