Dialpad WFM makes it easy for agents to report their time directly within the app.
Let’s learn how to accurately record your start and end times, as well as any overtime hours.
Who can use this
Dialpad WFM is available to all Dialpad users.
Contact your Customer Success Manager to discuss adding Dialpad WFM to your plan.
Clock in with Dialpad WFM
Use the Time Reporting feature to track your work hours accurately.
To clock-in with Dialpad WFM:
Select today's shift from the shift list
Navigate to Time reporting
Select the Start shift at [time] button to clock in for your shift
Clock out with Dialpad WFM
Use the Time Reporting feature to track your work hours accurately.
To clock out with Dialpad WFM:
Select today's shift from the shift list
Navigate to Time reporting
Select the Finish shift at [time] button
Note
You must already be clocked-in to a shift before you’ll see the Finish Shift button.
Once clocked out, you’ll see your full shift details in the Time reporting section.
Frequently asked questions
What do I do if I forget to clock in to my shift?
If Custom time reporting is enabled, select 'Enter different time’ and manually enter the time you started working.
If Custom time reporting is not enabled, clock in to your shift using the 'start shift' button, and then ask an admin to edit your clock in time for you.
If you forgot to clock in to a shift on a previous day, you won’t be able to clock in for this shift. Ask an admin to add your clock in time for you.
What do I do if I forget to clock out of my shift?
If you forgot to clock out of your shift, you will be prompted to complete your report when you next log in to Dialpad WFM. You will not be able to clock in to another shift until you clock out of your previous shift.
If you are unable to enter a custom time, then ask an admin to add your clock out time for you.
I'm a manager and an agent, how do I clock in and out?
If you have both agent and admin roles in Dialpad WFM, then you’ll need to switch to your agent account to report on your time.
In the admin account, click on your avatar in the top right and select 'switch to agent'
In the agent account, you'll see the time reporting module above the 'working with you' section.
Can my manager see when I clocked in or out?
Yes, managers or admins can see when you clock in or out.
Can my manager edit my clock in or out time?
Yes, admins can edit your clock in and out times.
Can I see when I clocked in or out in the past?
Yes, to see historic clock in and out times, select any past shift to view the time that you clocked in or out.
If you would like a detailed summary, ask your admin to share your timesheet.