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Attendance Tracker

  • November 8, 2024
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I am trying to build an app that will keep track of attendance by name based on the selected location of the plant. Ideally there is just a multiple-choice field at the beginning of the tracker of the area of the plant, and that will populate the list of names associated with that area. From there, each name would have a checkbox associated with it to designate that person was in attendance. If possible I would want there to be some way to show the attendance percentage of each person as well.

I was thinking having the list of names associated with each area in a separate table. Then each person that populates in the tracker form would have an associated check box as a separate field (unless there was a way to make that one field). The issue that I see with that is there isn't really tracking by person that I could figure out, and if you change that list in the separate table then that changes past records of the tracker, which could be an issue.

Any help or tips with this would be greatly appreciated!

MarkShnierYou
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There may be more than one way to do this but one way to do it is using Pipelines.

You would have a table of employees and in the table every employee would be a child of a department.  There would also be a field indicating the [Status] of the employee as to whether they are Active.  

You would also create a Child table on Departments which would be for a new table called Daily Employee Attendance.  That Tables will have field for the date, a field for [Present?] (set the default to be checked) and it would be related to the employee table as a child and also be related to the department as a child.

 The pipeline would set to be run every day at 1 AM in the morning and search the table of employees (filtering on status = Active) and create records in the Daily Employee Attendance.  

So each day the department manager would review the department record and be presented with a report of today's attendance records. Manager with deselect the check box for [Present?] For any absent employees. (I suppose you could also do this with the multiple choice fields with choices of present or absent.)

Do you have all this granular data then is it's easy to run some reports by employee to show their attendance by month or percentages or any kind of calculations you want.  


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  • November 9, 2024

Thanks for the feedback.

For the table of employees, is each employee a different field and the status of active is another field for each employee? And for the pipeline, how would I set this to run at a specific time for this search to occur?


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  • November 13, 2024

Thanks Mark, this was very helpful. I am about 95% of the way there now but trying to figure one last thing out. The only thing I really changed from what you said is that I had the pipeline create all the entries in another tracker table but with the attendance NOT selected. Instead, I created a third table with a form that triggers a pipeline to fill in the attendance as checked when the corresponding area and shift is selected from that form. 

It all works almost perfectly, but I want a field that you can choose any employees that are absent for that day and those attendance check blocks in the tracker table will not be checked from this second pipeline.

My second pipeline is set up by triggering On New Event when the area / shift are selected. Then it will search records in the tracker table that have the matching area and shift from this new table. Then a For Each Loop that search those records in the tracker table and update the record with the check block as checked. 

What I was trying to do was add in a multi-select field in the new table where you could select the employees absent (a pre-made list) and those employees would not have their check block checked. I was thinking of doing this by adding that as a filter in the "search records" part of the pipeline (the second step) where the employee in the tracker table does not equal this multi-select field. But it appears you cannot have it do this with multiple employees selected. Do you know if there is a way to make this possible or some workaround?


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  • November 16, 2024

Mark,

I think the issue is that it is backwards from what you were saying. The pipeline is searching if the Employee ID in this other table does NOT equal (or contain, I tried that as well) the Employee ID from the Multi-Select Field that could potentially have multiple Employee IDs selected.

My other thought with this if the pipeline itself cannot do this is some formula that would parse out the responses of the multi-select field into individual separate text fields, and then I can have the pipeline ensure each of those is not contained in the search. Is that somehow possible?