AttendProWorkforce Documentation
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Self-service workspace

Employee Portal

Explains employee dashboard, profile, documents, attendance, correction requests, roster swaps, leave, payroll, payslips, claims, and account preferences.

DashboardAttendanceLeaveRosterPayslipsClaims
Workflow

Workflow

  1. Open portalEmployee: Review dashboard, profile, attendance, leave, roster, payroll, documents, and claims.
  2. SubmitEmployee: Check in/out, request correction, request leave, submit claim, or acknowledge document.
  3. ReviewManager / HR: Approve or reject employee requests with notes.
  4. CloseSystem: Update balances, attendance, payroll visibility, and notifications.
Stage Actor Action Result
Open portal Employee Review dashboard, profile, attendance, leave, roster, payroll, documents, and claims. The employee sees self-service context.
Submit Employee Check in/out, request correction, request leave, submit claim, or acknowledge document. The item enters the correct workflow.
Review Manager / HR Approve or reject employee requests with notes. Employee-facing status updates.
Close System Update balances, attendance, payroll visibility, and notifications. Portal stays aligned with admin records.
Employee portal screenshot illustration
The portal presents only the employee's own records and permitted self-service actions.
Essential fields

Portal attendance and correction forms

Employee

Lets employees check in/out and request corrections for missing or wrong punches.

Essential field Plain meaning Example Required / notes
Check in/out Daily punch action. Check in Available when self attendance is enabled.
Correction date Day needing correction. 2026-06-08 Required.
Requested times Correct check-in/out. 09:00 / 18:00 Required depending on correction.
Reason Why correction is needed. Forgot checkout Required.
Essential fields

Portal leave and roster swap forms

Employee

Lets employees request leave, preview balance effect, cancel pending leave, or request roster swaps.

Essential field Plain meaning Example Required / notes
Leave type Type of leave. Annual Leave Required.
Dates / portion When leave is needed. 2026-06-20 full day Required.
Reason / attachment Explanation and proof. Medical follow-up Attachment may be required.
Swap target Roster assignment to exchange. Sara evening shift Required for swap.
Swap reason Why employee wants swap. Family commitment Required.
Essential fields

Portal claim, document, and account forms

Employee

Lets employees submit claims, acknowledge documents, and update personal account preferences.

Essential field Plain meaning Example Required / notes
Amount Claim value. 3500 Required.
Claim note/attachment Why and proof. Taxi receipt Recommended or required by policy.
Document acknowledgement Confirms employee read a file. Acknowledge Creates an audit trail.
Preferences Dashboard and notification choices. Email alerts on Affects only current employee.
Essential table

Portal lists and cards

Database listing

Shows the employee's own attendance, leave, roster, documents, payslips, claims, and account status.

Filters: Period, Status, Type
Column What it means Where it comes from Example interpretation
Date / period Day or payroll period shown. employee-specific records. June 2026.
Item Record type displayed. attendance/leave/payroll/etc. Annual leave request.
Status Current workflow state. record status. Pending manager review.
Amount / balance Financial or leave value. payroll/leave data. Net pay or available days.
Action What employee can do. permission and status checks. Cancel pending leave.
Status Current workflow state for the row. The record status field or computed workflow state. Pending means someone still needs to act.
Available actions
  • Open or edit the record when permission allows it.
  • Filter the list without losing the current page context.
  • Use status badges to decide which item needs attention first.