WFM UK: Activity-Based Scheduling: Time & Attendance Scheduling

Overview 

In Activity-Based Scheduling, users are able to confirm employees' hours worked via a time and attendance integration. This is part of the core Activity-Based Scheduling functionality. Colour coded T&A statuses indicate if users have outstanding T&A actions to complete. 

Time & Attendance Functionality

Time and attendance data is displayed by day on the Schedule page.

The Review T&A button has multiple states and based on the colour of the button, will indicate if there is any data and if it requires action:

• • Disabled (greyed out) – No clock data
  • Amber – Some clock data requires action
  • Green – No action required

Fig.1 – Three states of the ‘Review T&A’ button

Fig.2 – Example amber Review T&A button 

• From the Schedule page, select Review T&A

Fig.3 – Time & Attendance pop-up

The time and attendance pop-up will be displayed. The data shown is for the day which is currently being viewed: 

Staff – Employee name
Personal No – Employee’s personal number
Forecast – Forecast shifts must be scheduled at least 1 day before that shift date. Any shifts created on that day or after are not considered forecast shifts
Clock Times – Time and attendance data for the employee - Click clock times to view break records. 
Actual – Actual shift times for the employee
Shift Type – Icon indicating if the shift is cross business days
Actions - Confirm clock times –  if there is a complete set of valid time and attendance data for the employee, confirm the clock times with the following options:

• Confirm Clock Times – selecting this will trigger a 5-second countdown timer to “undo” the action (see Fig.4). If an error is made modifying the employee’s shift time before the day is actualized, selecting Undo will re-open the T&A data
• Keep Schedule Times - if there is partial data or no data then the employee’s forecasted schedule times can be kept
• Manually Enter Times – if there are invalid clock data shift times for the employee can be manually entered. A maximum of 2 shift records can be entered – see Fig.5. Shift notes and/or an additional shift can be added by selecting the relevant button
• Ignore these shifts – if there are clock times but no forecast shift, the clock data can be ignored

Fig.4 - Confirming Clock Times

Fig.5 – Manually entering times 

• When all actions are complete, close the pop-up with the X in the top-right corner

Fig.6 – Closing T&A pop-up

The Review T&A button will then change to a ‘Green’ state.