Real Time Alert – Help Guide

The Real Time Alert feature in Workfolio allows you to automatically send timely clock-in reminders and attendance-related alerts to your team.

You can configure alerts for:

• Clock-in Reminder – Reminds employees to clock in before the expected time.

• Late Clock-in Email Alert – Notifies when employees clock in late.




• Absence Email Alert – Reports employees who have not clocked in at all by a set time.

This guide explains how to use the feature step-by-step.

Steps to enable the Real-time alert feature:

Step 1: Visit the Settings -> Track Settings page

Step 2: Enable the Real Time Alert feature 

Step 3: Save your settings changes

1. Go to the Real Time Alert section from your Workfolio dashboard.

2. You’ll see:

   • Total Alerts – Number of alerts configured.

   • Active Rules – Alerts currently turned on.

   • Today Delivered Emails – Number of alert emails sent today.

3. Click + Create New Alert to set up a new rule.

Sends an email reminder to employees to clock in before the official start time.

1. Select Alert Type → Clock-in Reminder.

2. Enter:

   • Expected Clock-in Time – Your organization’s official clock-in time (e.g., 09:00 AM).

   • Send Reminder At – When to send the reminder (e.g., 08:45 AM).

3. (Optional) Enable Skip if they have already logged-in to avoid sending reminders to employees who are already clocked in.

4. Choose Active Days – Select weekdays when the alert should run.

5. Select Notification Recipients – Send to everyone or specific team members.

6. Save the alert.

Sends an email report listing employees who clocked in after the expected time but before a set cut-off.

1. Select Alert Type → Late Clock-in Email Alert.

2. Enter:

   • Expected Clock-in Time – The official start time (e.g., 09:00 AM).

   • Email Notification Time – Time to send the late clock-in report (e.g., 09:30 AM).

3. Choose Active Days.

4. In Employees to Include in Report:

   • Include all late clock-ins – Lists all employees who clocked in late.

   • Include late clock-ins for selected employees only – Limits report to specific members.

5. Save the alert.

Sends a list of employees who have not clocked in at all by a set time.

1. Select Alert Type → Absence Email Alert.

2. Enter:

   • Expected Clock-in Time – Your organization’s official clock-in time.

   • Email Notification Time – Time to send the absence report.

3. Choose Active Days.

4. In Employees to Include in Report:

   • Include all absents – Lists all employees who didn’t clock in.

   • Include absent for selected employees only – Limits report to specific members.

5. Save the alert.

• Use the Alert Configuration tab to view all existing alerts.

• You can Activate/Deactivate alerts anytime.

• Use the Edit icon to update an alert’s settings.

• Use the Delete icon to remove an alert.

• The Alert Logs tab shows sent alerts and delivery history.
  
  

• Set reminder times 10–15 minutes before expected clock-in to allow employees enough time.

• Use Late Clock-in Alerts for team leads or managers to monitor punctuality.

• Use Absence Alerts for admin or HR teams to track attendance issues.
  
  

If you need any assistance, feel free to contact us through live chat support, or mail us at [email protected]