How to Use Shift Wrap-Up & Compliance Form

Collect important shift information from your employees by creating a set of questions they are required to answer when they switch jobs or clock out.

Create Shift Wrap-Up & Compliance Forms

To create a new form:

1. Go to Admin > Shift Wrap-Up & Compliance Form.
2. Click + Add Form.
3. Enter a Title for your form.
4. To create a question, enter the text of the Question > + 
   • Select the question Type.
   • If you select Short Answer, the employee can input text to answer the question.
   • If you select Yes / No, you can select whether Yes or No is the Unexpected response. An employee selecting an unexpected answer will trigger an alert if set up in Alerts and Reminders.
   • If you select Multiple Choice, add choices with the + Add Choice button and remove them with the x button. Select which answer is the Unexpected response. An employee selecting an unexpected answer will trigger an alert if set up in Alerts and Reminders.
5. To prevent employees from clocking out without answering this question, select the Require this question checkbox.
6. Under Who is asked these questions? you can choose who you want to answer this question. You can assign it to certain jobs being worked on, certain departments, or certain locations. If you do not select a specific job, department or location to assign it to, it will be assigned to everyone.
7. Under When should these questions be displayed?, choose either At every job switch or Only at clock out.
8. Click Add Form.

When an employee has finished their shift and answered the questions, you can see their clocked out time in their timesheet. Click View Wrap-Up to view the answers for the questions.

If any of their responses were unexpected, this will trigger an alert for selected users and admins. Learn more in Using Alerts, Notifications and Reminders.