User manual

Sign in with the access your company gave you: the company ID (only the first time on each device), your user and password, or your fingerprint / Face ID. What you see depends on your role: employee, supervisor or administrator.

1. The first time on a device, enter your company ID (for example XB-ABC234); Human Resources or your administrator gives it to you.
2. Enter your user (email or employee number) and password. If it is temporary, choose a new one (at least 10 characters, not only digits).
3. Turn on fingerprint or Face ID to sign in within a second next time, and allow location when the phone asks.
4. To leave, use “Sign out” at the bottom of the screen; fingerprint / Face ID stays on for that device.

From a phone or computer, employees record the start and end of their workday and breaks. The time is set by the server.

1. When you arrive, press “Clock in”.
2. For lunch or a break, press “Start break”, and “End break” when you're back.
3. At the end of the day, press “Clock out”.
4. “This week” shows your hours against the legal limit, and any alerts.

Each finished week is reviewed and confirmed, or disputed. That answer is the record agreed with the worker.

1. Under “My weeks”, open the week marked “To sign”.
2. Check the hours per day, the overtime (double and triple) and the alerts.
3. If everything is right, press “I confirm it is correct”.
4. If something is wrong, press “I don’t agree”, explain what is wrong and send it. Your supervisor will review it.

See your available vacation days and upcoming mandatory rest days, and request vacation, leave, or report an IMSS incapacity.

1. Under “Time off and vacation”, check your available days, those earned by length of service and those taken or requested.
2. Press “Request vacation or leave”, choose the type and the dates.
3. For an IMSS incapacity, enter the certificate folio. For leave, enter the reason.
4. Press “Send request”. Your supervisor approves or rejects it; the status shows under “My requests”.
5. You can cancel a pending request, or approved vacation that has not started.

Shows the people you supervise with their weekly hours, overtime, alerts and sign-off status.

1. Pick the week with the arrows, or “Today” for the current one.
2. Filter by location or area, or tick “Only with alerts”.
3. The cards at the top summarise people, who is working now, violations and overtime hours.
4. Click a person to open their week.

The detail shows the person's status right now, each day with its clock-in and clock-out time, a map of where they recorded, the alerts, the worker's sign-off and every record. Corrections never change records: they are added as new ones.

1. At the top you see their status right now (working, on a break, off duty), any absence today (vacation, incapacity, leave) and their last record.
2. In “Where it was recorded”, the map shows each clock-in, break and clock-out of the week, the workplace and its attendance radius; anything recorded outside the area is red. Tap a point to see the time and accuracy.
3. To remove a wrong record, press “Void” next to it, enter the reason and confirm.
4. To add a missing record, choose the type, the date and time (local time at the location) and the reason, then save.
5. Check “Weekly sign-off”: it lists each answer from the worker and whether it was on the current records or on records that changed later.

On the supervisor dashboard, the “Time off and leave” section shows your team's requests awaiting approval and upcoming approved absences.

1. Review each request: person, type, dates, days it counts and, for vacation, the available balance.
2. Add a comment if you like and press “Approve” or “Reject”.
3. For an IMSS incapacity or an absence, press “Record an absence”, choose the person, the type and the dates; it is approved at once.

Worked, ordinary and overtime hours, days worked, absences, alerts and sign-offs per person for a week, fortnight, month or custom period. Exported to PDF.

1. In the menu on the left of the supervisor dashboard or Setup, open “Reports”.
2. Choose the period: week, fortnight, month or custom, and move with the arrows. It opens on the last complete week.
3. Filter by company, area, person or leader. With a leader, tick “include every level” to see everyone under them, or untick it for direct reports only.
4. Group by company, area or leader to see subtotals.
5. Press “Export PDF” to download the report.

The legal entities in your group, with RFC, IMSS employer registration and the day the pay week starts.

1. Press “Add”, enter the legal name, RFC and employer registration, and choose the week start.
2. To change details, use “Edit”.

Plants, offices or branches, with their time zone and an optional geofence.

1. Press “Add”, choose the company, the name and the time zone.
2. Place it on the map: press “Use my location (GPS)” if you are there, search the address by street and number, paste coordinates, or click on the map. Latitude and longitude fill in and can also be typed by hand.
3. Set the radius in meters: the circle on the map shows where on-site clock-ins are accepted.

Departments within each location (for example Production or Administration).

1. Press “Add”, choose the location and enter the name.

Your staff: personal details and their assignment (company, location, area, shift type and work mode) with its history.

1. To add someone, press “Add” and enter number, name, CURP, birth date, location, shift type and work mode.
2. Under “Login user”, enter the username the person signs in with.
3. Choose their “Leader (reports to)”: reports by leader include everyone under them.
4. Enter the “Hire date” and their weekly rest day: vacation is calculated from them. If they had days pending when the company started using the system, enter the “Opening vacation balance” and its date.
5. To change location, area, shift or work mode, open “Edit” and record a change under “Assignment”, from the first day of a pay week.
6. For someone who leaves, use “Deactivate”. They can be “Reactivated” later.

