Attendance role guides — what each role can do, step by step

1Check what your sign-in can do #

Where Your name, top right » Profile

1. Open your company's address in the browser — it looks like yourcompany.tarleaks.com.
2. Type the e-mail address your administrator set up for you, then your password.
3. You land on the app launcher: a grid of the apps your company uses.
4. Click your name in the very top-right corner of the screen.
5. Choose Profile from the menu that drops down.
6. Scroll to the Roles & permissions section.

You should see The chip names the role your administrator gave you. Everything in this guide follows from that one word — including the buttons that are missing.

Watch out Two people with the same job title can hold different roles here. If the chip does not say what you expected, ask your administrator before you start deciding anything — the buttons you see depend on it.

Worth knowing If the chip is not what you expected, stop and ask your administrator before you approve anything. Two people with the same job title can hold different roles here.

2See the whole day on one screen #

Where Attendance » Today

1. From the launcher, click the Attendance tile.
2. You land on Attendance Today — the module's home page.
3. Read the four boxes across the top: Present, Remote, Late, On Leave.
4. Click On Leave to jump straight to the leave screen.
5. In the roster underneath, click the ⋯ at the end of a row for that person's timesheet, leave or record.

You should see Who is in, who is late and who is off — for today, without running anything. The row menu at the end of each line opens that person's timesheet, their leave, or their record.

Watch out A dash in the check-out column means the person has not clocked out yet — not that they left without doing so. Read it after the end of their shift, not during it.

Worth knowing Export report, top right, gives you the same list as a spreadsheet with the check-in and check-out times already in it.

3Set up the working patterns people are held to #

Where Attendance » Shifts & rosters

1. In the left menu, under SCHEDULE, click Shifts & rosters.
2. Use the day buttons above the table to show only shifts that run on a given day.
3. Search by name when you have many templates.

You should see A shift is a template the whole company reuses. Grace is the number of minutes after the start time that still counts as on time — it is the single setting most arguments about lateness come down to.

Watch out Changing a shift's times changes them for everybody on it from that moment. If only some people are moving, make a second template and reassign them instead.

4Create a shift template #

Where Attendance » Shifts & rosters » New shift

1. On Shifts & rosters, press New shift at the top right.
2. Type the name.
3. Set Start time and End time in 24-hour form.
4. Set Grace minutes.
5. Tick the Days of week the shift runs.
6. Save.

You should see One template serves everybody on that pattern. You are not setting hours per person — you are describing a pattern and then putting people on it.

Watch out Creating the template does not put anybody on it. Use Assignments afterwards, or the roster stays empty.

Worth knowing Close the form without saving and nothing is created — you can open it just to see the fields.

5Put people on a shift, from a date #

Where Attendance » Shifts & rosters » Assignments

1. On Shifts & rosters, find the shift and press Assignments on its row.
2. Read the list: one row per person, with the date they went onto this shift.
3. Choose an employee in the box at the top and press Assign to add somebody.
4. Press End today on a row to take somebody off it.
5. Tick Include past assignments to see the ones already ended.

You should see Each row binds one person to that shift from a start date until an optional end date. Moving somebody is dated, so last month's timesheet still reads against last month's shift.

Watch out End today closes the assignment; it does not delete it. That is deliberate — last month's timesheet still has to read against last month's shift.

Worth knowing End today closes an assignment without deleting it. Deleting the row would rewrite history; ending it does not.

6Publish the kinds of leave people may ask for #

Where Attendance » Leave » Leave types

1. In the left menu, under TIME OFF, click Leave requests.
2. Scroll to the Leave types card and press Show if it is collapsed.
3. Read Name, Paid and Default days per year on each row.
4. Press Edit on a row to change one.

You should see Default days per year is the yearly entitlement attached to the TYPE. It is not the same number as somebody's accrued balance — that is earned month by month, in hours, by the accrual rule.

Watch out Default days per year is the entitlement on the TYPE. It is NOT somebody's balance — that is earned in hours by the accrual rule, and confusing the two is the most common leave question HR gets.

7Add a kind of leave #

Where Attendance » Leave » Leave types » New type

1. In the Leave types card, press New type.
2. Type the name.
3. Tick Paid leave if it is paid.
4. Set Default days per year.
5. Save.

You should see This creates the OPTION people choose from. How the hours are earned month by month is a separate thing — that is the accrual policy.

