Attendance screen

Select or enter a start date for the date range you want to view.

If selected, the End Date field is available. By default, the End Date is the today's date. If Use End Date is selected, you can choose an end date to exclude more current points or events. 
For example, if you want to view only points or events from the previous pay period, you can select Use End Date and enter the last date of the previous pay period into the End Date field.

Select or enter an end date for the date range you want to view. If no end date is selected, the screen displays all points from the start date to present.

Choose to display either the Points view or the Events view of the Attendance screen.

If you are in Points view, this button opens the Add Point dialog box where you manually assign a point to an employee.

If you are in Events view, this button opens the Add Event dialog box where you manually create an employee event.

Opens the Filter dialog box where you choose to display points based on the following criteria:

• Source

• Type

• Job

For more information, see Filter dialog box in Attendance.

Type your search criteria in the field. The table automatically updates to meet the search criteria.

Expand to view points that require manager review.

Expand to view points marked as acknowledged.

Expand to view points marked as excused.

Number of points assessed.

Name of the employee who received the point(s).

Date on which the point was assessed.

Reason the point was assessed.

Number of hours affected by the violation.

Start time and end time for the affected shift.

Icon that indicates whether a point or event was manually entered by a manager or was automatically generated by a work rule.

• Rule ()—The point was automatically applied by a work rule.

• Manual ()—The point was added manually.

Name of the employee who received the point(s).

Date on which the point was assessed.

Reason the point was assessed.

Number of hours affected by the violation.

Number of points assessed.

Job for the affected shift.

Displays details for the affected shift.

Type of point. The point type reflects the action that caused the point to be assessed. For example, if an employee punched in late, the point type is Late In.

If the point was entered manually, this field displays the username of the person who added the point.

If the point was generated automatically by RMS, this field displays the rule item that created the point.

Date and time when the point was assessed.

If the point has been acknowledged or excused, this field displays the details of the status change.

Enter a note for the point.

Mark the point as excused. Excused points are not counted in the total point accumulation that results in an event.

Mark the point as acknowledged to denote that a manager has reviewed and addressed the point. 

Expand to view events that require manager review.

Expand to view events that have been sent to the employee.

Expand to view events marked as excused.

Number of points associated with an event. If your property has an Employee Event work rule that is configured to trigger an event based on an accumulated number of events, event points can be used to track the number of events the employee has accumulated to date. 

For example, if you have 1st Warning, 2nd Warning, and 3rd Warning documents configured on the Employee Event Document Templates screen, these points are used to determine whether the event is the first offense, second offense, or third offense and which document is generated for the event.

Name of the employee who triggered the event.

Date on which the event was triggered

Displays the event type: Award or Violation.

Icon that indicates whether a point or event was manually entered by a manager or was automatically generated by a work rule.

• Rule ()—The event was automatically applied by a work rule.

• Manual ()—The event was added manually.

Name of the employee.

Date on which the event was triggered.

Whether the event is an Award, such as a letter of encouragement, commendation, or congratulations, or a Violation, such as a written notice or warning. 

Number of event points associated with the event. If your property has an Employee Event work rule that is configured to trigger an event based on an accumulated number of events, event points can be used to track the number of events the employee has accumulated to date. 

For example, if you have 1st Warning, 2nd Warning, and 3rd Warning documents configured on the Employee Event Document Templates screen, these points are used to determine whether the event is the first offense, second offense, or third offense and which document is generated for the event.

Displays details for the event.

• Type

• Date

• Points

If the event was entered manually, this field displays the username of the person who added the event.

If the event was generated automatically by RMS, this field displays the rule item that created the event.

Date and time when the event was created.

If the event has been executed or excused, this field displays the details of the status change.

Enter a note for the event.

Mark the event as excused. Excused points are not counted in the total event accumulation that results in a greater event.

Mark the event as executed to denote that a manager has reviewed and addressed the event.

Opens a new tab where you can view, save, or print the generated event document.