{"id":247,"date":"2021-02-05T18:05:20","date_gmt":"2021-02-05T18:05:20","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&#038;p=247"},"modified":"2024-04-11T19:26:16","modified_gmt":"2024-04-11T19:26:16","slug":"exceptions-viewing-alerts-in-the-attendance-and-calendar-pages","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/exceptions-viewing-alerts-in-the-attendance-and-calendar-pages\/","title":{"rendered":"Exceptions &#8211; Viewing alerts in the Attendance and Calendar pages"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Introduction<\/h2>\n\n\n\n<p><br>The <strong>Exceptions <\/strong>section in Time and Attendance is used to track employee attendance. It consists of three pages: <strong>Alerts<\/strong>, <strong>Attendance<\/strong>, and <strong>Attendance Calendar<\/strong>. The alerts page tracks items that need attention from the user, while the Attendance and Attendance Calendar pages are used to track employee-generated, attendance-specific alerts long-term. Access to each option is dependent on company setup.\u00a0<\/p>\n\n\n\n<p>For a video on alerts, see\u00a0<a rel=\"noreferrer noopener\" href=\"http:\/\/video.insperity.com\/ITA\/ManagingEmployeeAlerts.mp4\" target=\"_blank\">Managing Employee Alerts<\/a>\u00a0in the\u00a0<a rel=\"noreferrer noopener\" href=\"https:\/\/help.insperity.com\/bps\/employee-supervisor-time-and-attendance-video-library\/\" target=\"_blank\">Time and Attendance Video Library<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><br>Attendance<\/h2>\n\n\n\n<p>The <strong>Attendance Calendar<\/strong> page is used to track the attendance information of the employee selected in the main Employee drop down. Users who have access to this page can review employee trends in attendance exceptions, record reasons for the exceptions, excuse them, and keep track of resulting points tracking when applicable. Certain Pay Types entered on the Hours page can also be saved here, such as Sick or Vacation.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Navigating to the Attendance page<\/h2>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li>In the <strong>Main Navigation <\/strong>menu, open the <strong>Daily Procedures<\/strong> folder.<\/li><li>Open the <strong>Exceptions <\/strong>subfolder.<\/li><li>Click on the <strong>Attendance <\/strong>page.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"204\" height=\"284\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-7.png\" alt=\"\" class=\"wp-image-248\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-7.png 204w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-7-36x50.png 36w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-7-43x60.png 43w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-7-72x100.png 72w\" sizes=\"auto, (max-width: 204px) 100vw, 204px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Reviewing the Attendance page<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"795\" height=\"453\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-8.png\" alt=\"\" class=\"wp-image-249\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-8.png 795w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-8-300x171.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-8-768x438.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-8-50x28.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-8-60x34.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-8-100x57.png 100w\" sizes=\"auto, (max-width: 795px) 100vw, 795px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li>Summary Bar<ul><li><strong>Points<\/strong> \u2013 Total points for current pay period when a points policy is in place<\/li><li><strong>Minutes<\/strong> \u2013 Totals minutes tracked within the minutes column<\/li><li><strong>Employee Number<\/strong> \u2013 Assigned employee number<\/li><li><strong>Employee Badge <\/strong>\u2013 Employee\u2019s badge number if hardware clocks are in use<\/li><\/ul><\/li><li>Attendance Filtering \u2013 Filters the data on the page to a specified subset of information. To set a filter, select filter option(s) and click <strong>Go<\/strong>. Filtering options are below:<ul><li><strong>View Range \u2013 <\/strong>Select from a preset date range or place in a start and end date within which the request was sent<\/li><li><strong>Filter Expired \u2013 <\/strong>Include or remove attendance records with expired points<\/li><li><strong>Filter Excused \u2013<\/strong> Include or remove attendance records marked as excused<\/li><\/ul><\/li><li>Attendance Records \u2013 Each attendance record from the employee is listed on this section of the page. <\/li><li><em>Unnamed Column<\/em><strong> <\/strong>\u2013 Buttons that allow additional interaction with the attendance record, including:<ul><li>&nbsp;<strong>Edit <\/strong>\u2013 Edit details of the attendance record<\/li><li>&nbsp;<strong>Delete<\/strong> \u2013 Delete the attendance record<\/li><li>&nbsp;<strong>Audit Log <\/strong>\u2013 View details of the audit log associated with the attendance record<\/li><\/ul><\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Attendance detail definitions<\/h2>\n\n\n\n<p>Below is a list of the fields in alphabetical order that may be on the main Attendance page or within the Detail View pop-up window when editing or adding an attendance record. Access to these fields is dependent on each company\u2019s set up.<\/p>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li><strong>Attendance Category<\/strong> \u2013 Type of attendance record<\/li><li><strong>Attendance Comment<\/strong> \u2013 Comment to be associated with the attendance record<\/li><li><strong>Date\/Time<\/strong> \u2013 Date and time that the attendance exception occurred<\/li><li><strong>Effective<\/strong> \u2013 Effective date of attendance record<\/li><li><strong>Effective Date<\/strong> \u2013 Effective date of attendance record<\/li><li><strong>Excused <\/strong>\u2013 Marks the attendance record as excused when checked. Points must be set to 0.00 to be disregarded with an excused attendance record.<\/li><li><strong>Excused Flag<\/strong> \u2013 Marks the attendance record as excused when checked<\/li><li><strong>Expiration Date<\/strong> \u2013 Expiration of points if a points policy is in place<\/li><li><strong>Minutes<\/strong> \u2013 Minutes associated with the attendance record<\/li><li><strong>Pay Type<\/strong> \u2013 Pay Type associated with the attendance record<\/li><li><strong>Points<\/strong> \u2013 Points associated with the attendance record if a points policy is in place.  