Employee Guide
A simple guide for employees to manage their schedules, time and attendance, and leave.Easily access pay slips, housekeeping tasks, and workplace updates.Stay organized with lost & found, availability, and inventory management.

Employee Onboarding Process

Login
Overview 
 The employee onboarding process ensures that a new employee is created by the manager, receives the required login credentials at your email address, and completes the first-time setup, and finishes the onboarding process before using the Employee App and iHospitality Hub (KDS). 
 Onboarding Flow 
 Manager Adds Employee → Welcome Email Sent → Language Selection → Employee App Login → Change Password → iHospitality Hub Login → Change iHospitality Hub Passcode → Complete Onboarding → Start Using the System 
 
 Step 1 --- Manager Adds the Employee 
 The manager first creates the employee profile in the system. 
 The manager enters the required employee information, including: 
 
 Employee Name 
 Email Address 
 Employee Code 
 Passcode 
 Other required employee details 
 
 The Employee Code and Passcode are used to access iHospitality Hub (KDS) . 
 
 Note: Make sure the employee's email address is correct because the welcome email and Employee App login details will be sent to this address. 
 
 
 Step 2 --- Welcome Email Is Sent to the Employee 
 After the manager adds the employee, the system sends a welcome email to the employee's registered email address. 
 The email provides the information required to get started. 
 
 
 
 
 
 Welcome Email Contains 
 
 
 
 Information 
 Purpose 
 
 
 
 
 Employee Name 
 Identifies the employee 
 
 
 Email Address 
 Used to log in to the Employee App 
 
 
 Temporary Password 
 Used for the first Employee App login 
 
 
 Employee Code 
 Used for iHospitality Hub (KDS) 
 
 
 Passcode 
 Used for iHospitality Hub (KDS) 
 
 
 
 Important Credential Difference 
 
 Employee App: Email Address + Temporary Password 
 iHospitality Hub (KDS): Employee Code + Passcode 
 
 
 Important: The temporary password must be changed after the employee's first Employee App login. The iHospitality Hub passcode must also be changed as part of the initial setup. 
 
 
 Step 3 --- Select Your Language 
 Before logging in to the Employee App, choose the language you are most comfortable using. 
 
 Open the Employee App . 
 Select your preferred language from the available language options. 
 Continue to the Employee App login screen. 
 
 
 Note: Choose the language you are most comfortable with. The selected language will be used throughout the Employee App where supported. 
 
 
 
 
 
 
 
 Step 4 --- Log In to the Employee App 
 After selecting your preferred language, log in to the Employee App using one of the available login methods. 
 The Employee App provides three ways to log in: 
 
 Email Address + Password 
 Face Login 
 Email OTP 
 
 1. Log in with Email Address and Password 
 Use the email address and temporary password provided in the welcome email. 
 
 Enter your registered Email Address . 
 Enter your Password . 
 Tap SIGN IN button. 
 If this is your first login, you may be required to change the temporary password. 
 
 Login Credentials 
 
 
 
 Field 
 Description 
 
 
 
 
 Email Address 
 Employee's registered email address 
 
 
 Temporary Password 
 Temporary password received in the welcome email 
 
 
 
 Screenshot 
 
 
 
 
 
 
 2. Log in with Face 
 If Face Login is available and has been set up for the employee, the employee can use facial recognition to access the Employee App. 
 
 Select FACE LOG IN on the login screen. 
 Position your face within the camera area. 
 Follow the on-screen instructions. 
 If your face is successfully verified, you will be logged in to the Employee App. 
 If your face cannot be verified, the message "Face Recognition Failed!" will be displayed. Try again by positioning your face correctly within the camera area. 
 
 
 
 
 
 
 
 
 Note: Make sure your face is clearly visible and there is sufficient lighting for successful face recognition. 
 
 
 3. Log in with Email OTP 
 You can also log in using a One-Time Password (OTP) sent to your registered email address. 
 
 
 
 
 
 01

 EMAIL LOGIN 
 
 
 
 
 
 
 Enter your email 
 
Enter your registered Email Address and tap
** Log in with Email OTP**. 
 
 
 
 
 02

 VERIFY OTP 
 
 
 
 
 
 
 Check your email 
 
 A mail with the OTP has been sent to your registered Email Address. 
 
 ⏱ OTP valid for 5 minutes 
 
 
 
 
 03

 SIGN IN 
 
 
 
 
 
 
 Verify & Sign In 
 
 Enter the OTP received from the email. 
 
 
 
 
 Important: 💡 Didn't receive the OTP? After 5 minutes, tap Resend OTP to receive a new OTP in your registered email. 
The OTP is valid for a limited time. Use the latest OTP received in your email. 
 
 
 Note: Use the login method available to you on the Employee App. For the first login, use the temporary password provided in the welcome email if you are using Email + Password login.

Mandatory Password Setup
What You Need to Complete 
 
 After an employee logs in for the first time , the employee must complete the password setup before continuing to use the app. 
 
 During the first-time login onboarding, you will see the Change Password screen with two tabs: 
 
 
 
 Tab 
 Purpose 
 Required 
 
 
 
 
 Change Password 
 Updates your Employee App login password 
 ✅ Yes 
 
 
 Change Hardware Password 
 Updates your iHospitality Hub login passcode 
 ✅ Yes 
 
 
 
 
 ⚠️ Important: Both password changes are required during first-time onboarding. 
 
 
 1. Change Employee App Password 
 The Change Password tab is used to replace the temporary/current Employee App password with your new secure password. 
 
 
 
 
 
 Step 1 — Open the Change Password tab 
 Select the Change Password tab. 
 
 💡 The selected tab is highlighted in purple with an underline. The field is marked with a red * because it is required. 👁️ Use the eye icon on the right to show or hide the password. 
 
 
 Step 2 — Enter the Old Password 
 In the Old Password field: 
 
 Enter your current Employee App password. 
 This is the password you used to log in for the first time. 
 
 Placeholder: Enter old password. 
 
 Step 3 — Enter the New Password 
 In the New Password field: 
 
 Enter the new password you want to use for the Employee App. 
 Make sure it follows all password requirements shown below the fields. 
 
 Placeholder: Enter new password. 
 🛡️ Password Requirements 
 Your new password must contain: 
 
 ✅ At least 8 characters 
 ✅ At least one number 
 ✅ At least one symbol — such as ! @ # $ % ^ & * _ - 
 ✅ At least one uppercase letter — A–Z 
 ✅ At least one lowercase letter — a–z 
 
 
 🟢 Tip: Use a password that is difficult for others to guess and do not reuse a password you use elsewhere. 
 
 
 Step 4 — Enter the Confirm Password 
 In the Confirm Password field: 
 
 Enter the same new password again. 
 The confirmation must match the New Password. 
 
 Placeholder: Enter confirm password. 
 
 ⚠️ Check before saving: Make sure New Password and Confirm Password are exactly the same. 
 
 
 Step 5 — Click SAVE 
 After completing all three fields and meeting the password requirements: 
 
 
 
 
 
 
 ✅ Success: Your Employee App password has been changed to the new password. 
 
 
 2. Change iHospitality Hub Password 
 After changing the Employee App password, use the Change Hardware Password tab to change the hardware/iHospitality Hub passcode. 
 
 
 
 
 
 Step 1 — Select Change Hardware Password 
 At the top of the Change Password screen, select: 
 Change Hardware Password 
 
 💡 The selected tab is highlighted in purple with an underline. The field is marked with a red * because it is required. 👁️ Use the eye icon on the right to show or hide the password. 
 
 
 Step 2 — Enter the Old Passcode 
 In the Old Passcode field: 
 
 Enter your current iHospitality Hub hardware passcode. 
 
 Placeholder: Enter old passcode. 
 
 Step 3 — Enter the New Passcode 
 In the New Passcode field: 
 
 Enter the new passcode you want to use for the iHospitality Hub hardware login. 
 
 Placeholder: Enter new passcode. 
 
 Step 4 — Enter the Confirm Passcode 
 In the Confirm Passcode field: 
 
 Enter the same new passcode again. 
 Make sure it matches the New Passcode exactly. 
 
 Placeholder: Enter confirm passcode. 
 
 ⚠️ Check before saving: New Passcode and Confirm Passcode must match. 
 
 
 Step 5 — Click SAVE 
 After entering all required information. Click SAVE to update your iHospitality Hub hardware passcode. 
 
 
 
 
 
 
 ✅ Success: Your iHospitality Hub hardware passcode has now changed. 
 
 
 
 🟢 Onboarding Complete: Once both required passwords have been changed successfully, the first-time password setup is complete. 
 
 
 🔒 Security Tips 
 
 🔐 Keep your new passwords/passcodes private. 
 👀 Do not share your password with other employees. 
 🚫 Avoid using easily guessed information. 
 📝 Store your credentials only in an approved secure password manager, if provided by your organization. 
 🔄 Use the updated credentials for future logins.

Profile Update
After completing the Mandatory Password Setup , the employee is taken to the Edit Profile flow. 
 The profile update process is divided into 5 steps : 
 
 Employee Details → Personal Details → Payroll Details → Address Details → Identity Documents → Emergency Contact Details → Tax Withholding → Select Payment Options 
 
 
 Tax Withholding and Select Payment Options are shown only when ADP payroll is not enabled for the property. If ADP payroll is enabled, those two steps are hidden, and the employee finishes after Emergency Contact Details . 
 
 Each step contains information that the employee should review or complete before moving to the next step. 
 
 Profile Update Steps 
 
 
 
 Step 
 Section 
 Purpose 
 
 
 
 
 1 
 Employee Details 
 Review employment and organization information 
 
 
 2 
 Personal Details 
 Review and complete personal information 
 
 
 3 
 Payroll Details 
 Review and complete payroll information 
 
 
 4 
 Address Details 
 Add or update address information 
 
 
 5 
 Identity Documents 
 Provide required identity document information 
 
 
 6 
 Emergency Contact Details 
 Add at least one emergency contact 
 
 
 7 
 Tax Withholding 
 Complete Form W-4. Shown only when ADP payroll is off 
 
 
 8 
 Select Payment Options 
 Set up direct deposit. Shown only when ADP payroll is off 
 
 
 
 
 💡 Tip: Complete each step carefully and select Save & Continue to move to the next section. 
 
 
 Step 1 — Employee Details 
 The Employee Details section displays the employee's employment and organization information. 
 All fields in this step are disabled and read-only . Employees can review the information but cannot edit or change these fields . 
 If any information is incorrect, contact your manager or administrator . 
 
 
 
 
 
 
 
 
 
 Field 
 Description 
 
 
 
 
 Property 
 Displays the property where the employee is assigned. 
 
 
 Employee Code 
 Displays the unique employee code assigned to the employee. 
 
 
 Userrole 
 Displays the role assigned to the employee, such as Housekeeping or Employee . 
 
 
 Department 
 The department(s) associated with the employee, such as Front Desk, Laundry, Management, or Valet/Parking . 
 
 
 Hire Date 
 The employee's official hire/start date recorded in the system. 
 
 
 Employee Group 
 The employee group assigned to the employee, such as Employee . 
 
 
 Employment Type 
 The employee's employment classification, such as Full Time . 
 
 
 
 ▶️ Continue to the Next Step 
 
 After reviewing all Employee Details, tap Save & Continue button.
 ⚠️ If any Employee Details are incorrect: Contact your manager or administrator. These fields are disabled and cannot be updated by the employee. 
 
 
 Step 2 — Personal Details 
 The Personal Details section contains the employee's personal information. 
 Some information may already be populated, while other fields may require the employee to enter or update information.
Fields marked with a red * are required. 
 
 
 
 

 
 
 
 
 
 
 
 
 Field 
 Description 
 Required 
 
 
 
 
 First Name 
 Employee's first/given name. 
 ✅ Yes 
 
 
 Middle Name 
 Employee's middle name, if applicable. 
 No 
 
 
 Last Name 
 Employee's family/last name. 
 ✅ Yes 
 
 
 Gender 
 Employee's gender. 
 ✅ Yes 
 
 
 SSN 
 Employee's Social Security Number. 
 No 
 
 
 Confirm SSN 
 Re-enter the SSN to confirm that it was entered correctly. 
 No 
 
 
 Date of Birth 
 Employee's date of birth. 
 ✅ Yes 
 
 
 Contact 
 Employee's contact/mobile phone number. 
 ✅ Yes 
 
 
 Email 
 Employee's registered email address. 
 ✅ Yes 
 
 
 
 
 Step 3 — Payroll Details 
 The Payroll Details section contains employee payroll and compensation information. 
 Fields marked with a red * are required. 
 
 
 
 

 
 
 
 
 
 
 
 
 Field 
 Description 
 Required 
 
 
 
 
 Employee ID 
 Employee ID to Access iHospitality Hub. 
 No 
 
 
 Passcode 
 Passcode to Access iHospitality Hub. 
 ✅ Yes 
 
 
 Associate ID 
 ADP Employee's associate identification number. 
 No 
 
 
 Payroll File No 
 ADP Payroll file/reference number associated with the employee. 
 No 
 
 
 Payroll Group 
 Selects the payroll group assigned to the employee. 
 No 
 
 
 Pay Cycle 
 Selects the frequency or cycle used to process the employee's pay. 
 No 
 
 
 ADP Template 
 Selects the applicable ADP payroll template. 
 No 
 
 
 Payroll Type 
 Specifies how the employee is paid, such as Hourly. 
 ✅ Yes 
 
 
 Hourly Wage 
 Specifies the employee's hourly wage when the payroll type is Hourly. 
 ✅ Yes 
 
 
 
 
 🔐 Security: Keep your Employee ID & Passcode confidential and do not share it with other employees. 
 
 
 Step 4 — Address Details 
 The Address Details section is used to provide the employee's address and location information. 
 
 
 
 
 

 
 
 
 
 
 
 
 
 Field 
 Description 
 Required 
 
 
 
 
 Latitude 
 Geographic latitude associated with the employee's address/location. 
 No 
 
 
 Longitude 
 Geographic longitude associated with the employee's address/location. 
 No 
 
 
 Street Address 
 Employee's street/residential address. 
 No 
 
 
 Country 
 Select the employee's country. 
 No 
 
 
 State 
 Select the employee's state or region. 
 No 
 
 
 City 
 Select the employee's city. 
 No 
 
 
 Zip Code 
 Enter the postal/ZIP code associated with the address. 
 No 
 
 
 
 Enter or select the required information and tap Save & Continue . 
 
 Step 5 — Identity Documents 
 The Identity Documents section is the final step of the Profile Update process. Employees can provide the required identity information and upload the documents requested by the organization. 
 
 
 
 
 
 
 
 
 
 Field 
 Description 
 Required 
 
 
 
 
 Profile Pic 
 Displays the employee's profile picture. 
 No 
 
 
 Driving License Image 
 Upload a clear image of the employee's driving license when required. 
 No 
 
 
 SSN Image 
 Upload the required SSN document image when requested by the organization. 
 No 
 
 
 Facial Images 
 Capture clear facial photographs for face verification and face login. 
 At least 2 images 
 
 
 
 
 🔒 Privacy Reminder: Only upload documents requested by your organization. Make sure all uploaded images are clear and belong to the employee. 
 
 Facial Images 
 The Facial Images option is used to capture the employee's face for face verification and face login during application login. 
 
