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Attendance & shifts

Attendance & shifts screen in Octibiz

Overview

This area records attendance (when someone was there) and plans shifts (when someone should be there). From attendance follows the working-time account — the overtime or shortfall.

An important distinction: attendance is not project time. Clocking says "I am here"; booking project time says "I worked on this". Both can run side by side and answer different questions.

Core tasks

Clock. Arrival, departure and breaks are recorded. Anything forgotten can be filed afterwards — as a correction, not by overwriting.

Read the account. The working-time account shows target, actual and balance. A manual correction is possible and stays visible as such.

Approve days. Approved days are locked and no longer change — the basis for payroll and analysis.

Plan and publish shifts. A shift plan is first drafted and then published. Staff only see published shifts; a draft everyone can see would not be a draft.

Fields in detail

Shift

FieldRequiredValues / formatWhat it does
Employee employeeIdyesan employeeWho works.
Date workDateyesdateOn which day.
From / to startTime, endTimeyestimeThe shift times. A shift across midnight is recognised as such and not calculated as a negative duration.
Break (minutes) breakMinutesno0 or moreHow much break. It comes off the working time — and is why an eight-hour shift yields seven and a half hours of work.
Template templateIdnoan existing shift templateWhich template the times come from. The way to create recurring shifts without typing them.
Note notenotext, max. 255 charactersA note on the shift.

Bulk creation

FieldValues / formatWhat it does
From / to from, todateThe period shifts are created for at once. Non-working days and absences are skipped instead of creating shifts for people on holiday.

Attendance

Attendance arises from clocking in and out, not from an entry. What is set against each other is the planned shift and the actual attendance — the deviation is what an HR department cares about, not the individual times.

Settings & permissions

  • Clock own time: workforce.attendance.clock_own
  • View: .view_own / .view_team / .view_any
  • Correct: workforce.attendance.correct · Approve/lock: workforce.attendance.approve
  • Account: workforce.account.view_own / .view_any / .adjust
  • Shifts: workforce.shift.view_own (published only) and the module's planning permissions

Module flag: module.workforce.

FAQ & troubleshooting

The balance is wrong. Check the employee's target hours and absences first — both feed into the target.

A day can no longer be changed. Then it is approved. The approval has to be withdrawn first.

An employee cannot see their shift. The plan has not been published yet.

workforce.workforce · Available from version 0.5.6