Attendance

The Attendance tab includes the Attendance Screen screen and the Batch Edit Start/Stop Time Screen. You can use these screens to manage worker clock-ins and clock-outs.

Access the Attendance tab

You can access this by selecting the Attendance tab.

Attendance tab in the top navigation

Attendance screen

The Attendance screen shows a summary of the shifts being worked for the day.

Attendance screen shift summary

You can change the date using the calendar on the left side of the screen.

Calendar on the Attendance screen

You can also review Late Starting Shifts below the calendar and select a shift to open it.

Late Starting Shifts list

Start or stop shifts from the Attendance screen

To start a missed shift, select Start shift. This sets the shift start to the current time.

Start shift action

A confirmation pop-up appears so you can confirm recording the worker as late.

Record worker as late confirmation

After you confirm, the actual start time is shown and the status updates to In Progress.

Shift in progress with actual start time

If needed, select Start shift at booked time to set the start to the booked time.

Start shift at booked time option

When the shift is complete, select Stop.

Stop shift button

A modal appears where you can edit the date and actual stop time, and add unplanned breaks and expenses.

Stop shift modal with breaks and expenses

If there were shift issues, select Yes for Were there any issues with the shift?

Shift issues option in stop modal

Batch edit start/stop time screen

The Batch edit start/stop times screen gives you three ways to manage shifts:

  • Shifts by Site

  • Shifts by Worker

  • Timesheets

Batch edit start stop times screen

Shifts by Site

Shifts by Site tab

Filter shifts

You can filter shifts by site and agency.

Site and agency filters

You can also filter to shifts without a start time or without a stop time.

Filters for missing start and stop times

Add start and stop times

After filtering, select the blank time cells and enter the correct start and stop times. When you finish, select Save.

Editing blank start and stop time cells

You can also edit shifts that already have start and stop times.

Editing existing start and stop times

When editing an existing time, a modal appears so you can edit additional details.

Edit shift details modal

The same process applies when updating stop time fields.

Editing stop times in grid
Stop time edit modal

You can also add start and stop times based on typical shift length or expected stop time.

Add start stop times options

Shifts by Worker

Shifts by Worker tab

Filter shifts

Use the worker drop-down to search for and select a worker.

Worker filter drop-down

Add start and stop times

The steps for adding start and stop times are the same as Shifts by Site. The difference is the filter used to select shifts.

Timesheets

Filter shifts

Use the filters on the left to filter by branch, organization, site, or worker.

Timesheet filters

You can also filter by week number.

Week number filter

Add start and stop times

On this screen, select the tools icon in the upper-right corner to choose how you want to update times.

Tools icon on timesheets screen

Select the edit mode as either Stop Time or Duration in hours.

Timesheet edit mode selection
Stop Time mode

In this mode, you enter a stop time. The start time field is greyed out when there is no actual start time.

Stop Time mode with no actual start time

If an actual start time exists, the start time field becomes editable.

Editable start time field when actual start exists
Duration in hours

In this mode, enter the number of hours the worker worked for the day.

Duration in hours mode

You may also enter hours in decimal format to account for minutes worked. For example, if a worker completed a 9 hour and 30 minute shift, this can be entered as 9.5.

attendance 1

A green highlight will also appear for a valid input.

Workers only appear on this screen when they already have a booked shift for that week. You cannot edit future shifts on this screen.
Timesheets note about booked and future shifts

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