Step-by-Step Instructions
Step 1. Review the punches
Go to “Reports” -> “Detailed attendance” -> Select the period -> “Show”.
You’ll now be able to see all the punches in that period. Review to make sure everything is correct and fill in absence dates if haven’t yet done so. If you can’t edit anything – ask your manager to do it for you.
Step 2. Approving the report
Once everything is filled, a green button will appear on the right hand side with the text “I approve this report”:
Once you click it, a pop-up window will ask to approve and lock for changes.
Note 1 – If you need to make changes after approving the report, ask your manager to decline it so you can make the change and approve again.
Note 2 – If you’re an hourly/part time employee and the button doesn’t appear, ask your manager to allow the approval on the contract settings.
Step 3. Manager approval
Managers: Review your employees’ reports and approve/decline as needed. You can do it from the Detailed Attendance report menu item or the Approvals -> Reports section.
Step 4. Export to payroll
This step is done by the administrator(s).
Prior to exporting the reports, you can view the unapproved reports by checking the box “show not approved by managers” -> “Show”.
When everyone finishes approving, you can then export by clicking the Print or Donwload button and selecting the relevant format.