 ⚠️ Important Requirement: Please upload at least 2 clear photographs of your face with your face clearly visible. 
 
 
 
 
 
 
 
 How to Capture Facial Images 
 
 Tap Facial Images in the Identity Documents section. 
 The Face Verification screen will open. 
 The camera will display a circular area for face positioning. 
 Position your face inside the circle. 
 Make sure your entire face is clearly visible. 
 Look directly at the camera and keep your face steady. 
 Avoid covering your face with your hand, mask, sunglasses, or other objects. 
 Make sure there is sufficient lighting and avoid strong light directly behind you. 
 Capture the photograph when your face is properly positioned. 
 Repeat the process until at least 2 clear facial images have been captured. 
 
 
 🎯 Face Login : The captured images are displayed below the Facial Images field. Review the images before completing the profile.
If an image is unclear or does not show your face properly, use the Delete icon on the image and capture a new one.
 At least 2 clear facial images are required to enable face login during application login. Make sure your face is clearly visible in every captured image. 
 
 
 Step 6 — Emergency Contact Details 
 The Emergency Contact Details section is used to record people the organization can contact in an emergency. 
 This step allows more than one contact. Enter the contact information, tap ADD , and the contact is added to the list below the form. Repeat this for each contact. 
 At least one emergency contact must be added before you can continue. A contact number or email that is already in the list cannot be added again. 
 Fields marked with a red * are required. 
 
 
 
 Field 
 Description 
 Required 
 
 
 
 
 Contact Name 
 Full name of the emergency contact. 
 ✅ Yes 
 
 
 Relationship 
 How this person is related to the employee. The list shows the active relationships set up for the organization. 
 ✅ Yes 
 
 
 Contact No. 
 Phone number of the emergency contact. Enter up to 10 digits. 
 ✅ Yes 
 
 
 Email 
 Email address of the emergency contact. 
 No 
 
 
 
 After a contact is added, it appears in the table with these columns: 
 
 
 
 Column 
 Description 
 
 
 
 
 Contact Name 
 Name entered for the contact. 
 
 
 Relationship 
 Relationship selected for the contact. 
 
 
 Contact No. 
 Phone number entered for the contact. 
 
 
 Email 
 Email entered for the contact. Blank if none was provided. 
 
 
 Actions 
 Edit loads the contact back into the form so it can be changed. Delete removes the contact from the list. 
 
 
 
 How to add a contact 
 
 Enter Contact Name . 
 Select Relationship . 
 Enter Contact No. 
 Enter Email , if available. 
 Tap ADD . 
 Confirm the contact appears in the table. 
 Repeat for any additional contacts. 
 Tap Save & Continue . 
 
 How to change or remove a contact 
 
 In the table, tap the Edit icon on the contact. 
 The form fills with that contact’s details, and the button changes to UPDATE . 
 Change the information and tap UPDATE , or tap CANCEL to leave the contact unchanged. 
 To remove a contact, tap the Delete icon on that row. 
 
 
 ⚠️ Required: You cannot leave this step until at least one emergency contact has been added. 
 
 
 When Tax Withholding and Select Payment Options appear 
 
 
 
 Step 
 Section 
 When it is shown 
 
 
 
 
 7 
 Tax Withholding 
 Only when ADP payroll is not enabled for the property. 
 
 
 8 
 Select Payment Options 
 Only when ADP payroll is not enabled for the property. 
 
 
 
 
 💡 Tip: If ADP payroll is enabled for the property, steps 7 and 8 are hidden. Federal withholding and direct deposit are then handled in ADP, and the employee completes the profile after the Emergency Contact Details section. 
 
 
 Step 7 — Tax Withholding 
 The Tax Withholding tab is shown only when ADP payroll is not enabled for the property. 
 This step collects the employee’s Form W-4, Employee’s Withholding Certificate . The employee walks through the questions, the app generates the completed W-4, and the employee reviews and signs it electronically. 
 A Download blank Form W-4 link is available at the top of the step. If a W-4 was saved earlier, VIEW SAVED TAX FORMS opens that form. 
 
 ⚠️ Unsaved changes: Leaving this tab before you finish discards the answers entered in the current session. The app asks you to confirm before switching tabs. 
 
 The withholding questions are divided into 7 inner steps . Use NEXT to move forward and BACK to return. RESET clears the current answers and returns to the first question. 
 
 
 
 Inner step 
 Screen 
 Required to continue 
 
 
 
 
 1 
 Confirm your information 
 Review only 
 
 
 2 
 Are you a nonresident alien? 
 ✅ Yes 
 
 
 3 
 Filing / marital status 
 ✅ Yes 
 
 
 4 
 Are you tax-exempt? 
 ✅ Yes 
 
 
 5 
 Multiple jobs and dependents 
 No. Skipped if you claim exemption. 
 
 
 6 
 Other adjustments 
 No. Skipped if you claim exemption. 
 
 
 7 
 Review and sign 
 ✅ Yes. The acknowledgement box must be checked. 
 
 
 
 Inner step 1 — Is this information correct? 
 This screen shows the name, home address, and Social Security number already saved on the profile. These values are read-only . 
 
 
 
 Field 
 Description 
 Editable 
 
 
 
 
 Your first name, middle, and last name 
 The employee’s name from the profile. 
 No 
 
 
 Your home address 
 The street address from Address Details. 
 No 
 
 
 Your Social Security number 
 The SSN from Personal Details. 
 No 
 
 
 
 
 If the name or address is incorrect, contact your HR representative and have it corrected before you continue. 
 
 Inner step 2 — Are you a nonresident alien? 
 Select one option. You are a nonresident alien if you are not a U.S. citizen and you do not meet the green card test or the substantial presence test for the calendar year (January 1–December 31). 
 
 
 
 Option 
 Description 
 Required 
 
 
 
 
 I'm a nonresident alien. 
 Select this if you are a nonresident alien. Extra IRS instructions are shown, including links to Notice 1392 , Publication 519 , and Form SS-5 . 
 One option is required 
 
 
 I'm a US citizen or a resident alien. 
 Select this if you are a U.S. citizen or a resident alien. 
 One option is required 
 
 
 
 If I'm a nonresident alien is selected, the later questions follow nonresident-alien rules: 
 
 Filing status is set to Single or Married filing separately . The other filing statuses cannot be selected. 
 I claim exemption from withholding cannot be selected. The answer is set to I do not claim exemption from withholding . 
 Multiple-jobs and dependent instructions for nonresident aliens are shown on the next screens. 
 
 Inner step 3 — What is your filing/marital status? 
 Select the filing status that should be used on Form W-4. 
 
 
 
 Option 
 Description 
 Required 
 
 
 
 
 Single or Married filing separately 
 Use this status if you file as single, or if you are married and file a separate return. This is the only status available for a nonresident alien. 
 One option is required 
 
 
 Married filing jointly or Qualifying surviving spouse 
 Use this status if you are married and file a joint return, or if you are a qualifying surviving spouse. Disabled for a nonresident alien. 
 One option is required 
 
 
 Head of household 
 Use this status only if you are unmarried and you pay more than half the cost of keeping up a home for yourself and a qualifying individual. Disabled for a nonresident alien. 
 One option is required 
 
 
 
 Inner step 4 — Are you tax-exempt? 
 Select whether federal income tax should be withheld. Refer to the instructions on Form W-4 before choosing exemption. 
 
 
 
 Option 
 Description 
 Required 
 
 
 
 
 I claim exemption from withholding 
 Select this only if both of these are true: last year you had no federal income tax liability, and this year you expect to have no federal income tax liability. A new Form W-4 is required next year. Disabled for a nonresident alien. 
 One option is required 
 
 
 I do not claim exemption from withholding 
 Federal income tax will be withheld based on the rest of the form. 
 One option is required 
 
 
 
 
 If you claim exemption, the app skips Multiple Jobs and Other Adjustments and opens the completed W-4 for review. 
 
 Inner step 5 — Multiple Jobs or Spouse Works 
 Complete this step if you hold more than one job at a time, or if you are married filing jointly and your spouse also works. Withholding depends on income from all of those jobs. 
 Do only one of the following: 
 
 
 
 Choice 
 What to do 
 
 
 
 
 a. IRS estimator 
 Use the estimator at www.irs.gov/W4App for the most accurate withholding, including Steps 3–4 of Form W-4. Use this option if you or your spouse have self-employment income. 
 
 
 b. Multiple Jobs Worksheet 
 Use the worksheet on Form W-4 and enter the result in Extra Withholding on the next screen. 
 
 
 c. Multiple Jobs checkbox 
 If there are only two jobs, select this checkbox to use the optional higher withholding table. 
 
 
 
 
 
 
 Field 
 Description 
 Required 
 
 
 
 
 Multiple Jobs 
 Checkbox. Select it when there are only two jobs and you want the higher withholding table. 
 No 
 
 
 
 Claim Dependents 
 This section sets the child tax credit and the credit for other dependents. Complete it for only one job in the household when you have multiple jobs and your income will be $200,000 or less ( $400,000 or less if married filing jointly). Withholding is most accurate when this is completed on the highest-paying job. 
 
 
 
 Field 
 Description 
 Required 
 
 
 
 
 Number of qualifying children under age 17 
 Number of qualifying children under age 17. The credit amount for those children is calculated beside the count. 
 No 
 
 
 Number of other dependents 
 Number of other dependents. The credit amount for those dependents is calculated beside the count. 
 No 
 
 
 Total dependent amount 
 Total of the child amount and the other-dependents amount. This field is calculated and cannot be typed. It can also reflect other credits, such as education tax credits and foreign tax credit. Adding those credits increases the paycheck and reduces any refund when the return is filed. 
 Calculated 
 
 
 
 Inner step 6 — Other Adjustments 
 Complete Other Income and Deductions for only one job in the household, preferably the highest-paying job. 
 
 
 
 Field 
 Description 
 Required 
 
 
 
 
 Other Income 
 Other income you expect this year that will not already have tax withheld, such as interest, dividends, and retirement income. Do not include income from any job. Entering an amount here increases withholding. 
 No 
 
 
 Deductions 
 Amount from the Form W-4 Deductions Worksheet when you expect to claim deductions other than the basic standard deduction, including itemized deductions, student loan interest, and IRAs. If this is left blank, the standard deduction is applied. 
 No 
 
 
 Extra Withholding 
 Additional tax to withhold from each pay period. Entering an amount reduces the paycheck and either increases the refund or reduces tax owed. 
 No 
 
 
 
 Inner step 7 — Review and sign 
 The completed Form W-4 is shown on the screen. Scroll through the entire form. Print completed form prints the generated PDF. 
 
 
 
 Field 
 Description 
 Required 
 
 
 
 
 Acknowledgement 
 Check the box to declare, under penalties of perjury, that the certificate is true, correct, and complete, and to provide an electronic signature. The form is not valid until this box is checked and Save & Continue is tapped. 
 ✅ Yes 
 
 
 
 Continue to the next step 
 
 Review the generated Form W-4. 
 Check the acknowledgement box. 
 Tap Save & Continue . 
 
 The completed W-4 is saved with the profile, and the flow moves to Select Payment Options . 
 
 Step 8 — Select Payment Options 
 The Select Payment Options tab is shown only when ADP payroll is not enabled for the property. 
 This step sets up direct deposit . Pay can be sent to one bank account or split across more than one checking or savings account. 
 The screen shows each saved account and an Add bank account card. 
 
 
 
 Item 
 Description 
 
 
 
 
 Reveal account details 
 Turn this on to show the full account number. While it is off, only the last four digits are shown. 
 
 
 Account # 
 The account number, masked unless Reveal account details is on. 
 
 
 Deposit Amount 
 How much of each paycheck goes to that account: 100.0% for Everything, a dollar amount for a specified amount, or a percent for a percentage of pay. 
 
 
 Edit 
 Opens that account so it can be changed. 
 
 
 Delete 
 Asks for confirmation, then removes the account. 
 
 
 Add bank account 
 Starts the direct-deposit setup for a new account. 
 
 
 
 Add or edit a bank account 
 Direct deposit sends pay to an existing checking or savings account. Adding or editing an account has 4 steps : Routing Number → Account Number → Account Type → Review . 
 Tap NEXT to move forward, BACK to return, and CANCEL to leave without saving the account. On the last step, tap ADD for a new account or SAVE when editing an existing account. 
 A sample check image is shown on the routing-number and account-number screens so the numbers can be read from a check. 
 Account step 1 — Routing Number 
 
 
 
 Field 
 Description 
 Required 
 
 
 
 
 Routing Number 
 The bank’s 9-digit routing number, usually the first group of numbers on a check. It must be exactly 9 digits and a valid routing number. 
 ✅ Yes 
 
 
 Confirm Routing Number 
 Re-enter the routing number. It must match Routing Number . 
 ✅ Yes 
 
 
 
 Account step 2 — Account Number 
 
 
 
 Field 
 Description 
 Required 
 
 
 
 
 Account Number 
 The bank account number. Digits only, 4 to 17 digits. 
 ✅ Yes 
 
 
 Confirm Account Number 
 Re-enter the account number. It must match Account Number . 
 ✅ Yes 
 
 
 
 Account step 3 — Account Type 
 
 
 
 Field 
 Description 
 Required 
 
 
 
 
 Account Type 
 Checking or Savings . 
 ✅ Yes 
 
 
 Everything 
 Deposit the full net pay into this account. The deposit amount is shown as 100% . 
 One deposit option is required 
 
 
 Specified Amount 
 Deposit a fixed dollar amount into this account. Partial Net appears and is required. The amount must be greater than 0 and less than 100,000,000. 
 One deposit option is required 
 
 
 Percentage of Pay 
 Deposit a percentage of net pay into this account. Percent appears and is required. The percent must be greater than 0 and less than 100. 
 One deposit option is required 
 
 
 Use this account for bonus pay only 
 When selected, this account is used only for bonus pays. It is not used for a bonus amount paid in a regular payroll. 
 No 
 
 
 Priority # 
 The order used when pay is split. A lower number is paid first. This field appears only for Specified Amount or Percentage of Pay , and only when Use this account for bonus pay only is not selected. It must be greater than 0. 
 ✅ Yes, when it is shown 
 
 
 
 
 Changing the deposit option clears Partial Net , Percent , and Priority # so the new option can be entered again. 
 
 Account step 4 — Review 
 The screen shows the account type ( Checking or Savings ), routing number, account number, and the amount per paycheck. 
 
 
 
 Field 
 Description 
 Required 
 
 
 
 
 I've double-checked my account number 
 Turn this on after you confirm the routing number and account number are correct. 
 ✅ Yes 
 
 
 I agree to the terms and conditions 
 Turn this on to authorize the employer, or its payroll provider, and the bank to deposit the indicated net pay into this account on each pay date, and to recover any funds deposited in error. Open terms and conditions to read the full authorization before agreeing. 
 ✅ Yes 
 
 
 
 Both switches must be on before ADD or SAVE is available. 
 The authorization states that: 
 
 Net pay, or the selected portion of it, may be deposited into the account on each pay date. 
 Funds deposited by mistake may be returned to the employer or payroll provider. 
 The deposit may not be credited until 5:00 pm on the pay date shown on the check voucher. 
 The employee is responsible for confirming that wages are deposited into the correct account on each pay date. 
 
