Attendance
How to use Attendance in Attendance & Shifts: access, working steps, fields, related records and troubleshooting.
Purpose and access
Set shifts and attendance rules, configure approved worksites, and review check-ins before producing attendance records. Geolocation accuracy and the allowed radius affect check-in acceptance; the worksite radius is configurable in HR.
This page is a record page in Human Resources → Attendance & Shifts. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Series, Employee, Status, Attendance Date.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Attendance from Human Resources → Attendance & Shifts, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Seriesnaming_series | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Employeeemployee | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee |
Employee Nameemployee_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Working Hoursworking_hours | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Statusstatus | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Leave Typeleave_type | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Leave Type |
Leave Applicationleave_application | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Leave Application |
Attendance Dateattendance_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Companycompany | Link Required · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Departmentdepartment | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Department |
Attendance Requestattendance_request | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Attendance Request |
Status for Other Halfhalf_day_status | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Shiftshift | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Shift Type |
In Timein_time | Datetime Optional · Read-only | Record the date and time in the configured system/user time zone. |
Out Timeout_time | Datetime Optional · Read-only | Record the date and time in the configured system/user time zone. |
Late Entrylate_entry | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Early Exitearly_exit | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Attendance |
Overtime Typeovertime_type | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Overtime Type |
Actual Overtime Durationactual_overtime_duration | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Standard Working Hoursstandard_working_hours | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.