{"id":349,"date":"2020-03-24T18:41:38","date_gmt":"2020-03-24T18:41:38","guid":{"rendered":"\/enterprise\/?post_type=ht_kb&#038;p=349"},"modified":"2020-03-24T18:42:17","modified_gmt":"2020-03-24T18:42:17","slug":"accessing-attendance-records","status":"publish","type":"ht_kb","link":"\/enterprise\/knowledge-base\/accessing-attendance-records\/","title":{"rendered":"Accessing Attendance Records"},"content":{"rendered":"<p>You will see Perfect Punches as well as records with errors or exceptions. You can easily see the difference between these as a Perfect Punch will have no notification flags beside the record.<\/p>\n<ol>\n<li>Log into Synerion Enterprise.<\/li>\n<li>Click on the Attendance tab at the top of the screen.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1021\" height=\"46\" class=\"wp-image-350\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-6.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-6.png 1021w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-6-300x14.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-6-768x35.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-6-50x2.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-6-60x3.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-6-100x5.png 100w\" sizes=\"auto, (max-width: 1021px) 100vw, 1021px\" \/><\/p>\n<ol>\n<li>The Attendance Management screen is launched.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1376\" height=\"113\" class=\"wp-image-352\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-7.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-7.png 1376w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-7-300x25.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-7-1024x84.png 1024w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-7-768x63.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-7-50x4.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-7-60x5.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-7-100x8.png 100w\" sizes=\"auto, (max-width: 1376px) 100vw, 1376px\" \/><\/p>\n<ol>\n<li>Click on Direct Employees or My Employees.<\/li>\n<\/ol>\n<p>Direct Employees will show only those employees who report directly to you.<\/p>\n<p>My Employees will show all employees you have access to view.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"44\" class=\"wp-image-354\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-8.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-8.png 1024w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-8-300x13.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-8-768x33.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-8-50x2.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-8-60x3.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-8-100x4.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ol>\n<li>Use the Date Selection field to select the date range or pay period you would like to review. Click on the date range to activate then the selection window will appear.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"44\" class=\"wp-image-356\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-9.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-9.png 1024w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-9-300x13.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-9-768x33.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-9-50x2.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-9-60x3.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-9-100x4.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><strong>For Date Range:<\/strong> Click Date Range and select appropriate dates from the calendar and click Apply.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"406\" height=\"176\" class=\"wp-image-358\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-10.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-10.png 406w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-10-300x130.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-10-50x22.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-10-60x26.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-10-100x43.png 100w\" sizes=\"auto, (max-width: 406px) 100vw, 406px\" \/><\/p>\n<p><strong>OR<\/strong><\/p>\n<p><strong>For Pay Period:<\/strong> Click Period and select appropriate period and click Apply.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"405\" height=\"176\" class=\"wp-image-360\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-11.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-11.png 405w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-11-300x130.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-11-50x22.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-11-60x26.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-11-100x43.png 100w\" sizes=\"auto, (max-width: 405px) 100vw, 405px\" \/><\/p>\n<ol>\n<li>You will now see all of the attendance records for the selected range.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"52\" class=\"wp-image-362\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-12.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-12.png 25w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-12-24x50.png 24w\" sizes=\"auto, (max-width: 25px) 100vw, 25px\" \/> indicates an error and <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"52\" class=\"wp-image-364\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-13.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-13.png 25w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-13-24x50.png 24w\" sizes=\"auto, (max-width: 25px) 100vw, 25px\" \/> indicates an exception.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"906\" height=\"321\" class=\"wp-image-366\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-14.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-14.png 906w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-14-300x106.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-14-768x272.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-14-50x18.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-14-60x21.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-14-100x35.png 100w\" sizes=\"auto, (max-width: 906px) 100vw, 906px\" \/><\/p>\n<p><strong>\u201cFinding a Specific Attendance Records\u201d<\/strong><\/p>\n<p>Periodically you may need to call up a specific attendance record.<\/p>\n<ol>\n<li>Follow the steps from the <strong>Accessing Attendance Records<\/strong> section.<\/li>\n<li>Remove any filters already applied by pressing the clear filter button.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"38\" class=\"wp-image-368\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-15.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-15.png 602w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-15-300x19.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-15-50x3.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-15-60x4.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-15-100x6.png 100w\" sizes=\"auto, (max-width: 602px) 100vw, 602px\" \/><\/p>\n<ol>\n<li>Click on the field that says Employees then start typing the employee name in the search box. As you type the system will narrow down the possible options. If you see the one you want before you finish typing, simply click on it to select it. Once finished, click on a blank area of the screen to make the employee search window disappear.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1053\" height=\"137\" class=\"wp-image-370\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-16.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-16.png 1053w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-16-300x39.