Attendance reporting¶
The Attendances app report helps managers find attendance issues with employees before they become a problem. The report can give insights on trends by determining which employees are working more overtime, and who is not working their full shifts.
View report¶
To view the attendance report, click Reporting in the top menu. The default report displays attendance information for current employees over the past three months, in a default Pivot table. The rows are populated by employee, while the columns are populated by the various attendance records. All entries are grouped by month.
The columns presented are:
Worked Hours: The total logged time the employee worked for the month.
Expected Hours: The number of hours the employee should have worked for the month, calculated from their working schedule, configured on their employee form.
Difference: The difference from the Expected Hours and the Worked Hours for the employee that month.
Balance: The difference between the approved overtime, and the total overtime worked.
To present different information, adjust the filters and groups in the same way as in the Overview dashboard.
- menu
- Attendances ‣ Reporting
- shows
- The default Attendances report in pivot view, with the view type buttons in the upper-right corner.
- highlight
- The view type buttons (red frame).
- data
- Demo company "YourCompany HU"; attendances of the last three months.
- module
- hr_attendance
- notes
- English UI, light theme, 1440px width.
Use case: monthly overtime¶
Overtime affects a company’s bottom line, as most companies budget for employee salaries. When salaries exceed the expected amount, companies may see a rise in overhead costs when salary budgets are exceeded. This is why the attendance report is needed, to ensure no excessive overtime is logged.
To view a specific month’s overtime, by employee, click Reporting in the top menu of the Attendances app. Remove the default Date: Month > Employee grouping in the search bar. Click the (Toggle Search Panel) icon at the end of the search bar, then click Date, and click the desired month.
Next, click the Measures button in the upper-left corner, and deselect Expected Hours and Worked Hours. This presents the Difference and Balance attendance data for the selected month, grouped by employee.
The Difference shows the month’s total overtime logged, and the Balance shows the portion still unapproved. Click the Difference column to sort by the amount of overtime. The highest positive number is the most overtime logged for that month.
Example
In the below example, a total of 38 hours and 53 minutes of overtime was approved for the month of April. Michael Williams has the most overtime, with 10 hours and 25 minutes logged. Of that overtime, only 25 minutes was unapproved, for a total of ten paid overtime hours.
- menu
- Attendances ‣ Reporting
- shows
- The Attendances report with only the Extra Hours measure selected, grouped by employee for one month.
- highlight
- The Measures button and the Extra Hours column (red frame).
- data
- One month of attendances with overtime for two of five employees.
- module
- hr_attendance
- notes
- English UI, light theme, 1440px width.
Use case: absenteeism¶
Employees with a negative Difference indicate that they have not worked their expected shifts. This can be from forgetting to log in and out of work, or for working less hours than expected, without any approved time off.
To view the attendance data for the last three months, to identify any trends, first open the Attendances app report. Next, click the Measures button in the upper-left corner, and ensure only Difference is selected.
Next, reset the row data by clicking Total at the top of the rows. Then click Total and select Employee. Click the Difference column name to sort by the total difference in logged hours from the expected hours.
The employee who worked the least has the highest negative balance. Click on any of the numbers for the employee to view the detailed individual attendance records.
Example
In the below example, the company has only been opened for two months, so data is only available for the last two months, even though the filter Last 3 Months is active.
From this report, it is determined that Abigail Peterson worked the least amount of hours over the past two months, working 25 hours less than was expected.
- menu
- Attendances ‣ Reporting
- shows
- The Attendances report in graph view, sorted descending, showing the employees with the most absences over two months.
- highlight
- The highest bar (red frame).
- data
- Two months of attendances; one employee with clearly more absences.
- module
- hr_attendance
- notes
- English UI, light theme, 1440px width.