Watch out Do not create a second type for a variation — 'Annual Leave (Senior)' means two entries in every report forever. Vary the accrual policy instead and keep one type.

8Work the leave queue for the whole company #

Where Attendance » Leave » Approval queue

1. Open Leave requests.
2. Use the status dropdown to show Pending only.
3. Narrow further by type, or by a date range, using the two date boxes.
4. Sort by Longest to bring the biggest requests to the top.

You should see Every request in the company that is waiting on a decision, in one place. The count in the bar tells you how much is actually outstanding.

Watch out The filters are written into the web address. Copy it and a colleague opens exactly your view, not the default one.

Worth knowing The filters are written into the web address, so you can bookmark 'annual leave, pending, next month' and come back to it.

9Decide a whole queue in one action #

Where Attendance » Leave » tick rows » Approve

1. With the queue filtered to Pending, tick the box at the start of each row you have decided on.
2. A bar appears along the bottom saying how many are selected.
3. Press Approve in that bar.
4. Read what the confirmation says, then confirm.

You should see Every row is still checked on its own inside the batch — balance, overlap, and whether the person is yours to decide for. A row that fails is named and the rest still go through.

Watch out Ticking the box in the header row selects everything the CURRENT FILTER shows, not the whole list. Filter first, then select all.

Worth knowing Ask for a practice run first when the batch is large: every row is validated against the real path and then rolled back, so you see what would have failed without changing anything.

10Deal with missed punches #

Where Attendance » Regularizations

1. In the left menu, click Regularizations.
2. The status dropdown starts on Pending.
3. Read the day, the requested check-in and check-out, and the reason.
4. Press the eye icon to open the full detail before deciding.

You should see A correction is somebody saying 'I was here, the clock does not show it'. Approving one writes the missing clock record for that day automatically — you do not type it in afterwards.

Watch out Approving a correction adds hours somebody will be paid for. Read the reason every time — this is the one queue where speed is not the virtue.

11Clear a run of corrections together #

Where Attendance » Regularizations » Approve

1. On Regularizations, work down the pending list.
2. Press Approve on the rows you accept, Reject on the ones you do not.
3. Switch the filter to Approved afterwards to confirm the batch landed.

You should see Each approval still writes its own clock record, so one bad row is named rather than costing you the rest of the batch.

Watch out A correction with no reason, or a reason that says only 'forgot', is the one to open. Your company can require a reason on every correction; that switch is in the administrator's attendance settings.

Worth knowing A correction with no reason is the one to open. The company can require a reason on every correction — that switch is in the administrator's attendance settings.

12Approve the week, not the day #

Where Attendance » Timesheet approvals

1. In the left menu, under TODAY, click Timesheet approvals.
2. Stay on Waiting on me.
3. Read the hours, the billable split, and any exceptions on the row.
4. Press the tick to approve, or Send back and type the reason.

You should see One decision covers a whole week, and everything you need to make it is on the row — the total, the billable split, and the exceptions the system found. Approving sends those hours on to payroll and to billing.

Watch out Sending a week back REQUIRES a reason, and it stays on the employee's screen until they act on it. Write a sentence they can act on, not 'wrong'.

Worth knowing Sending a week back REQUIRES a reason, and the reason stays on the employee's screen until they fix it. That is deliberate: a rejection that vanishes gets resubmitted unchanged.

13Write the rule that earns the hours #

Where Settings » Leave accrual policies

1. In the left menu, open Settings, then under TIME & PAY click Leave accrual policies.
2. Read each row: Name, Leave type, Rate, Period, cap, carry-over and Effective.
3. Press Assign on a policy to see which departments, positions, branches or people it covers.

You should see A balance is not granted by hand — it is produced by one of these rules, in hours, on a schedule. When somebody asks why they have what they have, the answer is this screen.

Watch out A policy assigned to nobody earns nobody anything. After writing one, always open Assign.

Worth knowing Carry-over has an expiry in months. Hours that expire are recorded as an expiry line on the person's ledger rather than quietly disappearing.

14Write an accrual rule #

Where Settings » Leave accrual policies » New policy

1. On Leave accrual policies, press New policy.
2. Give it a name and pick the Leave type it fills.
3. Set the accrual rate in hours and the Accrual period.
4. Set the cap, the carry-over maximum, and how many months carry-over survives.
5. Set Effective from, then save.
6. Press Assign on the new policy and choose who it covers.

