Set up Attendance tracking

Attendance tracking allows your employees to track their start time, end time, and breaks via with different time tracking methods using their mobile device or a desktop . 

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TABLE OF CONTENTS

• Enable attendance for the company
• Enable attendance for employees 
  • Conduct changes in bulk
• Enable attendance management tabs
  • Attendance summary
  • Who's checked in?
• Attendance Categories
• Add a custom category 

Enable attendance for the company

To start using this feature:

• Go to Settings > Features
• Find Attendance and toggle the switch

Enable attendance for employees 

Once Attendance is enabled, you can activate this function for a single employee:

• Go to People > Employee Profile > Personal
• Under ACTIONS > ENABLE ATTENDANCE TRACKING

 You can also activate this option directly when you create a new employee. Visit this article for more information.

After activating this feature for your employees, you and they will see an additional tab in their profile called Attendance

Conduct changes in bulk

• Under Attendance > Settings > Attendance tracking you can see the status for all your employees. 

Filter by 

• Policy name
• Attendance tracking status
• Office
  
• Department

• Select one or multiple employees by checking the box left of their name

OR

• Select all employees by checking the box left of the EMPLOYEE row 

• Click on ACTIONS to change the attendance tracking status

Enable attendance management tabs

To better track your employees' attendance, you can enable the tab Attendance summary and the tab Who's checked in?. 

Attendance summary

To enable the Attendance summary tab, 

• Go to Attendance > Settings > Overview
• Toggle the switch to the right at Enable Attendance summary

Who's checked in?

To enable the Who's checked in? tab,

• Go to Settings > Attendance > Overview 
• Toggle the switch at Enable Who's checked in?

Once you enabled this option, the option Late check-in range will appear. 

Here you can determine a time frame in minutes where employees are allowed to check in later to their scheduled shift or working hours. 

Be aware that for some specific companies some settings like Late check-in range will be pre-set, so turned on or turned off, and you as an admin are not able to change the respective setting.

If these options are enabled, you will see them as new taps in People.

Attendance Categories

With the Attendance Categories employees will be able to choose categories for their attendance entries. To enable Attendance Categories:

• Go to Attendance > Settings > Categories > Categories overview
• Toggle the switch on Categories activation

You can create your own categories and subcategories for your employees.

• Add a Category Name
• Define a category color 
• Toggle on the switch at Who should be able to see this category? when you want the category to be visible to everyone

Add custom category 

• Toggle off the switch and define a company, division, department or team that should see this category 
• When you want only one or several specific employees to see a category: 
  • Toggle off the switch and define the employee's company
  • Select a specific employee by typing in their name in the search bar
    

Note: The categories without any subcategory will be selectable when tracking the attendance. However, if a category has subcategories, that category won't be selectable, so the employees would have to select a subcategory of that parent category instead.