 Complete payment setup 
 
 Add each bank account and confirm it appears on the payment screen. 
 Review the deposit amount on each account. 
 Tap Save Changes . 
 
 The profile update is completed successfully. 
 
 🔐 Security: Keep routing numbers, account numbers, and the direct-deposit authorization private. Use Reveal account details only when you need to confirm an account, then turn it off.

Compliance Policy
Overview 
 The Policy Review feature allows employees to read company policies, review policy documents, and record whether they Agree or Disagree with each policy. 
 Employees can access policies in two ways: 
 
 During onboarding — policies can be presented as part of the employee onboarding/compliance process. 
 From the Profile page — employees can open Compliance Policy at any time to review pending or previously accepted policies. 
 
 
 1. Policy Review During Onboarding 
 During employee onboarding, the employee may be required to review company policies before completing the onboarding process. 
 When a policy is presented, the employee is taken to the Policy Review screen. 
 
 
 
 
 
 
 Step 1 — Open the Policy Review Screen 
 The policy review screen displays the policy information at the top. 
 The header includes: 
 
 
 
 Item 
 Description 
 
 
 
 
 Policy Review 
 Indicates that the employee is currently reviewing a company policy. 
 
 
 Policy Name 
 Name/title of the policy being reviewed. 
 
 
 Policy Number 
 Unique policy identifier. 
 
 
 Policy Type/Scope 
 Indicates the policy category or scope. 
 
 
 Version 
 Displays the policy version. 
 
 
 Policy 
 Indicates that the content being displayed is a policy document/content. 
 
 
 Close (X) 
 Closes the policy review window. 
 
 
 
 
 Important: If the policy is mandatory, the employee should complete the review and provide a response before continuing with the applicable onboarding process. 
 
 
 Step 2 - Understand the Policy Progress Indicator 
 Below the policy header, the screen displays the current policy position and progress. 
 For example: 
 
 1 of 2 
 
 This means the employee is currently reviewing the first policy out of two policies in the current review sequence. 
 The progress bar provides a visual indication of how much of the policy review sequence has been completed. 
 When multiple policies are assigned, the employee continues through them one by one. 
 
 Step 3 - Read the Policy Content 
 The Policy Content section contains the actual policy information. 
 Employees should scroll through the content and read the policy carefully. 
 A policy may contain sections such as: 
 
 Purpose 
 When the policy can be used 
 Employee responsibilities 
 Procedures 
 Restrictions 
 Required actions 
 Other policy-specific rules 
 
 
 Employee instruction: Read the complete policy content before selecting Agree or Disagree . 
 
 
 Step 4 - Agree & Continue 
 
 
 
 
 
 
 Agree & Finish - Use this button when the employee has read and accepted the policy. 
 Disagree - The Disagree button allows an employee to indicate that they do not agree with the policy. 
 Selecting Disagree does not immediately complete the action. 
 The system opens a reason section where the employee must explain why they disagree. Then tap Submit & Continue . 
 
 
 
 
 
 
 The system records the employee's acceptance and moves to the next required policy, if one exists. 
 If the employee is reviewing the final required policy, the button may change to: 
 
 Why is a Reason Required? 
 The reason provides management/HR with context about why the employee did not accept the policy. 
 The reason should be: 
 
 Clear 
 Specific 
 Professional 
 Related to the policy 
 Useful for management/HR review 
 
 Avoid entering vague reasons such as: 
 
 "I don't agree." 
 
 Instead, provide enough information to explain the concern. 
 
 2. Policy Review from the Profile Page 
 Employees can also access policies after onboarding from the Profile page. 
 
 Open the Employee App. 
 Navigate to Profile using the bottom navigation. 
 The Profile page displays employee account information and available profile options. 
 Locate Compliance Policy . 
 Tap Compliance Policy . 
 
 
 
 
 

 
 
 
 
 
 Understanding Policy Status 
 Each policy is displayed as a separate policy card. 
 
 
 
 
 
 
 🟡 Pending Review - A yellow/orange Pending Review status means the employee still needs to review and respond to the policy. 
 🟢 Agreed - A green Agreed status means the employee has already accepted the policy. 
 🔴 Disagreed - A red Disagreed status means the employee previously rejected/disagreed with the policy. The policy card may display the employee's submitted reason and provide a Review button. 
 
 
 View Document 
 This indicates that a policy document/file is available. Tapping the View Document button allows the employee to open or download the associated policy documentation. 
 
 
 
 
 
 
 Note: The Document button is only shown when a document is available for that policy.

App Overview
This guide gives employees a quick visual overview of the main app areas and common profile/account actions. 
 
 1. Menu Shortcuts 
 The center Menu button opens Quick Access shortcuts. The selected shortcut opens its related feature. 
 
 
 
 

 
 
 
 
 
 2. Notifications 
 The Notifications section shows alerts and updates related to your work. 
 Steps 
 
 Tap Notifications in the bottom navigation. 
 Review the notification list. 
 Tap a notification to open its details. 
 Use Mark all read to clear unread status. 
 Use Clear all when you want to remove the notification list. 
 
 
 
 
 

 
 
 
 
 
 3. Profile 
 The Profile section contains your employee information and account settings. 
 Steps 
 
 Tap Profile in the bottom navigation. 
 Review your employee information. 
 Scroll down to access account and profile actions. 
 
 
 
 
 

 
 
 
 
 
 4. Change Organization / Property 
 Your assigned organization and property are displayed here, and you can switch between them from this section. 
 Steps 
 
 Open Profile . 
 Find Organization/Property . 
 Tap the organization/property dropdown. 
 Select the required property. 
 The selected property’s data will be displayed throughout the app. 
 
 
 
 
 
 
 
 5. Edit Profile 
 The Edit pencil icon lets you update editable profile information. 
 Steps 
 
 Open Profile . 
 Tap the pencil icon on the profile card. 
 Update the available information. 
 Save the changes. 
 
 
 
 
 
 
 
 6. Language Selection 
 You can change the application language from your Profile. 
 Steps 
 
 Open Profile . 
 Tap Change Language . 
 Select your preferred language. 
 Tap Continue button. The app uses the selected language. 
 
 
 
 
 

 
 
 
 
 7. Change Password 
 You can change your account password from Profile. 
 Steps 
 
 Open Profile . 
 Scroll to Account . 
 Tap Change Password . 
 Enter the required password information. 
 Save/confirm the new password. 
 
 
 
 
 
 
 
 
 Step 1: Open Change Password 
 
 
 
 
 
 
 
 
 Step 2: Change Employee App Password 
 
 
 
 
 
 
 
 
 Step 3: Change iHospitality Hub Employee Password 
 
 
 
 
 8. Sign Out 
 Use Sign Out when you want to safely exit your account. 
 Steps 
 
 Open Profile . 
 Tap Sign Out . 
 A confirmation window appears. 
 Tap Yes to sign out. 
 Tap Cancel if you want to stay logged in. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Quick Navigation 
 
 
 
 Feature 
 Where to go 
 
 
 
 
 Home 
 Bottom navigation → Home 
 
 
 Notifications 
 Bottom navigation → Notifications 
 
 
 Menu Shortcuts 
 Bottom navigation → Center Menu 
 
 
 Profile 
 Bottom navigation → Profile 
 
 
 Organization/Property 
 Profile → Organization/Property 
 
 
 Edit Profile 
 Profile → Pencil icon 
 
 
 Language 
 Profile → Change Language 
 
 
 Password 
 Profile → Change Password 
 
 
 Sign Out 
 Profile → Sign Out → Yes

Chat
The Chat module provides a simple and convenient way for employees and managers to communicate within the organization. Users can search for employees, start conversations, view recent chats, check unread messages, and communicate through groups or channels. 
 
 Chat Module Overview 
 The Chat module allows users to: 
 
 Search for employees and start a conversation. 
 Send messages to employees or managers. 
 View recently active or added conversations. 
 Identify unread messages using unread counts. 
 Filter chats by All , Unread , Groups , or Channels . 
 Create a new Group or Channel using the + button. 
 Quickly access Chat from the bottom navigation. 
 
 
 Open the Chat Module 
 From the Employee App, tap Chat in the bottom navigation bar. 
 The Chat screen displays the search bar, chat filters, recent conversations, and options for creating a new group or channel. 
 
 
 
 
 
 
 Search for an Employee 
 Use the Search bar at the top of the Chat screen to find an employee. 
 To search for an employee: 
 
 Tap the Search field. 
 Enter the employee's name or relevant search text. 
 Review the matching employee results. 
 Select the employee you want to communicate with. 
 
 
 
 
 
 
 
 View Recent Chats 
 The Chat screen displays recently active conversations. 
 Each conversation can show information such as: 
 
 Employee or group name. 
 Profile image. 
 Latest message preview. 
 Message time or date. 
 Online/availability indicator. 
 Unread message count, when applicable. 
 
 Recent conversations are displayed so users can quickly continue an existing discussion. 
 
 
 
 
 
 
 Chat Filters 
 All - The All filter displays the available conversations. 
 Unread Messages - The Unread filter helps users quickly find conversations containing unread messages. 
 Groups - The Groups filter allows users to find group conversations separately from individual chats. 
 Channels - The Channels filter allows users to view available communication channels. 
 
 
 
 
 
 
 
 Create a New Group or Channel 
 To start a new group or channel, tap the + button on the Chat screen. 
 
 
 
 
 
 
 Select New Group or New Channel 
 After tapping the + button, the New Chat screen opens. 
 You can choose between: 
 
 New Group — Create a group for communication with multiple employees. 
 New Channel — Create a channel for organized communication and information sharing. 
 
 You can also use the Search employees field to find employees. 
 
 
 
 
 
 1. Add New Group 
 If you select New Group , the New Group screen opens. 
 Enter the required group information: 
 
 Add Photo — Add a photo for the group. 
 Group Name — Enter the name of the group. This is a required field. 
 Description — Enter a description explaining the purpose of the group. 
 Only Admin Can Message — Enable this option if only group administrators should be allowed to send messages. 
 Tap Next to continue. 
 
 After entering the group details, the Add Members screen opens. 
 
 Use Search employees to find employees. 
 Select the employees you want to add to the group. 
 Selected employees are highlighted and displayed in the Selected count. 
 Review the selected members. 
 Tap Create to create the group. 
 Tap Cancel if you want to stop the process. 
 
 
 
 
 
 
 
 
 Step 1: Add Group Details 
 
 
 
 
 
 
 
 
 Step 2: Add Group Members 
 
 
 
 
 
 
 
 
 Step 3: Showing New Group 
 
 
 
 
 2. Add New Channel 
 If you select New Channel from the New Chat screen, the New Channel screen opens. 
 Enter the required channel information: 
 
 Add Photo — Add a photo for the channel. 
 Channel Name — Enter the channel name. This is a required field. 
 Description — Enter a description explaining the purpose of the channel. 
 Tap Next to continue. 
 
 After entering the channel details, the Add Members screen opens. 
 
 Use Search employees to find employees. 
 Select the employees you want to add to the channel. 
 Selected employees are highlighted and displayed in the Selected count. 
 Review the selected members. 
 Tap Create to create the channel. 
 Tap Cancel if you want to stop the process. 
 
 
 
 
 
 
 
 
 Step 1: Add Channel Details 
 
 
 
 
 
 
 
 
 Step 2: Add Channel Members 
 
 
 
 
 
 
 
 
 Step 3: Showing New Channel 
 
 
 
 
 Group Details and Management 
 After creating a group, users can open the group and access Group Info to view group details and manage members. Management options depend on the user's permissions. 
 Open Group Info 
 
 Open the group conversation. 
 Tap the group name or the ⋮ menu in the top-right corner. 
 Select Contact Info . 
 
 The Contact Info screen displays the group name, number of members, creation details, description, member list, and group management options. 
 
 
 
 
 
 
 
 
 
 
 
 
 Group Information 
 The Group Info screen shows: 
 
 Group Name — Displays the name of the group. 
 Member Count — Shows the total number of group members. 
 Created — Shows the date and time when the group was created. 
 Created by — Shows the employee who created the group. 
 Description — Shows the purpose or description of the group. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 See All Members 
 The Members section displays the members currently included in the group. 
 
 Review the members shown on the Group Info screen. 
 Tap See All 8 members to view the complete member list. 
 Each member is displayed with their name and profile/avatar. 
 A member with the Admin label is a group administrator. 
 
 
 Note: The number of members shown depends on the actual group membership. 
 
 Add Members 
 A group administrator can add employees to the group. 
 
 From Group Info , tap the Add Member icon. 
 The Add Member screen opens. 
 Use Search employees to find an employee. 
 Tap the add icon next to the employee you want to add. 
 Selected employees are highlighted. 
 Tap ADD MEMBER to confirm. 
 Tap Cancel to leave without adding members. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Remove Members 
 A group administrator can remove existing members from the group. 
 
 From Group Info , tap the Remove Members icon. 
 The Remove Members screen opens. 
 Search for an employee if required. 
 Select the member or members to remove. 
 Tap REMOVE MEMBER . 
 Tap Cancel to stop the action. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Manage a Member 
 Tap the ⋮ menu next to a member to see the available member-management actions. 
 For a group admin, the menu can include: 
 
 Make group admin — Gives the selected member group-admin privileges. The admin status is shown with an Admin label beside the member's name. 
 Remove group admin — If a member is already a group admin, the member remains in the group but no longer has group-admin privileges. 
 Remove Member — Removes the selected member from the group. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Edit Group 
 Group administrators can update group information. 
 
 Open Group Info . 
 Tap the Edit icon. 
 The Update Group screen opens. 
 Update the required group information:
 
 Add Photo 
 Group Name 
 Description 
 Only Admin Can Message 
 
 
 Tap Update to save the changes. 
 Tap Close to close the screen without saving. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Only Admin Can Message 
 The Only Admin Can Message option controls who can send messages in the group. 
 
 Enabled — Only group administrators can send messages. 
 Disabled — Group members can send messages according to the group's normal permissions. 
 
 The setting can be changed from Update Group . 
 
 Exit Group 
 A member can leave the group by selecting Exit Group from Group Info. 
 
 Open Group Info . 
 Tap Exit Group . 
 A confirmation message appears: “Are you sure you want to exit this Group?” 
 Tap YES to leave the group. 
 Tap CANCEL to stay in the group. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Delete Group 
 The group creator/authorized administrator can delete the group when the option is available. 
 
 Open Group Info . 
 Tap Delete Group . 
 A confirmation message appears explaining that the group and all messages will be permanently deleted. 
 Tap YES to permanently delete the group. 
 Tap CANCEL to stop the deletion. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Important: Deleting a group is permanent and removes the group and its messages. Users should confirm the action carefully. 
 
 
 Messaging and Chat Actions 
 Once a conversation is open, employees can send text messages , emojis , photos , videos , documents , and polls . Users can also reply to , copy , react to , or delete messages and manage the conversation from the ⋮ menu. 
 Send a Message 
 
 Open the required conversation. 
 Tap the Message... field at the bottom. 
 Type the message. 
 Tap the Send button. 
 The message appears in the conversation with its sent time. 
 
 
 
 
 
 
 
 Send an Emoji 
 
 Tap the 😊 icon beside the message field. 
 The emoji panel opens. 
 Select the required emoji. 
 The selected emoji is added to the message field. 
 Tap Send to send it. 
 
 The emoji panel also provides categories for quickly finding different types of emojis. 
 