You should see The rule is what actually fills people's balances, in hours, on a schedule. It takes effect from a date, so it never rewrites what has already been earned.

Watch out Effective from is the safety catch. Set it to the start of next month rather than backdating, unless you genuinely mean to change what people have already earned.

Worth knowing After saving, press Assign on the policy: a rule that is not assigned to anybody earns nobody anything.

15Read how the company is actually doing #

Where Attendance » Attendance insights

1. In the left menu, under INSIGHTS, click Attendance insights.
2. Read the four boxes: Compliance rate, Avg check-in, Late arrivals, Overtime total.
3. Click a box to open the screen it summarises.
4. Press Refresh to recompute.

You should see Every figure is computed from clock records already in the system. Nothing here is typed in, which is why it agrees with the day view.

Watch out These are the last thirty days. A single bad week moves the average visibly — look at the trend chart before you read anything into one number.

16Look at absence and overtime over a period #

Where Attendance » Attendance insights

1. Still on Attendance insights, read Overtime trend — hours per week.
2. Read Leave utilisation — approved leave days by type.
3. Read Leave status — the breakdown of requests by what happened to them.

You should see Overtime by week and approved leave by type, side by side. A team that is always in overtime and never on leave is visible here months before it becomes a resignation.

Watch out Overtime is measured against the thresholds in the administrator's attendance settings. If the number looks wrong, check the threshold before you check the people.

17The company's check-in rules are not yours to change #

Where Settings

1. Open Settings from the launcher.
2. Look down the TIME & PAY group in the left menu.
3. Leave accrual policies is there. Attendance settings is not.

You should see Whether a geofence is required, which sources may clock in, the office locations and the weekend days all belong to the tenant administrator. Leave accrual policies, which IS yours, sits in the same group.

Watch out If you need one of those changed, that is a request to your administrator. It takes them a minute — and it is recorded against their name, which is why it is theirs.

Worth knowing If you need a rule changed — a new office added to the geofence, say — that is a request to your administrator, and it takes them a minute.

1Check what your sign-in can do #

Where Your name, top right » Profile

1. Open your company's address in the browser — it looks like yourcompany.tarleaks.com.
2. Type the e-mail address your administrator set up for you, then your password.
3. You land on the app launcher: a grid of the apps your company uses.
4. Click your name in the very top-right corner of the screen.
5. Choose Profile from the menu that drops down.
6. Scroll to the Roles & permissions section.

You should see You hold the same verbs an HR manager does — approve leave, approve corrections, approve weeks — over a much smaller set of people. The narrowing is done by the product.

Watch out Two people with the same job title can hold different roles here. If the chip does not say what you expected, ask your administrator before you start deciding anything — the buttons you see depend on it.

2Start the day on the attendance screen #

Where Attendance » Today

1. From the launcher, click the Attendance tile.
2. Read the four boxes and the roster underneath.

You should see The same first screen everybody in the company sees.

3Your leave queue is your team's, not the company's #

Where Attendance » Leave » Approval queue

1. In the left menu, under TIME OFF, click Leave requests.
2. Read the count in the bar on the right of the filters.
3. Filter to Pending to see what is genuinely waiting on you.

You should see You see a fraction of the company's pending requests, because the product filters by the departments you manage rather than trusting you to look away. There is nothing to switch on and nothing to remember.

Watch out If a request you were expecting is not listed, the person is not in a department you manage. That is a question for HR, not a fault — and it means somebody else already has it.

Worth knowing If a request you expected is missing, the person is not in a department you manage — that is a question for HR, not a bug.

4Clear the queue after a long weekend #

Where Attendance » Leave » tick rows » Approve

1. With the queue filtered to Pending, tick the rows you have decided on.
2. The bar at the bottom says how many are selected.
3. Press Approve and confirm.

You should see The batch re-runs the department check on every row. A request that has drifted out of your team is refused inside the batch and named, rather than slipping through it.

Watch out Approving a batch is one decision repeated, not one decision. Read the dates on each row — two people off the same week is the thing a batch hides.

5Missed punches are scoped the same way #

Where Attendance » Regularizations

1. In the left menu, click Regularizations.
2. It opens on Pending. Press the eye icon on a row to read the full detail.
3. Switch the status dropdown to All to include decided ones.

You should see Only your team's corrections are here. The same request is also in HR's queue — you are both looking at it, from different scopes, and either of you can decide it.

