Employees record their own working day and ask for leave from their own menu. Managers and HR see the team's records and decide on requests.
Before you start
- Attendance and leave are included in the Starter plan and higher.
- Each employee needs a login with an employee file linked to it. This happens automatically when they join through the invite link and you approve them.
Steps
For an employee:
- Open My work from the side menu, then Clock in / out.
- Click Clock in when you start work. If the browser asks for your location, allow it. You can add a note.
- At the end of the day, open the same page and click Clock out. Your work hours are calculated for you.
- To ask for leave, open My work, then My leave, and click New leave request.
- Choose the Leave type, the Start date and the End date. For a half day, change First day or Last day to a half. Write the Reason and click Submit request.
For HR, admins and line managers:
- HR and admins open Human resources, then Attendance, to see who is present, absent or late. Filter by department, status or date, and click Export for a report.
- To decide on leave, open Human resources, then Leave, and click Awaiting my approval. Line managers do this too.
- Open a request, then click Approve or Reject. A rejection needs a reason.
Good to know
- Leave is approved in two steps when the employee has a line manager: the manager approves first, then HR gives the final approval. Without a line manager, the request goes straight to HR.
- Leave days count working days only. Weekends and official holidays are not deducted from the balance.
- An employee sees their own recent attendance on the clock page, and only their own leave requests. A line manager also sees the leave requests of their own team. HR and admins see everyone.
- An employee can cancel their own request from its page with Cancel request.
- HR manages Leave types and Balances from the buttons at the top of the Leave page.
- Managers do not have the My work menu. They see the Human resources pages instead.