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Description: In this topic you will learn how to approve, reject, view, search or export Client Day Program or Group Service Attendance for pending entries and all entries by object (client, program or group, or cost center). Day Program and Group Service Attendance are approved like Employee Punches.
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Role Required: Superuser, Supervisor or Employer in the Cost Center where the entry was made
Permission Required: Day Admin, Group Admin
Attendance is created by:
Day Program - Created by the client
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or
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program manager from the Day Program Profile
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.
Group Services - Created when an employee selects the client when entering a Group Service punch.
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For Pending Entries
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:
Sign into your Personal Profile
Click Home on the main menu
Click
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Pending Entries on the submenu
Use the filters to Search for a attendance entry or group of entries and select the Search button
The Entries table will update with the results based on the filter criteria entered
In the Entries table below the search box, locate the punch to take action on
Click the A in the entry row to approve the punch
Click Yes in the confirmation alert window
Click the red R in the entry row to reject the punch
Click Yes in the confirmation alert window
Click anywhere in the entry row to view the Punch Detail page
Export the Entries table to a CSV file, by selecting the Export button
The Entries table will display 30 entries and will show 30 of XX
To load additional entries, scroll down
All Entries by Object
Sign into your Personal Profile
Click Home on the main menu
Click one of the following tabs on the submenu to open the object page
Clients - shows all entries for a particular client
Residential Programs, Day Programs, Group Services, or Parenting Programs - only these types of punches will appear on these pages (excludes punches not made within the program or group i.e., Training, Admin, Hourly, etc.)
Cost Center - shows all entries for a particular cost center
Use the filters to search by specific criteria and select the Search button, the table will update
Select the row by clicking anywhere in the row of object (employee, client, program or group, or cost center)
The object Details page will open up for you to view
Select the Entries tab
Click anywhere in the punch row
Attendance entries can also be viewed from any Details Page on the Entries Table by clicking any of the following on the sidebar:
- Clients
- Day Programs or Group Services
- Cost Center
To approve or reject attendance entries from a Details Page:
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on the entries table to open the punch
The Punch Details page will open, view the details
Click
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Actions button
Click
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Approve
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or
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NOTE: This task requires Supervisor Role for the Cost Center that the attendance entry was made in.
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Reject from the actions dropdown
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