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Staff Check-In & Check-Out

Learn how staff can check in and out using Custr, including attendance tracking, photo capture and custom questions.

Overview

The Staff Check-In & Check-Out feature allows organisations to record staff attendance, improve site safety, and maintain an accurate list of who is currently on-site.

Staff can check in and out using a variety of methods, including RFID cards, fobs, QR codes, the Companion App, dashboard check-in and the iPad.

While many organisations use staff attendance purely for time and attendance purposes, additional features such as custom questions and photo capture can help support operational, safeguarding and compliance processes.

Staff do not require a rota in order to check in or check out. Staff attendance works independently of the Staff Rota feature.


Staff Check-In Methods

Staff can check in using:

  • RFID cards or fobs

  • QR codes

  • The Companion App

  • Dashboard check-in

  • Staff search on the iPad

Once checked in, staff will appear as on-site and will be included in evacuation procedures.


Staff Check-Out Methods

Staff can check out using:

  • RFID cards or fobs

  • QR codes

  • The Companion App

  • Dashboard check-out

  • Staff search on the iPad

Once checked out, staff will no longer appear as on-site.


Staff Questions

In addition to recording attendance, Custr can ask staff custom questions during both check-in and check-out.

Staff questions can be used to:

  • Record equipment issued to staff

  • Confirm equipment has been returned

  • Capture vehicle information

  • Record shift handovers

  • Capture wellbeing declarations

  • Gather operational information

Common examples include:

  • Have you collected your radio?

  • What is your radio number?

  • Have you completed your handover?

  • Have you returned all keys?

  • Which vehicle are you using today?

  • How was your shift?

Responses are recorded alongside the staff member’s attendance record.


Understanding Questions

All questions are created and stored centrally within Configuration > Questions.

Once a question has been created, it can be assigned to different workflows throughout the system, including:

  • Visitors

  • Staff

  • Students

  • Residents

This allows you to create a question once and reuse it in multiple areas if required.

For example, a question such as:

Have you returned your radio? could be assigned to:

  • Staff Check-Out

  • Visitor Categories

  • Student Check-Out

without needing to recreate the question multiple times.


Creating a Question

Before a question can be used during staff check-in or check-out, it must first be created.

To create a question:

  1. Navigate to Configuration > Questions

  2. Click Add Question

  3. Enter the question details

  4. Select the required answer type

  5. If required, mark the question as mandatory

  6. Click Save

Available question types include:

  • Yes / No

  • Text

  • Number

  • Multiple Choice

  • Dropdown List

Once created, the question will be available to assign to staff check-in and check-out workflows.


Assigning Questions to Staff Check-In

To display questions during staff check-in:

  1. Navigate to Configuration > Settings

  2. Select the Staff tab

  3. Select Check-In

  4. Locate the required question from the available questions list

  5. Add the question to the selected questions list

  6. Arrange the questions in the required order

  7. Wait for the system to Auto Save

The selected questions will now be displayed whenever a staff member checks in.


Assigning Questions to Staff Check-Out

To display questions during staff check-out:

  1. Navigate to Configuration > Settings

  2. Select the Staff tab

  3. Select Check-Out

  4. Locate the required question from the available questions list

  5. Add the question to the selected questions list

  6. Arrange the questions in the required order

  7. Wait for the system to Auto Save

The selected questions will now be displayed whenever a staff member checks out.


Using the Same Question for Check-In and Check-Out

Questions can be assigned to:

  • Check-In only

  • Check-Out only

  • Both Check-In and Check-Out

This allows organisations to collect information at different stages of the working day.


Questions and Check-In Methods

Staff questions are displayed regardless of how a staff member checks in or checks out.

Questions will be presented when using:

  • RFID cards or fobs

  • QR codes

  • The Companion App

  • Dashboard check-in and check-out

  • Staff search on the iPad

If mandatory questions have been configured, staff must answer them before their attendance action can be completed.

For example, if a staff member taps an RFID card to check in, any configured check-in questions will still be displayed before the check-in is completed.


Reordering Questions

Questions are displayed in the order shown within the Staff Settings page.

To change the order:

  1. Navigate to Configuration > Settings > Staff

  2. Select either Check-In or Check-Out

  3. Reorder the selected questions

  4. Wait for the system to Auto Save


Mandatory Questions

Questions can be marked as mandatory.

When a mandatory question is enabled, staff must answer the question before they can complete their check-in or check-out.


Disabling Questions

If you no longer wish to ask a question, it can be disabled.

Disabled questions:

  • Remain stored within the system

  • Can be re-enabled later

  • Will no longer appear during check-in or check-out


Deleting Questions

Questions can also be deleted entirely.

Deleting a question removes it from future check-ins and check-outs.

Historical responses that have already been captured will remain available within attendance records and exports.


Viewing Staff Question Responses

Responses to staff questions are stored alongside the staff member’s attendance record.

Question responses can be viewed from:

  • The Dashboard staff slide-over panel

  • The History page

  • Attendance exports and reports

This allows organisations to review attendance information alongside any operational or compliance information collected during check-in and check-out.


Reporting on Staff Questions

Staff question responses can be included within exports and reports.

When generating a report, custom staff questions can be selected as report columns, allowing organisations to analyse and export the responses collected during attendance.

This can be particularly useful for:

  • Radio and equipment tracking

  • Vehicle allocation records

  • Shift handover confirmations

  • End-of-shift compliance checks

  • Staff wellbeing declarations


Staff Photo Capture

Staff photos can be captured during check-in, check-out, or both.

Photo capture is configured separately from staff questions.

To configure staff photo capture:

  1. Navigate to Configuration > Settings

  2. Select the Staff tab

  3. Enable photo capture for:

    • Check-In

    • Check-Out

    • Both

  4. Wait for the system to Auto Save

Photos captured during attendance can be viewed alongside attendance information.


Important Notes

Before configuring staff questions, please note:

  • Questions are site-specific

  • Questions apply to all staff at the site

  • Questions are asked every time a staff member checks in or checks out

  • Questions cannot be assigned to specific staff roles or groups

  • Questions do not support default answers

  • Historical responses remain available even if a question is later removed

  • Deleted questions will no longer appear during future check-ins or check-outs


Best Practice

Most organisations use staff attendance primarily for:

  • Time and attendance

  • Site safety

  • Evacuation management

However, custom questions can also be used to support:

  • Equipment tracking

  • Vehicle allocation

  • Shift handovers

  • End-of-shift checks

  • Wellbeing declarations

  • Operational compliance processes

Staff questions should be kept concise to ensure the check-in process remains quick and efficient.

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