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-16-1024x133.png 1024w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-16-768x100.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-16-50x7.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-16-60x8.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-16-100x13.png 100w\" sizes=\"auto, (max-width: 1053px) 100vw, 1053px\" \/><\/p>\n<ol>\n<li>Select the period or date range you are looking for.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1021\" height=\"42\" class=\"wp-image-372\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-17.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-17.png 1021w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-17-300x12.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-17-768x32.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-17-50x2.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-17-60x2.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-17-100x4.png 100w\" sizes=\"auto, (max-width: 1021px) 100vw, 1021px\" \/><\/p>\n<p><strong>Note:<\/strong> screen shots for the period and date range selection screens are displayed in Step 5 in the <strong>Accessing Attendance Records<\/strong> section above.<\/p>\n<p><strong>\u201cReviewing Perfect Records\u201d<\/strong><\/p>\n<p>Perfect records are records where the punches don\u2019t deviate from the schedule enough to create errors or exceptions. These records still need to be approved so that payroll knows when all records have been reviewed and they can process payroll.<\/p>\n<ol>\n<li>Follow the steps from the <strong>Reviewing Notifications<\/strong> section, select Unapproved Records.<\/li>\n<li>Select the record by clicking on it. You will know which record is selected because the whole row will be highlighted.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1063\" height=\"78\" class=\"wp-image-374\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-18.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-18.png 1063w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-18-300x22.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-18-1024x75.png 1024w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-18-768x56.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-18-50x4.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-18-60x4.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-18-100x7.png 100w\" sizes=\"auto, (max-width: 1063px) 100vw, 1063px\" \/><\/p>\n<ol>\n<li>Review record to ensure that there are no additional items to approve:\n<ul>\n<li>Notes from the employee<\/li>\n<li>Manual Categories<\/li>\n<li>Salary Codes<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p><strong>Notes<\/strong> are indicated by the presence of a speech bubble under the Employee\u2019s name.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"705\" height=\"38\" class=\"wp-image-376\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-19.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-19.png 705w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-19-300x16.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-19-50x3.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-19-60x3.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-19-100x5.png 100w\" sizes=\"auto, (max-width: 705px) 100vw, 705px\" \/><\/p>\n<p>The <strong>Daily Manual Categories<\/strong> section of the Additional Data panel on the right side will show you the details of any Manual Categories chosen.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"316\" height=\"468\" class=\"wp-image-378\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-20.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-20.png 316w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-20-203x300.png 203w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-20-34x50.png 34w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-20-41x60.png 41w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-20-68x100.png 68w\" sizes=\"auto, (max-width: 316px) 100vw, 316px\" \/><\/p>\n<p>The <strong>Daily Salary Codes<\/strong> section of the Additional Data panel on the right side of the screen will show you the details of any Salary Codes chosen.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"321\" height=\"397\" class=\"wp-image-380\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-21.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-21.png 321w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-21-243x300.png 243w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-21-40x50.png 40w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-21-49x60.png 49w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-21-81x100.png 81w\" sizes=\"auto, (max-width: 321px) 100vw, 321px\" \/><\/p>\n<p><strong>***Note: if any Notes, Manual Categories or Salary Codes exist please refer to the specific sections below for details on how to handle these.***<\/strong><\/p>\n<ol>\n<li>Once you ensure that there are no additional items to review, click the Approve record box.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1065\" height=\"80\" class=\"wp-image-382\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-22.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-22.png 1065w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-22-300x23.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-22-1024x77.png 1024w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-22-768x58.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-22-50x4.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-22-60x5.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-22-100x8.png 100w\" sizes=\"auto, (max-width: 1065px) 100vw, 1065px\" \/><\/p>\n<ol>\n<li>Save your changes by clicking the Calculate and Save button.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1133\" height=\"41\" class=\"wp-image-384\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-23.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-23.png 1133w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-23-300x11.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-23-1024x37.png 1024w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-23-768x28.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-23-50x2.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-23-60x2.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/03\/word-image-23-100x4.png 100w\" sizes=\"auto, (max-width: 1133px) 100vw, 1133px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>You will see Perfect Punches as well as records with errors or exceptions. You can easily see the difference between these as a Perfect Punch will have no notification flags beside the record. Log into Synerion Enterprise. Click on the Attendance tab at the top of the screen. The Attendance&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"ht-kb-category":[44],"ht-kb-tag":[],"class_list":["post-349","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-attendance"],"_links":{"self":[{"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb\/349","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/comments?post=349"}],"version-history":[{"count":2,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb\/349\/revisions"}],"predecessor-version":[{"id":387,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb\/349\/revisions\/387"}],"wp:attachment":[{"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/media?parent=349"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb-category?post=349"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb-tag?post=349"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}