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. Until check-out, the check-in time will be displayed next to the Check Out button. - 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 Check In/Check Out Time 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. The following details will be shown in the List page:
- The Date displayed will be based on the time zone of the service resource. It will reflect either the time zone selected in the Create Attendance Log dialog or the service resource's default time zone.
- 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.
- You can use Working Duration to list the total hours logged in by the service resource.
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.
You can use the views and filters to search the desired attendance logs.
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