Watch out Approving adds paid hours. If you cannot remember the day, ask before you approve — the request is not going anywhere.

6The timesheet queue says whose weeks it holds #

Where Attendance » Timesheet approvals

1. In the left menu, under TODAY, click Timesheet approvals.
2. Read the sentence under the heading before the rows.
3. Stay on Waiting on me; the other tabs are Approved and Sent back.
4. Approve with the tick, or press Send back and type a reason.

You should see It tells you in the product's own words: weeks from the departments you manage, and your own week is never here — somebody else approves that. Approving sends the hours to payroll and to billing.

Watch out The age shown on a row is how long the person has been waiting, not when they sent it. Work the oldest first.

Worth knowing The wait shown on each row is how long the person has been waiting, not the date they sent it. The wait is what you are deciding about.

7Check the hours before you agree to the leave #

Where Attendance » Leave balances

1. In the left menu, under TIME OFF, click Leave balances.
2. Choose the team member in the box at the top right.
3. Read the big number on each card, and the line underneath it.
4. Press View ledger to see every movement behind it.

You should see The big number is hours available, with an approximate day figure underneath. Accrued this year, used this year and any carry-over are all on the card — as is the date the next accrual lands.

Watch out Check the balance BEFORE you agree to the leave, not after you approve it. A balance that goes negative is a payroll conversation.

Worth knowing The ledger is append-only: every accrual, every day taken and every correction is a line with the balance after it. Nothing is edited in place, so a disputed balance can always be walked back.

8Know which shift your people are on #

Where Attendance » Shifts & rosters

1. In the left menu, under SCHEDULE, click Shifts & rosters.
2. Read Start, End, Grace (min) and Days on the template your team is on.

You should see You can answer 'which shift is she on, and what grace does she get' without asking HR.

9You read the roster; you do not write it #

Where Attendance » Shifts & rosters

1. Look at the top right of Shifts & rosters for a New shift button.
2. Look along a shift row for an Assignments button.

You should see Neither is offered. Moving somebody onto a different shift changes what they are paid and when they count as late, so it stays with HR.

Watch out Moving somebody to a different shift changes what they are paid and when they count as late. Ask HR — and say which shift and from which date, because assignments are dated.

10Read the rule behind your team's balances #

Where Settings » Leave accrual policies

1. Open Settings, then under TIME & PAY click Leave accrual policies.
2. Read Rate, Period, cap, carry-over and Effective on the policy your team is on.

You should see When somebody asks why they have the hours they have, the rule is on screen — in hours, on a schedule, with a cap.

Watch out Read it, do not change it. Editing a policy changes what everybody on it earns from that date, which is an HR decision with a payroll tail.

Worth knowing Read it; do not change it. Editing a policy changes what everybody on it earns from that point on, and that is an HR decision.

11Read the numbers on your own team #

Where Attendance » Attendance insights

1. In the left menu, under INSIGHTS, click Attendance insights.
2. Read the four boxes, then press Refresh if the day is still moving.

You should see The figures come from the clock records, so a conversation about lateness starts from a number rather than an impression.

12Look for the pattern before the conversation #

Where Attendance » Attendance insights

1. Still on Attendance insights, read Overtime trend and Leave utilisation.
2. Change the period to the window the question covers.

You should see A run of late arrivals that started on one date usually has a cause — a shift change, a school run, a second job. The chart tells you which week to ask about.

Watch out Do not open a lateness conversation from the average alone. Find the week it changed, then ask what happened that week.

13Company attendance rules are not on this sign-in #

Where Settings

1. Open Settings and look through the TIME & PAY group.
2. Attendance settings is not listed for this sign-in.

You should see You decide about your team. Whether the whole company needs a geofence to clock in is a different decision, and it belongs to the administrator.

Watch out If your team works from a site that is not a registered office, they will be refused at check-in. That is an office to add — ask your administrator rather than telling people to work around it.

14The company-wide attendance trail is not on this sign-in either #

Where Attendance » Today

1. Look through the Attendance menu for an audit or history view.
2. There is none on this sign-in.

You should see The record of who changed which attendance row, company-wide, is kept — and it is an HR and compliance record, not a management one. Scoping applies to the history as much as to the live queue, which is the same protection working in your favour.

Watch out This is the same rule that keeps your own team's records out of another manager's view. Scoping applies to the history as well as the live queue.

