Citadel's Web Portal makes it easy to track time and attendance for your workforce. This article is intended for Administrators with global permissions and explains how to find settings and rules within the portal. Whether you're new to the system or just need a refresher, this guide will help you navigate the Web Portal with ease.
At the top left of the Web Portal are your company name and account ID. On the top right, the date and time are displayed according to your time zone. Your profile icon is also on the top right, which you can use to access your account Settings or Log Out.
On the left side of the screen (when viewed on a personal computer), is the navigation bar. Click the menu icon to minimize or expand the navigation menu. When minimized, you can hover over the menu icons to see the navigation options. The navigation menu shows the following:
Dashboard
When you log into the Citadel web portal, the Dashboard will always be the screen you open up to. The Dashboard's appearance will vary based on the user's role and policies. The Dashboard supports a variety of widgets to help you perform tasks quickly and efficiently. The four possible widgets are the Quick Punch widget, the Who's In widget, the Missed Punches widget, and the Total Hours widget.
If you have a Punch Management policy with Web Punch enabled, the Quick Punch widget is available. This widget provides you with the 'most likely' punch option, based on your last punch.
The Who's In widget provides the status of your workforce at a quick glance. Easily see who's in, out, on rest, or on a meal break.
The Missed Punches widget shows all missed punches from the current and previous pay periods. You can edit and update the punches straight from the widget.
Finally, if you have any type of Punch Management policy assigned, the Total Hours widget will show on the dashboard providing a quick breakdown of your hours by Pay Code per pay period.
Organization
The Organization section is broken down into People, Places, Policies, Time Clocks, and Roles.
People is where you add administrators, supervisors, and employees to your account. From there, you can add their usernames and passwords, update their assigned policies, and archive users' profiles.
Use Places to group people together within Citadel. Set up places as Locations, Sites, or Areas for informational purposes. Create departments to assign groups of users and set policies for those groups.
Your account Policies determine the rules for your workforce such as their Pay Period, Overtime, Breaks, Holidays, and Punch options. You can add new policies, update current policies as your company changes and develops, or remove policies once they are no longer in effect.
Easily add time clocks to your account and monitor them all from Time Clocks.
In Roles, set what permissions each role has, such as who can view or edit timecards, which role(s) can add or edit policies, or who can add employees' fingerprints to the time clock. Administrators will always have global access to all aspects of the account. The Supervisor and Employee roles can be updated based on your company's needs.
Time Cards and Reports
Quickly access Time Cards to view, edit, or export them from Time Cards in the navigation screen. Then head over to Reports to run a Pay Period Report or Punch Report for your payroll and reporting purposes.
Online Help
The Online Help Center is always just a click away. The Help Center will open in a separate tab, so you can continue your work while being able to quickly and easily search for answers to any questions you may have. You can also click on the Chat icon to search our Help Center or to access our Live Chat option.