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Employee page: Attendance & Shifts

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Employee page: Attendance & Shifts

What this guide covers

The Attendance & Shifts tab sets when this employee is expected to work - the base schedule, the clocking terminal, and their weekly working pattern. It's the same schedule editor managers use on Manage schedules, but reached from the employee's record. A sibling Auto-clock tab (covered below) handles staff who don't badge and missing-punch backfills.

Who can edit: HR can edit the Base Schedule here (managers can't); the User Schedule (working pattern) uses the two-party propose-and-accept flow. Editing needs HR write.

Base Schedule

  • Primary Clocking Terminal - which device's scans count as working hours (default = any device). If set, scans at other terminals grant access but don't count as work.
  • Base Schedule (policy) - the rule set that carries the break, clock-in bands and overtime policy. HR can change this here; Save Base Schedule applies it.

User Schedule (the working pattern)

The recurring weekly pattern: Rotation Weeks (1 = a single repeating week; 2+ = a rotation) and a Reference Date, plus the day grid (working-day toggle + start/end times). Derived weekly scheduled hours and working hours (net of breaks) are shown.

Changing the recurring pattern is two-party: click Propose Edit (with a reason) and the employee accepts it - exactly as on Manage schedules. While a change is pending or upcoming, a banner shows and the grid is locked.

Auto-clock & backfill (the Auto-clock tab)

A separate Auto-clock tab on the employee page handles two situations where normal badging doesn't apply (both need HR write):

  • Auto-clock for executives/exempt staff - turn this on for someone who never badges (e.g. an executive), and myWork synthesises their daily clock-in/out from their schedule so they show as present in real time. It is opt-in per employee, never overwrites a real scan or an HR-locked day, and skips leave, public holidays and rest days.
  • Backfill clocking - fill in missing punches for one employee across a date range at a chosen clock-in/out time (for an offline reader or a forgotten clock). It is Mon-Fri, missing-only (never touches a fully-clocked day), and skips approved-leave and public-holiday days.

When a past day looks wrong

Correcting a schedule does not fix a day that already exists. Every attendance row keeps a snapshot of the rules that applied when it was built, so a change you make today applies from today onwards and yesterday keeps the old rules until that day is recalculated.

So when a past day shows the wrong expected hours, or flags a late arrival that was not late, work down the layers in the order the engine uses them:

  • A schedule override covering that date. An override attached to the person beats one attached to the template.

  • The template's day for that weekday and rotation week. If the template carries no entry for that day, the day counts as a rest day.

  • The Base Schedule. The daily target, the minimum hours, the clock-in and clock-out bands, the break allowance and the overtime policy all come from here.

  • Then recalculate. Recalculate day on the row rebuilds it from the rules as they stand now, and the Detail Attendance report can do a whole range at once.

An override only moves the start and end times of the shift. It never changes the daily target or the minimum hours, so re-timing a short day removes the late or early flag but leaves the shortfall exactly where it was.

One trap is worth knowing. If the employee has a shift template assigned, the Base Schedule attached to that template is the one the engine uses, even when a different Base Schedule is shown on their profile. Where the two disagree the template's wins, so align them rather than editing the profile on its own.

Good to know

  • Base Schedule is HR-only - it controls OT policy and bands across the role, so managers can view but not change it; this tab is where HR sets it.
  • The clocking terminal matters - if it's blank, the HR Portal flags the hire until one is set; if it's wrong, scans won't count.
  • Recurring changes need the employee's acceptance - propose, don't impose (see Manage schedules for the full flow).
  • This is what attendance measures against - get it right and the hours/overtime on Manage hours come out correct.
  • Manage schedules - the manager-facing version of this editor + the two-party flow in full.
  • Schedule Management (HR) - the work-schedule templates and holidays behind the Base Schedule.
  • How working time is calculated - how the schedule becomes ordinary hours, overtime and pay.
  • The employee page (HR) - the overview of all tabs.

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