View Attendance summary

Modified on Fri, 25 Aug 2023 at 05:27 PM

Once you enable the Attendance tracking and Attendance summary, you can view a summary of the attendance of the whole company or a single employee under different sections.


TABLE OF CONTENTS



For all employees


Under People > Attendance summary on the top menu bar, you can view the Attendance summary for all the employees in your organization. 


You can apply filters to see specific information based on your requirements. Also, you can click on an employee listed to access the employee's individual attendance page.


To see the Attendance summary, you can use the monthly or the weekly view:


Monthly view


Under Monthly view, 

  • Click the or > buttons to navigate between different months
  • Click on the Month to open a dialog box in which you can easily navigate to a different year or month.



The following information will be displayed under this section:

  • Name of the employee
  • Status: status of approval and geolocation usage
  • Tracked/Expected: number of tracked/expected hours in the chosen month
  • Difference: the difference between the tracked and expected hours in the chosen month (could be different if a waiver is applied)
  • Overtime balance: total uncompensated overtime (in hours)
  • Compensated: number of hours compensated by paying out or providing time off


Colour codes for tracked/expected hours:

  • Yellow: If tracked hours are greater than the expected hours by 10%, meaning overtime.
  • Orange: If tracked hours are lesser than the expected hours by 10%, meaning undertime.
  • Grey: In other cases



Note: You can hover your mouse over the status icon to discover the number of attendance entries that are or still need to be approved in the selected month.


Weekly view


Under Weekly view,

  • Click the or > buttons to navigate between different weeks



The following information will be displayed under this section:

  • Name of the employee
  • Status: status of approval and geolocalization
  • Days: number of hours tracked on each day of the chosen week
  • Tracked/Expected: number of tracked/expected hours in the chosen week
  • Overtime: number of overtime hours earned this week



Note: 

  • You can hover your mouse over the Status icon to discover the number of attendance entries that are or still need to be approved for the selected week.
  • You can also approve all entries in bulk that are within the time period.

For a single employee


Under People > Select an employee > Attendance, you can view the Attendance details of a specific employee in your organization.


To see the Attendance summary of a single employee, you can use the monthly or weekly view:


Monthly view


Under Monthly view, 

  • Click the or > buttons to navigate between different months
  • Click on the Month to open a box in which you can easily navigate to a different year or month.

Hours summary

The following information will be displayed:

  • Tracked so far: the number of hours tracked so far in that month
  • Expected: the number of hours expected for that month (depending on the work schedule assigned to the employee)
  • Overtime:  
    • Starting balance: number of overtime hours at the beginning of a month 
    • Earned this month: the difference between the tracked and expected hours in the chosen month (could be different if a waiver is applied)
    • Compensated this month 
    • Current balance: total uncompensated over time (in hours) at the end of the month

Note: Click on DETAILS to access the details of overtime


Time entry section

Daily entries have color bars at the left end to provide more clarity.


  • Green: When tracked hours are equal to the expected hours
  • Light orange: when tracked hours are fewer than the expected hours (under time)
  • Bright orange: when tracked hours are greater than the Expected hours (overtime)
  • Grey: the colour of any future days, non-working days/time off/holidays
  • Blue: the colour of "today" until the user inputs any hours


Once a time entry is made, a "v" button appears left to the date. You can click on the "v" button to view the operations performed on that particular date.



Date range view



Once you pick the dates under this view, the following information will be displayed:


Hours summary

  • Tracked: Number of hours tracked during the chosen dates
  • Expected: Number of hours expected during the chosen dates


Time entry section

A table with the following information will be displayed below:

  • Date: dates that fall within the chosen date range
  • Hours expected: number of hours expected on each date
  • Hours tracked: number of hours tracked on each date
  • Status: "-" (in case there is no time entry for that date), Approved, Pending



Note: Time entries that have 0 expected hours and 0 tracked hours will not appear in this table.




To learn how to approve the attendance entries of your employees, refer to the article "Approve attendance entries."

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