14.2 TrackTik SHIFT User Guide

Updated Nov 30, 2020

Technical Requirements
  • Android 6.0+
  • iOS 11.0+
Installation Process

For Android:

For iOS:

Signing In

Once you have installed TrackTik SHIFT on your smartphone, you can use your TrackTik portal credentials to sign in. Talk to your manager to ensure you have the correct credentials. For the username, you can use either your email address or your unique username (as long as they associated with your employee profile in the TrackTik web portal)

User Guide for SHIFT v1.1 (GA Nov) - Word

To log in:

  1. Enter your domain URL
  2. Select Next​.​
  3. Enter your username or email address.
  4. Enter your password.
  5. Select Next.

You should successfully sign in.​

  • You can select “Forgot Password” to reset your password if you need to.
  • You cannot register or create an account from the app. New accounts can only be created by managers/admin in the TrackTik web portal.
Forgot Password

Select Forgot Password and enter the email address associated with your employee profile in the TrackTik web portal. The system can identify your user profile and send you an email with a temporary link to reset your password.​ This link will redirect you to the Tracktik SHIFT app where you will be able to reset your profile password.

User Guide for SHIFT v1.1 (GA Nov) - Word
User Guide for SHIFT v1.1 (GA Nov) - Word

Once you have successfully reset your password, this new password will be saved in your profile for all other products you use (TrackTik staff web portal, kiosk, Guard Tour app, etc).

The password reset link expires after 60 minutes, as stated in the confirmation message and the email you will receive, if you do not reset your password before the link expires, you will have to start the process again.  

Signing Out
User Guide for SHIFT v1.1 (GA Nov) - Word

To sign out:

  1. Go to ​My Account​.
  2. Select ​Sign out​.

If you sign out, the app will save a quick access of your last logged in Domain URL so you don't have to enter it every-time.

Viewing My Schedule

Ensure that stay up to date on all your shifts.

You can browse your shifts schedule using any of the following:

  1. To browse through shifts, scroll vertically through the shifts list.
  2. To return to today when today is no longer in view, tap on the ​Today icon​ in the right corner, right above the weekly calendar.
User Guide for SHIFT v1.1 (GA Nov) - Word
Acknowledging a New Schedule

When your manager has published new shifts, you will see a ‘​New Shifts Assigned’​ notification banner.

  1. To acknowledge new shifts, click on the ‘​New Shifts Assigned’ ​banner.  A New Shifts​ Screen will open, with the list of new shifts assigned. You will be able to select the ​Acknowledge​ button to acknowledge the shift. This informs your manager that you have acknowledged your new schedule.
  2. To ensure you have the latest changes, leave and return to the ​My Schedule​ screen to prompt a page refresh.
User Guide for SHIFT v1.1 (GA Nov) - Word
Acknowledging Schedule Changes

When your manager has made changes to your shifts schedule, you will see an ​‘updated shifts’ notification banner.

  1. To acknowledge schedule changes, just click on the ​‘updated shifts’ ​banner, it will open an ​Updated Shifts​ Screen, with the list of shifts that have been changed where you will be able select the ​Acknowledge​ button. This informs your manager that you have acknowledged schedule changes.
  2. To ensure you have the latest changes, leave and return to the ​My Schedule​ screen to prompt a page refresh.
User Guide for SHIFT v1.1 (GA Nov) - Word
Viewing Shift Details

To view shift details, select any shift card in the My Schedule​ screen. In the shift details screen, you will see the shift date, start and end time, duration, site name & address, position, allowed breaks (if they are paid or not) and the post rate.

User Guide for SHIFT v1.1 (GA Nov) - Word
Shift Clock

Geofence Restrictions

If the sites where you are scheduled to work at have been configured with geofence clock-in restrictions, you will be required to give TrackTik SHIFT app access to your location upon selecting clock-in.

Once TrackTik SHIFT has access to your location, it can verify you are at the right location. You will not get that message again unless you disable it in your phone settings after. If you try to clock-in and you are not inside the allowed geofenced area, you will get the message “Seems like you are not on site”

User Guide for SHIFT v1.1 (GA Nov) - Word
Clocking In

Option 1

  • Navigate to the ​Shift Clock​ Screen ​by clicking on the shift clock icon in the bottom navigation​.
  • Select the ​Clock In​ button.