 
 
 
 
 
 Add an Attachment 
 Tap the 📎 Attachment icon beside the message field to open the attachment options. 
 The following options are available: 
 
 Camera — Capture a new photo using the device's camera. 
 Photos — Select an existing photo from the device. 
 Video — Select or attach a video. 
 Document — Select and attach a document. 
 Poll — Create and send a poll in groups and channels only. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Message Actions 
 Users can interact with an existing message by pressing and holding the message. The available actions can depend on whether the message belongs to the user and on the user's permissions. 
 
 
 
 
 
 Reactions 
 
 Press and hold the message. 
 Select a reaction from the reaction bar. 
 The selected reaction appears in the message. 
 A reaction count is displayed when applicable. 
 You can remove your reaction by tapping Tap to Remove or selecting the reaction bar . 
 
 Common quick reactions include 👍, 😢, 😊, 🤔, 😍, and 😎 . Tap + to view more available emojis. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Reply to a Message 
 
 Press and hold the message. 
 Tap Reply . 
 The selected message is attached to the reply composer. 
 Type your response. 
 Tap Send . 
 
 The reply shows the original message above the response, so the conversation context is clear. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Copy a Message 
 
 Press and hold the message. 
 Tap Copy . 
 The message text is copied to the device clipboard. 
 Paste it wherever required. 
 
 
 Delete a Message 
 
 Press and hold the message. 
 Tap Delete when the option is available. 
 Confirm the deletion if a confirmation prompt appears. 
 Deleted messages are displayed as This message was deleted 
 
 
 
 
 
 
 
 
 
 Note: The Delete option may be available only for messages the user is permitted to delete. 
 
 
 Chat Menu Actions 
 Tap the ⋮ menu in the top-right corner of the conversation to access chat-level actions. 
 The menu provides the following options: 
 
 Contact info — View information related to the current contact or conversation. 
 Clear chat — Clear the messages from the current conversation. 
 Delete chat — Delete the current chat/conversation. 
 Translation Language — Select the language used for chat translation. 
 
 
 
 
 
 
 
 
 Clear Chat 
 
 Tap ⋮ . 
 Select Clear chat . 
 Confirm the action if prompted. 
 
 
 Note: Clear chat removes the conversation only for the person who clears it. Other participants in the group will continue to see their chat messages as they were. 
 
 Delete Chat 
 
 Tap ⋮ . 
 Select Delete chat . 
 Confirm the deletion if prompted. 
 
 
 Important: Review the confirmation carefully before deleting a chat. 
 
 
 Translation Language 
 The chat provides a Translation Language option for selecting the preferred language for translated messages. 
 
 Tap ⋮ in the top-right corner. 
 Select Translation Language . 
 The Choose Language screen opens. 
 Select the preferred language. 
 Tap Continue . 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Note: The languages available in the application may depend on the configured language list. 
 
 
 Quick Messaging Guide 
 
 
 
 Action 
 How to access 
 
 
 
 
 Send Message 
 Type in Message... → Send 
 
 
 Emoji 
 Tap 😊 → Select emoji → Send 
 
 
 Camera 
 Tap 📎 → Camera 
 
 
 Photos 
 Tap 📎 → Photos 
 
 
 Video 
 Tap 📎 → Video 
 
 
 Document 
 Tap 📎 → Document 
 
 
 Poll 
 Tap 📎 → Poll 
 
 
 Reaction 
 Press and hold message → Select reaction 
 
 
 Reply 
 Press and hold message → Reply 
 
 
 Copy 
 Press and hold message → Copy 
 
 
 Delete Message 
 Press and hold message → Delete 
 
 
 Clear Chat 
 ⋮ → Clear chat 
 
 
 Delete Chat 
 ⋮ → Delete chat 
 
 
 Translation Language 
 ⋮ → Translation Language → Select language → Continue

Employee Dashboard
Overview 
 The Employee Dashboard provides employees with a centralized view of their weekly work-related information. It allows employees to review their scheduled shifts, housekeeping assignments, worked time, time entries, payroll information, and leave status from a single dashboard. 
 The dashboard is organized by a selected week and provides separate views for Shifts, Housekeeping, Time Entries, and Leave. Employees can switch between these views to review the information relevant to their work schedule and activities. 
 Employee Dashboard Screen 
 The Employee Dashboard displays a welcome section with the employee's name and selected property, followed by a weekly date selector and four main dashboard sections: 
 
 Shifts — Displays scheduled shifts for the selected week. 
 Housekeeping — Displays housekeeping assignments, completed work, worked time, and payroll information. 
 Time Entries — Displays daily clock-in and clock-out records, scheduled vs. actual hours worked, and wages earned. 
 Leave — Displays leave balances or leave information for the selected week. 
 
 The employee can use the previous and next controls around the date range to move between weeks. 
 
 
 
 
 
 
 
 Shifts 
 Displays the number of shifts scheduled during the selected week.
 
 
 
 
 
 
 
 HouseKeeping 
 Displays the number of housekeeping assignments compared with the total assignments for the selected period.
 
 
 
 
 
 
 
 
 
 Leave 
 Displays the number of paid, unpaid, and sick leave days used compared with the total allotted for the selected period, along with the status of each leave request.
 
 
 
 
 
 
 
 Time Entries 
 Displays the total hours worked, total pay, and total shifts completed for the selected period, along with a daily log of clock-in/clock-out times against scheduled hours.
 
 
 
 Key Fields 
 Dashboard Header 
 
 Employee Name — Displays the name of the logged-in employee. 
 Property — Displays the property associated with the employee. 
 Date Range — Shows the currently selected week for which dashboard information is displayed. 
 Previous / Next Week — Allows the employee to navigate between weekly periods. 
 
 Shifts 
 
 Scheduled — Displays the total scheduled working hours for the selected week. 
 Shifts — Displays the number of shifts scheduled during the selected week. 
 Avg. Shift — Displays the average duration of the scheduled shifts. 
 Shift Name — Displays the name or type of the assigned shift, such as Morning or Custom. 
 Department — Displays the department associated with the shift. 
 Shift Date & Time — Displays the scheduled date and working time for the shift. 
 
 Housekeeping 
 
 Assigned — Displays the number of housekeeping assignments compared with the total assignments for the selected period. 
 Worked Time — Displays the total time worked on housekeeping activities. 
 Total Pay — Displays the total payroll amount associated with the displayed housekeeping work. 
 Assigned — Displays the number of housekeeping tasks assigned for a particular date. 
 Cleaned — Displays the number of assigned housekeeping tasks that have been completed. 
 Payroll — Displays the payroll amount associated with the selected housekeeping date. 
 
 Time Entries 
 
 Total Hours — Displays the total hours worked for the selected week. 
 Total Pay — Displays the total wages earned for the selected week. 
 Total Shift — Displays the number of completed shifts for the selected week. 
 Date — Displays the date of the time entry. 
 Clock In / Clock Out — Displays the actual clock-in and clock-out times recorded for the shift. 
 Sch. Hrs — Displays the originally scheduled start and end time along with the scheduled duration. 
 Hrs — Displays the actual number of hours worked based on the recorded clock-in and clock-out times. 
 Wage — Displays the wage amount earned for that day based on hours worked. 
 Status — Displays the completion status of the time entry, such as Complete. 
 
 Leave 
 
 Paid Leave — Displays the paid leave information for the selected period. 
 Unpaid Leave — Displays the unpaid leave information for the selected period. 
 Sick Leave — Displays the sick leave information for the selected period. 
 No Leave Message — If no leave request exists for the selected week, the dashboard displays a message indicating that there are no leave requests for that week. 
 
 Steps 
 View Scheduled Shifts 
 
 Navigate to the Employee Dashboard. 
 Review the displayed employee name and property. 
 Select the required week using the date navigation controls. 
 Select the Shifts tab. 
 Review the Scheduled, Shifts, and Avg. Shift summary cards. 
 Review the individual shift cards to see the shift name, department, date, and scheduled working time. 
 Use the previous or next week controls to review shifts for another week. 
 
 View Housekeeping Information 
 
 Open the Employee Dashboard. 
 Select the required week. 
 Click the Housekeeping tab. 
 Review the Assigned, Worked Time, and Total Pay summary information. 
 Review the daily housekeeping information. 
 Check the number of tasks Assigned and Cleaned. 
 Review the corresponding Payroll information. 
 
 View Time Entries 
 
 Open the Employee Dashboard. 
 Select the required week. 
 Click the Time Entries tab. 
 Review the Total Hours, Total Pay, and Total Shift summary cards. 
 Review each daily entry to see the Clock In and Clock Out times. 
 Compare the Sch. Hrs with the actual Hrs worked. 
 Review the Wage earned and the entry Status. 
 
 View Leave Information 
 
 Open the Employee Dashboard. 
 Select the required week. 
 Click the Leave tab. 
 Review the Paid Leave, Unpaid Leave, and Sick Leave information. 
 If leave requests exist, review the displayed leave information. 
 If no requests exist, the dashboard displays the No leave this week message. 
 
 Important Notes 
 
 The dashboard information is displayed according to the selected weekly date range. 
 Changing the week updates the information shown in the dashboard sections. 
 The Shifts, Housekeeping, Time Entries, and Leave sections provide different types of employee information. 
 Shift cards display the employee's scheduled department and working time. 
 Housekeeping information includes assigned work, completed work, worked time, and payroll. 
 Time Entries information includes clock-in/clock-out records, scheduled versus actual hours, wages, and entry status. 
 Leave information is categorized into Paid Leave, Unpaid Leave, and Sick Leave. 
 When there are no leave requests for the selected week, an appropriate empty-state message is displayed.

My Availability
Overview 

 The  My Availability  feature allows employees to define when they are available or unavailable to work. Employees can set specific working hours for selected days and submit their availability to their manager for review. 

 Keeping availability up to date helps managers create schedules based on employee availability, reduce scheduling conflicts, and improve workforce planning. 

 

 My Availability Screen 

 The  My Availability  screen displays the employee's saved availability for each day. Each entry shows the availability type, working hours, and current status. 

 Key Information 

 

 Day  — The day for which availability is configured. 

 Availability Type  — Shows whether the employee is Available or Unavailable. 

 Working Hours  — Displays the configured start and end time. 

 Status  — Shows the current status of the availability. 

 

 Availability Status 

 

 

 

 Status 

 Meaning 

 

 

 

 

 Draft 

 Availability has been created but has not been submitted to the manager. 

 

 

 Approval Pending 

 Availability has been submitted and is waiting for manager review. 

 

 

 Approved 

 The manager has approved the availability. 

 

 

 Rejected 

 The manager has rejected the availability. 

 

 

 

 My Availability List 

 The availability list allows employees to review their configured availability and check the current status of each entry. 

 

 --- 

 Create Availability 

 Employees can create a new availability entry by selecting the  +  button on the My Availability screen. 

 Steps 

 

 Select the  +  button. 

 Select  Available  or  Unavailable . 

 Enable  All Day  if the availability applies to the entire day. 

 If  All Day  is disabled, enter the  Start Time  and  End Time . 

 Select the applicable days under  Apply To . 

 Select  Submit . 

 

 

 Availability Options 

 Available Indicates that the employee is available to work during the selected day and time. 

 Unavailable Indicates that the employee is not available to work during the selected day and time. 

 All Day When enabled, the availability applies to the entire selected day instead of a specific time range. 

 

 Review Availability 

 After creating an availability entry, employees can return to the  My Availability  screen to review the saved information. 

 Employees can verify: 

 

 Selected days 

 Available or unavailable status 

 Start and end times 

 Current approval status 

 

 Newly created availability is initially shown as  Draft  until it is submitted to the manager. 

 

 Notify Manager 

 After creating or updating availability, employees can select  Notify Manager  to send their availability changes to their manager for review. 

 Employees can also add an optional note to provide additional information about the change. 

 Steps 

 

 Select  Notify Manager . 

 Enter an optional note. 

 Review the information. 

 Select  Notify Manager  to submit the notification. 

 

 

 Example Note 

 

 This is my next week availability. 

 

 After the notification is submitted, the availability moves from  Draft  to  Approval Pending . 

 

 Manager Review 

 Once the availability is submitted, the manager reviews the request. 

 The manager can: 

 

 Approve  the availability. 

 Reject  the availability. 

 

 Approved 

 When the manager approves the request, the availability status changes to  Approved  and can be considered when creating employee schedules. 

 Rejected 

 When the manager rejects the request, the availability status changes to  Rejected . The employee can review the request and make the necessary changes before submitting it again. 

 

 Availability Workflow 

 The complete availability workflow is: 

 Create Availability → Draft → Notify Manager → Approval Pending → Manager Review → Approved / Rejected 

 Approved Flow 

 Create → Notify Manager → Approval Pending → Manager Approves → Approved → Used for Scheduling 

 Rejected Flow 

 Create → Notify Manager → Approval Pending → Manager Rejects → Rejected → Employee Updates Availability 

 

 Important Notes 

 

 Keep your availability accurate and up to date. 

 Availability does not automatically create a work shift. 

 Availability is used by managers when creating employee schedules. 

 Notify your manager after making changes that require approval. 

 Approval is required before submitted availability is treated as approved for scheduling purposes. 

 Weekly Availability  — Once an availability schedule is set for a week, it remains effective for the applicable weeks until the employee updates or changes their availability. 

 If an employee does not make any changes, the existing availability continues to apply to future scheduling periods.

My Scheduled Week
Overview 
 The My Scheduled Week page allows employees to view their weekly work schedule in one place. Employees can review their assigned shifts, including work dates, shift times, and scheduled details. The page also allows employees to see who is scheduled to work with them each day , claim available Open Shifts , and submit Shift Trade Requests to exchange scheduled shifts with eligible employees. 
 My Scheduled Week Screen 
 The My Scheduled Week screen provides employees with a weekly view of their scheduled shifts. 
 Employees can review their assigned shifts by date and time, see who is scheduled to work with them each day , claim available Open Shifts , and submit Shift Trade Requests to exchange shifts with eligible employees. 
 
 
 
 
 
 
 My Schedule Shift 
 View your scheduled shifts, including dates, working hours, and shift details.
 
 
 
 
 
 
 
 Team Schedule 
 See which team members are scheduled to work alongside you during the week.
 
 
 
 
 
 
 
 Open Shift 
 View available open shifts and claim a shift that matches your availability.
 
 
 
 Claim an Open Shift 
 Employees can request an available Open Shift from the My Scheduled Week screen. 
 When an employee claims an Open Shift, the request is sent to the manager for review. The shift is assigned to the employee only after the manager approves the request. 
 
 
 
 
 
 Steps 
 
 Open My Scheduled Week . 
 Locate the available Open Shift . 
 Select the Open Shift you want to claim. 
 Verify that the shift fits your availability and does not conflict with another scheduled shift. 
 Select Claim Shift . 
 Review the claim request details. 
 Select Confirm to submit the request. 
 
 After submission, the claim request is sent to the manager for review. 
 Manager Review of Open Shift Requests 
 Managers can review Open Shift claim requests from the Manage Open Shift Requests section. 
 Managers can review the employee requesting the shift and the Open Shift details before taking action. 
 Approve a Claim Request 
 
 Open Manage Open Shift Requests . 
 Locate the pending Open Shift claim request. 
 Review the employee and shift details. 
 Select Approve . 
 Confirm the approval. 
 
