Manage staff attendance and leaves

Practice managers, branch admins, and firm owners can use Attendance Report to monitor staff sign-in activity, approve or reject time-off requests, correct session records, and export attendance data for payroll.

If Attendance Report or its tabs are hidden, see Permissions and Visibility.

Monitor daily staff attendance

Select Attendance from the left sidebar, then select Attendance Report.
Select the Daily Attendance tab.
Review each employee’s Status: Present, Absent, Late, Half Day, Missing Sign Out, Holiday, Leave, Weekend, or Not Available.

Use the quick filters (My Attendance, Today, Remote Login, Office Login, Present, Absent) or the filter bar to narrow the list by date, employee, work mode, or status.

Review and approve time-off requests

On Attendance Report, select the Time Off tab.
Use the Pending Time Off quick filter to see requests awaiting a decision.
Select a request to open Approve Time Off Request, and review the requested dates and Reason.
Enter an optional Comment.
Select Approve or Reject.

Full details on the leave types staff choose from are in Leave management and holiday schedules.

Correct a session entry

If an employee forgets to sign out, or a session needs a correction:

On Attendance Report, select the Daily Attendance or Missing Records tab.
Select the employee’s row to open Attendance Sessions.
Select the edit icon on the session that needs correcting to open Update Attendance.
Adjust Work Mode, Sign In, Sign Out, or Status.
Select Save Changes.

Export attendance data for payroll

Open Daily Attendance, Monthly Summary, Missing Records, or Time Off, and apply any filters you need.
Select Export (the download icon in the action bar) to open Download File.
Choose All Records or Filtered Records, set Select No. of Records and Enter Page Number, and choose Excel or JSON.
Select Download.

See Attendance reports and analytics for the full column reference on each tab.