First-Time Use Guide for Administrators

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

Download and Installation

Confirm Device Compatibility

SwipePoint APP is compatible with:

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

Please ensure that your device meets the version requirements.

Download SwipePoint APP

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

📌 Reminder: If you cannot find the SwipePoint APP outside Taiwan, please switch the app store region to Taiwan to download.

Registration and Login

Login to SwipePoint

  1. Open the APP and select the login method:

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

  2. Complete the authorization as instructed on the screen to log in successfully.

Important Reminders

  • No additional account registration required, log in directly with your Apple/Google account.
  • If you previously registered with mobile number, please switch to Apple or Google account login to ensure stable use.
  • On first login, the system may request location permissions and notification permissions. Please click "Allow" to ensure the clock-in function works properly.

Creating and Managing Organizations

Create a New Organization

  1. Enter Management Mode:

    • Click the top left menu to switch to "Management Mode".

  2. Create Organization:

    • Click "Create New Organization", enter the company name, and submit.
    • After creation, the administrator will automatically become the "Creator" of the organization with 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 delete it.
  • All data cannot be recovered after deleting the organization, please consider carefully!

Organization Information Settings

  1. Invitation Code & QR Code:

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

  2. Time Unit:

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

  3. Feature Settings:

    • Supplementary Clock-In: Allow users (employees) to add missed clock-in records.
    • Leave Function: Allow users (employees) to apply for leave through the APP.
    • Overtime Clock-In: Allow users (employees) to clock in for overtime.
    • GPS / Wi-Fi / NFC Clock-In: Select the allowed clock-in methods.

Permission Management

SwipePoint provides 4 management levels:

  1. Creator – Highest management authority, cannot be removed.
  2. Super Administrator – Has all management permissions except deleting the creator.
  3. Administrator (Specified Permissions) – Can manage some users (employees) or specific features.
  4. General User (Employee) – No management authority, can only clock in.

How to promote a user (employee) to administrator?

  • Go to the "Management Permissions" page, select the user (employee), then set their permission range.

User (Employee) Management

Invite Users (Employees) to Join Organization

Administrators can invite users (employees) in the following ways:

  1. Invitation Code – Provide the numeric invitation code; the user (employee) enters it to apply for joining.
  2. Invitation Link – Send a link; the user (employee) clicks to join.
  3. Invitation QR Code – Face-to-face QR code scanning to join.

User (Employee) Joining Process

  1. User (employee) downloads the SwipePoint APP, logs in, and selects "Join Organization".

  2. Enter the invitation code or scan the QR code to submit an application.

  3. Administrator Review:

    • Go to Organization Management > Join Requests, approve the user (employee) to join the organization.

Edit User (Employee) Information

Administrators can modify:

  • Basic Information (name, position, user (employee) number)
  • Leave Approval Supervisor (assign supervisor for leave and overtime approval)
  • Salary & Employment Information (for payroll calculation)

User (Employee) Resignation Processing

  1. Mark user (employee) as resigned:

    • On the "Personnel Management" page, set the user (employee) status to resigned.

  2. Historical attendance still accessible:

    • After resignation, the user’s clock-in and leave records are still viewable by the administrator.

Attendance Rule Settings

Set Clock-In Methods

Administrators can choose:

  • Button Clock-In – Tap the APP button to clock in directly.
  • QR Code Clock-In – Scan fixed or dynamic QR codes to clock in.
  • NFC Clock-In – Use the phone to sense NFC tags to clock in.
  • GPS Location Clock-In – Restrict users (employees) to clock in at specific locations.
  • Wi-Fi / Bluetooth Clock-In – Connect to specified Wi-Fi or Bluetooth devices to clock in.

Create Shifts and Attendance Rules

  1. Create shifts (e.g., day shift / night shift)
  2. Set start / end work times
  3. Set rules for lateness, early leave, and overtime
  4. Allow or restrict supplementary clock-in

Attendance Records and Reports

View Clock-In Records

  • Go to Management Mode > Clock-In Records and Management to view all users’ (employees’) clock-in data.
  • Filter by date or user (employee) to find specific records.

Handle Supplementary Clock-In Requests

  • If a user (employee) forgets to clock in, they can submit a supplementary clock-in request.
  • Administrators must review the supplementary clock-in request. Upon approval, the system will automatically update the records.

