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Staff Check-In & Check-Out

Learn how staff can check in and out using the Custr platform.

Overview

The Staff Check-In & Check-Out feature allows employees to record when they arrive and leave the site using the Custr system.

This helps organisations:

  • Maintain accurate on-site records

  • Improve evacuation visibility

  • Track staff attendance

  • Support safeguarding and compliance

  • Manage offsite working and movement

Staff can check in and out using:

  • Manual name entry on the iPad

  • RFID fobs/cards

  • Staff QR codes

  • The Custr Companion App

  • Dashboard Check-In & Check-Out

The most common method is manual name entry using the iPad.


How Staff Check-In Works

When a staff member checks in:

  • Their status changes to Checked In

  • They appear within the dashboard and the evacuation view

  • Their check-in time is recorded

When checking out:

  • Their status changes to Checked Out

  • They are removed from the live on-site totals


Staff Check-In vs Account Access

Staff do not require Account Access to check in and out using the iPad.

Account Access is only required for:

  • Logging into the dashboard

  • Using the Companion App

  • Accessing reports and administration features

A staff member can still:

  • Check in via the iPad

  • Use RFID

  • Use QR codes

without having dashboard login access.


How to Check In & Out Using the iPad

To check in or out using manual name entry:

  1. Tap Staff on the iPad

  2. Begin typing your name

  3. Select your profile from the list

  4. The system will automatically determine whether to:

    • Check you in

    • Check you out

    • Return you from Offsite

The available action depends on your current status within the system.


Using Predictive Search

The iPad uses predictive search to help staff quickly find their profile.

As staff begin typing:

  • Matching employee records will appear automatically

  • Selecting the correct profile completes the process

If Secure Staff Mode is enabled:

  • Staff must continue typing until only one matching result remains

  • This helps prevent incorrect check-ins where employees have similar names

Typing additional letters will automatically narrow the results.


Staff Status Types

Staff can appear in one of three states within the system.

Status

Meaning

Checked In

Staff member is currently on-site

Offsite

Staff member is working away from site temporarily

Checked Out

Staff member has left site

The system automatically changes the available actions depending on the current status.

For example:

  • Checked Out β†’ will offer Check In

  • Checked In β†’ will offer Check Out

  • Offsite β†’ will offer Return from Offsite


Alternative Check-In Methods

In addition to manual name entry, staff can also check in using:

RFID Fobs & Cards

Staff can tap their assigned RFID fob or card against a compatible reader.

Staff QR Codes

Staff can scan their assigned QR code for faster check-in and check-out.

Companion App

Staff can check in remotely using the Custr Companion App.

Dashboard Check-In

Administrators can manually check staff in and out from the dashboard.

These methods all link back to the same employee profile.

This means staff can:

  • Check in one way

  • Check out another way

For example:

  • Check in manually

  • Check out using QR code

or:

  • Check in on one device

  • Check out on another device linked to the same site


Adding Staff to the System

Staff must exist within the Employees directory before they can check in.

Employees are commonly added through:

  • Manual creation

  • CSV import

  • Office 365 sync

  • Public API

  • MIS integration

  • Nourish integration (Care Edition)

Staff records are also used for:

  • Notifications

  • Account access

  • Reporting

  • Multi-site access


Why Can’t a Staff Member Find Their Name?

If a staff member cannot find their profile during check-in, common causes include:

  • The employee has not been added to the Employees directory

  • The employee exists on a different site

  • The employee record has been archived

  • The employee sync/import has not completed yet

  • The name is being searched incorrectly

If using multiple sites:

  • Ensure the employee exists on the correct site

  • Ensure the employee email is linked correctly where required


Important Notes

  • Staff check-in is available across all Custr editions

  • Staff do not require Account Access to use iPad check-in

  • Staff can use different check-in methods interchangeably

  • Multiple devices linked to the same site can be used for check-in and check-out

  • Offsite Working permissions are managed separately

  • Dashboard and Companion App access require Account Access to be enabled

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