Please click here to view a short video on how to create Attendance.
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The Attendance module is used to track and update employee attendance and absence data. For absences, the information entered in Attendance is what Reports>Leave Projection Report and USAS Integration>Leave Projection Submission uses to project and charge the USAS accounts.
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The Attendance Grid allows the user to search for existing employees. You can either enter in the Number or a few characters in any of the grid headings and all occurrences of that search will show up and then you can choose the item(s) you are wanting to view or edit. Example - First Name is one of my grid options. If I type in %San (% is use as a wildcard) in the First name field, all occurrences of anyone with San in the first name will appear. You can then click on the 
next to the Attendance record you are searching for to view the data relating to this employee or click on the 
to edit the record or 
to delete the record.
or click on the to edit the record or to delete the record.
Mass Delete
A Mass Delete option has been added on the attendance view.
If you select a record that cannot be deleted, then you get a message telling you the record cannot be deleted when you attempt to delete it using the Mass Delete button. Absences that have been applied to the latest leave balance transaction cannot be deleted. If you look for older personal, sick, or vacation absences you will likely find some that cannot be deleted. The delete button in the grid row will be disabled for these records.
Highlight Viewer
To use the 'Highlight Viewer', select the row in the grid to view. The 'Highlight Viewer' on the right-hand side will appear:
Archived Employees Attendance
To view Archived Employees Attendance's, click on 
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Audit Report option
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User must be in VIEW mode in order to see the Audit Report button. On the Employee record--Click on the |
Click on the 
button.
Enter a Start Date and Stop Date and click on the 
button.
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- Trans Type
- Attendance
- Category
- Attendance - For regular employees
- Substituting - For substituting employees
- Category
- Absence
- Category
- Calamity
- Dock
- Holiday
- Jury Duty
- Military
- Other-this option does not have any effect on retirement day calculations or Leave Balances but will cause the EMIS day calculations to be reduced by the amount of the absence.
- Personal
- Professional
- Sick
- Unknown - this option does not have any effect on retirement day calculations, Leave Balances or EMIS day calculations.
- Vacation
- Category
- Attendance
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**This feature is only working for Attendance days** The second feature is the Posted To Payroll indicator. This field indicates whether or not a Future or Current Pay Amount was created when creating the Attendance. Once posted, the Attendance transaction cannot be modified. If a change is necessary, an additional transaction must be posted to correct the mistake.
This flag will be set immediately when not using deferred posting.
Flag won't be checked if 'No Posting to Payroll' was selected:
Flag will be checked if Post Future or Post Current is selected:
Or Future
Exit out of the entry, refresh the URL and view the entry. The 'Post to Payroll' box will then be checked:
Attendance Grid
Payroll Payments-Current
Delete Attendance Entries
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- Click on the desired entry to be deleted
- Once selected, a box will be presented with an option to delete this entry.
- Confirm by selecting Delete
Criteria to be able to Edit/Delete an Absence entry
The logic to determine if an absence can be edit / deleted * If an Absence record is eligible for Leave Transaction (Personal or Vacation or Sick)
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- Select Employee and Position/Compensation by clicking on the drop down boxes
- Enter Length of absence or attendance days
- Enter the Trans Type
- Attendance
- Absence
- Enter the Unit of:
- Hourly
- Daily
- Weeks
- None
- Select the Category for:
- Attendance:
- Attendance
- Substituting
- Absence:
- Calamity
- Dock
- Holiday
- Jury duty
- Military
- Other
- Personal
- Professional
- Sick
- Unknown
- Vacation
- Attendance:
- A Sub Category is optional
- Select an Appt Type of Classified or Certificate
- Enter a Pay Date (optional)
- A Substitute For is optional
- The Include Weekends option is whether or not to include weekends. Unless the employee has weekends scheduled for work days on their calendar, leave this prompt unchecked.
- Select a Start and End date or click on each day needed
- Date Shortcuts can be used
Example: Today's date is 4/18/18
YeaR (Calendar)
Y - January 1st of current year 1/1/18
R - December 31 of current year 12/31/18
FiscaL
F - 1st day of current fiscal start date 7/1/17
L - Last day of current fiscal end date 6/30/18
MontH (based on current system date)
M - 1st day of current month 4/1/18
H - Last day of current month 4/30/18
WeeK
W - 15th day of current month 4/15/18
K - Saturday of current week 4/21/18
PerioD (Posting Period)
P - 1st day of next month 5/1/18
D - Last day of next month 5/31/18
Quarter
Q - 1st day of current quarter 4/1/18
U - Current date 4/18/18
Quarter
Q - 1st day of the current quarter 04/01/2018
R - Last day of the current quarter 06/30/2018
Posting Period
p (beginning of posting period)
t (today)
T - today
+ Tomorrow's date 4/19/18
- Yesterday's date 4/17/18
- Date Shortcuts can be used
- Select a Posting Mode
- No Posting
- Post Current
- Post Future
- If using the Post Future or Current option, a window will appear once you click on
. Verify posting: 
- If using the Post Future or Current option, a window will appear once you click on
- Once verfied, click on
to post to payroll:
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For more detail information on the Mass Change option, please click on the Mass Change documentation link to find the How to Steps: Mass Change
Report Creation
To create a report from the Grid, please click on the Report documentation link to find the How to Steps: Report
Error and Warnings
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