1Check what your sign-in can do #

Where Your name, top right » Profile

1. Open your company's address in the browser — it looks like yourcompany.tarleaks.com.
2. Type the e-mail address your administrator set up for you, then your password.
3. You land on the app launcher: a grid of the apps your company uses.
4. Click your name in the very top-right corner of the screen.
5. Choose Profile from the menu that drops down.
6. Scroll to the Roles & permissions section.

You should see Company-wide reads of time, leave and balances, plus the authority to correct a balance. Approving leave, deciding a correction and owning the roster are not here.

Watch out Two people with the same job title can hold different roles here. If the chip does not say what you expected, ask your administrator before you start deciding anything — the buttons you see depend on it.

2Start on the screen you get asked about #

Where Attendance » Today

1. From the launcher, click the Attendance tile.
2. Read the boxes, then the roster.

You should see 'Is she in today?' is the single most common question HR is asked, and this is where it is answered.

3Look up anybody's clock record #

Where Attendance » Time clock » Recent entries

1. In the left menu, under TODAY, click Today's clock-in, then open the time clock.
2. Recent entries lists everybody, because this role can read the whole company's time.
3. Type into Search notes to find the day somebody is asking about.
4. Narrow with All sources, or with the two date boxes.
5. Press Export for the same list as a spreadsheet.

You should see Every entry says where it came from — the app, a device at the door, or a correction somebody approved. When a person says 'I did clock in', the record and its source are one search away.

Watch out An entry with no check-out is an open shift, not a missing record. Check the date before you treat it as a gap.

Worth knowing Export gives you the same list with the check-in, check-out and duration already worked out, which is what a payroll query usually needs.

4Read every leave request in the company #

Where Attendance » Leave

1. In the left menu, under TIME OFF, click Leave requests.
2. Filter by status, by type, or by a date range.
3. Sort by Longest or Newest.
4. Press Export to take the filtered list away.

You should see You can answer a leave question about anyone without being their manager — which is exactly what an HR desk needs.

Watch out Search matches the reason text, which is often the fastest way to find the request somebody is describing to you on the phone.

5Know what each kind of leave grants #

Where Attendance » Leave » Leave types

1. Scroll to the Leave types card and press Show.
2. Read Name, Paid and Default days per year.

You should see Default days per year is the entitlement on the TYPE. Somebody's accrued balance is a different number, earned in hours by the accrual rule — say which one you mean when you answer.

Watch out When somebody asks 'how much leave do I have', find out which number they mean. The entitlement on the type and the accrued balance in hours are different answers, and giving the wrong one starts an argument.

6Approving leave is not yours #

Where Attendance » Leave » Approval queue

1. Open Leave. The approval queue is the first card, and you can read all of it.
2. Look along a pending row for Approve and Reject.

You should see You can read every pending request and answer questions about it. You cannot decide it. The person who administers leave is not the person who grants it, and that split is what makes your record-keeping trustworthy.

Watch out If somebody asks you to 'just approve it', the answer is that you cannot — send it to their manager or to HR management. That refusal is what makes your record-keeping worth trusting.

7Explain a balance from the rule that made it #

Where Settings » Leave accrual policies

1. Open Settings, then under TIME & PAY click Leave accrual policies.
2. Read Rate, Period, cap, carry-over and its expiry.
3. Press Assign to see who a policy covers.

You should see Every balance you are asked about was produced by one of these. Reading the rule out loud answers most 'why do I only have this much' questions in one go.

Watch out Somebody who seems to have earned nothing is usually inside the waiting period, or not assigned to a policy at all. Check Assign before you treat it as a fault.

8Read a person's balance, in hours #

Where Attendance » Leave balances

1. In the left menu, under TIME OFF, click Leave balances.
2. Pick the person in the box at the top right.
3. Read the card per leave type.
4. Press View ledger for the movements behind the number.

You should see Accrued this year, used this year, carried over and what is left — all in hours, with an approximate day figure underneath. The ledger is append-only, so a disputed balance can be walked back line by line.

Watch out The ledger is append-only — accrual, leave taken, carry-over, expiry, adjustment and correction each appear as their own line with the balance after it. Nothing is edited in place, so a disputed balance can always be walked back.

Worth knowing A person with no card yet is not on an accrual policy. That is a policy assignment to make, not a balance to type in.

9Produce the figures HR gets asked for #

Where Attendance » Attendance insights

1. In the left menu, under INSIGHTS, click Attendance insights.
2. Read the four boxes and press Refresh when you need it current.

