The Allocations tab

The Daily Records tab

The Clocking tab

The Remark tab


The Allocations window has several tabs: Allocations, Daily Records (only for Target Attendance Allocations), Clocking, and Remark.

Click the magnifying glass icon in the Attendance Exceptions screens to open the Attendance Allocation window. The window contains attendance exceptions for the employee for one particular shift. You can cycle to the previous or next employee on the attendance exceptions list by clicking on the < and > arrows.

You will find Exceptions tags in the bottom-left corner of the window. These provide a summary of the attendance exception that has occurred for this employee's shift.


The Allocations tab

The Allocations tab shows an overview of the employee’s details and the attendance exception that has occurred during their shift. 

To resolve the employee’s excess time or absence balance, click the Set allocation button. 


You can then amend the allocation entry as needed. If you wish to simply resolve the attendance exception without applying any further actions, such as penalties or rewards, set the Resolved toggle to 'Yes'.

Attendance less excess time shows the amount of time the employee is expected to work during the assigned shift. This is a balance of time in/out subtracted by the shift’s break time. 

Excess time balance shows the amount of time the employee worked in excess; in other words, the employee clocked out after the time out range of the shift.

Absence balance shows the amount of time the employee was absent from their shift. This can include late arrivals, mid-day absences, full-day absences, or missing clockings.

You can review the details of the attendance exception in the Clocking tab.

Hovering over the tooltip at the end of each entry will show the entry's type and name.


The Daily Records tab

The Daily Records tab is only used for Target Attendance Exceptions. It summarises the employee's daily worked hours in a grid, while also providing the shift preset information in the Shift Details on the right hand side for those employees that are Non-Scheduler based. Click on an entry in the grid to view the Shift Details for that date.


Grid Glossary

Day: day of the week and date.

Attendance: shift name and hours.

Attendance Hours: total hours recorded for that date.

Running Balance: total hours records from the start of the period to date.

Break Hours: total break hours recorded for that date.

Excess Hours: total excess hours recorded for that date.


The Clocking tab

The Clocking tab has detailed information about the employee's clocking data.

The table of clocking data includes the clocking date, the time clocked in, and the time clocked out. Clockings are grouped by date to help you clearly see when particular punches were created. If a clocking is outside of a specified Earliest/Latest Clocking range then it will be auto-amended and tagged accordingly.

Daily Attendance Allocation - Clocking tab: clocking data is presented at the centre of the window. To the right of the clocking data, you will find shift preset details for the allocated shift for the given day. Non-Scheduler Workers of Work Schedule Profile type will not have any shift preset details available.

You can manually adjust clocking data in this tab.

Target Attendance Allocation - Clocking tab: clocking data is shown in the window. Shift preset details are not visible and clocking data cannot be adjusted.

To see all your employees' clocking data for a selected period, go to Clocking data in Time & Attendance. 


The Remark tab

This tab is a space for users to add remarks. Remarks entered here are retained upon recalculation, and the tab shows an alert when remarks have been added.



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