If you'd like to catch your employees each time they punch out late, you can set up punch alerts that notify you by email, text message, or push notification via the mobile app. To do this, you'll need to create a schedule policy for your employees, an alert policy, and an exception policy. Then, you must add the schedule and alert policies to the master profile.

In this article, you will learn:

How to create an alert policy

Alert policies are applied to the master profiles assigned to your employees. You can apply only one alert policy to your employees' master profiles. But you can set up multiple alerts within one policy, and an alert policy can hold multiple rules.

  1. Log in to Fingercheck as an Administrator.

  2. Make sure you have a schedule policy that outlines your employees' hours.

  3. Click the SETUP tab > Policies > Alert Policies.

  4. Click Add.

  5. In the Code and Description fields, enter a code and brief description to label the policy.

  6. From the Action Type drop-down list, select how you want to be notified:

    • Email

    • Text

    • Phone

    • All

    • Notification (for a push notification to the mobile app)

  7. Depending on the option you selected, complete the corresponding fields in the Alert Policy Information section.

    If you selected Email, you can enter multiple email addresses into the field separated by commas.

  8. If you selected Notification to be alerted by push notification, select the users you want to be notified from the Available Users list. The selected names are added to the Selected Users list.

  9. From the Alert Rules section at the bottom of the window, click Add.

  10. In the Add Alert Rule pop-up window, select OutLate - Notify if Employee punched out late from the Alert Type drop-down list.

  11. In the updated window, select the Enabled checkbox, select the options for the type of punch, and click Apply.

  12. In the MinutesPassedSchedule field, enter the time frame during which you want the alert to trigger once the actual infraction has occurred.

    The default is 15, and you would receive alerts within a 15-minute time frame after the infraction occurs. After 15 minutes, the alert will not trigger.

  13. Select any of the NotifyEmployee checkboxes to notify employees of their own missed punches.

  14. In the NotifyEmployeeMessage field, enter a message to be included in the alert. Make sure your employee has an email, text, or has logged into the mobile app to get the notifications you selected.

  15. Click Apply.

  16. Click Save in the main window.

How to add the alert policy to the master profile

After you've created a schedule policy, an alert policy (as outlined in this article), and an exception policy, you need to add the alert policy to the master profile.

  1. Log in to Fingercheck as an Administrator.

  2. Click the SETUP tab > System > Master Profiles.

  3. Open the master profile of the employees you want the alert applied to.

  4. From the Alert Policy drop-down list, select the alert policy you created.

  5. Click Save.

Thank you for using Fingercheck. If you have any questions on this article's topic, you can reach out to our team at 1-800-610-9501, or use the chat option below.

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