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Rostering and attendance

Two records that look similar and mean different things.

Planned, and actual

A planned shift is a roster entry — who you expect to work, when, made in advance.

Attendance is what happened — who actually clocked in, and when.

Keeping them separate is the entire value. If the roster were overwritten by reality you would have a record of what happened and no way to see where it differed from the plan — which is the thing worth knowing.

Adding planned shifts

A planned shift needs the person, the date and a start and end time. Times are entered as HH:mm, and both are needed — the screen says so rather than guessing at one.

You need staff before you can roster them. Add the person on the Staff tab first; the screen says as much if you try it the other way round. See Add a staff member.

Reading the gap

The useful questions live in the difference:

  • Someone regularly clocking in later than planned is a conversation, not a payroll adjustment.
  • A shift with no attendance against it is either an absence or a missed clock-in, and those are very different problems.
  • Attendance with no planned shift is someone covering — worth knowing before it becomes routine.

A shift on the roster is not a shift in Operations

The roster is a plan. The shift a person opens at a till is a working session with a drawer attached. They describe the same person's evening from two directions, and the operational one is what carries money. See Shifts and cash drawers.