Welcome to Atto! As a Manager, you play a crucial role in overseeing your team’s productivity, managing schedules, and ensuring accurate work records. This concise guide will help you quickly navigate Atto and effectively use its key features.
Getting Started with Atto
Accepting Your Invite & Creating Your Account
Before managing your team, you need to set up your Atto account.
1. Receiving & Accepting Your Invite
📌 Via Email Invitation:
• Check your inbox for an email from your organization.
• Click Create Account and follow the instructions.
📌 Via Direct Invite Link:
• If your admin shared a direct invite link, click it to start the sign-up process.
2. Set Up Your Account:
• Enter your full name and create a password.
• Confirm your email to activate your account.
3. Download the Mobile App
• Get Atto for iOS or Android to manage your team on the go.
Navigating the Atto App
Atto is structured into five main sections, giving you quick access to key management tools.
1. Dashboard
The Dashboard provides a quick overview of your team’s real-time status, shift schedules, and key reports, helping you stay informed and in control.
Quick Access Shortcuts
✔ Team Activity → View and manage real-time team work status.
✔ Schedule → Assign, edit, or manage shifts efficiently
✔ Time Off → Review and approve employee leave requests.
📌 Tap any of these shortcuts to jump to the respective management pages.
Using the Plus (+) Button
Tap the ( + ) Plus Button in the top-right corner to quickly manage work entries and team adjustments:
✔ Add a new Shift – Schedule a shift for an employee or yourself
✔ Add a new Time Card – Manually log work hours when needed.
✔ Request Time Off – Submit or approve time-off requests for employees or yourself.
✔ Add a new Drive – Log mileage for business-related trips.
✔ Add a new Team Member – Invite new employees to join Atto.
Today’s Shift
- Displays your assigned shift for the day.
- If no shift is assigned, tap Start Unscheduled Shift to begin tracking your work hours.
Team Activity
Provides live tracking of your team’s work status:
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On the Clock → Employees currently working.
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Clocked Out → Employees who have finished their shift.
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On Break → Employees currently on a break.
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Not Active → Employees who haven’t started their workday yet.
📌 Tap “All Members” to access a detailed breakdown of each employee’s work activity, including:
✔ Clock-in & Clock-out times with locations for accurate hour tracking.
✔ Job Start & End times to monitor task progress.
✔ Break Start & End times to ensure compliance with policies.
✔ Notes from employees or admins for added context.
Managers can also:
✔ Clock in or out employees if needed.
✔ Use filters to sort employees by Current Status (On the Clock, On Break, Time Off, Not Active) or Department.
📌 For a deeper dive, check out Managing Team Activity in Atto.
Upcoming Shifts
• View all upcoming scheduled shifts for your team.
• Tap All Shifts to see a full week’s schedule.
• Add, edit, or delete shifts as needed.
📌 For details on scheduling, see Publishing & Editing Shifts in Atto.
This Week (Overview)
This section provides a weekly summary of key metrics, helping you track team performance at a glance:
✔ Estimated Pay – Get a preview of payroll calculations.
✔ Total Paid Hours – Monitor total employee hours for the week.
✔ Miles Tracked – Displays mileage data if Mileage Tracking is enabled.
✔ Time Off Taken – Summarizes all approved time-off hours.
📌 Tap All Reports to access more detailed reporting insights, or see Using Reports in Atto.
Requests
This section helps you manage pending time-off requests and ensure team availability.
📌 Tap Time Off Requests to:
✔ Review, approve, or reject requests.
✔ Use filters to check requests by employee, date, or status.
✔ Compare employee availability before approving leave to prevent scheduling conflicts.
📌 For tips on handling leave requests, check out Managing Time Off in Atto.
2. Chat
Atto’s Chat feature enables seamless communication among team members.
✔ Send direct messages to employees or managers.
✔ Create group chats for team discussions.
✔ Share quick updates or work-related notes.
📌 For more details, see Chat for Team Messaging
3. Time Clock
Atto’s Time Clock allows managers to track their own work hours while ensuring accurate records for their team.
Clocking In & Out
Atto’s Time Clock is designed for easy and accurate time tracking. It allows managers to track their own work hours while ensuring their team’s records remain precise.
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Tap Clock In at the start of your shift to begin tracking your work hours.
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Tap Clock Out when your shift ends.
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Your work hours will be logged under the Reports > Timesheets section for review.
Using Job Codes
- Select a Job to clock in (If required by your admin, you won’t be able to clock in without selecting a job code).
- Tap Switch Job to track hours under a specific project or task.
- The job ends automatically when you clock out.
Taking Breaks
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Tap Take Break when pausing your work.
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If prompted, select a break type (Paid, Unpaid, Lunch, etc.).
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Tap End Break to resume work.
📌 Break Settings:
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Automatic Breaks enabled? → The manual Take Break button won’t be available, as breaks will be added automatically.
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Custom Break Rules? → You will need to select a break type before starting.
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Tap Add Notes to leave a comment on your time entry.
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Attach up to five images per time card to document work.
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Only one note update is allowed per time entry.
Location Tracking & Clock-In Rules
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If your admin requires location tracking, enable location permissions in your device settings for accurate clock-ins.
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Some companies may have job site clock-in restrictions, requiring you to be at a specific location before you can clock in.
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If you receive a clock-in error, check your location settings or move closer to the designated site.
📌 For more details on resolving clock-in issues, see Clock-In Issues and Solutions
4. Reports
The Reports tab provides a complete overview of your team's work hours, earnings, time off, and mileage tracking. It helps managers monitor and verify data before submitting payrolls, ensuring accurate payments and compliance with company policies.
• Timesheets → Track team work hours, including overtime & breaks.
• Pay → Review estimated pay, work hours, and rate adjustments for payroll.
• Miles → Monitor total miles driven & costs for reimbursements.
• Job Codes → Analyze time spent on specific tasks or projects.
• Time Off → Approved time off is logged here for tracking leave records. (For pending, rejected, or expired requests, check the Time Off Requests page.)
From the Reports tab, managers can also use the ( + ) Plus Button to do quick report adjustments and ensures accurate tracking of work hours, time off, and mileage:
✔ Add a Time Card
✔ Request Time Off
✔ Log a Drive
📌 Tap the download icon to export reports for review.
📌 For detailed insights, see Using Reports in Atto.
5. Settings
Profile & Password → Update personal details and passwords for security.
Notifications & Reminders → Manage alerts to stay informed and keep track of important updates:
✔ Time Clock & Job Site Reminders – Set personal clock-in and clock-out reminders and job site alerts.
✔ Days Selection – Choose which days to receive notifications.
✔ Extended Time Alerts – Get notified when working beyond expected hours.
✔ Time Clock Notifications for Other Users – Receive alerts when employees clock in/out or make manual edits.
✔ Shift Reminders – Get notified before shifts, and receive alerts for missed clock-ins/outs.
✔ Time Off Notifications – Stay updated on new time-off requests and approvals.
Manage Team → Add or remove employees, review members, and track pending invites
Invite New Members → Send invitations via Email or Share the invite link.
Help Center → Find solutions to common questions.
Feedback & Support → Reach out for personalized assistance.
Best Practices for Managers
✔ Plan schedules in advance to avoid last-minute changes.
✔ Encourage early time-off requests to prevent conflicts.
✔ Monitor team availability and balance workloads.
✔ Review reports regularly to optimize scheduling and resource planning.
You’re now equipped with everything you need to manage your team efficiently. Need help? Reach out anytime!