🧩 Overview
This release introduces Auto Clock-Out on Budget Restriction — a new system-level setting that automatically ends a staff member’s shift the moment a budget restriction threshold is hit. No manual intervention required.
When a DSP is clocked out automatically, they're notified immediately — via push notification, on their device’s home screen — so they always know what happened and why. Admins retain full ability to review and adjust any shift after the fact using existing shift management tools.
👥 Impacted users
Agency admins
Enable and manage the toggle in the Feature Settings. Benefit from automated budget enforcement without needing to monitor active shifts manually. Can still adjust any shift post-completion using existing dashboard tools.
DSPs
May have their shift or a client's service ended automatically when a budget limit is reached. Receive clear push notifications and in-app messaging explaining what happened, when it happened, and what their current shift status is.
✨ New features
Auto clock-out toggle (admin)
A new toggle — Auto Clock-Out on Budget Restriction — is now available under Settings > Feature Settings > Finance. It defaults to off for all agencies and must be explicitly enabled.
When enabled, the system monitors all active shifts in real time against each client's configured budget restrictions — daily, weekly, and monthly. The moment a threshold is hit, the system acts automatically:
Single-client shifts: When the client's budget restriction is reached, the service record is ended and the DSP is fully clocked out.
Multi-client shifts: Only the service record for the client who hit their limit is ended. The shift continues for any remaining clients. The DSP is only fully clocked out once all clients on the shift have reached their restrictions.
Rounding rules are respected: Service record end times and billable units are calculated in accordance with the billing code's configured rounding rules. The resulting record will never exceed the budget restriction limit.
Toggle changes taking effect: Enabling or disabling the toggle applies to all future shifts right away. Shifts that are in progress when the toggle is enabled may not be affected. Disabling the toggle does not retroactively affect shifts that were already auto-clocked-out.
DSPs cannot override an auto clock-out. However, admins can review and make adjustments to any shift using the existing post-shift report tools in the dashboard.
DSP notifications
When a budget restriction triggers an auto clock-out, the DSP is immediately notified across the following touch points:
Push notification
Sent at the moment of clock-out. For a full shift end, the notification reads: "Your shift has ended — All active services tied to your shift have ended due to budget restrictions. You have been automatically clocked out at [Time]." For a single client on a multi-client shift, the DSP receives a notification specific to that client's service ending, with the shift noted as still active.
Shift details view
The shift details screen shows an "Auto completed" badge, a "SYSTEM CLOCKED OUT" label, the timer stopped. All client rows display "No service in progress." The clock-in time is shown; the clock-out is recorded by the system.
✨ Feature set & affected areas
This feature lives under the Finance section of Feature Settings and touches several existing areas of the product:
Client budget restrictions — Daily, weekly, and monthly budget limits configured on client budgets now actively drive shift behavior when the toggle is enabled. No changes to how budgets are set up.
Billing codes & rounding rules — The auto clock-out respects rounding configurations on billing codes. Units and end times are calculated per the existing rounding logic on the relevant code.
Shift management (post-shift report) — Admins can use the existing post-shift report tools to review and adjust any shift that was auto-clocked-out. No new tools are required for admin correction.
DSP mobile app — Push notifications and the shift details view are all updated to surface auto clock-out events clearly and consistently.
🐛 Known Issues & bug fixes
No bug fixes are included in this release. This is a net-new feature addition.
Clicking on the notification that is sent when a shift is ended takes the user to the home screen of the app. It isn’t until they view their “In Progress” shift and refresh that they see that they’ve been clocked out.