 Once approved, the Open Shift is assigned to the employee and becomes part of their scheduled shifts. 
 Reject a Claim Request 
 
 Open Manage Open Shift Requests . 
 Locate the pending Open Shift claim request. 
 Review the employee and shift details. 
 Select Reject . 
 Confirm the rejection. 
 
 Once rejected, the Open Shift is not assigned to the employee. 
 Open Shift Claim Workflow 
 Open Shift Available → Employee Claims Shift → Claim Request Submitted → Manager Reviews Request 
 Manager Approves → Shift Assigned to Employee → Appears in My Scheduled Week 
 Manager Rejects → Request Rejected → Shift Not Assigned 
 
 Note: Claiming an Open Shift only submits a request. The shift is assigned to the employee after the manager approves the claim request. 
 
 Shift Trade 
 The Shift Trade feature allows employees to request changes to their scheduled shifts directly from the My Scheduled Week screen. 
 Employees can use the Trade Shift icon on an assigned shift to choose between two options: 
 
 Swap Shift — Request to exchange the selected shift with a shift assigned to another eligible employee. 
 Drop Shift — Give up the selected shift so it can become an Open Shift for another eligible employee to claim. 
 
 For a Swap Shift , the selected employee must approve the request before it is sent to the manager for final approval. 
 For a Drop Shift , the shift becomes available as an Open Shift, which can then be claimed by another eligible employee and submitted to the manager for approval. 
 
 Important: A shift is not changed or reassigned until the required approval process is completed. 
 
 
 Shift Trade Screen 
 The Shift Trade option is available directly from an employee's scheduled shift in My Scheduled Week . 
 When an employee selects the Trade Shift icon, SpendWell displays two options: 
 
 Swap Shift 
 Drop Shift 
 
 Employees can select the option that matches the action they want to perform. 
 Trade Shift Options 
 
 
 
 
 
 
 Swap Shift 
 Request to exchange your scheduled shift with an eligible employee's shift.
 
 
 
 
 
 
 
 Swap Shift Request 
 Select an eligible employee and their available shift to submit a swap request.
 
 
 
 
 
 
 
 Drop Shift 
 Give up your scheduled shift so it can become available as an Open Shift.
 
 
 
 
 Swap Shift 
 The Swap Shift option allows an employee to request an exchange of their scheduled shift with a shift assigned to another eligible employee. 
 System checks the selected employee's schedule and availability to help prevent scheduling conflicts. 
 Create a Swap Shift Request 
 Steps 
 
 Open My Scheduled Week . 
 Locate the scheduled shift you want to trade. 
 Select the Trade Shift icon. 
 Select Swap Shift . 
 Select an eligible employee. 
 Review the shifts available for that employee. 
 Select the shift you want to swap. 
 Review the swap details. 
 Select Swap . 
 Confirm the request. 
 
 After submission, the Swap Shift request is sent to the selected employee for approval. 
 Employee Approval for Swap Shift 
 After the Swap Shift request is submitted, the selected employee receives the request. 
 The selected employee can: 
 
 Approve the Swap Shift request. 
 Reject the Swap Shift request. 
 
 Employee Approves 
 When the selected employee approves the request: 
 Employee Approves → Manager Approval Required 
 The swap is not completed immediately. 
 The request is sent to the manager for final review and approval in the Scheduling Board . 
 Employee Rejects 
 When the selected employee rejects the request: 
 
 The Swap Shift request is rejected. 
 The request does not proceed to manager approval. 
 Neither employee's schedule is changed. 
 Both employees keep their original shifts. 
 
 
 Manager Approval for Swap Shift 
 After the selected employee approves the request, the manager can review the request from the Scheduling Board . 
 The manager can review: 
 
 Requesting employee. 
 Selected employee. 
 Original shift. 
 Requested shift. 
 Employee availability. 
 Existing schedules. 
 Potential scheduling conflicts. 
 Trade request details. 
 
 Approve Swap Shift 
 If the manager approves the Swap Shift: 
 
 The requesting employee receives the selected employee's shift. 
 The selected employee receives the requesting employee's original shift. 
 Both shift assignments are updated. 
 Both employees' schedules are updated. 
 The Swap Shift request is marked Approved . 
 
 Reject Swap Shift 
 If the manager rejects the Swap Shift: 
 
 The shift assignments remain unchanged. 
 Both employees keep their original shifts. 
 The Swap Shift request is marked Rejected . 
 
 
 Drop Shift 
 The Drop Shift option allows an employee to request to give up one of their scheduled shifts. 
 The request is sent to the manager for approval. The shift becomes an Open Shift only after the manager approves the Drop Shift request. 
 Create a Drop Shift Request 
 Steps 
 
 Open My Scheduled Week . 
 Locate the scheduled shift you want to drop. 
 Select the Trade Shift icon. 
 Select Drop Shift . 
 Review the shift details. 
 Select Submit . 
 Confirm the request. 
 
 After submission, the Drop Shift request is sent to the manager for review. 
 
 Manager Approves → The employee is removed from the shift, and the shift becomes an Open Shift available for eligible employees to claim. 
 Manager Rejects → The employee remains assigned to the shift, and no schedule changes are made. 
 
 Shift Trade Workflow 
 Swap Shift Workflow 
 Employee Selects Trade Shift → Swap Shift → Select Eligible Employee → Select Eligible Shift → Submit Request 
 Selected Employee Approves → Manager Reviews in Scheduling Board → Manager Approves → Shift Swapped → Both Schedules Updated 
 Swap Rejection Workflow 
 Employee Submits Swap Request → Selected Employee Rejects → Request Rejected → No Schedule Change 
 Manager Rejection Workflow 
 Selected Employee Approves → Manager Reviews → Manager Rejects → Request Rejected → No Schedule Change 
 Drop Shift Workflow 
 Employee Selects Trade Shift → Drop Shift → Submit Drop Shift Request → Manager Reviews 
 Manager Approves → Employee Removed from Shift → Shift Becomes Open Shift 
 Manager Rejects → Drop Request Rejected → Employee Remains Assigned to Shift 
 Important Notes 
 
 Employees can start a Shift Trade request directly from an assigned shift using the Trade Shift icon. 
 Swap Shift allows an employee to exchange a shift with another eligible employee. 
 Drop Shift allows an employee to give up a scheduled shift. 
 A dropped shift becomes an Open Shift that eligible employees can claim. 
 For a Swap Shift, the selected employee must approve the request before it proceeds to manager approval. 
 If the selected employee rejects a Swap Shift request, the request is rejected and no schedule changes are made. 
 The manager provides the final approval for a Swap Shift. 
 Manager approval for a Swap Shift updates both employees' shift assignments. 
 A claimed Open Shift is assigned only after manager approval. 
 Employees' schedules are not automatically changed when a request is submitted.

Leave Management
Overview 
 The Leave Management feature allows employees to request time off and helps managers track and approve leave across the property. Leave is managed on a full-day basis only — employees select the day(s) they need off and submit a request for manager review. 
 Leave requests are organized by leave type : Paid Leave, Sick Leave, and Unpaid Leave. Each employee's leave balance is tracked per employee group , with a defined monthly limit for each leave type, so requests that exceed the available balance cannot be submitted. 
 Leave Management provides visibility into leave dates, leave type, reason, balance, and approval status, helping managers plan schedules accurately and avoid understaffing. 
 
 Add Leave Screen 
 The Add Leave screen allows employees to submit a leave request for one or more full days. 
 Key Information 
 
 Leave Date — Multi-select field. Employees can select one or more days for the leave request. Leave is applied for full days only; partial or half-day leave is not supported. 
 Leave Type — Dropdown selection of Paid Leave, Sick Leave, or Unpaid Leave. 
 Reason — Free text field where the employee enters the reason for the leave request. 
 Leave Balance — Displays the employee's remaining balance for the selected leave type, based on their employee group's monthly limit. 
 Submit — Submits the leave request for manager review. If the selected dates exceed the employee's remaining balance for that leave type, the system blocks submission and displays an error instead of allowing the request to go through. 
 
 
 
 
 
 
 
 Leave Balance Management 
 Leave balances are configured per employee group when the group is created or edited, using two limits for each leave type — a yearly count and a monthly count . This ensures an employee's full yearly allowance can't be used up in a single month. 
 Employee Group — Leave Configuration Fields 
 
 
 
 Field 
 Description 
 
 
 
 
 Name 
 Name of the employee group. 
 
 
 Paid Leave Count 
 Total paid leave days allowed per year for this group. 
 
 
 Unpaid Leave Count 
 Total unpaid leave days allowed per year for this group. 
 
 
 Sick Leave Count 
 Total sick leave days allowed per year for this group. 
 
 
 Trade Shift Count 
 Total shift trades allowed per year for this group. 
 
 
 Paid Leave Count Per Month 
 Maximum paid leave days an employee in this group can take in a single month. 
 
 
 Unpaid Leave Count Per Month 
 Maximum unpaid leave days an employee in this group can take in a single month. 
 
 
 Sick Leave Count Per Month 
 Maximum sick leave days an employee in this group can take in a single month. 
 
 
 
 When an employee submits a leave request, the system checks the request against both limits: 
 
 Yearly balance — the total leave remaining for that type this year. 
 Monthly limit — the maximum allowed for that type in the selected month. 
 
 If the request would exceed either the yearly balance or the monthly limit, the request is not allowed and the employee must adjust the dates or leave type before submitting. 
 
 Note: Yearly balances reset annually and monthly limits reset each calendar month, both based on the configuration set at the employee group level. 
 
 
 Leave Status 
 
 
 
 Status 
 Meaning 
 
 
 
 
 Pending 
 Leave has been submitted and is waiting for manager action. 
 
 
 Approved 
 The leave request has been approved and the balance is deducted accordingly. 
 
 
 Rejected 
 The leave request has been rejected and does not affect the employee's leave balance. 
 
 
 
 My Leave List 
 The leave list allows employees to view all of their submitted leave requests along with the current status of each. 
 
 
 
 
 
 
 Submit a Leave Request 
 Steps 
 
 Select Add Leave . 
 Select one or more leave dates . 
 Select the Leave Type — Paid Leave, Sick Leave, or Unpaid Leave. 
 Enter the Reason for the leave request. 
 Review the displayed leave balance for the selected type. 
 Select Submit . 
 
 
 Note: If the selected dates exceed the available balance for the chosen leave type, the system displays an error and does not allow the request to be submitted. 
 
 
 Approve and Reject Leave 
 Once a leave request is submitted, it appears on the manager's leave approval screen for review. 
 Individual Approval or Rejection 
 Each leave request is reviewed independently. 
 Managers can: 
 
 Select Approve to approve the leave request. The employee's leave balance is updated accordingly. 
 Select Reject to reject the leave request. The employee's leave balance remains unaffected. 
 
 Once an action is completed, the request status is updated accordingly and the employee is notified. 
 
 
 
 
 
 
 Approve Leave 
 
 
 
 
 
 
 
 Reject Leave 
 
 
 
 
 Leave Management Workflow 
 The employee and manager workflow is: 
 Add Leave → Check Balance → Submit → Manager Reviews → Approve / Reject → Leave Updated 
 Approval 
 Pending → Manager Reviews → Approve → Approved → Balance Deducted 
 Rejection 
 Pending → Manager Reviews → Reject → Rejected → Balance Unaffected 
 
 Using Leave Management for Scheduling 
 Leave Management is used as a reference when creating employee schedules. 
 Managers can use approved leave to: 
 
 Avoid assigning shifts to employees on approved leave. 
 Identify staffing gaps caused by approved leave. 
 Plan coverage in advance based on pending and approved leave requests. 
 Ensure leave balances are accurately reflected before publishing schedules. 
 
 
 Note: Leave Management does not automatically remove an employee from an already published schedule. Managers should review approved leave before finalizing schedules. 
 
 
 Important Notes 
 
 Leave is applied for full days only — partial or half-day leave is not supported. 
 Leave requests are categorized into Paid Leave , Sick Leave , and Unpaid Leave . 
 Leave balances are configured per employee group , with both a yearly count and a monthly count set for each leave type (Paid, Unpaid, Sick). 
 If a requested leave exceeds either the yearly balance or the monthly limit for the selected type, the system blocks submission. 
 Managers can Approve or Reject leave requests individually. 
 Approved leave should be used as a reference when building and publishing schedules. 
 Leave balances update automatically based on approval status.

Time & Attendance
Overview 
 The Time & Attendance feature allows employees to view and monitor their attendance and time-entry records from one centralized screen. 
 Employees can review their: 
 
 Total worked hours 
 Total wages 
 Total shifts 
 Scheduled hours 
 Clock-in and clock-out times 
 Daily worked hours 
 Daily wages 
 Attendance status 
 Face Login attendance entries 
 System-generated Auto Clock-Out entries 
 
 Time & Attendance provides employees with visibility into their actual working time and allows them to identify missing or incorrect attendance entries that may require Log Regularization . 
 
 Time & Attendance Screen 
 The Time & Attendance screen provides a consolidated view of the employee's attendance records for the selected date range. 
 Employees can review each daily time entry and compare their scheduled hours with their actual worked hours. 
 Key Information 
 
 Total Hrs — Total worked hours for the selected date range. 
 Wages — Total wages calculated for the selected date range. 
 Shifts — Total number of recorded shifts. 
 Sch. Hrs — Scheduled working hours for the employee. 
 Clock-In — Recorded start time of the work period. 
 Clock-Out — Recorded end time of the work period. 
 Hrs — Actual worked hours calculated from the attendance entry. 
 Wage — Wage calculated for the individual attendance entry. 
 Status — Indicates the current state of the attendance record. 
 
 
 
 
 
 
 
 Date Filter 
 Employees can use the date filter to view their attendance records for a specific period. 
 The selected date range controls the attendance records displayed on the screen and the summary values shown at the top. 
 Example 
 This Month 
 09-01-2026 - 09-30-2026 
 Employees can select another date range to review attendance for a different period. 
 Date Filter Usage 
 
 Open Time & Attendance . 
 Select the date filter. 
 Select the required date range. 
 Apply the filter. 
 Review the attendance records for the selected period. 
 
 
 Note: Total Hours, Wages, and Shifts are calculated according to the selected date range. 
 
 
 Attendance Summary 
 The summary section provides a quick overview of the employee's attendance for the selected period. 
 
 
 
 Summary 
 Description 
 
 
 
 
 Total Hrs 
 Total worked hours recorded for the selected date range. 
 
 
 Wages 
 Total wages calculated for the selected date range. 
 
 
 Shifts 
 Total number of recorded shifts for the selected date range. 
 
 
 
 Total Hours 
 Total Hrs represents the total recorded worked hours for the selected period. 
 Wages 
 Wages represents the total wages calculated from the employee's recorded attendance and applicable wage rules. 
 Shifts 
 Shifts represents the total number of recorded work shifts within the selected date range.

Log Regularization
Overview 
 The Log Regularization feature allows employee or managers to correct, add,
update, or remove employee clock-in and clock-out records when a time
entry is missing or incorrect. 
 Managers can review employee log regularization requests from one
centralized screen, verify the reason and log details, and approve or
reject the request. 
 This feature is especially useful for situations such as: 
 
 Employee forgot to clock in. 
 Employee forgot to clock out. 
 System or hardware issue. 
 Internet connectivity issue. 
 Incorrect clock-in or clock-out time. 
 Overnight shifts where the clock-out occurs on the following
calendar day. 
 Other approved reasons requiring a manual time correction. 
 
