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How To Set Up Clock In Out via Dial-in

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Notes

  • This feature is no longer available to add in a TSheets account. 
  • This feature only works in the U.S. and Canada.
  • The additional cost is $1.50 per month, per employee that is actively using this feature.
  • Employees can either clock in and out using their own phone number (be sure to add their number to their Employee Editor), or from authorized numbers set up in the Dial-In Preferences by selecting Restrict users to specified phone numbers
  • Employees must have the Mobile time entry permission to use the Dial-in feature. 

Complete the following three steps in order to set up clock in via dial in.


Install the Dial-in Add-on

  1. Go to Feature Add-ons > Manage Add-ons.
  2. Scroll down to Dial-In, and click Install.
  3. In the Dial-in Preferences blank field, type I Agree, and click Get Started.
  4. Select your country, enter your area code, and click Search for Available Numbers.
  5. Click SELECT next to your chosen phone number.
  6. In the Dial-In Preferences window, make your selections, and record the displayed phone number to give to your employees.
  7. If you haven't already, provide the employee with your TSheets team or company URL (for example, companyname.tsheets.com), their username, and the phone number you were just assigned. If the option was selected, provide them with their assigned Employee # as well. 
  8. We also suggest that you provide the employee with the following link: How to Clock In Switch Jobs or Customers and Clock Out via Dial-in.


Set Up Short Codes for Jobs/Customers

Short codes let employees clock in to specific jobs or customers.

Note: Short codes must be created using numbers 0-9 and can be no more than eight digits in length.

  1. Go to Jobs or Customers.
  2. To the right of the job/customer, click the pencil icon (User-added image).
  3. Enter a short code, and click Save.


Set Up Short Codes for Custom Fields

This lets employees select items in Custom fields you may have set up. 

  1. Go to Feature Add-ons > Custom Fields.
  2. To the right of the custom field, click Edit.
  3. If not already filled out, add a SHORT CODE.
  4. Next to an item, click the three dots > Edit Item.
  5. Enter a short code, and click Save.

Dial In Log

View a report of all calls made. Go to Reports Dial In Log. This report includes:
  • Time of call
  • First and Last name of the employee calling
  • Number they called from
  • Call duration
  • Recording or Transcript of any voice notes left

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