You should see You can produce these without asking anyone to run anything, which is usually the difference between a same-day answer and a next-week one.

10Absence and overtime over a chosen window #

Where Attendance » Attendance insights

1. Still on Attendance insights, read Overtime trend, Leave utilisation and Leave status.
2. Change the period to match the question.

You should see The same clock records, summarised two ways. They cannot disagree with the day view because they are not a separate set of numbers.

11The shift roster is not on this sign-in #

Where Attendance

1. Look down the Attendance menu.
2. There is no Shifts & rosters entry.

You should see Reading everybody's hours is not the same authority as deciding what their hours are. Shift changes move money, so they sit with HR management.

Watch out Shift questions go to HR management. Say which person, which shift and from which date — assignments are dated, so the date matters.

12The corrections queue is not on this sign-in either #

Where Attendance

1. Look down the Attendance menu.
2. There is no Regularizations entry.

You should see A missed punch is decided by the person's manager or by HR management. Deciding it adds paid hours, which is why it is not with whoever administers the record afterwards.

Watch out You can still see the RESULT of a correction: once approved it writes a clock record, and that record appears in Recent entries with its source.

Worth knowing You can still SEE the corrected result: an approved correction writes a clock record, and that record shows up in Recent entries with its source.

13Your own week is still yours to send #

Where My timesheet

1. In the left menu, under SELF-SERVICE, click My timesheet.
2. Move between weeks with the arrows.
3. Read the total against your weekly limit, then press Submit week.

You should see Administering everyone else's time does not exempt you from recording your own — and your week goes to somebody else to approve, like anybody's.

Watch out Your week goes to somebody else to approve, like anybody's. Administering the system does not approve your own hours.

1Check what your sign-in can do #

Where Your name, top right » Profile

1. Open your company's address in the browser — it looks like yourcompany.tarleaks.com.
2. Type the e-mail address your administrator set up for you, then your password.
3. You land on the app launcher: a grid of the apps your company uses.
4. Click your name in the very top-right corner of the screen.
5. Choose Profile from the menu that drops down.
6. Scroll to the Roles & permissions section.

You should see Clocking in, asking for time off, raising a correction and sending your week are all yours. Reading anybody else's day, and deciding on anybody's request, are not.

Watch out Two people with the same job title can hold different roles here. If the chip does not say what you expected, ask your administrator before you start deciding anything — the buttons you see depend on it.

2Start and end your day with one button #

Where Attendance » Time clock

1. From the launcher, click the Attendance tile.
2. Open Time clock.
3. Read the card: it says either Not clocked in or You are clocked in.
4. Press Check in to start your day.
5. Press Check out at the end of it.

You should see Once you are in, the card shows the time you started and how long you have been on — so you are never guessing whether it registered.

Watch out If Check in refuses, read the message. The usual cause is that your company only allows clocking in near a registered office and you are not near one yet. Tell your manager rather than clocking in later.

Worth knowing If Check in refuses, read what it says. The most common reason is that your company only allows clocking in near an office, and you are not near one yet.

3See your own record, and where each entry came from #

Where Attendance » Time clock » Recent entries

1. Stay on Time clock and scroll to Recent entries.
2. Use All sources to show only app entries, or only device ones.
3. Type into Search notes when you remember what the day was about.
4. Press Export to take your own record away as a spreadsheet.

You should see Every line says its source. An entry that came from an approved correction looks different from one you pressed yourself, which is what makes a disagreement about a day short.

Watch out An entry created by an approved correction shows a different source from one you pressed yourself. That is how you tell, months later, which days were fixed after the fact.

4See what you have asked for and what it is waiting on #

Where Attendance » Leave requests » My requests

1. In the left menu, under TIME OFF, click Leave requests.
2. Read My requests: type, dates, days, reason and status.
3. Filter by status when the list gets long.

You should see Pending means nobody has decided yet. Approved is booked. A rejected request keeps the reason it was rejected for, so you are not guessing.

Watch out Pending means nobody has decided yet — it does not mean it was missed. The oldest one is the one to chase, and your manager sees the same age on their queue.

5Ask for time off #

Where Attendance » Leave requests » New request

1. On Leave requests, press New request at the top right.
2. Open Leave type and choose one.
3. Set the start date and the end date.
4. Leave the employee box blank — it defaults to you.
5. Add a reason if it helps whoever decides.
6. Press Submit request.

