How to Track Attendance Cheat Sheet

How to Track Workforce Attendance in Workforce Management Application

Goal 1: Enable Workforce Attendance on the Dashboard

To track a workforce member’s attendance, the Admin needs to enable Self Attendance in the dashboard.

Steps:

1. Go to Workforce Management → Workforce Master

2. Click Edit on the workforce you want to track

3. Set Self Attendance to Yes

   • Set it to No if you don’t want to track attendance

4. Select the Roster the workforce is part of

Goal 2: Starting Your Day (Mark Present)

Marking Attendance on the mobile app:

• Go to: The Fieldmobi Android/iOS App > Select you Account > Start Day (Click a Picture)

• Field workers tap Start Day in the mobile app to mark themselves present for the day.

  

  
  

Goal 3: Ending Your Day (Mark Off-Duty)

Marking Attendance on the mobile app:

• Go to: The Fieldmobi Android/iOS App > Select you Account > End Day (Click a Picture)

• Field workers tap End Day in the mobile app to mark themselves present for the day.

Goal 4: Capture Remote Attendance

Supervisor submits an Attendance update on behalf of an employee using the Fieldmobi mobile app.

Enter the Employee Code, select the Type ("Start Work" to mark Present, "End Work" to mark Off-Duty), and input the Reported Time.

Note: Employee Codes can be scanned using the QR Code if required

Goal 5: Marking Attendance on the Dashboard

To record attendance from the dashboard:

1. Go to Workforce Management → Attendance Reporting → Create New

2. Fill in the required details

3. Use Start Day to mark the employee as Present

4. Use End Day to mark them as Off-duty

Goal 6: Mark a Workforce Absent

Supervisor submits an Attendance update on behalf of an employee using the Fieldmobi mobile app.

Marking Absent on the Fieldmobi Dashboard:

1. Go to Workforce Management → Attendance Reporting → Create New

2. Enter the Employee Name

3. Select Type → Absent

4. Enter the Reported Time