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REVIEW & REPORTS

A manager’s daily checklist

A straightforward routine for your branch team and your own attendance.

2 min readManager
In this articleAt the start of the dayWhen plans changeAt the end of the day

At the start of the day

  1. Confirm the selected company and the branches you can manage.

  2. Open Overview for today’s team, or Attendance policies → Daily attendance to choose another work date and branch.

  3. Check expected staff, people already clocked in, and any setup problems.

  4. Review published shifts and upcoming roster end dates.

  5. Record confirmed employee leave before treating covered shifts as absences.

When plans change

Use the appropriate policy, regular-schedule or roster workflow for your employees. If owner approval is enabled, treat submitted changes as proposals until they are approved.

You cannot change your own work schedule or approve your own device. Ask an owner or admin for those actions. If an overlap involves a branch you cannot access, ask them to review the conflict.

At the end of the day

  1. Review Attendance for recorded sessions and any missing clock-outs.

  2. Follow up with people whose records need clarification. Check leave and schedule dates before labelling someone absent.

  3. Use your own My attendance screen to finish your personal session.

  4. Use Back to dashboard to return to management.

Keep going

Review attendance and export recordsDistinguish scheduled attendance from recorded sessions, then export the right date range.Create and maintain shift rostersSchedule dated shifts, understand overlap messages and keep the next roster period ready.Mark an employee as on leaveRecord whole dates off so covered scheduled shifts are not counted as absences.