 
 Log Regularization Screen 
 The Log Regularization screen provides a consolidated view of
employee log regularization requests. 
 Managers can review each request by employee, log date, log time, log
type, reason, note, and approval status. 
 Key Information 
 
 Employee --- The employee associated with the regularization
request. 
 Log Date --- The date and time of the clock-in or clock-out log
being regularized. 
 Type --- Indicates whether the request is for Clock-In or
 Clock-Out . 
 Reason --- Explains why the log needs to be regularized. 
 Log Note --- Additional information provided for the request. 
 Status --- Shows whether the request is Pending, Approved, or
Rejected. 
 Previous Date --- Indicates that the log belongs to the previous
workday, which is important for overnight shifts. 
 Expand / Collapse --- Allows managers to view or hide additional
log details. 
 
 Availability Status 
 
 Status Meaning 
 
 Pending The log regularization request has
been added and is waiting for
manager approval. 
 Approved The manager has approved the
request and the regularized log can
be applied to the employee's
attendance record. 
 Rejected The manager has rejected the request and the regularization
should not be applied. 
 
 Note: Newly added log regularization requests are initially
created with Pending status. A manager must review and approve the
request before it becomes an approved attendance adjustment. 
 
 
 Log Regularization List 
 The log regularization list allows managers to review multiple employee
requests from one screen. 
 Managers can: 
 
 Search regularization records. 
 Filter records by date. 
 Review employee log details. 
 Identify Clock-In and Clock-Out requests. 
 View the reason and log note. 
 Check the current approval status. 
 Open the available action options for a request. 
 Add, edit, or delete log regularization entries. 
 
 
 
 
 
 
 
 Log Regularization Actions 
 Employee can manage log regularization requests using the following
actions: 
 
 Add Log --- Create a new clock-in or clock-out regularization
request. 
 Edit Log --- Update an existing regularization request. 
 Delete Log --- Remove a regularization request when it is no
longer required. 
 
 
 
 
 
 
 
 Add Log Regularization 
 Employee can create a new log regularization request when an employee
has a missing or incorrect clock-in or clock-out record. 
 
 
 
 
 
 Add Log Fields 
 The Add Log Regularization form contains: 
 
 Employee * --- Select the employee whose log requires
regularization. 
 Reason * --- Select the reason for the regularization. 
 Log Date * --- Select the applicable date and time. 
 Type --- Select Clock-In or Clock-Out . 
 Previous Date --- Indicate that the selected log belongs to the
previous workday. 
 Log Note --- Enter additional information about the
regularization. 
 
 Common Reasons 
 Examples of regularization reasons include: 
 
 Forgot to Clock In / Clock Out 
 Internet Connectivity Issue 
 System/Hardware Issue 
 Other 
 
 
 Create Log Regularization 
 Steps 
 
 Select Add Log . 
 Select the Employee . 
 Select the applicable Reason . 
 Select the Log Date and time. 
 Select Clock-In or Clock-Out . 
 Select Previous Date when the log belongs to the previous
workday. 
 Enter a Log Note when additional information is required. 
 Select Save . 
 The new regularization request is created with Pending status. 
 The manager reviews and approves or rejects the request. 
 
 
 Important: Saving a regularization request does not automatically
approve the attendance adjustment. The request must go through the
manager approval workflow. 
 
 
 Previous Date for Day and Night Shifts 
 The Previous Date option is used for overnight or cross-midnight
work situations where the log time occurs on the following calendar day
but belongs to the employee's previous workday/shift. 
 Example 
 An employee works an overnight shift: 
 9:00 PM → 10:00 AM 
 The employee clocks in at 9:00 PM on September 10 and is expected to
clock out at 10:00 AM on September 11. 
 If the Clock-Out entry is missing and the manager needs to add the
10:00 AM clock-out: 
 
 The actual clock-out time is 10:00 AM on September 11 . 
 The workday/shift started on September 10 . 
 The manager should select Previous Date when the regularization
needs to be associated with the previous workday. 
 
 Overnight Shift Example 
 Field Value 
 
 Shift Start September 10, 9:00 PM
Clock-In September 10, 9:00 PM
Clock-Out September 11, 10:00 AM
Regularization Type Clock-Out
Previous Date Selected 
Workday September 10 
 
 Note: Previous Date is intended for
cross-midnight/day-and-night scenarios. It allows the regularization
to be associated with the previous workday rather than treating the
following calendar date as a new workday. 
 
 
 
 
 
 
 Edit Log Regularization 
 Employee can edit an existing log regularization request when the
employee, reason, log date/time, type, previous-date selection, or note
needs to be corrected. 
 
 
 
 
 
 Steps 
 
 Select the applicable regularization request. 
 Select Edit Log . 
 Review the employee and existing regularization details. 
 Update the required information. 
 Update Previous Date when applicable. 
 Update the Log Note if required. 
 Select Update to save the changes. 
 
 Editable Information 
 Managers can update: 
 
 Employee 
 Reason 
 Log Date and Time 
 Clock-In / Clock-Out type 
 Previous Date 
 Log Note 
 
 
 Note: The regularization should be reviewed again after an
important change because the updated request may require manager
approval according to the system's approval rules. 
 
 
 Delete Log Regularization 
 Managers can delete a log regularization request when it is no longer
required or was created incorrectly. 
 
 
 
 
 
 Steps 
 
 Select the regularization request. 
 Select Delete Log . 
 Review the employee and log details. 
 Confirm the deletion. 
 The selected regularization request is removed according to the
system's deletion rules. 
 
 
 Note: Managers should verify the request before deleting it
because the regularization may be required for attendance and payroll
processing. 
 
 
 Approve and Reject Log Regularization 
 Every newly created log regularization request requires manager review. 
 Managers can review the request and decide whether the correction should
be applied. 
 Individual Approval 
 For a pending request: 
 Pending → Manager Reviews → Approve → Approved 
 Once approved, the regularized log can be considered for the employee's
attendance record. 
 Individual Rejection 
 For a pending request: 
 Pending → Manager Reviews → Reject → Rejected 
 A rejected request should not be treated as an approved attendance
correction. 
 
 Manager Review Information 
 Before approving a request, the manager should review: 
 
 Employee 
 Log date 
 Log time 
 Clock-In / Clock-Out type 
 Previous Date selection 
 Reason 
 Log Note 
 Existing attendance records 
 Overnight/day-and-night shift relationship, when applicable 
 
 This helps prevent duplicate, incorrect, or incorrectly dated attendance
logs. 
 
 Day and Night Shift Regularization 
 Log Regularization supports both regular daytime shifts and overnight
shifts. 
 Day Shift 
 For a normal shift where the clock-in and clock-out occur on the same
calendar date: 
 Example: 
 8:00 AM Clock-In → 5:00 PM Clock-Out 
 The manager selects the applicable date and does not normally need to
use Previous Date . 
 Night / Overnight Shift 
 For a shift that crosses midnight: 
 Example: 
 9:00 PM Clock-In → 10:00 AM Clock-Out 
 The clock-out occurs on the following calendar date, but the attendance
entry may belong to the previous workday. 
 In this situation, the manager should use Previous Date where
applicable. 
 
 Log Regularization Workflow 
 The overall manager workflow is: 
 View Log Regularization → Select Add / Edit / Delete → Enter or Update
Log Details → Save → Pending → Manager Review → Approve / Reject 
 Add Workflow 
 Add Log → Enter Details → Save → Pending → Manager Review → Approved /
Rejected 
 Edit Workflow 
 Select Log → Edit Log → Update Details → Update → Manager Review →
Approved / Rejected 
 Delete Workflow 
 Select Log → Delete Log → Confirm → Log Removed 
 Approval Workflow 
 Pending → Manager Reviews → Approve → Approved 
 Rejection Workflow 
 Pending → Manager Reviews → Reject → Rejected 
 
 Using Approved Regularization for Attendance 
 Approved log regularization is used to correct an employee's attendance
when the original clock-in or clock-out record is missing or incorrect. 
 Managers should ensure that: 
 
 The employee is correct. 
 The date and time are correct. 
 The log type is correct. 
 Previous Date is selected when required for an overnight shift. 
 The reason accurately explains the correction. 
 The request is approved before the correction is considered
finalized. 
 
 
 Important: A regularization request is a correction to an
attendance log; it does not represent a new scheduled shift. 
 
 Important Notes 
 
 Log Regularization allows managers to add, edit, and delete employee
clock-in and clock-out corrections. 
 Each newly added regularization request starts with Pending 
status. 
 A manager must review the request before it can be Approved . 
 Managers can Approve or Reject pending requests. 
 Approved requests can be used for the employee's attendance
correction. 
 Rejected requests should not be treated as approved attendance
corrections. 
 Previous Date should be used for applicable
overnight/day-and-night shifts where the log occurs on the following
calendar date but belongs to the previous workday. 
 For example, a 9:00 PM Clock-In → 10:00 AM Clock-Out overnight
shift may require Previous Date when regularizing the next-day
clock-out. 
 Managers should verify the date, time, employee, and log type before
approving. 
 Managers should avoid creating duplicate clock-in or clock-out
entries. 
 Log Regularization should be reviewed carefully because attendance
corrections can affect working hours and payroll calculations. 
 
 Overall Process 
 Employee Log Issue → Employee Adds/Updates Regularization → Pending →
Manager Reviews → Approve/Reject → Attendance Updated Accordingly

Pay Slip
The Salary Slip shows an employee's salary details for a selected pay period. It helps the employee understand how much they earned, what was deducted, and how much was paid. 
 Payslip Overview 
 The payslip screen displays a summary of the employee’s salary for the selected payroll period. 
 
 
 
 
 
 
 
 It includes:
 
 Pay period and payment date 
 Take-home pay 
 Net pay 
 Deductions 
 Gross pay 
 Total working hours 
 Hourly rate 
 Payment status 
 Earnings details 
 Employee deductions 
 Employer taxes 
 Direct deposit information 
 Payslip download option
 

 
 
 Payslip Header 
 At the top of the screen, the Pay Slip title identifies the current page. 
 The header contains: 
 
 Pay period: Shows the start date and end date for the selected salary period. 
 Paid date: Shows the date on which the salary was paid. 
 Download button: Allows the employee to download the payslip. 
 
 
 The displayed dates and amounts depend on the selected payroll record. 
 
 
 Download Payslip 
 The Download button is displayed beside the pay-period information. 
 
 Open the Pay Slip screen from the Employee App. 
 Select the required pay period if more than one payslip is available. 
 Review the salary summary and payment details. 
 Tap the Download icon. 
 Save or open the downloaded payslip from the device’s download location. 
 
 The downloaded file can be used for personal records, salary verification, or sharing with an authorized person. 
 
 
 
 
 
 
 Select Pay Period 
 The Pay Period selector allows employees to choose which payroll record they want to view. 
 Tap the pay-period field at the top of the Pay Slip screen to open the Select Pay Period window. 
 The selection window displays available payroll records. Each record shows: 
 
 Pay Period: The start date and end date covered by the payroll. 
 Paid Date: The date the employee was paid. 
 Net Pay Amount: The take-home amount associated with that payroll period. 
 Percentage: The net-pay percentage displayed for the selected record, when available. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Tap the Pay Period field at the top of the screen. 
 The Select Pay Period window opens. 
 Review the available payroll periods. 
 Tap the required pay-period record. 
 The selected period becomes active. 
 The payslip screen refreshes to show the salary details for that period. 
 
 The selected pay period is displayed in the top field after the selection window closes. 
 
 Selecting a different pay period updates the payslip summary, including take-home pay, net pay, deductions, gross pay, hours, hourly rate, payment status, and available payroll details. 
 
 Take Home 
 The Take Home section displays the final amount the employee receives after deductions. 
 The amount is shown in the center of the circular salary chart. 
 The chart visually compares: 
 
 Net Pay: The amount received by the employee. 
 Deductions: The amount subtracted from gross pay. 
 
 The green section represents net pay, while the red section represents deductions. 
 
 Net Pay 
 The Net Pay row shows the employee’s final payable salary after deductions. 
 It includes: 
 
 Net pay percentage 
 Net pay amount 
 
 Net pay is the amount that the employee receives after applicable deductions have been removed. 
 
 Deductions 
 The Deductions row shows the total amount deducted from the employee’s gross salary. 
 It includes: 
 
 Deduction percentage 
 Total deduction amount 
 
 Deductions may include employee taxes, benefits, or other payroll deductions configured by the organization. 
 
 Gross Pay 
 The Gross Pay section displays the employee’s total salary before deductions. 
 Gross pay is the total amount earned during the selected pay period before employee deductions are applied. 
 Salary Calculation 
 Gross Pay - Deductions = Net Pay
 
 
 Hours 
 Shows the total working hours included in the salary calculation. 
 This value helps the employee understand how the salary was calculated based on recorded working time. 
 
 Hourly Rate 
 Shows how much the employee earns per hour. 
 The hourly rate may be used to calculate gross earnings based on the employee’s recorded hours and payroll rules. 
 
 Payment Status 
 The payment status indicates whether the payslip has been paid. 
 A green Paid status indicates that the payroll record is marked as paid. 
 The status may vary depending on the payroll processing stage. 
 
 Earnings 
 Earnings show the money earned by the employee during the pay period. Total earnings before employee deductions. 
 How to View Earnings 
 
 Tap Earnings . 
 Review the listed earning components. 
 Check the amount associated with each earning type. 
 Collapse the section when finished. 
 
 
 
 
 
 
 
The exact earning items depend on the employee’s payroll configuration.
 
 Employee Deductions 
 Employee Deductions show taxes or other amounts taken from the employee's pay. These amounts are removed from gross pay before the employee receives final pay. 
 How to View Employee Deductions 
 
 Tap Employee Deductions . 
 Review each deduction type. 
 Check the amount deducted for each item. 
 Confirm that the total matches the deductions shown in the salary summary. 
 
 
 
 
 
 
 
 Employer Taxes 
 Employer Taxes show taxes or contributions paid by the employer. These are employer-paid costs related to the employee. They are separate from employee deductions. 
 How to View Employer Taxes 
 
 Tap Employer Taxes . 
 Review the employer tax items. 
 Check the amount associated with each item. 
 Collapse the section after reviewing the details. 
 
 
 
 
 
 
 
 
 Employer taxes are shown for payroll transparency and may be separate from employee deductions. 
 
 
 13. Direct Deposit 
 Direct Deposit shows where the employee's salary was deposited. This shows the bank account used to receive the salary. Only the last four digits are visible for security. 
 How to View Direct Deposit 
 
 Tap Direct Deposit . 
 Review the available deposit information. 
 Confirm the payment method and deposit amount. 
 Collapse the section when finished. 
 
 
 
 
 
 
 
 
 Sensitive bank information should be handled carefully and shared only with authorized users. 
 
 
 Important Notes 
 
 Payslip values are based on the selected payroll period. 
 Earnings and deductions may vary from one pay period to another. 
 Employer taxes are separate from employee deductions. 
 The download option should be used to save a copy of the payslip for future reference. 
 Employees should contact their manager or payroll administrator if any salary information appears incorrect.

