Attendance Maintenance

Marlin GTX's Attendance Maintenance module enables users to view and manage staff attendance entries.

The Attendance Maintenance module can be used to:

• View and manage staff attendance entries,
• Correct staff clock on and off times,
• Add and edit breaks,
• Review staff attendance activity.

Attendance Maintenance can be accessed by selecting Main > Staff > Manage Attendance from the menu bar.

Viewing Attendance Entries

The Attendance Maintenance module will open, a list of active staff members is shown on the left, and their attendance records on the right.

Selecting a staff member from the list will show their attendance activity in the grid on the right, highlighted in the colours selected in the Schedule Maintenance module.

List and Summary Tabs

A list of attendance events for selected staff members can be viewed by clicking on the List tab at the top of the Attendance grid.

An ongoing Attendance Activity Report can also be viewed by clicking on the Summary tab.

The report's statistics can be refreshed by clicking on the Calculate button.

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Editing Attendance Entries

Main > Staff > Manage Attendance

Users with Attendance Maintenance permissions enabled can also use the Attendance Maintenance module to edit and correct attendance entries, which might be required if staff forget to clock on or off, or their attendance is recorded incorrectly.

Editing Existing Attendance Records

Main > Staff > Manage Attendance

To modify an existing attendance record, double-click on it in the Planner grid.

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The Change Attendance Detail pop-up window will open, which can then be used to edit the attendance event as required.

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Adding New Attendance Entries

Main > Staff > Manage Attendance

New attendance entries can be added by double-clicking on a blank cell in the Planner grid.

The Add Attendance Detail pop-up window will open.

Use the Type drop down to select the type of attendance entry to add:

• Clock On/Clock Off Event adds an attendance entry with both a start and an end time,
• On Break/Off Break Event adds a break entry with both a start and an end time,
• Clock On Event add an attendance entry for the current day with a start time only, which will need to be clocked off again later.

Use the drop-down menus below to select the Start/End Date and Start/End Time for the event.

In the Comment textbox, enter the reason for the manual event entry (e.g. "Staff forgot to clock on")

To save the event and add it to the attendance record, click on the Ok button at the bottom-right of the pop-up window and enter the salesman or technician password as required.

Adding Leave Entries

Main > Staff > Manage Attendance

Leave entries can also be added to the Attendance Planner, using the same method for adding new attendance entries.

Double-click on the relevant cell in the Planner grid to open the Add Attendance Detail pop-up window.

Use the Type drop down to select the type of leave entry to add and enter the rest of the details as usual.

Real-Time Attendance Entries

Main > Staff > Manage Attendance

Staff members can be immediately clocked on and off from within the Attendance Maintenance module by right-clicking on them in the staff list and selecting Clock On or Clock Off.

Attendance entries made using this method will be recorded as beginning/ending from the time they are selected, the same as when clocking on or off using the Attendance Entry module.