Which locations or areas each supervisor sees and corrects.

1. Enter the supervisor's username, choose “Whole location” or “One area”, select it and press “Assign”.
2. To remove an assignment, press the × next to it.

Your company ID and who can sign in: user, roles, linked person, temporary password and the devices each person uses.

1. Share the company ID with your staff; they type it the first time they sign in on a device.
2. Press “New access”, choose the person (or none, for a supervisor or administrator), the user (email or employee number) and the roles, and create it.
3. Hand over the temporary password shown: it appears only once and the person must change it when signing in.
4. If someone forgets their password, use “Reset password”; if they change or lose their phone, “Remove” that device.

Import your staff from the Excel or CSV file your payroll system exports, and see the direct connectors under development (Aspel NOI, CONTPAQi, Odoo, SAP and others).

1. Under “Import staff from Excel or CSV”, choose your file (or download the sample template and fill it in).
2. Review the preview: new, changed and unchanged people, deactivations and rows with errors. You also see the companies, locations and areas that will be created.
3. If a row has an error, fix the value right in the preview and press “Check again”.
4. Press “Import”. Rows with errors are not imported; you can enter those people later in “People”.

The year's mandatory rest days: the Federal Labor Law days (Art. 74) are computed automatically; here you add your state's election days or the company's own rest days.

1. Choose the year with the arrows.
2. To add a day, enter the date and the name, and press “Add day”.
3. To remove a day the company added, press “Remove”.

The logo, colors and app name your employees see, including on the sign-in page of your own address.

1. Enter the app name (optional).
2. Choose the primary and accent colors; the preview shows the result.
3. Upload your logo (PNG, JPEG, WebP or SVG, up to 256 KB) and press “Save branding”.

The plan, how many active employees it allows, its validity and monthly usage.

1. Check the status, active employees and validity.
2. To install a new license, paste the text Experti sent you (it starts with WHTS1.) and press “Install”.

Who changed what in the setup, and when, with the old and new values.

Customers, licenses and usage across all companies.

1. For a new customer, enter its name and subdomain and press “Create customer”; then create its administrator in Keycloak with the tenant_id attribute shown.
2. To issue a license, press “Issue license” on the customer, enter plan, employees, validity and deployment, and press “Sign and install”.
3. For on-premise installs, copy the license text and send it to the customer.

Product name (xBeat), app version, developer and legal basis. Open it from “About” at the bottom of any screen.

Pick your role above to see only what applies to you, or search for a word. The limits, alerts and status tables are generated from the system and always show the values in force.

Reference: limits, alerts and statuses

This section is generated automatically from the rules and texts the system uses right now.

Legal limits by year

D/N/M = day, night and mixed shifts (Art. 61). Each year applies from January 1. “To be confirmed” values come from secondary sources and will be adjusted when the STPS publishes its provisions.

Alerts the system can show

• Violation · On [date], [hours] h of overtime were logged; the daily maximum is [limit] h.
• Violation · Overtime on [days] days; the weekly maximum is [day limit] days.
• Violation · Weekly overtime of [hours] h exceeds the legal limit of [limit] h.
• Violation · Worker under 18 with [hours] h of overtime: prohibited by LFT Art. 178.
• Violation · [days] consecutive days worked without rest as of [date] (Art. 69).
• Warning · [hours] h of overtime must be paid at triple rate.
• Information · [hours] h of [limit] h weekly limit used.
• Warning · Clock-out missing (clock-in at [date and time]).
• Warning · Duplicate clock-in without a clock-out ([date and time]).
• Warning · Clock-out without a clock-in ([date and time]).
• Warning · Break logged outside a shift ([date and time]).
• Warning · Break still open at clock-out ([date and time]).
• Warning · Work recorded on [date], a day marked as [absence type].
• Warning · Worked on [date], a mandatory rest day ([mandatory rest day]): paid double on top of the day's wage (Art. 75).

Weekly sign-off statuses

In progress

The week is still in progress; it can be signed when it ends.

To sign

The week ended and the worker has not answered yet.

Signed

The worker confirmed the hours are correct.

Disputed

The worker said something is wrong; the supervisor must review it.

Sign again

Records changed after the last answer; the week must be signed again.

No records

No records that week; nothing to sign.

License statuses

Evaluation

Evaluation mode: up to M active employees.

Active

The license is valid and seats are available.

Near the limit

Your license is near its limit: N of M active employees.

Limit reached

License limit reached (N of M). People cannot be added or reactivated; time recording keeps working.

Grace period

The license expired; grace period active. Renew with Experti.

Expired

The license has expired. People cannot be added; time recording keeps working.

Not started

The installed license has not started yet.