工作檢查清單
建立班次結束檢查清單、套用到適當的工作或工作地點，並決定員工可稍後完成還是必須在下班打卡前提交。
引導教學 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.
文字記錄
- 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.
檢查清單的用途
檢查清單記錄員工在班次中完成的工作。需要證明工作完成、某個步驟經常遺漏，或下個班次前需要知道問題時，可以使用它。
每份清單都可以允許員工先下班打卡、稍後完成，或要求提交後才能下班打卡。必交清單會讓員工保持上班狀態直到完成；允許稍後完成適合不應拖延班次結束的例行事項。
建立檢查清單
開啟檢查清單並按新增。命名後，為每項工作新增下列回答類型之一：
- 已完成或未完成；若某些班次合理地不適用，可開啟允許不適用。
- 通過、標記或失敗，用於判斷設備或地點狀態。
- 文字回答，用於簡短備註。
- 照片，用於一張完工或現場狀況照片。每份清單最多 10 個照片項目。
使用說明（選用）補充查看位置或完成標準。開啟必須回答後，員工必須完成該項目；照片項目必須上傳完成才能提交。
在下班打卡要求下選擇：
- 允許員工稍後完成會提供未完成仍下班打卡，並把清單留在我的檢查清單。
- 要求下班打卡前完成會讓從本人帳戶打卡的員工保持上班狀態；另一個操作是取消下班打卡，不是略過要求。
無論哪種政策，打卡機和電話仍允許下班打卡，因為它們無法顯示和提交清單。長清單可用新增區段分組。
選擇適用範圍
新清單在設定前不會套用到任何地方，並會標為尚未套用。開啟選單、選擇選擇適用範圍，再選擇任意工作和工作地點。員工在符合的工作或地點下班打卡時會自動收到清單。工作和地點同時符合仍只會產生一份。
相同工作在多個地址進行時選擇工作；不論合約如何都屬於建築物本身的清單，則選擇工作地點。
員工會看到什麼
員工嘗試下班打卡時，Clockspot 會在其仍處於上班狀態時開啟尚未完成的清單；必交清單優先。未完成清單會跨日期保留在我的檢查清單和收件匣的我的待辦事項中，但絕不會阻止下一次上班打卡。
照片項目可選擇拍照或選擇照片。選擇後立即上傳，提交前可以取代或刪除。上傳需要網際網路；必交照片上傳失敗時，必須先解決才能從本人帳戶下班打卡。
查看提交結果
頁面預設開啟已提交。未提交依最早優先顯示尚未完成的清單；檢查清單分頁用於建立和編輯。
員工回答未完成、標記或失敗時，會顯示需要注意並排在前面；其餘顯示全部正常。可依員工、清單或班次日期搜尋。受限管理員只會看到自己有權限的員工。
已提交清單會保留員工當時看到的文字，即使範本之後變更。未提交草稿中的照片在員工提交前不會向經理顯示。
變更或停用清單
編輯會發布新版本。以後的班次使用新版本，已經產生或完成的清單保留原文字和下班要求。仍是同一個問題時可編輯現有項目；含義變更時應刪除後新增，以保持報表歷史清楚。
封存會停止套用到新班次，但保留指派、現有待辦和已完成紀錄。還原後重新套用。
Clockspot 將上下班打卡、更正、核准及薪資工時連結在一起，讓企業主與管理員能在薪資處理前檢查整個工作週。
想讓員工記錄工時更簡單嗎？ 瞭解 Clockspot 的運作方式.