Points can be automatically applied based on company rules, or they can be manually added.<\/li><li><strong>Points Comment<\/strong> \u2013 Comment to be associated with points information if a points policy is in place<\/li><li><strong>Reason Code<\/strong> \u2013 Reason for attendance exception<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Editing an attendance record<\/h2>\n\n\n\n<p>With the appropriate security, any item that displays on the main portion of the Attendance page can be edited simply by selecting and overwriting the data within the appropriate field. When finished, click <strong>Save<\/strong>.<\/p>\n\n\n\n<p>Additional attendance information can be edited using the following steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li>Click the <strong>Edit<\/strong> button of the attendance record to be edited.<\/li><li>Adjust the field(s) as needed. At minimum, the <strong>Effective Date<\/strong> and <strong>Attendance Category <\/strong>fields must be completed. <\/li><li>Click<strong> Save<\/strong>.<\/li><\/ol>\n\n\n\n<p><em>Note: If an adjustment is made to points in a closed pay period, the running points total will be incorrect.&nbsp;<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Deleting an attendance record<\/h2>\n\n\n\n<p>An attendance record can be deleted using the following steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li>&nbsp;Click the <strong>Delete<\/strong> button of the attendance record to be removed. &nbsp;<em>A warning message will appear to confirm the deletion of the attendance record.<\/em><\/li><li>Click <strong>OK<\/strong>.<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Adding an attendance record<\/h2>\n\n\n\n<p>To add an attendance record:<\/p>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li>Click the <strong>Add <\/strong>button, located at the bottom left of the page.<\/li><li>Adjust the field(s) as needed. At minimum, the <strong>Effective Date <\/strong>and <strong>Attendance Category<\/strong> fields must be completed.<\/li><li>Click <strong>Save.<\/strong><\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Attendance Calendar<\/h2>\n\n\n\n<p>The <strong>Attendance Calendar <\/strong>page is used to track the attendance information of the employee selected in the main Employee drop down, displayed in calendar form. Users who have access to this page can review employee trends in attendance exceptions, record reasons for the exceptions, excuse them, and keep track of resulting points tracking where applicable. Certain Pay Types entered on the Hours page can also be saved here, such as Sick or Vacation.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Navigating to the Attendance Calendar page<\/h2>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li>In the <strong>Main Navigation <\/strong>menu, open the <strong>Daily Procedures<\/strong> folder.<\/li><li>Open the <strong>Exceptions <\/strong>subfolder.<\/li><li>Click on the <strong>Attendance Calendar<\/strong> page.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"190\" height=\"271\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-9.png\" alt=\"\" class=\"wp-image-250\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-9.png 190w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-9-35x50.png 35w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-9-42x60.png 42w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-9-70x100.png 70w\" sizes=\"auto, (max-width: 190px) 100vw, 190px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Reviewing and using the Attendance Calendar page<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"778\" height=\"459\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-10.png\" alt=\"\" class=\"wp-image-251\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-10.png 778w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-10-300x177.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-10-768x453.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-10-50x29.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-10-60x35.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-10-100x59.png 100w\" sizes=\"auto, (max-width: 778px) 100vw, 778px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li>Page View \u2013 Selection of attendance calendar and month.<ul><li><strong>Calendar<\/strong> \u2013 Attendance calendar if multiple exist<\/li><li><strong>Month <\/strong>\u2013 Calendar month<\/li><\/ul><\/li><li>Calendar of Attendance Records \u2013 Employee attendance records for the month selected<ul><li>With proper security, you may click on the record to see and\/or edit the information of the attendance record. <\/li><\/ul><\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"download-the-user-guide\">Download the user guide<\/h2>\n\n\n\n<p><a href=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/Exceptions-User-Guide.pdf\">Exceptions User Guide<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction The Exceptions section in Time and Attendance is used to track employee attendance. It consists of three pages: Alerts, Attendance, and Attendance Calendar. The alerts page tracks items that need attention from the user, while the Attendance and Attendance Calendar pages are used to track employee-generated, attendance-specific alerts long-term&#8230;.<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[9],"ht-kb-tag":[151],"class_list":["post-247","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-scheduling-attendance","ht_kb_tag-timeclock"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/247","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=247"}],"version-history":[{"count":5,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/247\/revisions"}],"predecessor-version":[{"id":2661,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/247\/revisions\/2661"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=247"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=247"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=247"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}