Option 2

  • To clock in from the shift details view, just click on the ​Go To Shift Clock​ button.
  • You will be redirected to the ​Shift Clock​ Screen.
  • Select the ​Clock In​ button from the shift clock screen.

Note: ​This button is only accessible once you’re ​eligible​ to clock in​.​ Until then, you’ll see appropriate messaging in the top banner leading up to when you’re able to clock in.

User Guide for SHIFT v1.1 (GA Nov) - Word
Taking a Break

Starting a break:

  • To start a break, from the Shift clock screen, select the ​Take Break​ button. This button is only accessible when you’ve clocked in.
  • Confirm the action by selecting ​Start Break ​in the pop up confirmation modal​.
User Guide for SHIFT v1.1 (GA Nov) - Word

Ending a break:

  • To end your break, select the ​End Break​ button.
  • Confirm the action by selecting ​End Break ​in the pop up confirmation modal.
Clocking Out
  • To clock out, from the Shift clock screen, select the ​Clock Out​ button. This button is only accessible when you’ve clocked in.
  • Confirm the action by selecting ​End Shift ​in the pop up confirmation modal.
  • You will see a success message if the clock out is successful.
User Guide for SHIFT v1.1 (GA Nov) - Word
Open Shifts

Browsing available Open Shifts

If you have the permission to request additional shifts from the​ Open Shifts ​list, you will see two tabs on the Schedule screen. You will have your​ My Shift section which​ includes all the shifts that have been assigned to you and an ​Open Shifts​ section that lists all the vacant shifts that are available to be requested/taken by employees (depending on the permissions).

User Guide for SHIFT v1.1 (GA Nov) - Word

This feature needs to be activated by a manager from the TrackTik Admin portal access.

Requesting/Taking Available Open Shifts

If you are interested in an open shift, you can select one of the available shifts in the list. This will open the shift details view to see additional information about the shift.

From the shift details screen, depending on your permissions, you will be able to either ​Request Shift​, which will set the shift into a pending status until your manager approves or declines it, or you will be able to Take Shift​ and it will be directly added to your existing schedule and be visible in your My Shifts​ section.  

User Guide for SHIFT v1.1 (GA Nov) - Word

A manager needs to grant you permission from the TrackTik Admin portal access so that you can perform these actions.

Once a vacant shift has been requested, the request will be visible in the admin portal. To view the request:

  1. Click on the Schedules and Attendance tab.
  2. Select vacant shifts.
  3. View the number of requests in the Shift Board column.
My Account

In this section, you can review your account information.

To view your personal info:

  • Go to ​My Account​.
  • Select your ​avatar, name & position​ row.
User Guide for SHIFT v1.1 (GA Nov) - Word
Viewing Your Availability

To view your availability:

  • Go to ​My Account​.
  • Select the ​Availability​ row.
User Guide for SHIFT v1.1 (GA Nov) - Word

It is currently not possible to update your availability through TrackTik SHIFT.

Viewing Your Account Credentials

To view your account credentials:

  • Go to ​My Account​.
  • Select the ​Account Credentials​ row.
User Guide for SHIFT v1.1 (GA Nov) - Word
Changing Your Password

To change your Password:

  • Go to ​My Account​.
  • Select the ​Account Credentials​ row.
  • Select the ​Password​ row.
  • Enter your current Password and select ​Continue.
  • Enter your new Password twice to confirm and select ​Save.
  • Get a confirmation that your password was successfully changed.
User Guide for SHIFT v1.1 (GA Nov) - Word

Once the password is updated you will be redirected to the login screen, to login using your new password.

Notifications Settings

To set your Notification Settings you need to allow notifications in the TrackTik SHIFT application. Once you have done so, you will see the menu above to turn on/off notifications you want to receive.

All notifications will be active by default. In order to receive any type of notifications you must be signed-in to the app, the app can be running in the foreground, in the background or be closed.

User Guide for SHIFT v1.1 (GA Nov) - Word

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