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Attendance & Time

Goal

Manage work calendars, shifts, schedules, timesheets, clock events, and attendance exceptions.

Who it is for

Time clerks (attendance.view / .manage), approvers (attendance.approve), admins (attendance.admin).

Preconditions

  • Module attendance enabled.
  • Employees exist under hr_records.
  • Setup catalogs (attendance codes, exception types) configured when you use those features.

Steps

  1. Open HR & Time → Attendance & Time.
  2. Maintain work calendars, shifts, and employee schedules as needed (attendance.manage / admin setup).
  3. Create or import timesheets for an employee and period; status starts as draft.
  4. Approvers Approve or Reject draft timesheets only (attendance.approve).
  5. Use clock in / clock out flows where enabled for the tenant.
  6. Resolve or reject open attendance exceptions; only open exceptions can change.
  7. Admins open Attendance setup for grace minutes, overtime threshold, device sync, geo-fence, codes, and exception types.

Result

Approved timesheets and resolved exceptions feed payroll imports and the HR workspace Open timesheets KPI.

Hard stops

  • hr.timesheet_not_draft — only drafts can be approved/rejected.
  • hr.attendance_exception_not_open — only open exceptions can be resolved/rejected.
  • Disabled module → 422 module not enabled.

BlueMatrix Help — product documentation for tenants