Using These Screens on the Web and Phone
Available on: Web · Phone
Every screen in the shift roster, organisation, attendance app and attendance register set has a web page; open it from the web menu. The steps are the same as on the desktop; this page lists where a web page looks or works differently.
On this page, on a phone means a narrow screen: some screens also use the phone layout on a tablet.
Screen by screen
Setup Week-off Patterns
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On a phone, a switch shows the patterns, the off-days or the preview, one at a time
Setup Payroll Shifts
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As on the desktop. Time cells open a list of times — see below
Setup Shift Rotations
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On a phone, a switch shows the rotations, the steps or the preview
Allocate Roster
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A switch (Employees, Assign, Lines) shows one part at a time — on a phone and on a desktop
Generate Roster
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As on the desktop
Roster Calendar
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Choosing a block and the right-click menu work differently — see Roster Calendar on the web
Setup Designations
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As on the desktop
Setup Org Units
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On a phone, a switch shows the tree or the units
Assign Employees to Org
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On a phone, tap Change ticked employees to open the bar that sets the ticked employees
Setup Attendance App Branches
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On a phone, a switch shows the branches or the sites. Three ways to set a site's position — see Site positions on the web
Setup Attendance App Users
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On a phone, tap Change ticked employees to open the bar that sets the ticked employees
Setup Attendance Approval Rules
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On a phone, a switch shows the rules, the levels or Try it
Attendance App HR Review
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The four lists are a switch (Left for HR, Flagged, Auto-absent, Requests), on a phone and on a desktop. On a phone, Branch, the dates and Refresh fold behind Branch and dates
Change Log Viewer
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On a phone, the list of changes and the list of fields sit one above the other
Attendance Register
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On a phone, two tabs: Employees and Attendance — see Attendance registers on the web
Attendance Register Month Wise
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Choosing a block and the menu work differently — see Attendance registers on the web
Everywhere on the web
On a phone, Save and Close stay at the bottom right. (Attendance Register has Close on both of its tabs — see below.)
The switch above the grids shows one list at a time; the list you switch to fills the screen.
Time cells that take a 12-hour time, such as Shift Time In and Shift Time Out on Setup Payroll Shifts, open a list of times in 15-minute steps. Pick a time, or type one — 9:30 pm is accepted.
Closing with unsaved changes asks first on Setup Attendance App Branches, Setup Attendance App Users and Setup Attendance Approval Rules: Yes closes and drops the changes, No goes back so you can save. Attendance App HR Review asks when a New Status has been picked but not saved. The other screens close without asking, so save first.
Roster Calendar on the web
Load the calendar as on the desktop: choose the employees with Select Employees or All Rostered Employees, then press Refresh. The button that chose the employees turns blue. Refresh turns amber until the calendar on screen is the one you asked for — including after you change the year or the period.
On a screen narrower than a desktop (a phone or a tablet), the Change days bar is folded away: tap Change days to open it. Block from here is in that bar.
Choose the days
One day: tap or click its cell.
A block with a mouse: drag over the cells.
A block on a phone: tap one corner, press Block from here (it turns yellow), then tap the opposite corner. Press it again to cancel.
Selected, under the grid, shows what the change covers — for example Selected: 3 employee(s) x 3 day(s) = 9.
Make the change
The Change days bar: pick a shift, or tick Week-off or Half-day off, then Apply — or press As Rostered.
Right-click the cells (long-press on an Android phone) and pick from the menu: Shift (then the shift), Week-off, Half-day off, As Rostered or Block from here. With a corner marked, the last entry reads Clear the marked corner.
Then press Save.
A right-click inside the block changes the whole block. With a corner marked, the cell you press becomes the other corner. Anywhere else, only the cell you press changes.
A block is used once: after a change, the block and the Selected count clear.
On an iPhone a long-press does not open the menu; use the Change days bar.
On a phone, the year, period and employee buttons fold behind Year, period and employees, so the calendar has room. Tap it to bring them back.
Example — On a phone, Meena gives three employees a week-off on 12, 13 and 14 November. She taps Change days to open the bar, taps the first employee's 12 November cell, presses Block from here, then taps the third employee's 14 November cell. Selected shows Selected: 3 employee(s) x 3 day(s) = 9. She ticks Week-off, presses Apply, then Save.
Site positions on the web
On Setup Attendance App Branches, select the branch, then the site row (the blank last row for a new site). Three buttons sit above the sites:
Show on Map
Opens the selected site in Google Maps — the Maps app on a phone, a new tab on a computer
Checking a site's spot
My Location
Puts the device's own position on the site row; the line under the grid says how accurate it was, for example accurate to about 18 m
Standing at the site with a phone
Pick on Map
Opens a map over the page with the branch's other sites drawn as circles. Tap the spot, check the circle (the site's radius, or 100 m when none is set), then Use This Point
Setting a site from anywhere
Pasting a position copied from Google Maps into Latitude or Longitude still works; a latitude, longitude pair can be pasted into either cell.
A position set any of these ways is not kept until you Save.
My Location works only when the page is opened over a secure (https) address. It asks for permission the first time; allow it.
A phone's position is less accurate indoors. Check the spot with Show on Map before saving.
Attendance registers on the web
On a wide screen both registers look and work as on the desktop. On a phone they are laid out for one hand.
Attendance Register on a phone
The screen has two tabs, Employees and Attendance.
On Employees, search and tap an employee. Attendance opens with their name at the top, then Present / Absent, the times grid and the buttons.
Enter the times and press Save. The next employee opens straight away; after the last one in the list you are back on Employees.
With Multi Employee, tapping and ticking stay on Employees; open Attendance to save, and it goes back to the list.
Close is on both tabs. The search waits until you stop typing, and no longer jumps into the times grid.
Attendance Register Month Wise on the web
Choose a block: drag across days and employees. Click an employee's S.No. to take their whole month, or press Select all for everyone and every day. The count above the grid shows what is chosen, for example Selected: 3 employee(s) x 5 day(s) = 15.
Set Attendance opens the panel for the block, as on the desktop. Double-click a day to open the panel for that one day.
Right-click the block for Present and Absent (each with its kinds of day), Set Attendance..., View Leave Balance, Delete Attendance and Block from here (with a corner marked, Clear the marked corner).
On a phone:
Month and options folds the year, month and buttons away to give the grid room; tap it again to bring them back. The Select all / Block from here bar stays in view.
To choose a block, tap one corner day, press Block from here, then tap the other corner.
Press and hold a day for the menu. It opens in two steps: tap Present or Absent, then the kind of day (Back returns to the first list).
A swipe scrolls the grid; it does not open the menu.
Full Day + Overtime Hrs needs the hours typed in, so it is only on the panel, not on the menu.