The People’s attendance interface allows managers and admins to view current and past attendance clocked in timesheets.

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Get the most out of Bob

The report-like view in People's attendance includes robust filters and sorting capabilities, a summarized cycle, individual employee attendance statistics, and highlighted status indications for each timesheet.

From this interface, it is easy to review and act upon a bulk of the timesheets before the attendance cycle finalizes, with operations such as bulk-approve, nudge employees to submit their timesheets, or help them correct their entries by reopening an approved timesheet.

How to navigate to a specific cycle

The main grid view consists of all the timesheets assigned to the selected attendance cycle. The list of available cycles to review is pre-filtered according to the selected site.

  1. From the left menu, select Time > People’s attendance.

  2. Select a site and cycle from the dropdown menus.

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A given cycle can be in one of three states at a given moment:

  • Current or active attendance cycle which is still open for timesheet submission and review.
  • Finalizing cycles that are in their cut-off period (days), at minimum the last day of the cycle. In this state, a variety of actions are available to ensure all timesheets are submitted before the cycle is locked.
  • Locked or finalized (past) cycle in which the timesheets cannot be changed. Locked cycles include timesheets already passed on to the payroll team and therefore need to remain unchanged.

Note: To help you quickly navigate to finalizing cycles which may require your attention, click the dedicated View dropdown at the top of the page.

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  • The filters above the grid can help with scoping the timesheets to be reviewed, based on their status and alerts, or by using the wide variety of fields available via the advanced filter.

  • An indication that there are issues in a timesheet is presented as an alert in the first column of the list.

How to enrich the information available for each timesheet

Using the column picker above the grid, you can add additional vital information about each timesheet, such as a count of sick days or overtime hours.

  1. From the left menu, select Time > People’s attendance.
  2. To the right, click the Column Picker icon.

    Note: You can use the search and enter “attendance” to locate related fields.

  3. Check the boxes next to the columns you wish to add to the grid.

  4. Click Apply.

How to finalize the cycle

To manage timesheets, actions can be conveniently taken from several locations, and on one or more timesheets at once.

Action which can be taken on finalizing cycles, to ensure all timesheets are properly reported, submitted, and approved, include:

  1. From the left menu, select Time > People’s attendance.

  2. Select a site and then a finalizing cycle from the drop-down menus.

  3. Hover over a timesheet to reveal the actions available based on the status of this timesheet, including:
    - Nudge employee for timesheets Pending submission or Declined, which will send a reminder to the employee to submit their timesheet.- Approve or Decline timesheets Pending approval.- Reopen an Approved timesheets.- Submit on behalf a Pending Submission or Declined timesheet, which does not include missing attendance or exceptions.617ba4ac19fe6

  4. To perform a bulk action on one or more timesheets, mark the checkboxes next to the timesheets you want to apply the action to, and then from the Actions drop-down menu, select an action from the available options, such as Approve, Decline, Nudge, and Quick Fix.
Notes:
  • The actions available to a manager depend on their user permissions, and the attendance section under the site settings.
  • A bulk Quick Fix is available, based on permissions, where you can complete missing entries for your employees before submitting their timesheets.
  • Most of the actions can be taken from within the timesheet, by clicking an employee in the grid.

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Taking bulk actions, which include one or more timesheets that do not comply with the action being requested, will result in a notification and options to proceed, as displayed in the following image:

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How to allow more time to submit timesheets

During special periods of time, such as holidays, you may want to allow your employees extra time to submit their timesheets. This is especially useful when the cycle closes during a company-wide volunteering day.

  1. From the top right corner of the page, click the Extend cycle icon. You will be prompted to select a new future date, which will set the cycle back to the Finalizing state.
  2. Select a new date, and then click Apply.

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How to add or remove employees from past cycles

Employees can be added or removed from past timesheets, which are Locked or Finalizing. This may occur when an employee was set up in the system after the cycle has closed, or moved between sites and a few days were not punched during the transition.

  1. From the left menu, select Time > People’s attendance.

  2. Select a site and then a finalizing or locked cycle from the drop-down menus.

  3. Above the timesheets grid, click the add employee icon.

  4. Select the employees to add from the drop-down menu.

  5. Click Add.

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To remove an employee from a cycle:

  1. From the left menu, select Time > People’s attendance.

  2. Select a site and then a finalizing or locked cycle from the drop-down menus.

  3. Mark the checkboxes next to the employees to be removed from the cycle.

  4. From the Actions drop-down menu, select Remove

  5. Click Remove.

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    Note: An employee cannot be added to the same cycle twice, although they are available for selection from the list. An error will be presented to indicate that the employee is already present in the cycle.

How to download timesheet summaries to a spreadsheet

  1. To download the grid view, click the download icon at the top right of the page.

    Note: The filters set on the grid apply to the downloaded content. However, the boxes checked next to each timesheet do not affect the downloaded content.

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FAQs

Why can’t I see the timesheet for an employee who joined during the previous cycle?

An employee can be added to the attendance cycle via the site settings after they join. Also, an employee could transfer to another site, a move that was updated only several days after the cycle of the destination site closed. Simply add the employee to the closed cycle and extend the cycle to allow the employee to submit their timesheet (or submit it on their behalf).

How can an employee be added or removed from a Current (running) cycle?

An employee can be added to the current cycle via the site attendance settings, via adding the employee to the list of employees whose time is required to be recorded.