PTS / 4 STEPS

Review attendance records and exceptions

Before you begin: Manager access to the location you want to review.

STEP 01

Open the attendance log

Filter by location, date range or staff member to find the shifts you need to review.

STEP 02

Check flagged entries

Late check-ins, missed check-outs and long breaks are flagged automatically for a quick review.

STEP 03

Resolve or annotate

Approve the record as-is or add a note explaining the exception before it's included in an export.

STEP 04

Export the period

Generate a CSV, Excel or PDF summary once the period is reviewed and ready for payroll.

Expected result

A reviewed attendance record for the period, ready to export for payroll.

Common issues

Unresolved flagged entries are excluded until reviewed — check the flagged list first.

Updated January 8, 2026

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