Overview#
The Attendance module tracks when employees start and end work, computes overtime, and lets employees request corrections when a record is wrong.
Purpose#
Explain the daily clock-in/out flow for employees, the correction and approval flow, and what administrators configure through attendance policies and shifts.
Prerequisites#
- A shift assignment on the employee record (fixed, flexible, rotating, night, or split).
- An active attendance policy configured for the employee’s work location or department.
Step-by-Step Instructions#
Clock in and clock out (employee)#
- Open Attendance from the ESS dashboard.
- Select Clock In at the start of your shift.
- Use Break Start / Break End if you take a tracked break.
- Select Clock Out at the end of your shift.
- Review your entry on the Attendance calendar or records view.
Requesting a correction#
- Open the attendance record that needs fixing.
- Submit a correction request explaining the discrepancy.
- Your manager reviews and approves or rejects the request from MSS.
Shifts and overtime (administrator)#
- Configure shift types (fixed, flexible, rotating, night, or split) and work modes (on-site, remote, hybrid) for your organization.
- Assign a shift to each employee, including a rotation type (none, weekly, or monthly) if the shift rotates.
- Configure the attendance policy: grace minutes, half-day threshold, overtime threshold and multipliers for weekday/weekend/holiday, auto clock-out behavior, and weekend-day configuration.
- Overtime is calculated automatically against the configured policy once attendance data is recorded.
Shift creation, updates, and assignment exist as an API today but do not have a dedicated admin page in the web app in this release. Coordinate with your implementation/IT team on how shifts are being managed for your tenant.
Bulk import and period lock (administrator)#
- Use bulk import for migrating historical attendance data.
- Lock a completed attendance period once it has been reviewed, to prevent further edits.
Screens Involved#
Expected Results#
Accurate daily attendance records per employee, overtime computed against policy automatically, and a clear approval trail for any corrections.
Not Available in This Release#
- GPS-based clock-in, geofencing, biometric verification, RFID badge check-in, and face-recognition attendance capture are not implemented. The system reserves a metadata field for these in the future, but no business logic currently reads or enforces it, and no web UI exposes them.
- No dedicated shift-management admin screen in the web app (API only, as noted above).
Common Mistakes#
- Expecting a "GPS clock-in" feature to exist because a field for it is reserved in the data model — it is not implemented or enforced today.
- Forgetting to clock out, relying on auto clock-out without confirming your policy actually enables it.
- Submitting a correction request without enough detail for a manager to approve it confidently.
Troubleshooting#
My clock-in does not appear for today.#
Confirm you are clocking in against the correct shift window. If the issue persists, submit a correction request so your manager can review and fix the record.
Overtime looks wrong.#
Overtime is computed from your assigned shift and the attendance policy’s thresholds and multipliers. Ask your administrator to confirm the policy applied to your work location/department is correct.
Related Pages#
FAQ#
Can I clock in from my phone using GPS location?
Not in this release. GPS/geofenced clock-in is not implemented, even though a metadata field exists in the data model for possible future use. Attendance is captured through the standard clock-in/clock-out screen.
How is overtime calculated?
Automatically, from your assigned shift and the attendance policy’s overtime threshold and multipliers (which can differ for weekday, weekend, and holiday work).
Who approves an attendance correction?
Your manager, from the Manager Self-Service approvals area.
Best Practices#
- Submit correction requests the same day an issue occurs, while details are fresh.
- Administrators should lock attendance periods promptly after payroll processing to prevent late edits from causing discrepancies.