Managing Attendance
Using the Attendance module, you can efficiently add, manage, and monitor attendance logs for users across your organization. This provides clear visibility into day-to-day workforce activity.
Permission Required: Attendance Logs
Checking In/Out
The Check In/Check Out feature allows the logged-in user to record their start and end times for the day, effectively tracking their work hours.
To check in/out:
- Select Attendance from the Workforce menu.
- Click Check In at the top right corner.
When you check in for the first time on a given day, a new attendance entry is created. This entry will include an attendance log with the check-in time. Next to the Check In/Out button, the number of hours elapsed since the First Check In will be displayed. - You can Check Out when required.
The check-out time may extend beyond the day of the check-in time. However, the attendance log will be recorded for the day of the check-in.
Points to remember
- You can check in/out multiple times a day. Each of these check-ins/outs will be added as multiple attendance log entries for that day.
- The location information will be captured only when you check in from the mobile app.
Adding Attendance Logs
Apart from capturing the attendance through check in/out, you can also add attendance log entries. Each of these attendance log entries will be added within an attendance entry for that date.
To do an attendance log entry:
- Select Attendance from the Workforce menu.
- Click the More options [
] icon on the top right corner and click Create Attendance Log.
- Enter the following details and click Save:
- Select a Service Resource.
- The Check In Time.
- The Check Out Time.
- Any Check In/Out Note, if required.
- Select the Timezone in which you want the attendance log to be captured.
If a timezone is not chosen, then the service resource's default time zone will be considered. - Any location (Latitude/Longitude) details you want to include.
If you try to add an attendance log whose check-in/out time overlaps with an existing attendance log, then you will encounter an error. Click on the Attendance Log Name in the error message to go to the attendance log and make edits if necessary.
If there are no conflicts, a new attendance log will be added for the day of the check-in time. An attendance log cannot be added for a future date/time.
Attendance List View
The following details will be shown in the Attendance List page:
- The First Check In and Last Check Out will be based on the Zoho FSM Org timezone.
- Is Checked In will indicate whether the service resource is currently checked in or not.
- Working Duration is the total hours logged in by the service resource for the day.
- Actual Duration represents the time calculated after excluding the check-out periods.
Click on an entry to see the details. Under the Attendance logs tab, you can view all the check ins/outs for the day. Hover over an entry to edit [ 
] or delete [ 
] it.
Attendance Views
The Attendance module provides multiple views to help you track and review attendance data at both the team and individual levels. You can switch between Team Data and My Data to access the information relevant to you.
Team Data
The Team Data tab displays attendance details for all active users in the organization. It includes two views: Day and Week.
Day View
In the Day view, you can see attendance entries for users who have recorded attendance on the selected day. Refer to this section to find out the details that will be displayed.
Week View
The Week view provides a consolidated view of attendance details for all users across the selected week.
- If a user was present on a day, it is marked as Present along with the Working Duration.
- For the current day, the entry displays Checked in at <First Check In time>.
- Hover over an entry to view additional details. Click the pop-out [
] icon to open the Attendance Details in an overlay.
Viewing Attendance by Crew
You can also filter attendance by crew:
- Use the Crew filter on the left panel.
- Select a crew to view attendance entries for its members.
- Crew-based attendance details are available in both Day and Week views.
My Data
The My Data tab shows attendance details only for the logged-in user.
You can choose between two main views: Week and Month, using the dropdown on the left.
Week View
Within the Week view, from the options on the right, you can switch between:
- List view
- Gantt/Timeline view
List View
Refer to this section to find out the details that will be displayed.
Gantt/Timeline View
- Shows one entry per day.
- A horizontal line represents the total hours logged (Working Duration).
- Check-in and check-out times are visually indicated for each day.
Month View
Within the Month view, you can switch between:
- List view
- Calendar view
List View
Refer to this section to find out the details that will be displayed.
Calendar View
- Days with attendance are marked as Present along with the Working Duration.
- For the current day, it shows Checked in at <First Check In time>.
- Hover over an entry to view more details. Click the pop-out [
] icon to open the Attendance Details in an overlay.
Note: Across the views, the attendance entries will be displayed on the dates that correspond to their time zones.
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