First Time Using SwipePoint (Administrator)

If you are an administrator and using SwipePoint for the first time, please follow these steps to get started quickly.

Download and Installation

Confirm Device Compatibility

The SwipePoint APP is compatible with:

  • iOS / macOS: iOS 15.5 or above, macOS 12 or above
  • Android: Android 10 or above

Please ensure your device meets the version requirements.

Download SwipePoint APP

  • iOS (iPhone/iPad/Mac): Go to the App Store, search for SwipePoint, and download, or click the official link to install.
  • Android: Go to the Google Play Store, search for SwipePoint, and download, or click the official link to install.

📌 Reminder: If you cannot find the SwipePoint APP in non-Taiwan regions, please switch your app store region to Taiwan to download.

Registration and Login

Log in to SwipePoint

  1. Open the APP and choose a login method:

    • Apple Devices: Click "Sign in with Apple Account"
    • Android Devices: Click "Sign in with Google Account"

  2. Follow the on-screen instructions to complete authorization and successfully log in.

Important Reminder

  • No additional account registration is required. Use your Apple/Google account to log in directly.
  • If you previously registered using a phone number, please switch to using an Apple or Google account to log in to ensure stable use.
  • Upon initial login, the system may request location permissions and notification permissions. Please select "Allow" to ensure the check-in function works correctly.

Create and Manage Organization

Create New Organization

  1. Enter Management Mode:

    • Click the menu in the upper left corner and switch to "Management Mode".

  2. Create Organization:

    • Click "Create New Organization", enter the company name, and submit after confirming.
    • After creation, you will automatically become the "Creator" of the organization and have the highest management authority.

  3. Confirm Organization Creation:

    • You can see your organization name in the "Organization List".

⚠️ Note:

  • Only the creator can delete the organization; other administrators cannot.
  • All data cannot be recovered after deleting the organization. Please consider carefully!

Set Organization Information

  1. Invitation Code & QR Code:

    • The system will generate an exclusive invitation code and QR code for each organization, which can be provided to employees to join the organization.

  2. Time Unit:

    • You can set 15 minutes, 30 minutes, 1 hour, etc., as the calculation unit.

  3. Function Settings:

    • Supplementary Check-in Function: Allow employees to make supplementary check-in records.
    • Leave Function: Allow employees to submit leave requests through the APP.
    • Overtime Check-in: Allow employees to make extra overtime check-ins.
    • GPS / Wi-Fi / NFC Check-in: Choose the allowed check-in methods.

Permission Management

SwipePoint provides 4 management levels:

  1. Creator - Highest management authority, cannot be removed.
  2. Top Administrator - Has all management permissions but cannot delete the creator.
  3. Administrator (Designated Permissions) - Can manage some employees or specific functions.
  4. General Employee - No management permissions, can only check in.

How to promote an employee to an administrator?

  • Enter the "Management Permissions" page, select the employee, and set their permission scope.

Employee Management

Invite Employees to Join Organization

Administrators can invite employees in the following ways:

  1. Invitation Link - Send a link, and employees can join by clicking on it.
  2. Invitation QR Code - Scan the QR code face-to-face to join.
  3. Invitation Code - Provide a numerical invitation code, and employees can apply to join after entering it.

Employee Joining Process

  1. Employees download the SwipePoint APP and, after logging in, select "Join Organization".

  2. Enter the invitation code or scan the QR code and submit the application.

  3. Administrator Approval:

    • Go to Organization Management > Join Application and approve employees to join the organization.

Edit Employee Information

Administrators can modify:

  • Basic Information (name, title, employee ID)
  • Leave Approval Supervisor (designate the administrator responsible for approving leave and overtime)
  • Salary & Employment Information (can be used for salary calculation)

Employee Departure Process

  1. Mark Employee Departure:

    • In the "Personnel Management" page, set the employee status to Departed.

  2. Historical Attendance Can Still Be Checked:

    • After an employee departs, their check-in and leave records can still be viewed by administrators.

Attendance Rule Settings

Set Check-in Methods

Administrators can choose:

  • Button Check-in - Directly click the APP button to check in.
  • QR Code Check-in - Scan fixed or dynamic QR codes to check in.
  • NFC Check-in - Use a mobile phone to sense NFC tags to check in.
  • GPS Location Check-in - Limit employees to check in at specific locations.
  • Wi-Fi / Bluetooth Check-in - Connect to designated Wi-Fi or Bluetooth devices to check in.

Create Schedules and Attendance Rules

  1. Create Shifts (such as day shift / night shift)
  2. Set Work Start / End Times
  3. Set Rules for Lateness, Early Departure, and Overtime
  4. Allow or Restrict Supplementary Check-in

Attendance Records and Reports

Check Attendance Records

  • Go to Management Mode > Attendance Records and Management to view the check-in data of all employees.
  • Filter by date or employee to find specific check-in records.

Process Supplementary Check-in Requests

  • If employees forget to check in, they can submit a supplementary check-in request.
  • Administrators need to review the supplementary check-in request, and the system automatically updates the record after approval.

Export Attendance Reports

  • Can export in Excel (XLSX) format for HR salary calculation.

  • You can choose to:

    • Export Employee Check-in Records
    • Export Overtime Records
    • Export Detailed Check-in Records

Other Functions

Announcement Management

  • Company announcements can be published, and employees can view them in the APP.
  • Supports attachment uploads, such as PDF, Word documents.

Notification Settings

  • Administrators can receive push notifications when employees check in, request leave, or apply for overtime.
  • It is recommended to turn on "Attendance Exception Notifications" to handle employee lateness/early departure situations promptly.

This guide helps administrators get started with SwipePoint quickly and establish a complete attendance management system. If you have any questions, please refer to the SwipePoint official instructions or contact customer service! 🚀

This manual strives for accuracy and completeness, but we do not assume any liability for errors, omissions, or updates. The content may be modified at any time without prior notice. We are not responsible for any damages arising from the use of this manual or downloading its contents, including but not limited to system failures, data loss, or infringement of rights. Users assume full responsibility and risk.