Export Attendance Reports

  • Exportable in Excel (XLSX) format, for HR payroll calculations.

  • Options include:

    • Export clock-in records
    • Export overtime records
    • Export leave records

Other Features

Announcement Management

  • Post company announcements for users (employees) to view in the APP.
  • Support for attachment uploads, such as PDF, Word documents.

Notification Settings

  • When users (employees) clock in, apply for leave, or overtime, administrators can receive push notifications.
  • It is recommended to enable "abnormal attendance notifications" to handle lateness/early leave promptly.

Frequently Asked Questions

Q1: How do I review an employee’s supplementary clock-in?

A: To review an employee’s supplementary clock-in, the administrator can open the SwipePoint App, enter management mode, click the notification icon at the top right to enter the notifications page, and select the supplementary clock-in request submitted by the employee. On this page, you can approve or reject the request.

Q2: How do I start using the SwipePoint APP?

A: First-time administrators must confirm that the device meets the system version requirements (iOS 15.5 / macOS 12 or above, Android 10 or above), then go to the App Store or Google Play Store to search for "SwipePoint" and download and install the app. If the APP cannot be found outside Taiwan, please switch the app store region to Taiwan.

Q3: How do I log in to the SwipePoint APP?

A: No additional account registration is required for the SwipePoint APP. Administrators can log in directly with their Apple or Google accounts. Open the APP, select the corresponding login method according to the device type, and complete the authorization. If you previously registered with a mobile number, please switch to Apple or Google account login for stability. On first login, please allow location and notification permissions to ensure proper clock-in function.

Q4: How do I create an organization and set up basic information in the SwipePoint APP?

A: After logging in, tap the menu at the top left to switch to "Management Mode". Then click "Create New Organization", enter the company name, and submit. The system will automatically generate a dedicated invitation code and QR code for the organization, which can be provided to users (employees) to join. Administrators can also set the time unit (such as 15 minutes, 30 minutes, 1 hour) and enable or disable supplementary clock-in, leave, overtime clock-in, and choose allowed clock-in methods (GPS, Wi-Fi, NFC).

Q5: What are the permission levels in the SwipePoint APP?

A: The SwipePoint APP provides four management levels: Creator (with the highest authority and cannot be removed, one per organization), Super Administrator (with all permissions except deleting the creator), Administrator (specified permissions, can manage certain users (employees) or functions), and General User (employee, no management permissions, can only clock in). Administrators can promote users (employees) to administrators and set their permission range on the "Management Permissions" page.

Q6: How do I invite users (employees) to join the organization and manage them?

A: Administrators can invite users (employees) by invitation link, QR code, or invitation code. Users (employees) download the APP, log in, and select "Join Organization", then enter the invitation code or scan the QR code to apply. Administrators must review and approve requests in Organization Management > Join Requests. Administrators can also edit users’ (employees’) basic information, leave approval supervisor, salary and employment information, and mark resigned employees as "Resigned", whose historical attendance records remain available for viewing.

Q7: What clock-in methods and attendance rules can be set in the SwipePoint APP?

A: The SwipePoint APP supports various clock-in methods, including button clock-in, QR code clock-in, NFC clock-in, GPS location clock-in, and Wi-Fi/Bluetooth clock-in. Administrators can choose according to needs. For attendance rule settings, administrators can create shifts (such as day shift/night shift), set start and end work times, configure rules for lateness, early leave, and overtime, and decide whether to allow supplementary clock-in requests.

Q8: How can administrators query and export attendance records in the SwipePoint APP?

A: Administrators can view all users’ (employees’) clock-in data in "Management Mode" under "Clock-In Records and Management", and filter by date or user to find specific records. If a supplementary clock-in request is submitted, administrators must review and approve it in the system, which will automatically update the record. The SwipePoint APP supports exporting attendance reports in Excel (XLSX) format, including clock-in, overtime, and leave records, for HR payroll calculation.

Q9: What other useful features does the SwipePoint APP provide?

A: In addition to core attendance management, the SwipePoint APP provides announcement management, allowing administrators to post company announcements and upload attachments (PDF, Word, etc.) for employees to view in the APP. The system also provides notification settings, allowing administrators to receive push notifications for clock-in, leave, and overtime applications, and recommends enabling "abnormal attendance notifications" to promptly handle lateness or early leave situations.

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.