工作检查清单
创建班次结束检查清单，应用到适当的工作或工作地点，并决定员工可稍后完成还是必须在下班打卡前提交。
引导教程 3:40
Set up an end-of-shift checklist
Read what employees answered, build a checklist, and choose the jobs and work sites it applies to.
文字记录
- 0:00Record what happened on every shift
- Clockspot lets employees fill in a checklist at the end of each shift, so you can see what was done, what was skipped, and what they noticed. Anything they mark as a problem comes to you first, before the next shift starts. In this video, we will read what employees answered, build a checklist, and choose the jobs and work sites it applies to. We will start on the Work Checklists page, which you open from Time and Attendance in the menu on the left.
- 0:28Read what employees answered, problems first
- The Work Checklists page opens on Submitted, which lists the checklists employees have finished. Each row shows the employee, the checklist, and the shift date, so you can see who answered for which shift. Answers marked Not done, Flag, or Fail are labeled Needs attention and sort to the top, so you see what went wrong first. Open a row to read the answers. You can see exactly which item came back as a problem. A submitted checklist keeps the wording the employee answered, so editing a checklist later does not change what older records say.
- 1:04Know who still owes you a checklist
- Not submitted lists the checklists employees still owe, oldest first. A count beside the tab shows how many are waiting.
- 1:13Employees answer as they clock out
- Now let's see what employees do. Open the Time Clock page from My Work in the menu on the left, and select Clock Out. Before the shift ends, Clockspot shows the checklist for that shift. The employee stays clocked in while they answer, and never has to remember to start one. Each item takes one answer. Marking an item Not done reports a problem, and a written answer is where they explain it. If the checklist can wait, Clock out without finishing ends the shift now and keeps the checklist under My Checklists. Select Submit and clock out to send the answers and end the shift.
- 1:49Hear about a problem before the next shift
- Back on the Work Checklists page, the submitted checklist appears under Needs attention. Open it to read the item that came back Not done and the note the employee left, so you can act before the next shift starts. Clockspot also emails you when a checklist reports a problem, so you do not have to keep this page open.
- 2:10Build a list once for the work you do
- To build your own, open the Checklists tab and select Add. Name the checklist, then add an item for each thing you want recorded. Each item asks for one of four answers. Done or not done records whether a step was completed. Pass, flag, or fail grades something like equipment or site readiness. A written answer records a short note. A photo gives you visual proof from the shift. Tick Must be answered to require an item before the checklist is complete. Tick Allow N/A when a step does not come up on every shift, so it is not reported as a problem. Under Clock-out requirement, choose whether employees can finish it later or must submit it before they clock out. Select Add checklist.
- 2:55Employees get it automatically, with no reminder
- A new checklist applies to nothing until you choose where. The list marks it Not applied yet, so it cannot sit unnoticed. Open the checklist's menu and select Choose where it applies. Pick a job when the same work happens at more than one address. Pick a work site when the checklist belongs to the building, whatever job brought someone there. Select Save. Anyone who works one of them gets the checklist automatically when they clock out, so you never have to send a reminder.
- 3:24A record of every shift, with problems first
- Clockspot brings what was done on a shift, anything an employee flags, and the notes they leave into one place. You can see how the work went without asking, and anything that needs attention comes to you first.
检查清单的用途
检查清单记录员工在班次中完成的工作。需要证明工作完成、某个步骤经常遗漏，或下个班次前需要得知问题时，可以使用它。
每份清单都可以允许员工先下班打卡、稍后完成，或要求提交后才能下班打卡。必交清单会让员工保持上班状态直到完成；允许稍后完成适合不应拖延班次结束的例行事项。
创建检查清单
打开检查清单并按添加。命名后，为每项工作添加下列回答类型之一：
- 已完成或未完成；若某些班次合理地不适用，可开启允许不适用。
- 通过、标记或失败，用于判断设备或地点状态。
- 文字回答，用于简短备注。
- 照片，用于一张完工或现场状况照片。每份清单最多 10 个照片项目。
使用说明（可选）补充查看位置或完成标准。开启必须回答后，员工必须完成该项目；照片项目必须上传完成才能提交。
在下班打卡要求下选择：
- 允许员工稍后完成会提供未完成仍下班打卡，并把清单留在我的检查清单。
- 要求下班打卡前完成会让从本人账户打卡的员工保持上班状态；另一个操作是取消下班打卡，不是绕过要求。
无论哪种政策，打卡机和电话仍允许下班打卡，因为它们无法显示和提交清单。长清单可用添加区段分组。
选择适用范围
新清单在设置前不会应用到任何地方，并会标为尚未应用。打开菜单，选择选择适用范围，再选择任意工作和工作地点。员工在匹配的工作或地点下班打卡时会自动收到清单。工作和地点同时匹配仍只生成一份。
相同工作在多个地址进行时选择工作；不论合同如何都属于建筑物本身的清单，则选择工作地点。
员工会看到什么
员工尝试下班打卡时，Clockspot 会在其仍处于上班状态时打开所欠清单；必交清单优先。未完成清单会跨日期保留在我的检查清单和收件箱的我的待办事项中，但绝不会阻止下一次上班打卡。
照片项目可选择拍照或选择照片。选择后立即上传，提交前可以替换或删除。上传需要互联网；必交照片上传失败时，必须先解决才能从本人账户下班打卡。
查看提交结果
页面默认打开已提交。未提交按最早优先显示仍欠的清单；检查清单选项卡用于创建和编辑。
员工回答未完成、标记或失败时，会显示需要注意并排在前面；其余显示全部正常。可按员工、清单或班次日期搜索。受限管理员只会看到自己有权限的员工。
已提交清单会保留员工当时看到的文字，即使模板后来改变。未提交草稿中的照片在员工提交前不会向经理显示。
更改或停用清单
编辑会发布新版本。以后的班次使用新版本，已经生成或完成的清单保留原文字和下班要求。仍是同一个问题时可编辑现有项目；含义改变时应删除后新建，以保持报表历史清晰。
归档会停止应用到新班次，但保留分配、现有待办和已完成记录。恢复后重新应用。
Clockspot 将上下班打卡、更正、审批和薪资工时连在一起，方便企业主和管理员在发薪前审核整个工作周。
想让员工工时记录更简单吗？ 了解 Clockspot 的工作方式.