Admin

Edit Attendance Records After Attendance Cutoff

01-13-2025
NOTE
Once the attendance cutoff is finalized, neither employees nor leaders can edit or approve attendance records. This lock ensures payroll and work records remain secure and unchanged.

▪︎ When Is This Feature Needed?

  1. Unapproved Records Post-Cutoff: If the cutoff is finalized while there are pending approvals, those requests will remain in a "Pending" state. To maintain accurate attendance records, these must be reviewed and approved/rejected.
  2. Adding or Deleting Missed Records: This feature is used when missing records are discovered after the cutoff or when existing records need to be deleted.

▪︎ Who Can Use This Feature?

After the cutoff date, only administrators can change the status to "Opened" to edit records.In the Opened status, leaders can also edit attendance records. Once all necessary edits are completed, the status must be returned to "Closed" to lock the records and prevent further changes.

1. Edit Records Individually

  1. Go to Attendance cutoff > Status > By period and select the cutoff record that needs modification, or go to Attendance cutoff > Status > By employee and select the employee whose record needs editing.
  2. Change the Attendance cutoff status to "Opened". Only administrators can change the status to "Opened" after the cutoff date.
  3. After editing attendance records or processing pending approvals, ensure the status is changed back to "Closed" to prevent further edits to the attendance records.

2. Edit Records for Multiple Employees

  1. Use the checkboxes to select the employees whose records need to be changed to "Opened" status.
  2. Click the "Open at once" button at the bottom.
  3. After editing the attendance records, use the "Close at once" button to return the records to the "Closed" status, ensuring no further edits can be made.

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If you have specific inquiries, contact us at support@shoplworks.com.