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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.

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 or program manager from the Day Program Profile.

  • Group Services - Created when an employee selects the client when entering a Group Service punch.


For Pending Entries:

  1. Sign into your Personal Profile

  2. Click Home on the main menu

  3. Click Pending Entries on the submenu

  4. Use the filters to Search for a attendance entry or group of entries and select the Search button

    1. The Entries table will update with the results based on the filter criteria entered

  5. In the Entries table below the search box, locate the punch to take action on

    1. Click the A in the entry row to approve the punch

      1. Click Yes in the confirmation alert window

    2. Click the red R in the entry row to reject the punch

      1. Click Yes in the confirmation alert window

    3. Click anywhere in the entry row to view the Punch Detail page

  6. Export the Entries table to a CSV file, by selecting the Export button

    1. The Entries table will display 30 entries and will show 30 of XX

    2. To load additional entries, scroll down


All Entries by Object

  1. Sign into your Personal Profile

  2. Click Home on the main menu

  3. Click one of the following tabs on the submenu to open the object page

    1. Clients - shows all entries for a particular client

    2. 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.)

    3. Cost Center - shows all entries for a particular cost center

  4. Use the filters to search by specific criteria and select the Search button, the table will update

  5. Select the row by clicking anywhere in the row of object (employee, client, program or group, or cost center)

  6. The object Details page will open up for you to view

  7. Select the Entries tab

  8. Click anywhere in the punch row on the entries table to open the punch

  9. The Punch Details page will open, view the details

  10. Click Actions button

  11. Click Approve or Reject from the actions dropdown




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