FarmUp University - Attendance book: Absences, and days off, how to handle.

Lesson 6: Attendance Book - Absences & Days Off

Introduction

This feature was created to help manage the team's absences and leaves.

By the end of the training you will learn:
  1. What is the attendance book and what you can do with it
  2. How to report absences (no show)
  3. Schedule days off
  4. Understand the filters
As a Senior Supervisor/Lead, you will also learn how to: (Advanced) 
  • Schedule other types of absences
  • Edit or delete any entry made by a supervisor or administrator
As an Admin, you will also learn how to: (Advanced) 
  1. Schedule using the portal
  2. Access and download reports on the portal
  3. Edit Absences configuration settings


What is the attendance book?

The Attendance book helps the team to manage absences, days off, and other types of leaves. 

Each role can perform specific functions: 
  1. Supervisors can report who is absent, schedule days off, and see the list of absentees.
  2. Senior Supervisors can manage other types of absences.
  3. Admins can do all the above and run reports from the Client Portal.

How do I report an absence?

As you create the work map and navigate to the staff window:
  1. Select the ORANGE ICON to the left of a name
  2. Confirm the absence
  3. The worker will appear now as ‘Absent' and no longer available for the entire day


How do I check absences?

Option 1: Workmap menu, top right, press the green person icon



Option 2: Strawberry icon > Attendance List

  

How do I read the Absence List?

  1. Name of the worker marked as Absent
  2. The period of absence
  3. The type of absence
  4. The person who created the record



How do I edit one of the entries? 

  1. Swipe the entry to the left
                  or 
  1. Press and long hold on the entry

How do I add a new entry?

  1. Click on the plus sign, top right
  2. Select the type of absence (Folga / Falta) 
  3. Edit start and end date and select the check mark
  4. The list of workers will appear with number of days off per current month (color coded by red/yellow/green according to number of days off in total)
  5. Select the workers and press the check mark


How do I use the filter? 

Press the Green inverted triangle on the top right and filter by:
  1. Date
  2. Type of absence
  3. Worker
  4. Supervisor



Additional information for Senior Supervisor/Lead (Advanced) 

As Lead you can do everything a supervisor can do. In addition you can:
  1. Modify or delete ANY entry
  2. Add entries for every type of absence, including vacations

Additional information for Admins (Advanced) 

How do I obtain reports?

  • Login to the client portal 

  • Go to Human Resources >

    • Attendance Book: Where you can obtain a list of entries
    • Attendance Report: Review and download the map with worked hours and absences


How can I add, edit or remove entries using the Portal?

In the Attendance Book, you can:
  1. Add entries by clicking the '+Register Absence' button: 

  1. Edit entries by clicking theedit icon under 'Action':


  1. Delete entries by clicking the trash bin icon under 'Action' 
 


How can I add, remove or rename the types of absences?

  1. Click on the Strawberry icon > Configurations > Absence Types
            **Folga (Day Off) can be renamed but not deleted**



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