To be able to Finalize Orientation Attendance for a Roster you will require either the "Roster Access" role, or the "Roster HR Access" role. If you don't see "Roster" as a menu option in Superpunch you will need to ensure that you've had the appropriate Roster role and feature flag added to your user profile.
The ability to record/finalize orientation attendance will only be available during the orientation time that is listed for that particular orientation and for those assigned to that orientation. You can utilize this feature at any point during this span of time but must access it before the end time posted.
To Finalize Attendance on a roster, follow these steps:
- Log into Superpunch.
- Navigate to: HR Tools -> Roster.
- Select the corresponding Orientation Roster.
- Once you're ready to finalize the orientation attendance, select the blue Checkbox located in the 'Orientation Classes' section under the 'Actions' column.
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- If the checkbox is blue, that indicates that it is within the orientations start and end time and you're permitted to proceed with finalizing the orientation attendance.
- If the checkbox is grey, that indicates one of three things:
- It is prior to the orientation start time.
- It is after the orientation end time.
- The orientation attendance has already been finalized by someone.
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- In the pop-up window, select the Checkbox for each person that has been in attendance for the orientation class. For anyone that was absent, leave the box unchecked.
- Once you have the entire list complete, select the Finalize button. Please beware that the orientation attendance list cannot be edited once it has been finalized, so be sure it is accurate before selecting the Finalize button.
- You will then be asked to confirm that you wish to finalize the attendance. Select the orange Finalize button to procced with the finalization or select Cancel to return to the previous window.
- The window will then close, and the checkbox icon will appear as greyed out, which means changes can no longer be made to the orientation's attendance.
- The orientation attendance completion will then be recorded in both ATS and Dayforce and will set the employee to "Active" in Dayforce.
- An orientation punch for the default orientation hours will also be automatically applied to the payable hours for each person marked as being in attendance. Please ensure that the default orientation hours are correct on the roster in Superpunch prior to finalizing the orientation attendance.