View and Complete the Overall Daily Sign within the Week Roster (V2)

How to Access and Complete the Daily Sign-Off for your Site

The View Sign-Off feature is a vital tool for ensuring smooth operations and accountability across departments. For senior managers overseeing the overall daily sign-off, this feature provides a clear overview of each department’s completion status, allowing you to follow up with HODs as needed. Additionally, it offers quick access to finalise the day through the Today’s Roster view, locking the day’s entries and preventing further updates. This guide will walk you through how to effectively use this tool to maintain efficiency and compliance in your operations.

 

  • Within the Roster view, in the top right click "Actions" 
  • From the dropdown menu, select "View sign off" 
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  • A pop up will appear where you can see the departmental sign off. 
  • A the top of the view, you will be able to move between week views using the arrows. This will default to the week you have chosen on the week roster view. 
  • This is followed by the Overall Day Signed, if signed off this will lock the day from any updates. 
  •  Next you will see a banner for the days of the week, followed by a list of all departments within your site. 
  • If the daily sign off has not been completed for a site, it will have a grey "x" under the day. 
  • If the daily sign off has been completed it will appear with a green tick.
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Complete the Overall Daily Sign Off 

  •  In the View Sign off pop up, pick the day you wish to complete 
  • Click on the "x" under this day along the "Overall Day Signed" line item 
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  • This will redirect you to the "Todays Roster" view for that specific day of the week, defaulted to all departments so that you will be able to complete the sign off. 
  • Scroll down to the bottom of the page until you see unlinked punches. Across from this will be the option to "Sign Off" the day. 

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🔥 PRO TIP: To quickly jump to the "Sign off" option, filter by "not clocked" to save time scrolling down through all employees. 

  • Once complete, this will be logged against a name, time & date stamp. 

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