Everything you need to know about using Casso Scan. Workers and admins — this is your reference.
Signing in
Go to the app and enter your username and password. Your admin will give you these.
- Workers land on My Day after login.
- Admins land on the Dashboard.
Forgot your password? Ask your admin to reset it in Settings → Users & logins.
My Day Workers
This is the page you'll use every day. It has two sections: your time clock and your box log.
Time Clock
1Clock In — Hit the big green button when you start working. It records your start time.
2Clock Out — Hit the red button when you stop. Your hours are calculated automatically.
3Multiple sessions — You can clock in and out multiple times (e.g. lunch break). Each session shows in the table with its hours.
4Delete a session — Click the ✕ button next to a session if you made a mistake. You'll be asked to confirm.
Box Logging
1Pick a project — Use the search box to filter, then select from the dropdown.
2Enter your numbers — Fill in Hours (required), Boxes scanned, and Boxes prepped. Values must be in 0.25 increments (0.25, 0.50, 0.75, 1.00, etc.).
3Add — Click Add. Your entry appears in the table below.
4Multiple projects — If you worked on more than one project, just add another entry. They all stack up.
Reconciliation
At the bottom, the app checks if your project hours match your clock hours.
- ✓ balanced — Project hours = clock hours. You're good.
- X h not yet assigned — You have clock time not logged to a project yet.
- ⚠️ exceed — You logged more project hours than you were on the clock. Fix it.
Submitting Your Day
1Clock out first — you can't submit while clocked in.
2Click Submit day. This locks your entries for the day.
3Over 10 hours? You'll see a warning banner but can still submit.
4Over 12 hours? You'll need admin approval before you can submit. The button changes to "Request approval."
Dashboard Admin
The profitability overview. See how much money each project is making vs. costing.
KPI Cards (top)
- Expected revenue — booked boxes × price/box (set in Settings).
- Labor cost — total wages paid to employees who worked on projects.
- Gross margin — revenue minus cost.
- Margin % — gross margin as a percentage of revenue.
Controls
- Period picker — Choose a semi-monthly pay period or "All time." Or pick "Custom range" for any date range.
- Fully loaded checkbox — Adds payroll taxes and employee expenses (health insurance, etc.) to the labor cost. Gives you the true cost of labor.
- Lock period — Locks the selected pay period so workers can't edit their entries. Admin can still edit (changes are audited).
Charts & Tables
- Burn-up chart — Select a project to see daily cumulative cost vs. booked revenue. Also shows daily box scan/prep counts.
- Cost table — Every project broken down by employee: hours, boxes scanned, boxes prepped, and cost.
Daily Time Admin
See and edit every employee's entries for a single day.
Navigation
- Date picker — Pick any date. Use the ← → buttons to jump one day at a time.
- Day totals — Shows combined hours, scanned, and prepped across all employees.
Per-Employee Cards
Each employee has a card showing:
- Clock status — How many hours they were on the clock. Flags if over 10h or 12h.
- Approve day button — Appears when an employee's >12h day needs approval.
- Entries table — Their box entries for the day. You can inline edit any field — change the project, hours, or box counts directly. Changes save automatically.
- Add row — Bottom of each table lets you add an entry for that employee.
- Delete — Remove an entry (asks for confirmation).
Settings Admin
All configuration lives here. Five sections:
1. Projects, Bookings & Visibility
- Sync from TimeKeep — Pulls the latest project list from TimeKeep. Projects are read-only (you can't create them here).
- Visible checkbox — Controls which projects workers see in their dropdown. Uncheck to hide a project from workers.
- Booked boxes / Price per box — Set these to calculate expected revenue on the Dashboard. Click Save after changing.
- Search — Filter the project list by name or code.
2. Employees & Hourly Rates
- Add employee — Enter name and starting hourly rate.
- Schedule a rate change — Enter a new rate and effective date, then click Schedule. The old rate automatically ends the day before.
3. Payroll Taxes
- Add employer-side tax lines. Percent = % of gross wages (e.g. 7.65% for FICA). Flat = fixed $ per pay period.
- These only affect the Dashboard when "Fully loaded" is checked.
4. Employee Expenses
- Add per-employee costs like health insurance. Choose a cadence: Per pay period, Monthly, or One time.
- These are spread across hours worked and added to "Fully loaded" cost.
5. Users & Logins
- Add login — Create a username + password (min 6 characters). Pick a role. Link to an employee if they'll be clocking in.
- Change role — Use the dropdown in the table.
- Deactivate — Uncheck the Active box. They can't log in anymore.
- Reset password — Click the button, enter a new password.
Roles & Permissions
| Feature |
Editor (worker) |
Viewer |
Admin |
| Clock in/out | ✓ | — | — |
| Log own boxes | ✓ | — | — |
| Submit own day | ✓ | — | — |
| View own entries | ✓ | ✓ | ✓ |
| Dashboard | — | — | ✓ |
| Daily Time (all employees) | — | — | ✓ |
| Edit anyone's entries | — | — | ✓ |
| Approve over-hours | — | — | ✓ |
| Lock pay periods | — | — | ✓ |
| Settings (all) | — | — | ✓ |
Need help? Contact your administrator or reach out to Casso support.