Using IVR

Overview

What You Should Know First

• Time punches made by IVR are not covered by your month-to-month licensing fees.
• You must contact a TimeMD representative in order to receive a dedicated phone number to be used for the IVR time keeping process. Once assigned, you can find your dedicated IVR phone number under "Preferences -> General Account Info".

Getting Started

• Once you've been assigned your dedicated IVR phone number, you may complete the set-up process in your account. To do so, complete the following:
  • Proceed to "Preferences -> TimeTracking Settings".
  • Look for the setting under Misc. Settings titled, "Activate IVR time collection". Check the box and save the form.
  • Next, you must authorize which phones are allowed to use the IVR time keeping process.
    • Proceed to "Preferences -> Time Clocks"
    • Click the "Register New Time Clock" button
    • Select "IVR Based" from the "Type/Manufacturer" select box
    • Give it a name
    • Enter the phone number for the phone in the "Time Clock ID" field. Make sure to include the area code.
    • Specify the location and department where the time clock is found. If you'd like to also specify a Job, you may do so as well.
    • Save the form
  • Next you must enter Time Clock ID's for all your employees that will be tracking time via IVR.
    • Proceed to "Preferences -> Personnel/Employees"
    • Click on the employees name to be taken to their input screen
    • Under the section, "Time Tracking Settings", enter the employees Time Clock #". Note, because they will be using their phone's dial pad, you can only enter numbers.
    • Save the form.
  • If you wish your employees to specify a department when creating a punch, you must make sure you have an ID assigned to those departments.
    • Proceed to "Preferences -> Departments"
    • Click on the "edit" button for the department in question
    • Look for the "Alternate ID" field, enter the ID #. Note, because ID's will be entered using the phone's dial pad, you can only enter numbers.
    • Save the form.

That's it... you're all set. Your employees should now be able to track time via IVR.