Edit and Close Attendance

Attendance Timesheet Management

Purpose

The Attendance Timesheet Management feature allows administrators to review, edit, close, and reopen employee timesheets.

This functionality is used to manage monthly attendance records after attendance data has been generated through manual attendance, task-based timesheets, or imported timesheets.

Administrators can:

  • Adjust employee working hours

  • Correct attendance records

  • Lock monthly attendance periods

  • Reopen previously closed attendance periods

Closing a timesheet prevents further modifications to the displayed monthly timesheet while preserving ongoing attendance collection.


View

The Attendance Timesheet screen displays employee attendance and working hour records for the selected period.

Administrators can review:

  • Daily attendance records

  • Total working hours

  • Attendance status

  • Monthly attendance summaries

  • Employee attendance history

The displayed data is generated from the organization's configured attendance method.


Edit

Administrators can modify employee working hours directly from the attendance timesheet.

Step 1: Open Attendance

  1. Navigate to Timesheets & Leave from the left sidebar.

  2. Open Attendance.

Step 2: Select Employee Attendance Record

  1. Locate the employee and attendance record that requires correction.

Step 3: Edit Attendance Information

  1. Click the Edit button.

  2. Modify the employee's working hours or attendance information as required.

Step 4: Save Changes

  1. Click Save.

The updated attendance information is immediately reflected throughout attendance calculations and reports.


Workflow Rules

Attendance Editing Rules

  • Only authorized users with appropriate permissions can edit attendance records.

  • Attendance edits are applied directly to the employee's timesheet.

  • Updated working hours immediately affect attendance calculations and reporting.

Working Hour Adjustment Rules

Administrators can:

  • Correct attendance errors.

  • Adjust working hours.

  • Update attendance records based on approved corrections.

Modified values become the official attendance record for the affected period.

Attendance Processing Rules

After attendance records are edited:

  • Attendance summaries are recalculated.

  • Working hour totals are updated.

  • Attendance reports reflect the revised values.

  • Payroll-related attendance calculations use the updated information.


Close Attendance

Purpose

The Close Attendance function is used to lock a monthly attendance period after attendance review and verification have been completed.

Closing attendance helps organizations finalize attendance records for reporting, payroll preparation, and month-end processing.

Close a Monthly Timesheet

Step 1: Open Attendance

  1. Navigate to Timesheets & Leave → Attendance.

Step 2: Select the Attendance Period

  1. Locate the monthly attendance period to be closed.

Step 3: Close Attendance

  1. Click the Close Attendance button.

Step 4: Confirm

  1. Review the confirmation message.

  2. Confirm the action.

The selected attendance period is closed.


Reopen Attendance

Purpose

The Reopen Attendance function allows administrators to unlock a previously closed attendance period.

This is typically used when attendance corrections or adjustments are required after the attendance period has been finalized.

Reopen a Closed Timesheet

Step 1: Open Attendance

  1. Navigate to Timesheets & Leave → Attendance.

Step 2: Locate the Closed Period

  1. Select the attendance period that needs to be reopened.

Step 3: Reopen Attendance

  1. Click the Reopen Attendance button.

The attendance period becomes available for review and modification again.


Field Descriptions

Field Description
Edit Opens the selected attendance record for modification.
Close Attendance Locks the selected attendance period and hides the editable timesheet view.
Reopen Attendance Reopens a previously closed attendance period and restores access to the timesheet.
Working Hours Total employee working time recorded during the attendance period.
Attendance Period The month or period for which attendance records are displayed.

Workflow Rules

Attendance Closure Rules

When attendance is closed:

  • The selected monthly timesheet is closed.

  • The attendance period is considered finalized.

  • The attendance display is no longer available for normal timesheet processing until reopened.

Ongoing Attendance Collection Rules

Closing a timesheet does not stop attendance collection.

Even after attendance is closed:

  • Employees can continue performing attendance activities.

  • The system continues recording employee working hours.

  • New attendance data continues to be generated.

Attendance collection remains active regardless of the closed status of a previous attendance period.

Reopen Attendance Rules

When attendance is reopened:

  • The closed attendance period becomes accessible again.

  • Attendance records can be reviewed and modified.

  • Attendance corrections can be applied as required.

Attendance Status Logic

Attendance closure affects period management only.

Closing attendance does not:

  • Delete attendance records.

  • Stop attendance collection.

  • Remove employee attendance history.

Payroll Integration Behavior

Closed attendance periods are commonly used for:

  • Payroll preparation

  • Attendance verification

  • Month-end attendance review

Attendance corrections made after reopening may affect payroll-related attendance calculations.

Reporting Rules

Attendance reports use attendance data regardless of whether the attendance period is open or closed.

Closing attendance simply indicates that the period has been administratively finalized.


Status Behavior

Attendance Period Status

Status Description
Open Attendance records can be viewed and edited.
Closed Attendance period has been finalized and closed.
Reopened Previously closed attendance period has been reopened for further processing.

Attendance Collection Status

Condition Behavior
Attendance Period Open Attendance continues to be recorded.
Attendance Period Closed Attendance continues to be recorded.
Attendance Period Reopened Attendance continues to be recorded.

Synchronization

Data managed through this screen is synchronized with:

  • Attendance Management

  • Employee Attendance History

  • Timesheets

  • Shift Scheduling

  • Work Shift Table

  • Attendance Reports

  • Workforce Reports

  • Overtime Management

  • Payroll Processing

Changes to attendance records are immediately reflected throughout related attendance and reporting functions.


Important Notes

  • Only authorized administrators can edit attendance records and manage attendance period status.

  • Closing attendance does not prevent employees from recording future attendance.

  • Attendance data continues to be collected even when a monthly timesheet has been closed.

  • Reopening attendance allows additional corrections and adjustments to be made.

  • Attendance edits may affect attendance summaries, overtime calculations, reports, and payroll-related attendance calculations.

  • Closing attendance is typically performed after attendance verification and month-end review are completed.

  • Reopening attendance should be carefully controlled to maintain attendance data integrity.

  • Attendance records are never automatically deleted when attendance is closed or reopened.

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