How attendance is counted
See what makes a day present, a day off or an absence, and why nobody marks attendance by hand.
Attendance in SalesYatra is not a register anybody fills in. It is read off what people already do every day: starting their day on the app, logging visits, and the days off on their travel plans. So it can't be forgotten, and it can't be argued with. An employee sees exactly the record their manager and the office see.
What each day is
Each date is worked out on its own, top to bottom. The first line that fits decides it.
| The day is | When | Colour |
|---|---|---|
| Present | The day was started on the Android app, with Start day on Home. This holds on a Sunday or a day of leave too: somebody who worked it came to work. | Green, deeper with more visits that day |
| Visits, day not started | Visits were logged on it, but the day was never started on the app. These are mostly visits entered in one go on the web portal, which carry no proof of where anybody was. It counts as attended, and is shown apart. | Amber |
| Leave, Holiday or Weekly off | An approved travel plan gives the day that kind. | Blue, violet, grey |
| Weekly off | It is a Sunday, unless an approved travel plan makes it a working day. | Grey |
| Not started yet | It is today, before the day closes on its own. | An outline |
| Absent | Any other working day that has gone by. | Red |
A day is late when it was started after the start of the working day an administrator sets under Admin panel → Settings → Working hours (see Settings). A late day is still present, with an amber edge on its square.
Leave has to be approved
Leave, holidays and weekly offs come from travel plans, and only from a plan your manager has approved. A day off on a plan still waiting for approval reads as Absent, with a line saying the leave was asked for. It turns into leave the moment the plan is approved. A day off on a declined plan stays an absence.
Where two plans cover the same date, the newer one decides it.
When counting starts
Nobody is marked absent for a day before:
- the first day anybody started on the app, which is when the app began recording days, or
- the day the person was added to SalesYatra, if that was later.
Those days show as empty squares. So do days in the future.
Whose days are counted
Every employee starts their day on the app, the warehouse and the billing desk as well as the field: a day at the office is a day without a vehicle. Absences are counted for the Sales Executive, Assistant Territory Manager (ATM), Area Sales Manager (ASM), Deputy General Manager (DGM), National Sales Head (NSH), Chief Executive Officer (CEO), Dispatch (Warehouse) and Accounts (Billing).
They aren't counted for the Administrator login or the Accountant (read-only), who isn't on the staff. If either of them starts a day, it still shows as present.
The figures
| Figure | How it's worked out |
|---|---|
| Attendance | The days attended (present, or visits with the day not started) as a share of working days. Working days are the attended days and the absences. Days off and days not yet counted are left out. |
| Days started | Days started on the app. |
| Absent | Working days with nothing on them. |
| Late starts | Days started after the start of the working day. |
| Streak | Attended working days in a row, up to today. Sundays, holidays and leave don't break a streak and don't add to it. An absence ends it. |
| Usual start | The middle start time of the days started on the app: half started earlier, half later. |
Putting a day right
Attendance can't be edited. A day that reads wrong is put right where it comes from:
- Forgot to start the day? It can't be started afterwards. If you logged visits, the day already counts as attended, shown in amber.
- On leave, but showing absent? Put the leave on a travel plan and have your manager approve it.
- A visit missing? Log it on Visits with the right date.
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