Another Check-In · R01
Attendance reports
35 minutes. · 10 slides
Lesson video coming soon. The player below contains a sample video, not this lesson. You can use the written lesson and slide guide now.
Work through the lesson
Use these explanations alongside the slide guide. Expand any section to read its full explanation.
Before the demonstration
- Your assigned responsibility
- The correct training record
- Evidence of the result
Today’s outcome
Reviewer distinguishes observed evidence, calculated classifications and decisions still required.
Read the full explanation
Before we begin, check these prerequisites: C05; verified organizational assignments; shift reporting enabled for evaluated examples. The intended outcome is: Reviewer distinguishes observed evidence, calculated classifications and decisions still required. Keep a note of the training identity and date so that you can recognize the result. We will pause before any action that your role or the exercise does not authorize.
Report scope
- Open Work > Attendance & Punctuality with an agreed date range and assigned staff/unit
In this step
Set the date range and staff or unit first. Permission to open a report does not mean permission to see the whole organization. Use a known training event to confirm that the selected scope is the one you intend.
Read the full explanation
Open Work > Attendance & Punctuality with an agreed date range and assigned staff/unit. Set the date range and staff or unit first. Permission to open a report does not mean permission to see the whole organization. Use a known training event to confirm that the selected scope is the one you intend. I will pause here so you can identify the control or result that tells us where we are in the workflow.
Schedule and actual time
- Inspect daily and employee summaries
- compare schedule, actual times and classification
In this step
Compare the expected schedule with the recorded events and the resulting classification. Shift configuration, leave and other calendar context can change the interpretation. A label such as late is a starting point for evidence review.
Read the full explanation
Inspect daily and employee summaries; compare schedule, actual times and classification. Compare the expected schedule with the recorded events and the resulting classification. Shift configuration, leave and other calendar context can change the interpretation. A label such as late is a starting point for evidence review. I will pause here so you can identify the control or result that tells us where we are in the workflow.
Supporting evidence
- Use exceptions/filter controls and open supporting check-in evidence
In this step
Open the original check-in evidence before deciding how to explain an exception. A missing checkout and a late arrival need different follow-up. Record the specific missing or conflicting fact for the authorized reviewer.
Read the full explanation
Use exceptions/filter controls and open supporting check-in evidence. Open the original check-in evidence before deciding how to explain an exception. A missing checkout and a late arrival need different follow-up. Record the specific missing or conflicting fact for the authorized reviewer. I will pause here so you can identify the control or result that tells us where we are in the workflow.
Calendar and location
- Open Attendance Calendar only when permitted and compare holiday/leave context
- review Location Reports with the same range
In this step
Use calendar context only when your permissions allow it. Compare the same date range across reports. Guest lists and staff attendance reports have different scope rules, so their visible populations may differ.
Read the full explanation
Open Attendance Calendar only when permitted and compare holiday/leave context; review Location Reports with the same range. Use calendar context only when your permissions allow it. Compare the same date range across reports. Guest lists and staff attendance reports have different scope rules, so their visible populations may differ. I will pause here so you can identify the control or result that tells us where we are in the workflow.
Report export
- Export the applicable detail/summary and reconcile the selected staff/date sample
In this step
Check one known row in the export against the screen. Confirm dates, identity and report type before distributing it. An export does not remove the access and handling responsibilities that applied to the original page.
Read the full explanation
Export the applicable detail/summary and reconcile the selected staff/date sample. Check one known row in the export against the screen. Confirm dates, identity and report type before distributing it. An export does not remove the access and handling responsibilities that applied to the original page. I will pause here so you can identify the control or result that tells us where we are in the workflow.
Common problems
- Treating elapsed presence as paid hours
- assuming no rows means no attendance
- expecting guest counts in non-global combined reports
- interpreting no schedule as late
A useful support report
The task and record
The expected result
The actual message
The authorized next step
Read the full explanation
Let us consider the mistakes that can disrupt this workflow. Treating elapsed presence as paid hours; assuming no rows means no attendance; expecting guest counts in non-global combined reports; interpreting no schedule as late. Describe what you expected and what the application actually showed before choosing a remedy. Preserve the relevant record and error. The role responsible for a review or configuration change should make that decision. Do not borrow broader access simply to finish the exercise.
Guided practice
- Explain one late and one missing-checkout case from prepared data, identify evidence and an escalation owner, and verify one exported row
Evidence to show
The correct training case
The result or permitted decision
Your explanation of the next step
Read the full explanation
Now it is your turn. Explain one late and one missing-checkout case from prepared data, identify evidence and an escalation owner, and verify one exported row. Work within the assigned training role. When you finish, show the result and explain which identity and date it belongs to. If the exercise includes a restricted action, explain the decision and its authorized owner rather than carrying it out without approval.
Practice debrief
- Correct context and permitted action
- A result you can trace
- A clear next step if blocked
Expected result
Reviewer distinguishes observed evidence, calculated classifications and decisions still required.
Read the full explanation
The expected outcome is: Reviewer distinguishes observed evidence, calculated classifications and decisions still required. Walk me through the record you used and the result you found. Explain these workflow checkpoints in order: Open Work > Attendance & Punctuality with an agreed date range and assigned staff/unit. Inspect daily and employee summaries; compare schedule, actual times and classification. Use exceptions/filter controls and open supporting check-in evidence. Open Attendance Calendar only when permitted and compare holiday/leave context; review Location Reports with the same range. Export the applicable detail/summary and reconcile the selected staff/date sample. For an exception, name the evidence you would preserve and the person with authority to take the next action.