Lost & Found
1. Lost Items 
 The Lost Items feature allows staff to: 
 
 Report a lost item for a guest. 
 Add or select the guest associated with the lost item. 
 Select where the item was lost. 
 Set the priority of the request. 
 Upload images of the lost item. 
 Track open and closed lost-item tickets. 
 Start, pause, and continue work on a ticket. 
 Mark an item as Found or Not Found . 
 Add a found request when an item is found. 
 Add a reason when an item is not found. 
 Review the ticket history in the Log Book . 
 
 
 
 Add a Lost Item 
 From the Lost Item listing, select the + button to create a new lost-item request. 
 
 
 
 Field 
 Required 
 Description 
 
 
 
 
 Add Guest Details 
 Yes 
 Add guest information. 
 
 
 Item Lost 
 Yes 
 Enter the name or description of the item that was lost. 
 
 
 Comment 
 No 
 - Description of the item. - Where the guest believes it was lost. - Any useful identifying information. - Additional instructions for the team. 
 
 
 Priority 
 Yes 
 Low – Item has lower urgency. Medium – Item requires normal attention. High – Item requires immediate or higher-priority attention. 
 
 
 Location Lost 
 Yes 
 Room – The item was lost in a guest room. Area – The item was lost in a common or specific property area. 
 
 
 Lost Item Images 
 No 
 Attach images that help identify the lost item. 
 
 
 
 On the New Lost Request screen, first add the guest details. 
 
 
 
 
 
 
 
 Step 1: Add Lost Request 
 
 
 
 
 
 
 
 
 Step 2: Add Guest Details 
 
 
 
 Guest Category 
 The Guest Category section provides three options: 
 
 
 
 Option 
 Purpose 
 
 
 
 
 In-House 
 Select this when the guest is currently staying at the property. 
 
 
 Check Out 
 Select this when the guest has already checked out. 
 
 
 Add Guest 
 Use this when the guest is not available in the existing guest list and must be added manually. 
 
 
 
 Select the category that matches the guest's current status. 
 
 Add Guest 
 When Add Guest is selected, enter the guest's information manually. 
 
 
 
 Field 
 Required 
 Description 
 
 
 
 
 First Name 
 Yes 
 Enter the guest's first name. 
 
 
 Last Name 
 Yes 
 Enter the guest's last name. 
 
 
 Guest Phone No. 
 Yes 
 Enter the guest's contact number. 
 
 
 Email 
 No 
 Enter the guest's email address, if available. 
 
 
 Address 
 No 
 Enter the guest's address, if required. 
 
 
 
 Fields marked with * are required. 
 After entering the information, select SAVE to save the guest details. 
 Select RESET to clear the entered information and start again. 
 
 Select the Lost Location 
 For an in-house guest, selecting a room opens the Room Selection screen. 
 
 Use the Search field to find a room quickly. 
 Use the available category filters when required. 
 Expand the required floor. 
 Select one or more rooms where the item may have been lost. 
 The selected room count is shown at the bottom. 
 Review the selected room numbers. 
 Select Save to confirm the room selection. 
 Select Close to leave the screen without confirming the selection. 
 
 
 
 
 
 
 
 
 Lost Item Listing 
 After saving, the request appears in the Lost Item listing. Use the Search here field to find a ticket quickly. Use the date filter to restrict the listing to a specific date or date range. 
 The listing provides two ticket views: 
 
 Open 
 Closed 
 
 
 
 
 
 
 
 Open Tickets 
 The Open tab shows lost-item tickets that are still being worked on. 
 An open ticket can contain information such as: 
 
 Lost-item status. 
 Item name. 
 Lost location. 
 Guest name. 
 Priority. 
 Ticket number. 
 Ticket date/status. 
 
 Use the eye/view action on a ticket to open its details. 
 
 Closed Tickets 
 Select Closed to view tickets that have already been completed. 
 A lost-item ticket is closed after the item is: 
 
 Found , or 
 Not Found and the required reason has been saved. 
 
 
 Lost Item Details 
 Select the View/Eye icon on a ticket to open the Lost Item Details screen. 
 The details screen contains two tabs: 
 
 Details 
 Log Book 
 
 
 
 
 
 
 The Details tab displays the complete information for the lost-item ticket. 
 Ticket Information 
 The ticket section displays: 
 
 Ticket No. – Unique reference number for the request. 
 Date – Date the request was created. 
 Category – Indicates whether the request is for a lost item. 
 Item Name – Name of the lost item. 
 Priority – Priority assigned to the request. 
 Comments – Additional information entered while reporting the item. 
 Guest Details - Shows the guest associated with the ticket. 
 Location Lost - Displays the room or area selected during ticket creation. 
 Lost Item Images - Displays uploaded images of the item. 
 
 
 Start Working on a Lost Item 
 Start - Starting the ticket indicates that the lost-item request is now being worked on. Once work has started, the available actions can be used to control the investigation. 
 Pause -
Select Pause when work on the ticket needs to be temporarily stopped. 
 Use this when: 
 
 The investigation is waiting for information. 
 The item cannot currently be located. 
 The task needs to be temporarily suspended. 
 
 Continue - Select Continue to resume a paused ticket. 
 Found - When the lost item is located, select Found . The item should then be processed through the Found Request flow. Open Ticket → Start → Investigate → Found → Add Found Request → Save/Complete → Ticket Closed 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Not Found 
 If the item cannot be located, select Not Found . A reason must be entered before the ticket can be completed. Open Ticket → Start → Investigate → Not Found → Add Reason → Save → Ticket Closed 
 Steps: 
 
 Open the lost-item ticket. 
 Select Not Found . 
 Enter the reason explaining why the item could not be found. 
 Review the reason. 
 Select Save . 
 The ticket is closed. 
 
 The reason provides a record of the outcome of the investigation. 
 
 
 
 
 
 
 
 
 
 
 
 
 Found 
 Open Ticket → Start → Investigate → Found → Add Found Request → Save/Complete → Ticket Closed 
 When the item is found: 
 
 Open the lost-item ticket. 
 Select Found . 
 Add the required Found Request details. 
 Complete and save the found request. 
 The lost-item ticket is then closed. 
 
 The found request provides the record that the item was recovered. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Log Book 
 Select the Log Book tab on the Lost Item Details screen to review the ticket history. 
 The Log Book acts as a timeline/log for the ticket. 
 It can be used to track the sequence of activities performed on the request, such as: 
 
 Ticket creation. 
 Ticket started. 
 Ticket paused. 
 Ticket continued/resumed. 
 Investigation updates. 
 Found or Not Found outcome. 
 Found request activity. 
 Reason entered for a Not Found outcome. 
 Ticket closure. 
 
 The Log Book provides an activity history so staff can understand what happened to the ticket and when. 
 
 
 
 
 
 
 2. Found Items 
 The Found Items feature allows staff to: 
 
 Report a found item and create a found-item ticket. 
 Enter the item found and select the priority. 
 Select where the item was found and where it is stored. 
 Select the employee who found the item. 
 Add comments and upload found-item images. 
 Track Open and Closed found-item tickets. 
 Start, pause, and continue work on a ticket. 
 Mark the found-item ticket as Completed . 
 Add a found request when an item is found. 
 View complete ticket information in Details. 
 Review all ticket activities and updates in the Log Book . 
 
 
 
 Add a Found Item 
 From the Found Item listing, select the + button to create a new found-item request. 
 
 
 
 Field 
 Required 
 Description 
 
 
 
 
 Item Found 
 Yes 
 Enter the name of the found item. 
 
 
 Priority 
 Yes 
 Low – Item has lower urgency. Medium – Item requires normal attention. High – Item requires immediate or higher-priority attention. 
 
 
 Location Found 
 Yes 
 Select Room or Area , then select/add the location. 
 
 
 Comment 
 No 
 Add additional information if required. 
 
 
 Found By 
 Yes 
 Select the person who found the item. 
 
 
 Location Stored 
 Yes 
 Select Room or Area , then select/add the storage location. 
 
 
 Found Item Images 
 No 
 Upload images of the found item. 
 
 
 
 
 
 
 
 
 
 
 Found Item Listing 
 After saving, the request appears in the Found Item listing. Use the Search here field to find a ticket quickly. Use the date filter to restrict the listing to a specific date or date range. 
 The listing provides two ticket views: 
 
 Open 
 Closed 
 
 
 
 
 
 
 
 Open Tickets 
 The Open tab shows found-item tickets that are still being worked on. 
 An open ticket can contain information such as: 
 
 Found status 
 Item name 
 Found location 
 Person who found the item 
 Priority 
 Ticket number 
 Current status 
 Date 
 Eye icon to open details 
 
 Use the eye/view action on a ticket to open its details. 
 
 Closed Tickets 
 Select Closed to view tickets that have already been completed. 
 
 Found Item Details 
 Select the View/Eye icon on a ticket to open the Found Item Details screen. 
 The details screen contains two tabs: 
 
 Details 
 Log Book 
 
 
 
 
 
 
 The Details tab displays the complete information for the found-item ticket. 
 Ticket Information 
 The ticket section displays: 
 
 Ticket No. – Unique reference number for the request. 
 Date – Date the request was created. 
 Found By - Person who found the item. 
 Category – Indicates whether the request is for a lost item. 
 Item Name – Name of the lost item. 
 Priority – Priority assigned to the request. 
 Guest Details - Shows the guest associated with the found item when available. 
 Location Stored - Displays the room or area where the found item is stored. 
 Found at - Displays the room or area where the item was found. 
 Found Item Images - Displays the uploaded images of the found item. 
 Lost Item Images - Displays images of the corresponding lost item when available. 
 
 
 Start Working on a Found Item 
 Start - Starting the ticket indicates that the found-item request is now being worked on. Once work has started, the available actions can be used to control the investigation. 
 Pause -
Select Pause when work on the found-item ticket needs to be temporarily stopped. 
 Use this when: 
 
 The item is waiting to be handed over or processed. 
 Additional information or action is required. 
 The task needs to be temporarily suspended. 
 
 Continue - Select Continue to resume a paused ticket. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Complete the Found Item 
 Select Completed after the found-item process is finished. The item is moved to the Closed list. 
 The reason provides a record of the outcome of the investigation. 
 
 
 
 
 
 
 Log Book 
 Select the Log Book tab on the Found Item Details screen to review the ticket history. 
 The Log Book acts as a timeline of all activities performed on the found-item ticket. 
 It can be used to track activities such as: 
 
 Ticket creation. 
 Ticket started. 
 Ticket paused. 
 Ticket continued/resumed. 
 Comments or updates. 
 Ticket completed. 
 Ticket closed. 
 
 The Log Book provides an activity history so staff can understand what happened to the ticket and when.

Housekeeping Task Tracker
Overview 
 Housekeeping Task Tracker is the working screen for assigned rooms. Housekeepers use it to start, pause, and complete cleaning. Inspectors use it to review rooms that need inspection. 
 From this screen you can: 
 
 See assigned rooms grouped by employee and date 
 Track cleaning and inspection time 
 Complete checklist items, one by one 
 Add notes and photos 
 See payroll (rate, payable, paid / unpaid) 
 
 Tasks come from Housekeeping Assignment . This screen is used to do the work, not to create new assignments. 
 
 Housekeeping Task Tracker Screen 
 The screen shows summary cards at the top, then a list of employees and their rooms for the selected date range. 
 If you are logged in as a housekeeper and only your own tasks are shown, the employee card is skipped. You go straight to your dates and rooms. 
 
 
 
 
 
 
 Filters 
 
 
 
 Filter 
 What it does 
 
 
 
 
 Duration 
 Date range for the list (default is Today ). 
 
 
 Search 
 Find rooms, guests, assignment codes, or employees. 
 
 
 Employee 
 Show tasks for selected employees. 
 
 
 Housekeeping Category 
 Show tasks for selected cleaning types. 
 
 
 Status 
 Show tasks by work status (Assigned, Cleaning, and so on). 
 
 
 HK Status 
 Show Dirty or Clean rooms. 
 
 
 
 On mobile, tap the filter icon to show or hide filters. 
 
 Summary Cards 
 These cards use the same filters as the list. 
 
 
 
 Card 
 What it means 
 
 
 
 
 Assigned Rooms 
 How many rooms are in the current filter. 
 
 
 Cleaned Rooms 
 How many of those rooms are Completed . 
 
 
 Worked Duration 
 Total cleaning time recorded. 
 
 
 Total Pay 
 Pay for completed rooms only (employee rate per room). 
 
 
 
 
 How the list is organized 
 Work is grouped in three levels: 
 
 Employee — name, number of rooms, number of days, total time, payroll 
 Date — rooms assigned on that day, time, and payroll for that day 
 Rooms — each assigned room with status, checklist, and actions 
 
 Tap an employee to open dates. Tap a date to open the room list. 
 
 
 
 
 
 
 Key Fields — Room List 
 
 
 
 Field 
 What it means 
 
 
 
 
 Room 
 Room number. Also shows guest name (tap to open details), floor, and assignment code. 
 
 
 Category 
 Housekeeping category for this room (e.g. Deep Cleaning). 
 
 
 Task Status 
 Current work status. Tap the status to see allowed actions (Start, Pause, Submit, Complete). 
 
 
 HK Status 
 Room cleanliness: Dirty or Clean . Becomes Clean when the task is completed. 
 
 
 Checklist 
 Step-by-step tasks for this room. Tap the next step to complete it. Shows "-" if there is no checklist. 
 
 
 Priority 
 Low , Medium , or High . 
 
 
 Guest Status 
 Stay Over, Departed, and similar. Shows "-" if none. 
 
 
 Room Type 
 Type of the room. 
 
 
 Room Status 
 Occupied, Vacant, and similar. 
 
 
 HK Time / Est. 
 Actual cleaning time, plus estimated time. Time counts up while status is Cleaning . 
 
 
 Insp. Time / Est. 
 Inspection time and estimate. Shown only if inspection is required and you are allowed to inspect. Also shows the inspector name when assigned. 
 
 
 Rate 
 Pay rate per room for the assigned employee. 
 
 
 Payable 
 Amount due. Shown only after the task is Completed . Otherwise 0 . 
 
 
 Payment 
 Not payable (not completed), Unpaid , or Paid . 
 
 
 
 On mobile, each room is a card with play / pause / complete buttons instead of a table. 
 
 Task Status 
 
 
 
 Status 
 Simple meaning 
 
 
 
 
 Assigned 
 Task is given. Work has not started. 
 
 
 Cleaning 
 Housekeeper timer is running. 
 
 
 Paused 
 Housekeeper paused the timer. 
 
 
 Waiting on review 
 Cleaning is done. Waiting for inspection. 
 
 
 Inspecting 
 Inspector timer is running. 
 
 
 Inspection paused 
 Inspector paused the timer. 
 
 
 Rework 
 Inspector sent the room back. Housekeeper must clean again. 
 
 
 Completed 
 Work is finished. Room is marked Clean . 
 
 
 
 A Rework tag can still show after the housekeeper starts again, so you know the room was sent back once. 
 
 Who can do what 
 Housekeeper (assigned employee) 
 
 Can start, pause, and resume their rooms. 
 Completes checklist items in order (next pending or rework item only). 
 If the category does not require inspection, finishing the last checklist item (or using Complete) marks the room Completed . 
 If the category requires inspection , finishing the last checklist item (or Submit for Review) sets status to Waiting on review . The housekeeper cannot mark the room complete. 
 
