Integrations

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Improve Attendance Report – Accuracy, Rostered vs. Actual Times, Late Indicators & Individual Reports
Details: The current Attendance Report looks worse compared to the old version. The percentage values are not accurate, which makes it unreliable for auditing and compliance purposes. Additionally, the ability to view individual attendance reports inside staff profiles is now gone, which managers and clients heavily relied on for tracking specific staff history. Key Issues: • Percentages do not reflect true attendance or punctuality. • No visibility between Rostered vs. Actual clock-in/out times. • No clear indicators when staff are late for clock-in or clock-out. • No access to individual staff attendance reports in profiles, which removes a crucial auditing view. Proposed Solution: • Fix the calculation for percentages so they accurately reflect attendance (present, absent, late). • Add columns showing Rostered Start/End alongside Actual Clock-in/Clock-out times. • Highlight discrepancies (late arrivals, early departures, missed shifts) with clear indicators or color codes. • Reinstate individual attendance reports in staff profiles so managers can quickly review a single staff member’s record. • Ensure reports remain exportable in client-ready formats (Excel/CSV/PDF). User Story: As a manager or auditor, I want accurate attendance reports that show both rostered and actual times, with late indicators and access to individual staff reports, so I can properly track reliability, audit records, and ensure compliance. Benefit: • Restores trust in the accuracy of attendance reporting. • Provides managers and clients with the detailed data they need. • Saves time by reducing manual checks across rosters, timesheets, and profiles. • Improves transparency and accountability for individual staff performance.
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Add replacement + time adjustment with comments & notifications in Mobile App (improve desktop visibility too)
Details: • On desktop, managers can reassign a published shift and adjust times, but there’s no comment or notification shown to other managers when the change happens. On mobile, managers cannot do this at all. This is an issue because managers are often on the floor and too busy to log in on desktop. Scenario Example: • Staff A is rostered for 7:00 AM. • At 7:30 AM, Staff A has not arrived and will not be working that day. • The manager finds Staff B to cover the shift, but Staff B can only start at 8:00 AM. • On desktop, the replacement can be made with adjusted hours, but no notification is sent to other managers. • On mobile, the replacement cannot be made at all, forcing managers to stop what they’re doing and log in on desktop. Proposed Solution: • Enable managers to replace staff + adjust hours directly in the mobile app. • Require a comment/reason when making the change (e.g., “Staff A no-show, Staff B covering from 8:00”). • Trigger a notification to all managers that managed the team (desktop and mobile) so they know a replacement happened and why. • Add visibility in the roster/timesheets that shows the shift was updated, by whom, and with what comment. User Story: • As a manager, I want to replace staff and adjust hours directly on mobile and leave a comment so that other managers are notified and the change is recorded clearly. Benefit: • Saves time since managers won’t need to switch to desktop during busy hours. • Provides transparency and accountability with reasons logged. • Prevents confusion across managers by showing who made the change and why. • Ensures shifts, attendance, and payroll stay accurate.
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