Attendance App

Overview

The Attendance App within Upvise enables accurate and real-time attendance tracking for employees working across decentralised project sites. It offers both manual check-in options for individuals and a bulk scanning process for project managers to quickly record attendance at scale. Each check-in captures the employee’s GPS location, which is viewable within the attendance list. The location of the check in is compared against the project address so you can verify the validity of the check in. At the end of the day, this data can be reviewed and compiled into a formal daily attendance report by the project manager on site.

Benefits:

✅ Project-Based Attendance: Unlimited check-ins/outs linked to specific projects across multiple locations and devices.

✅ Increased Visibility: Input Based tracking of employee movement based on real-time check-in actions.

✅ Enhanced Compliance: Complete attendance logs to help support site compliance and simplify audits.

✅ Integration with Workbench: Attendance syncs to Workbench for timesheet comparison and auditing.

Getting Started:

To begin using the Attendance App:

Ask your Workbench Consultant to organise the installation of the Attendance App, Attendance Forms, and Workbench Central on your Upvise site.

Before enabling check-in, ensure all project site addresses are set and geo-coded. The geo-code is important for the validation of the Attendance record against the project location later in the process.

In Workbench, navigate to Job Maintenance > Addresses Tab.
Workbench- Job Maintenance - Addresses - Site Address
Select a predefined site address or manually enter the correct site address.
Complete a manual data sync for Projects to push the updates to Upvise.
In Upvise, go to the Projects module.
Click on Map, then select “no Geo-Code” in the top menu
Click on Batch GEO-CODE.
1. Projects
Wait for the geocoding to complete to ensure the accurate GPS location is updated on your projects.
You can validate this by clicking back onto the MAP option, and the projects will now appear on the map.

Use Workbench Central to configure your employee QR codes via the QR Code setting.

The Body section can be used to include a disclaimer, safety message, or terms of use.
The Footer is optional and may contain your company name, core values, or other branding.
Rows determine how many QR codes appear vertically per page in the generated PDF.
Columns determine how many QR codes are displayed horizontally per page.

Once configured, export and print the QR codes for distribution to employees.

You can also create your own custom report in Sharperlight if you require the cards in a different format.

Export, print, and distribute the QR codes to all employees.

In Upvise, navigate to the Contacts module.
Click on Groups and select “Employees”.
Use the checkboxes to select the employees you want to generate QR codes for.
Click the QR Code Generator icon in the top menu bar to create the codes. see example:
Sample QR code report

Ensure attendance permissions are activated for each employee's user account, application rights in Upvsie.

Employees can now check in and out using the Attendance app on their devices.

Screen Guide:

The following details the process for each employee in the business.

Employee completing a Check-In/Out

Step	Description	Screen

Step	Description	Screen
1.	Open the Attendance App	Attendance App
2.	Click to select the relevant project	CHECK IN
	Tap CHECK IN	CHECK IN
	Continue using Upvise for other data capture	CHECK OUT
	Return to the app and tap CHECK OUT when leaving the site	CHECK OUT

Site Manager- Scanning Attendance for staff

Step	Description	Screen

Step

Description

Screen

Open the Attendance App

Click to select the relevant project

Scanning

Tap QR SCANNER & scan the employees' QR codes

Note- the scanner will stay open and you can continuously scan without closing the scanner.

Project Manager: Review Attendance Records

Step	Description	Screen

Step	Description	Screen
	Open the Attendance App in Upvise Web View (ensure you have logged out on other devices)
	Click on the Attendance List tab	Attendance List View
	View the list of attendance entries	Attendance List View
	Use the column filters to filter on Project	Column Filter- Project
	Identify the Valid Records 🟢 Green = valid 🟠 Orange = not checked out	Indicators in attendance list
6.	Select valid Records	Selection of valid Records
7.	Click “Generate” to create the daily report. The attendance report can be generated in bulk for all projects, there will be one report per project generated.

Viewing Attendance Reports & Data Sync

Step	Description	Screen

Step

Description

Screen

Attendance Records are Saved to the Project.

They can be viewed in the forms module or via the project individually.

Example

Data Syncs Hourly to Workbench for the generated reports. You can view Attendance Integration Status via the upvise integration page.

Attendance Records can be reviewed against the Employee’s timesheets in Workbench. See example where the Time and attendance are recorded and the Variance is visible for that day.

Attendance- Timesheet Admin

Notes:

Attendance does not create timesheets.