[Use Cases] Attendance Tracker ๐Ÿ—“

Hi Community ๐Ÿ™‚

We are pleased to be starting another use case discussion, today, letโ€™s see how you can simplify your employee vacation tracking process with Wrikeโ€™s Attendance Tracker template ๐Ÿ“Œ

  • Use Case: Attendance Tracker.
  • Can be used by: Any team.
  • How to launch: From the space creation dialogue.
  • Functionality used: Folders, tasks, custom fields, a custom workflow, a request form, a dashboard, a calendar, and a report.
  • Whatโ€™s inside: A request form that employees submit to track their attendance, a folder for storing attendance tasks, and tools for tracking attendance.
  • Additional resources:ย 

- The templateโ€™s page on the Wrike website.ย 

Attendance Tracker

Employees can use the pre-built request form to submit their vacation requests and include all important information. They will input their name, requested vacation dates, and add any contextual information in the notes box.

Once the request is submitted, it creates a task in the Attendance List folder.ย 

This folderโ€™s primary view is the Board where tasks are grouped according to their statuses. The Attendance Tracker template uses a custom workflow called โ€˜Attendance Statusโ€™:

The tasks created upon request form submission are also populated with the pre-built custom fields that represent the attendance status and any comments that an employee has left while filling out the request.

In the tools section, there are several useful apps to help you track and report on the employee's attendance.ย 

Attendance Calendar:

Attendance Dashboard:

Attendance Report:

Please share how employee attendance or PTOs are managed in your organization. Do you have a system similar to this template, or are you using a different setup? Let us know below ๐Ÿ‘‡

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

2
20 Kommentare
Spot On Innovative Approach Stellar Advice

As a company, we use UKG and then each area uses their own tracking as well. Typically a department calendar in Outlook is utilized. If all of our employees were in Wrike, this would be great but only certain areas are in Wrike for now.

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Spot On Innovative Approach Stellar Advice

We use excel with our team. Our excel also gives people a count of PTO, even though we manage PTO on the honor system, so people know how may PTO days they have allocated.

This is a nice idea that I will share with our team.

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Spot On Innovative Approach Stellar Advice

Our business units are no more than 7 people to a team, so this is usually worked out within the business unit. If we used Wrike Calendars regularly, I would absolutely push for use of this feature.ย 

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Spot On Innovative Approach Stellar Advice

We use something very similar - except that the request form pull from blueprints, which allow us to be really flexible when it comes to adding extra custom fields(ie, team names, effort etc).

For example, if we want to pull reports on how many Copywriters have submitted time off requests, we can see the total number of hours we expect utilization (billable hours) to be lower during holiday and peak vacation times!

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Spot On Innovative Approach Stellar Advice

We have unlimited PTO and it's just a quick email to our manager. We have a SharePoint calendar that we typically view on Teams or Outlook that everyone can see. If it is an employee that has limited PTO, we have an "HRIS" system that it's required to use. This would be very nice if we didn't have the systems already in place.

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Spot On Innovative Approach Stellar Advice

Thanks a lot for sharing how your teams are managing PTOs, everyone ๐Ÿ™‚ This topic can come in especially handy these days when it's holiday time in many parts of the world โ˜€๏ธ

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Spot On Innovative Approach Stellar Advice

We use a different platformย  for attendance and pto. However, I add PTO days in work schedule.

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Spot On Innovative Approach Stellar Advice

We have a request form like this - it goes to the relevant manager for approval.

This is then blocked out in Wrike and added to a shared calendar.

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Spot On Innovative Approach Stellar Advice

Thank you for participating in this discussion ๐Ÿ™‚

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Spot On Innovative Approach Stellar Advice

We submit leave using Workday and have a Teams channel to notify colleagues when we're out.

I like the idea of having it in Wrike, but that's an additional task. ๐Ÿค”

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Spot On Innovative Approach Stellar Advice

I understand Sean Wright ๐Ÿ™‚ Thanks for letting us know about your process!ย ย 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Spot On Innovative Approach Stellar Advice

Ultimately, our HR department performs many of these functions and they don't work in Wrike. However, our marketing team does use a request form and shared calendar for visibility into planned vacations. We've found it helps us to be more productive by simply looking ahead to see how our projects and tasks are impacted by a person's planned time out of office. So we use a simplified version but it works for us!

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Spot On Innovative Approach Stellar Advice

It's great to hear how Wrike helps your team to be more productive Angie Cagle ๐Ÿ™‚ Thank you for sharing!ย 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Spot On Innovative Approach Stellar Advice

As far as I know, my organization is not tracking employee attendance. But good to know Wrike has that capability!

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Spot On Innovative Approach Stellar Advice

Heather Hernandez ๐Ÿค—

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Spot On Innovative Approach Stellar Advice

This is interesting, but I don't know if this is something we would be able to use. We typically use Google Calendars to track PTO, or just send an email or Slack if someone is out sick. There are a few key people on our team who are not in Wrike or do not use it regularly so it wouldn't be a feature that would be beneficial to our whole team.ย 

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Spot On Innovative Approach Stellar Advice

I really miss the possibillity to connect wrike calendars with the personal work shedule. It's so annoying that one has to edit this calender manually to block due dates during holidays.

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Spot On Innovative Approach Stellar Advice

Thanks a lot for sharing how you're doing this now and also for your feedback, folks!ย 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

0
Spot On Innovative Approach Stellar Advice

We do not use Wrike for tracking time off. We have multiple units in Wrike who all report to different managers/directors. PTO is requested to direct supervisors and not managed through Wrike. Time off is marked on Outlook Calendars and noted with an away message. This links to Teams to show someone is busy or away. In Wrike, items are re-assigned to others if someone will be gone for an extended period and we need to keep things moving.ย 

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Spot On Innovative Approach Stellar Advice

That's interesting Melynda Willis, thank you for letting everyone know how your team manages time off ๐Ÿค—

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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