You should see The type you choose decides whether it is paid and what it counts against. You pick a type — you never type a rule.

Watch out Check your balance first if the request is long. A request the balance will not cover can still be submitted, and the refusal comes later.

Worth knowing Close the form without submitting and nothing is created. You can open it just to see what the types are.

6Withdraw something you no longer need #

Where Attendance » Leave requests » My requests

1. In My requests, find the pending request.
2. Cancel it.

You should see A cancelled request is kept and marked cancelled, not deleted. That protects you: the trail of what you asked for and when stays intact.

Watch out A cancelled request is kept rather than deleted — that protects you, because the trail of what you asked for and when stays intact. Once a request is APPROVED, talk to your manager before cancelling: the days may already be planned around.

Worth knowing Once a request is approved, cancelling it is a conversation with your manager first — the days may already be planned around.

7Know roughly where you stand before you book anything #

Where My workspace

1. Open My workspace — the dashboard behind the home tiles.
2. Read the Leave remaining box among the figures at the top.

You should see A quick figure you can see without opening anything. It is your yearly entitlement less what you have taken.

Watch out For the exact position — hours accrued, hours used, what carried over and when the next accrual lands — open Leave balances instead. That screen shows the ledger behind the number.

Worth knowing For the exact hours, and how they were earned month by month, open Leave balances instead — that screen shows the ledger behind the number.

8Know the shift you are on, and the grace you get #

Where Attendance » Shifts & rosters

1. In the left menu, under SCHEDULE, click Shifts & rosters.
2. Find your shift and read Start, End, Grace (min) and Days.

You should see Grace is the number of minutes after the start time that still counts as on time. It is published rather than private, so you know exactly where the line is.

Watch out Grace is not a licence to arrive late every day — the pattern is visible on the lateness report even when no single day counts.

9See your week as one grid #

Where My timesheet

1. In the left menu, under SELF-SERVICE, click My timesheet.
2. Use the arrows to move a week at a time; This week returns you to now.
3. Read the total in the top right, and the limit beside it if your company sets one.

You should see Your clock time and your project time are in the SAME grid. That is the point of the screen: the total is the week you actually worked, not one half of it.

Watch out The week is written into the web address, so a link opens on that week for whoever you send it to — including your approver.

Worth knowing The week is written into the web address, so a link to a particular week opens on that week for whoever you send it to.

10Read the week the way your approver will #

Where My timesheet

1. Read the row per day and the total at the end.
2. Hover a project line to see where the time came from.
3. Read anything listed above the grid as an exception.

You should see The exceptions are the server's own list, not something the screen worked out — so what you see is exactly what your approver sees.

Watch out Fix the exceptions BEFORE you submit. A week sent back and resubmitted costs two people's time.

11Send the week for approval #

Where My timesheet » Submit week

1. On My timesheet, check the totals.
2. Press Submit week.

You should see Once submitted the grid is visibly locked. If it comes back, the reason stays on the screen until you deal with it rather than disappearing as a message you already dismissed.

Watch out If a week comes back, the reason is shown at the top of the screen and stays there until you deal with it. It is not a message you can accidentally dismiss.

Worth knowing Fix the exceptions before you submit. A week sent back and resubmitted takes two people's time; a week checked once takes yours.

12Nobody else's day is on this sign-in #

Where Attendance » Time clock

1. Look down the Attendance menu: there is no Timesheet approvals.
2. In Recent entries, look for a way to show somebody else's lines.

You should see Other people's days are not merely hidden from you — they are refused. That is the same protection working in your favour when somebody else goes looking for yours.

Watch out Other people's days are not merely hidden from you; the system refuses them. That is the same protection working in your favour when somebody else goes looking for yours.

13Deciding requests is somebody else's job #

Where Attendance » Leave requests

1. Open Leave requests and look at the page.
2. There is no approval queue, and no Approve button on any row.

You should see You cannot approve your own leave, which is the entire reason the decision lives with your manager and with HR.

Watch out Nobody can approve their own leave here, at any level. That is the entire reason the decision lives with your manager.

14The company's attendance figures are not on this sign-in #

Where Attendance

1. Look down the Attendance menu.
2. There is no Attendance insights entry.

You should see Lateness and compliance across the company are a management figure. Your own record is not, and it stays available to you.

Watch out Your own record stays available to you in full — Recent entries, your leave, your balance and your weeks. It is other people's you cannot see.