 Inspector 
 Inspection is allowed when: 
 
 The room requires inspection, and 
 Status is Waiting on review, Inspecting, or Inspection paused, and 
 You are the assigned inspector, or your user role is allowed for that category, or you are an admin. 
 
 The first person who starts inspection is saved as the inspector for that room. After that, only that inspector can continue. 
 Inspectors can: 
 
 Start / pause inspection 
 Approve or send back each checklist item 
 Complete the room (all items approved) or send the whole room to Rework 
 
 
 Checklist 
 Checklist items come from the Housekeeping Category . Only Active items are on the task. 
 
 
 
 Checklist status 
 What it means 
 
 
 
 
 Pending 
 Not done yet. 
 
 
 Completed 
 Housekeeper finished the item. Waiting for inspection (if required). 
 
 
 Rework 
 Inspector sent this item back. 
 
 
 Approved 
 Inspector approved the item. 
 
 
 
 Rules 
 
 You can tap only the next item in order. 
 Labels under the steps appear only if Display Checklist Labels is on for that category. 
 If Require Notes & Photos is on, or you are inspecting, a notes window opens before the item is saved. 
 Inspectors must add notes or photos to send an item back for Rework . Approve does not require notes. 
 When the housekeeper finishes all items:
 
 Inspection required → status becomes Waiting on review 
 Inspection not required → status becomes Completed 
 
 
 When the inspector finishes all items:
 
 Any item is Rework → whole task becomes Rework 
 All items Approved → whole task becomes Completed 
 
 
 
 
 
 
 
 
 
 Task Details 
 Tap the guest name (or the room card on mobile) to open details. There are three tabs. 
 Details 
 
 Room, guest, floor, guest status, room status 
 Assignment code, date, room type, category 
 Task status, HK Status (Dirty / Clean), priority, rework tag 
 Housekeeper name and time (actual + estimated) 
 Inspector name and time (if inspection is required) 
 Rate, payable, and payment status 
 Description (if the assignment had one) 
 Note and Attachment — add a comment and photos/videos (not available after Completed) 
 Previous notes from the team 
 
 Checklist 
 Full list of checklist items with status, time, and activity history. Expand an item to see who completed, approved, or sent it back. 
 Activities 
 Timeline of status changes (started cleaning, paused, inspection started, and so on). 
 
 
 
 
 
 
 Checklist Notes Window 
 Opens when a housekeeper must add notes/photos, or when an inspector reviews an item. 
 
 
 
 Role 
 Buttons 
 
 
 
 
 Housekeeper 
 Complete 
 
 
 Inspector 
 Rework and Approve 
 
 
 
 If notes and files are both empty (except Approve), the system shows: Please add notes or files. 
 
 
 
 
 
 
 One timer at a time 
 A housekeeper can have only one Cleaning timer running. An inspector can have only one Inspecting timer running. 
 If you start another room while a timer is already running, a popup shows the running task and its live time. 
 
 Yes, Start Now — pauses the other task and starts this one 
 Cancel — keeps the other timer running 
 
 
 
 
 
 
 
 Steps 
 Clean a room (housekeeper) 
 
 Open Housekeeping Task Tracker . 
 Set Duration (usually Today). 
 Open your name, then the date, then the room. 
 Tap Task Status → Cleaning (or the play button on mobile). 
 Complete checklist items in order. Add notes and photos if asked. 
 If inspection is not required, the last item (or Complete ) finishes the room. 
 If inspection is required, the last item (or Submit for Review ) sends the room to inspection. Confirm when asked. 
 If the inspector sends the room back, status becomes Rework . Start Cleaning again and redo the items marked Rework. 
 
 Inspect a room (inspector) 
 
 Open Housekeeping Task Tracker . 
 Find rooms in Waiting on review . 
 Tap Task Status → Inspecting . 
 Review each completed checklist item. Choose Approve or Rework . 
 When all items are done, the room is Completed (all approved) or Rework (any item sent back). 
 You can pause inspection and resume later. 
 
 Add a note on a room 
 
 Open the room Details . 
 Under Note and Attachment , type a note and/or add photos or video. 
 Click Save . 
You cannot add notes after the task is Completed . 
 
 
 Notifications 
 
 
 
 What happened 
 Who is notified 
 
 
 
 
 Room submitted for inspection 
 Assigned inspector, or all users with the allowed inspector role 
 
 
 Room sent back for rework 
 Assigned housekeeper 
 
 
 Room inspected and approved 
 Assigned housekeeper 
 
 
 
 You are not notified for your own action. 
 
 Important Notes 
 
 This screen does not create assignments. Create them in Housekeeping Assignment . 
 You only see rooms you are allowed to see: your own tasks, people under you (if you have that right), or rooms you may inspect. 
 Only the assigned housekeeper can start or pause cleaning (admins / users with full rights can also update). 
 Only the assigned inspector (or allowed role / admin) can inspect. 
 You cannot skip checklist items. Finish them in display order. 
 If a checklist exists, Submit for Review and Complete are done through the checklist, not from the status menu. 
 A room that requires inspection cannot be marked complete by the housekeeper. 
 Completing a task marks the room as Clean . 
 Payable amount appears only when status is Completed . Total Pay on the summary cards also counts completed rooms only. 
 Time keeps counting on screen while Cleaning or Inspecting is active. 
 If another timer is running, you must confirm Start Now before the new timer starts. 
 After Completed, status cannot be changed.

Maintenance Task
This is the daily board. A technician starts the job, works through the checklist, and pauses before leaving. An inspector checks the work when the category requires it. A supervisor assigns the work order before it starts. 
 
 
 
 
 
 
 Filters 
 Switch between list and columns. The columns follow the order above. Each column loads more work orders as you scroll. The list is newest reported first. 
 Filters, each with a count of matching work orders: 
 
 Category 
 Timer status 
 Column 
 Priority 
 Employee 
 Room 
 Room type 
 Area 
 
 Choosing a category narrows the other filters. The date range uses the reported date. 
 A card shows the code, category, room or area, priority, technician, time target, and checklist progress. 
 
 
 
 
 
 
 Stage and timer 
 The stage is the column. The timer status is whether work inside that column is stopped, running, or paused. 
 A work order can sit in In Progress while the timer is Paused . Pausing does not move it to another column. 
 
 
 
 Order 
 Stage 
 Meaning 
 
 
 
 
 1 
 Reported 
 Created, and no technician is assigned. 
 
 
 2 
 Assigned 
 A technician is named. The timer has not started. 
 
 
 3 
 In Progress 
 The technician is working or has paused. 
 
 
 4 
 Pending Inspection 
 The technician is done. An inspector has not started, or is inspecting now. 
 
 
 5 
 Rework 
 The inspector sent one or more steps back. 
 
 
 6 
 Completed 
 Closed. It stays closed. 
 
 
 
 Timer 
 
 
 
 Timer status 
 Meaning 
 
 
 
 
 Not Started 
 The timer for this column has not been started. 
 
 
 Running 
 The timer is running. 
 
 
 Paused 
 The timer is paused. The time already counted is kept. 
 
 
 Completed 
 Used when the column is Completed. 
 
 
 
 
 
 
 Column 
 Timer you will see 
 
 
 
 
 Reported 
 Not Started 
 
 
 Assigned 
 Not Started 
 
 
 In Progress 
 Running or Paused 
 
 
 Pending Inspection 
 Not Started while waiting, then Running or Paused during the inspection 
 
 
 Rework 
 Not Started until the technician starts again 
 
 
 Completed 
 Completed 
 
 
 
 Two clocks are kept separate: 
 
 Work time counts while the technician’s timer is running in In Progress . 
 Inspection time counts while the inspector’s timer is running in Pending Inspection . 
 
 A person can have one running work timer and one running inspection timer. Starting a second timer of the same kind prompts them to confirm. Confirming pauses the other job and starts this one. 
 
 How a work order moves 
 
 A technician can be changed only in Reported and Assigned . 
 In Progress goes to Completed when inspection is not required and every checklist step is done. 
 In Progress goes to Pending Inspection when inspection is required and every checklist step is done. 
 From Pending Inspection , Rework and Completed happen by marking checklist steps, one at a time. The card is not dragged there. 
 Completed cannot be edited, deleted, or moved. 
 
 
 Who sees which work orders 
 
 
 
 Login 
 What the board shows 
 
 
 
 
 Admin 
 Every work order at the property. 
 
 
 Supervisor, with full edit rights 
 Work assigned to them and to people in roles under them, work they reported, inspection work their role may see, and unassigned work. 
 
 
 Technician or inspector, with self-edit rights 
 Work assigned to them, work they reported, and inspection work they are allowed to see. 
 
 
 
 Inspection work appears for you in Pending Inspection , Rework , and Completed when an inspection is required and either you have already started that inspection, or nobody has started it and your job role is one of the category’s inspection roles. 
 
 For the maintenance person 
 You are the technician named on the work order. Start , Pause , Resume , and Start Rework are shown to you. 
 
 
 
 Column 
 What you do 
 
 
 
 
 Assigned 
 Tap Start . The card moves to In Progress and your work time starts. 
 
 
 In Progress, timer running 
 Tap Pause when you leave the job. 
 
 
 In Progress, timer paused 
 Tap Resume . 
 
 
 In Progress, and there is no checklist 
 Tap Send for Inspection when inspection is required. Tap Complete when it is not. 
 
 
 Rework 
 Tap Start Rework , then fix the steps the inspector sent back. 
 
 
 
 If another job of yours is already running, confirm to pause that one and start this one. 
 Checklist 
 While your timer is running, mark steps from the top. You can mark only the next step that is still waiting or was sent back. 
 
 
 
 
 
 
 
 

 
 When inspection is required, a step you finish becomes Completed . The inspector still has to accept it. 
 When inspection is not required, a step you finish becomes Approved . 
 When the step requires notes and photos, add a note or a photo. Saving with both empty is rejected. 
 
 When every step is Completed or Approved : 
 
 Inspection required: the card moves to Pending Inspection . 
 Inspection not required: the card moves to Completed . 
 
 On Rework , approved steps stay approved. Redo the steps that were sent back. When those are finished again, the card returns to Pending Inspection . 
 You can open a finished step to read its notes and photos. 
 Checklist colors 
 
 
 
 Color 
 Meaning 
 
 
 
 
 Gray 
 Waiting, or not the step anyone can mark right now. 
 
 
 Black 
 The step it is your turn to mark. 
 
 
 Blue 
 The technician marked it done. It is waiting for inspection, or inspection was not required. 
 
 
 Green 
 Approved. 
 
 
 Red 
 Sent back for rework. While the technician is redoing that step, it is shown as the current step instead of red. 
 
 
 
 Parts 
 Request Parts is available after the work order has left Reported and before it is Completed , for a person allowed to update that work order. 
 For each part: 
 
 Choose an item, or Other / Not Found when the part is not in the system. 
 For a stock item, choose a storeroom that still has quantity available. 
 Enter the quantity and the unit. 
 Choose Issue for parts used, or Return for parts put back. 
 A part bought on the spot does not need a storeroom balance. 
 
 
 
 
 
 
 
 
 
 Room out of service 
 On a guest-room work order, Mark Out of Service takes the room out of order. Back in Service puts it back. This stays available until the work order is completed by a person allowed to assign that work order. 
 A public area has no room, so this action is rejected. Turning the same setting on or off a second time is rejected. 
 The room is updated in SpendWell. Sending that change to the hotel system is switched off. 
 
 
 
 
 
 
 
 
 
 For the inspector 
 You work in Pending Inspection . You see a work order there when its category requires inspection, and your role is allowed to inspect it, or you are already the inspector on it. 
 Start the inspection 
 
 Open the work order. The timer is Not Started . 
 Tap Start Inspection . Your name is saved on the work order. The inspection stays with you. 
 Use Pause and Resume the same way the technician does. If you already have another inspection running, confirming pauses that one. 
 
 The inspection has to be started before the work order can be approved or sent back. An admin can act as well. Another inspector does not take over after you have started. 
 Mark each step 
 Go through the steps the technician marked Completed in order. 
 
 
 
 Choice 
 When to use it 
 
 
 
 
 Approved 
 That step is acceptable. 
 
 
 Rework 
 The technician must do that step again. Add a note or a photo. 
 
 
 
 The whole card is not dragged to Rework or Completed . When the last step is marked: 
 
 Every step Approved : the work order moves to Completed . The technician and the person who reported it are told it was approved. 
 Any step Rework : the work order moves to Rework . The technician is told. The work order is marked as rework. 
 
 When the technician finishes those steps, the work order comes back to Pending Inspection with you still as the inspector. Approved steps stay approved. Check the steps they redid. 
 A category that does not require inspection never enters this column. The technician closes it. 
 
 For the person who assigns work 
 
 
 
 
 
 
 
 

 
 
 
 Action 
 When it is available 
 
 
 
 
 Assign on a Reported card 
 Only active employees whose department is Maintenance are shown. The card moves to Assigned and that person is notified. 
 
 
 Drag a Reported card onto Assigned 
 Assigns it to you. 
 
 
 Reassign on an Assigned card 
 Before the timer starts. The previous technician is told it was removed. The new technician is told it is theirs. 
 
 
 Clear the technician 
 The card returns to Reported . 
 
 
 
 Employee tags on the picker: Present (clocked in), Schedule (published shift today), Absent . 
 
 Details 
 Tap the work order code. Three tabs open. 
 
 Details shows location, priority, who reported it, who it is assigned to, the time target, and the dates. 
 Checklist lists every step and its result. 
 Activity is the history, newest first: assign, start, pause, checklist, parts, inspection, and out of service. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Notifications 
 You are not notified about an action you just performed. 
 
 
 
 What happened 
 Who is told 
 
 
 
 
 Assigned 
 The new technician 
 
 
 Technician removed 
 The person who was removed 
 
 
 Ready for inspection 
 Everyone at the property in the allowed inspector roles, until someone starts it. After that, the inspector who started it. 
 
 
 Sent back for rework 
 The technician 
 
 
 Approved 
 The technician and the person who reported it 
 
 
 Completed by the technician, with no inspection 
 The technician and the person who reported it 
 
 
 
 The notification opens Maintenance Task . 
 
 One job from report to close 
 Category Plumbing . Time target: 4 hours. Inspection is required. The inspector role is Maintenance Inspector. Steps: shut off the water, replace the supply line (note or photo required), test for leaks. 
 
 Housekeeping reports a leak in room 109 and does not pick a technician. The card is in Reported . The due time is four hours after the report. All three steps are waiting. 
 The Maintenance Inspector assigns Ramesh. The card moves to Assigned . Ramesh is notified. 
 Ramesh taps Start . The card is In Progress and his timer is running. 
 He completes the three steps in order and attaches a photo of the supply line. The card moves to Pending Inspection . People in the Maintenance Inspector role are notified. 
 Priya taps Start Inspection . She approves the first and third steps and sends the supply line back with a note. The card moves to Rework . Ramesh is notified. 
 Ramesh taps Start Rework , redoes the supply line, and attaches a new photo. The card returns to Pending Inspection . 
 Priya approves the supply line. Every step is approved. The card moves to Completed . Ramesh and the housekeeper who reported it are notified. 
 
 If that category did not require inspection, finishing the steps in step 4 would approve them and move the card straight to Completed .