Many teams ask their agents to report on their time, so they can record when they start or end their shifts or work overtime for payroll purposes.
As an agent, you can easily report on your time from within Surfboard. Keep reading to find out how.
Clocking in and out is enabled per user. If you think you should be reporting on your time and don't see a module in your account, ask your manager for help.
How do I clock in?
Select today's shift from the left hand shift list
You'll find the time reporting module above the working with you module on the left-hand side.
Click the 'start shift' button to clock in to your shift using the current time
If this setting is enabled, you can also flip the toggle to enter a different time instead, for example, if you forgot to clock in when you began working.
How do I clock out?
You can only clock out of a shift you have already clocked in to. Clocking out is done in the same way as clocking in
Select today's shift from the left hand shift list
You'll find the time reporting module above the working with you module on the left-hand side.
Click the 'end shift' button to clock in to your shift using the current time
If this setting is enabled, you can also flip the toggle to enter a different time instead, for example, if you forgot to clock out when you finished working.
FAQs
What do I do if I forget to clock in to my shift?
If 'custom time reporting' is enabled for you: Flip the 'enter different time' toggle and then manually enter the time you started working.
If 'custom time reporting' is not enabled for you: Clock in to your shift using the 'start shift' button, and then ask an admin to edit your clock in time for you in the timesheets page.
If you forgot to clock in to a shift on a previous day, you will no longer be able to clock in for this shift. Ask an admin ask an admin to add your clock in time for you in the timesheets page.
What do I do if I forget to clock out of my shift?
If you forgot to clock out of your shift, you will be prompted to complete your report when you next log in to Surfboard. You will not be able to clock in to another shift until you clock out of your previous shift.
If you are unable to enter a custom time, then ask an admin to add your clock out time for you in the timesheets page.
I'm a manager and an agent, how do I clock in and out?
If you have both roles in Surfboard then you need to switch to your Surfer account to report on your time.
In the admin account, click on your avatar in the top right and select 'switch to surfer'
In the surfer account, you'll see the time reporting module above the 'working with you' section.
Can my manager see when I clocked in or out?
Yes, managers or admins to your company's Surfboard account can see when you clock in or out as it happens.
Can my manager edit my clock in or out time?
Yes, managers or admins to your company's Surfboard account can edit your clock in and out times.
Can I see when I clocked in or out in the past?
You can click on any past shifts to view the time that you clocked in or out.
If you would like a detailed summary, we suggest asking your manager to download a timesheet for you.