Help Center Open AgencyOS

Manage your team: attendance, leave and overtime for your people

See attendance, leave, overtime and reports for the people who report to you, in one read-only place. Filter by country, branch and month.

Manage your team is a read-only area for managers. It shows how the people who report to you are doing: attendance, leave and time off, overtime and reports. It does not show anyone outside your team, and it does not let you change anything. HR still makes every change to attendance, leave and overtime.

Who sees the tab

The Manage your team group appears in the main navigation only when at least one active employee reports to you directly. The group has five pages: Overview, Attendance, Leave & time off, Overtime and Reports. Open the group to move between them.

  • Everyone under you counts. Your team is your direct reports and the people who report to them, and so on down the chain. A general manager with managers under them sees the whole company below them.
  • You are never part of your own team. Your own figures appear only on My attendance and My day.
  • Only active employees are shown. People who have left, or whose employee profile is inactive or deleted, are not in your team. This is true for past months too: a person who left last spring does not appear in the figures for last spring.
  • HR access does not add a team. A person with HR access but no direct reports does not see the group. They use the HR pages instead.

If you have no reports, the group is hidden, and the team page addresses show a "not allowed" message. If someone starts reporting to you, the group appears after you reload the page.

Filters

Most team pages have the same filter row at the top:

  • All countries: limits the team to people in one country. The list only has the countries your team works in.
  • All branches: limits the team to one branch. The list only has branches that have someone from your team in them, and it follows the country you chose.
  • Month: chooses the month to look at. You can pick the current month or any earlier month. Future months are not available. A month that is still running shows figures to date, and the subtitle says so.

Your filters stay in the page address, so they carry across the subtabs. If you share the link, the other person sees the same filters. Daily, Weekly and On leave use their own day, week or date range instead of the month. They keep the country and branch filters.

Overview

Team overview shows your team's month at a glance. The subtitle shows the scope you chose, the period, and "read only".

  • Headcount: how many people are in your team, with how many are on probation and how many branches they work in.
  • Attendance rate: the time worked against the time expected on past working days, with the target (95%). Month to date, the figure covers the days so far.
  • Late arrivals: how many days had late minutes, and the average lateness.
  • Time off taken: approved leave days in the month, with how many people are off today.
  • Overtime added: the overtime hours HR or an admin added this month, and how many people it covers.

Below the cards:

  • a six-month chart of the attendance rate, with the selected month highlighted and the target marked,
  • Today: how many of the people scheduled today are present, late, absent or on leave. For a past month this card shows the last working day of that month instead,
  • a branch table: staff, attendance rate, late days, absent days and approved leave days for each branch,
  • Worth a look: up to four short notes, such as a branch below target, the branch adding the most overtime, an upcoming public holiday or seasonal hours change, and people who were late three or more times. If nothing needs attention, the list says so.

Download PDF saves the overview for the filters you have chosen.

Attendance

The Attendance page has three views. Switch between them with the Statistics, Daily and Weekly buttons under the heading.

Statistics

Statistics covers one month and compares the team by department. The cards show:

  • Compliance: time worked against time expected,
  • Late arrivals, Early leaves, Absent days and Missed check-outs for the month.

The table lists each department with its staff, worked and expected hours, compliance, late, early, absent and missed check-out counts, and a team total row. Download Excel saves the same table.

A missed check-out is a day where the check-out was not recorded. Days the system closed at shift end are counted here too.

Daily

Daily shows who checked in and out on one day, and where they signed in from. Use the arrows beside the date to move one day at a time. You cannot choose a future date, and the next arrow is off on today. Filter by branch or department.

For each person you see the check-in and check-out times, the location (branch, sign-in location, or "Remote" for approved remote sign-ins), the hours worked and a status:

  • Present, Late with the minutes after grace, No check-out,
  • Remote, On leave, Absent,
  • Weekend or holiday, and Still in for people who are checked in today.

A missing check-out on a past day shows "Missing" in red. Download Excel saves the day's list.

Weekly

Weekly shows hours worked for each person, Monday to Friday, for one week. Use the arrows to move between weeks. The next arrow is off for the current week.

  • Each day shows the time worked, or a red note if a check-in or check-out is missing or the person was absent. "Leave" and "Holiday" show as they are. Future days show a dash.
  • The total column shows the week's hours against the expected hours for that person. Green means above, red means below.
  • The last row is the team total.

Under the table, Missing check-in / check-out lists each missing punch in the week, with the date, the issue, the times that were recorded, and a button.

Request correction

Press Request correction to ask the employee to fix a missing punch. This sends them an in-app notice, and an email or other alert if they have turned those on. The notice asks them to submit an attendance correction from My attendance.

  • The button changes to Requested and is turned off for that row.
  • You cannot send a second request for the same person and date within 24 hours. The button shows Requested again.
  • If the employee has already sent a correction for that day, the row shows Correction pending instead of the button. HR decides it.
  • The request does not change the attendance record. It only asks the employee to act.

If the week has no missing punches, the card says No missing punches this week.

Leave & time off

The Leave & time off page has two views: Summary and On leave.

Summary

Summary covers one month. The cards show the days taken (and how many people took them), sick days as a share of all time off, the pending requests waiting on approvers, and the average annual leave left for team members past probation.

  • By leave type and By country show days taken as bars. A short note under the country bars appears only when there is a clear difference to point out.
  • Busy weeks ahead shows the next four weeks, with how many people are off in each. The busiest week is highlighted when it is ten percent of the team or more.

Download Excel saves the summary.

On leave

On leave lists who is on approved leave that overlaps a period. Choose Day, Week, Month or Custom range, then use the arrows or pick dates. You can also filter by leave type and branch. The chips above the table show how many people are on each type of leave, and clicking one filters the list.

The table shows each person, the leave type, the from and to dates, the working days in the whole request (even if only part of it falls in the period), their branch, and who gave the final approval. Download Excel saves the list.

Overtime

The Overtime page covers one month. All overtime on this page was added by an admin or HR, and only added entries are counted.

  • Hours added and how many people they cover,
  • Weighted hours, which apply the agency's overtime rates for weekdays, weekends and public holidays,
  • Paid and time off, showing how many hours were paid and how many were given as time off,
  • Over monthly cap, showing how many people are above their overtime cap.

Two bar lists show hours by branch and by day type. The Most overtime table lists the top ten people by hours, with their branch, the main reason from their entries, and whether they are over their cap. Download Excel saves the overtime summary.

Reports

The Reports page lists the reports you can get for your team. Each row shows what the report covers, how long a period it covers, the formats available and how it can be delivered.

  • Download opens a small dialog where you pick the period, and the format if the report comes in two formats. The dialog starts on the month you chose in the filter. The file contains only your team.
  • Email me sends the report to your own email address only. It cannot be sent to anyone else. When it is queued, the row shows Emailed to you until you reload the page. If something goes wrong, a message appears.

Read only

Managers cannot change anything in this area. You cannot edit a check-in, approve or decline leave, add overtime, or change a schedule here. To act on a leave or overtime request, use the approval steps described in Leave and Overtime. To correct an attendance record, ask the employee to send a correction, or ask HR to change it on the HR attendance page.

Exports and emails are recorded in the activity history, the same as HR reports.