Who it’s for: Administrators
Platform: Web app (Sense HR & Automate)
Available on: Elite and above
Introduction
The Verify Attendance workflow is designed for employees who manually record their working hours using the Planner or the mobile app, typically by entering all hours worked at the end of the day.
This workflow enables managers to review those entries and confirm that the information is correct by marking the attendance record as verified.
This workflow is not recommended for employees who clock in and out in real time.
This information is fully reportable.
How it works
The employee logs their attendance using the Planner or the mobile app.
A new attendance record is created on the employee’s profile in the Attendance Log screen.
The manager receives an email notification and a to-do item linked to the new attendance record.
The manager opens the record, reviews the submitted information, and marks the attendance as verified.
Attendance Log screen data can be reported on to identify verified and unverified attendance records.
How to get this Workflow
This workflow is available for organisations on the Elite and Enterprise tier. You can find it in the Workflow Hub.
When you deploy it, an Attendance Logs screen will be added to the Employee Profile template - unless one already exists with the exact same name.
If your organisation already has a screen with this name, a new one will not be created. You can either rename/delete your existing screen, or you may just need to update it slightly to match the below requirements in order for the workflow to function properly (see the list below).
Requirements
When a screen is automatically added during workflow deployment, all required fields, permissions, and best-practice recommendations are included by default.
This section only applies if you already have this screen or plan to customise the preloaded version. It outlines which elements must remain unchanged for the workflow to function correctly.
Required Fields
Field Type | Field Name | Notes |
Text field | Action | This gets pre-populated with next year and should not be edited |
Text field | Earliest In | The name of this field should not be edited, you can add additional options but only Buy and Sell will affect entitlement. |
Text field | Latest Out | The name of this field should not be edited, but you can add more numerical options to this. |
Checkbox | Review | Option must be 'Attendance verified' |
Required Screen Variants
Variant Name | Notes |
Manager | In this variant we define what the manager can see and edit in the task they receive. All fields should be read only, other than the Review check box, which should be editable. |
Best Practice
We advise for this screen to not be editable under any non-admin permission schemes.