Staff attendance analytics and HR reports
HR directors, practice managers, and branch administrators can use Attendance Report to reconcile monthly payroll, audit punctuality, and clear missing session records before a pay period closes.
If Attendance Report or its tabs are hidden, see Permissions and Visibility.
Reconcile monthly payroll with attendance summaries
Section titled “Reconcile monthly payroll with attendance summaries”- Select Attendance from the left sidebar, then select Attendance Report.
- Select the Monthly Summary tab.
- Filter by month.
- Review each employee’s Office Days, Present Days, Remote Days, Absent Days, Missing Signout, Avg Hour Per Day, and Total Hour.
- Select Export to open Download File, choose Excel or JSON, and select Download to bring the totals into your payroll process.
Audit tardiness
Section titled “Audit tardiness”- On Attendance Report, select the Daily Attendance tab.
- Use the filter bar to filter Status to Late.
- Review late-arrival frequency across staff members.
Resolve missing sign-out records before payroll cutoff
Section titled “Resolve missing sign-out records before payroll cutoff”- On Attendance Report, select the Missing Records tab.
- Select a flagged employee’s row to open Attendance Sessions.
- Select the edit icon on the session to open Update Attendance, enter the corrected Sign Out, and select Save Changes.
Review time-off requests before a busy period
Section titled “Review time-off requests before a busy period”- On Attendance Report, select the Time Off tab.
- Use the Pending Time Off and Approved Time Off quick filters to see upcoming leave.
- Review the requested dates for each employee against your team’s workload before approving further requests.
See Manage staff attendance and leaves for the approval steps.