Daily reports

How to record crew attendance in a daily report

Mark who worked a full day, half a day or by the hour, and who was absent. These marks feed the project's payroll.

For managers and team members7 steps
  1. Step 1: Have your team set up

    The report lists the active team members of the project owner's team, added under My Team. If there are none, you'll see The team hasn't been registered yet.

    App screen for step 1: Have your team set up
  2. Step 2: Open the list in the report

    Open the project, tap Daily Reports, then New Report. Scroll down to Project Team. The buttons above the list, starting with All, filter by role; if nobody has the chosen role, you'll see No member with this role.

    App screen for step 2: Open the list in the report
  3. Step 3: Mark who worked

    Tap the person's name: they're checked and show Full Day. Tap Full Day to switch to Half Day, and tap again to switch back. To uncheck someone, tap their name again.

    App screen for step 3: Mark who worked
  4. Step 4: Mark who was absent

    Anyone who isn't checked has an Absent button next to their name: tap it to record the absence. If the person did show up, tap their name and the absence is cleared. People left unmarked aren't included in the report and don't count as absent.

    App screen for step 4: Mark who was absent
  5. Step 5: Adjust hours for hourly workers

    For a team member paid Per Hour, you see hours instead of Full Day: they start at 8 hours. Tap the hours to open Hours Worked, use minus and plus to adjust in half-hour steps, then tap Confirm.

    App screen for step 5: Adjust hours for hourly workers
  6. Step 6: Add someone without leaving the report

    Someone new on the job site? Tap Manage, next to Project Team, add the person and come back: they're already on the list, and what you filled in is still there. An invited project member can only add team members if the owner allows it.

    App screen for step 6: Add someone without leaving the report
  7. Step 7: Check before saving

    Once you tap Finish and Save Report, attendance can't be changed: editing a report doesn't show the crew. If you made a mistake, delete the report and create a new one. In the saved report, On-Site Workforce shows Registered Team and Recorded Absences, and the project's payroll uses these marks.

    App screen for step 7: Check before saving

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