I. Intro

This article will explain the basics of how administrators can use Attendance to manage their organization members' shifts, holidays, and overtime. 
If you are a company member and want to learn how to use Attendance to clock-in, make requests, and view your data see Getting started with using Attendance.

Feishu Attendance is a customizable app that allows you to manage your member's shifts, record their attendance, approve or reject their requests for leave or overtime, and view reports.

II. Types of Attendance administrators

In Feishu Attendance, there are four types of administrators:

Type
Description
Permission scope
Primary administrator
Set in the Feishu Admin Console. 
Has all Attendance management permissions. Management scope includes the whole organization.
App administrator
Set in the Feishu Admin Console. 
Has all Attendance management permissions. Management scope can be limited as needed.
Leave administrator
Set in Attendance Admin console. 
Has specified management permissions, such as over specific attendance groups or just for overtime. Management scope can be limited as needed.
Person in charge
Set in Attendance Admin console. 
Has specific management permissions over a specific attendance group.

For more details, see Set attendance management roles.

III. Access the Attendance Admin console

You can access the Feishu Attendance Admin console in the following two ways.

Method 1: Go to the Feishu Admin Console > Workplace > App Management. On this page, find and enter the Attendance app and click to enter the App Admin Console.

Method 2: Use the desktop app to find Attendance in Workplace, or search for it.

After entering Attendance Admin, you will see the following interface.

Note: The exact options you see will depend on your permissions.

Attendance Settings: Create and manage attendance groups, set shifts, attendance methods, and other rules.

Attendance Reports: View and export members' attendance data and manage attendance reports.

Leave Management: Create and manage types of leave, and view and export members' leave balance.

Overtime Management: Create and manage overtime rules, and view and export members' overtime records.

Administrator: View and manage Attendance administrators and configure the app's modules.

IV. Five tasks to Attendance mastery

Attendance management mainly includes clock-in/out management, leave management, overtime management, and data management. You can quickly get started with attendance management by the following 5 tasks.

Create attendance groups

To manage members' attendance, you must first create attendance groups and place members into the groups. These attendance groups will govern what kinds of shifts the members use and other rules.

Go to Attendance Settings > Group Settings and click Add Attendance Group to create a new attendance group. You can also click Details to edit an existing attendance group, if there are any. 

When creating an attendance group, or editing an existing one, there are four stages.

Basic Info: Choose the group's name, the person in charge, which members are in the group, and other information.

Shifts: There are three kinds of shifts you can select from:

Attendance Type
 Description
 Applicable scope
Fixed Shift
Members start and end their shift at a fixed time every day.
Suitable for positions in public institutions, manufacturing, or finance.
Scheduled Shift 
Members start and end their shift based on each day's schedule.
Suitable for factories, restaurants, or stores.
Free Shift
Members have no set hours. Work times are calculated based on clock in and out times.
Suitable for flexible workers.

Attendance Method. Feishu Attendance offers three attendance methods to choose from:

Attendance method
Description
Notes
GPS clock in
Set a geographic range, and members can clock in/out when they arrive at the specified location.
You can set multiple clock in/out locations and ranges.
Wi-Fi clock in
Set a specified Wi-Fi connection that members need to connect to in order to clock in/out.
You can set multiple Wi-Fi connections.
Attendance machine clock in
Members can use an attendance machine and clock in/out using the machine's recognition method, such as fingerprint or face recognition, swipe card, and so on.
Supports Feishu's attendance machine products.

Learn more about how to select attendance methods.

Attendance Settings: You can also set optional rules for the group, including requiring members to take a photo while clocking-in, allowing offsite clock-in, clocking in with facial recognition, anti-cheating rules, rules around corrections and enabling desktop clock-in.

Create and manage leave

In Leave Management > Leave Type you can either edit existing types of leave, including one of the leave templates or click New leave type.

The creation and editing of leave types rules is divided into the following three steps:

Basic info: You need to set the leave type's name its applicable scope, the minimum amount of leave that can be taken, unit conversion and whether members can take a limited or unlimited amount of this leave.

Accrual rules: If members can take a limited amount of this leave type, you'll have to choose how much of this type of leave they'll be entitled to, when their quota will reset and other rules.

Leave rules: Set more details about the leave, such as the maximum amount of time members can take off at once, who can apply for this leave, or whether members will have to submit supporting documents when applying for this leave.

Read Set up and manage holidays for more details.

Set overtime rules

In Overtime Management > Overtime Rules, click Add overtime rule to add a new rule. You can also click Edit to modify existing overtime rules, including one of the three overtime templates:

Template 1: Members must submit an overtime application, and the overtime duration is calculated based on the application.

Template 2: Members must submit an overtime application, and the overtime duration is calculated based on the members' clock-in/out times.

Template 3: Members do not need to submit an overtime application, and the overtime duration is calculated based on the members' clock-in/out times.

The editing of the overtime rule is divided into the following three steps:

Basic info: You need to set the overtime rules' name. Optionally, edit the overtime rule owner and the rule's scope.

Overtime rule: You can set whether overtime can be accrued on a workday, how the duration will be calculated, what kind of compensation will be offered, and more.

More settings: You can set extra rules, including when overtime requests must be submitted and overtime balance rules.

Read Set up and manage overtime for more details.

View and export data

Attendance will automatically record members' data.

Attendance statistics: In Attendance Admin console's Attendance Reports page, you can view and export the member's attendance data, manually modify records, customize the automatically generated reports, and more.

Leave balance: On the Leave Balance page, you can view, export, and modify member's leave balance.

Overtime record: On the Overtime records page, you can view and export members' overtime data.

App Management

The primary administrators and app administrators can set up various administrators for the Attendance app, enable or disable the request options such as leave and overtime for members in the Attendance app, show or hide the attendance reports of members, turn on or off reminders of clock-ins or clock-outs, or manually update the Attendance app. For more information, see Admin | More settings.

V. Learn More

Now, you've learned the basics of attendance management. To learn more:

Learn all you could ever need to know about Attendance on our Help Center.

Keep up to date with the latest and greatest features on our updates page.