| Clock in or out |
The Clock card at the top of the Dashboard or Timesheets |
Everyone, when your workplace uses Clock in |
| Clock in at a shared tablet |
Tap your name on the kiosk, or show your badge |
Everyone, where there's a kiosk |
| Set my kiosk PIN or show my badge |
Clock card → badge icon |
Everyone, where there's a kiosk |
| Get directions to my shift |
My shifts → the shift → Directions, or Directions on the lock-screen countdown |
Everyone |
| Move to my next job during the day |
Clock card → Move to next job |
Everyone, where the workplace has job sites |
| See my shifts, or take an open shift |
My shifts (managers: from the Roster screen), or the Next shift card on the Dashboard |
Everyone |
| Ask for leave |
My shifts → Leave → Ask for leave |
Everyone |
| Swap a shift or ask for cover |
My shifts → your shift → Can't make it? |
Everyone |
| Say when I can't work |
My shifts → When you can't work |
Everyone |
| Log my hours |
Timesheets → Log hours |
Everyone |
| Send my week for approval |
Timesheets → Submit |
Everyone |
| Fix a clocked-in time |
The entry in Timesheets → Request correction |
Everyone |
| Approve time, or check corrections and flagged punches |
Approvals |
Admin, Super Admin |
| Build, publish or print the roster |
Roster |
Admin, Super Admin |
| Invite one teammate |
People → Invite → One person |
Admin, Super Admin |
| Invite a whole team from a list or spreadsheet |
People → Invite → Several people |
Admin, Super Admin |
| Add a project, client or work types |
Projects & sites |
Admin, Super Admin |
| See a site's map, kiosks, roster and this week |
Projects & sites → Workplaces or Job sites → tap the site |
Admin, Super Admin |
| Set up a workplace for clocking in |
Settings → Sites → Workplaces |
Admin, Super Admin |
| Set up a job site |
Settings → Sites → Job sites, or Roster → Add shift → Site → New job site |
Admin, Super Admin |
| Set up a shared tablet (kiosk) |
Settings → Sites → the site → Add a kiosk |
Admin, Super Admin |
| Print a site's clock-in code |
Settings → Sites → the site → Print site code |
Admin, Super Admin |
| Approve leave |
Approvals → Pending → Leave requests |
Admin, Super Admin |
| Approve cover or swaps |
Roster → the requests banner → Review |
Admin, Super Admin |
| Record leave or mark someone unavailable |
Roster → calendar-cross icon (phone: ⋮) |
Admin, Super Admin |
| See who missed or was late |
Roster → the red attendance line → See who |
Admin, Super Admin |
| Change how the workspace works |
Settings |
Super Admin (Admins can view) |
| Download a report or pay hours |
Reports → Export |
Everyone (staff get their own) |
| Add an Employee ID or other field to people, projects or sites |
Settings → Fields |
The Owner, and people with Fields access |
| Sort hours into Ordinary, Overtime, Saturday… |
Payroll → Hour kinds |
The Owner, and people they give access to |
| Export hours for my payroll, or send them to Xero |
Payroll → Exports |
The Owner, and people they give access to |
| Set up invoicing (your business, taxes, prices) |
Invoicing → Get started |
The Owner, and people they give access to |
| Invoice a client for hours or work |
Invoicing → New invoice, or Timesheets → Invoice these |
The Owner, and people they give access to |
| Share an invoice or record a payment |
Invoicing → the invoice → Share link / Record a payment |
The Owner, and people they give access to |
| Switch or start a workspace |
The workspace name at the top of the sidebar (phone: More → Switch workspace) |
Everyone |
| Join or decline an invitation |
The invitation notification, the Dashboard card, or the workspace switcher |
Everyone |
| Leave a workspace |
Profile → Leave [workspace] |
Everyone except the Owner |
| Change my password, 2FA, Face ID or notifications |
Profile (your name at the bottom of the sidebar; phone: More → your name) |
Everyone |
| Get help or suggest a feature |
Help / Suggest a feature at the bottom of the sidebar (phone: More) |
Everyone |
| Manage the subscription |
Settings → My account |
The Super Admin who pays |
| Ask about hours, shifts or approvals |
The chat bubble (bottom right) → type a question |
Everyone (staff about their own) |
| Buy more Ask Vaultime questions |
Settings → My account → Ask Vaultime → Need more? |
The Super Admin who pays |
| Choose who can ask Ask Vaultime, and limits |
Settings → Data and privacy → Ask Vaultime |
Super Admin |
