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Daily Summary


  • The Daily Summary is a central feature of the GSI2 Staff module that consolidates in a single interface all information related to attendance management for a single employee on a specific date. This unified view eliminates the need to navigate between different sections to get a complete picture of the daily attendance situation.

    Main Components

    The Daily Summary consists of five main sections:

    1. Clock In/Outs
    2. Staff Activities
    3. Unexpected Absence Anomalies
    4. Absences
    5. Export Preview

    Navigation Controls

    Date Selection

    • Calendar: Click the calendar icon to select a specific date
    • Navigation arrows: Use the < and > arrows to navigate day by day
    • Date format: DD/MM/YYYY (e.g., 14/05/2025)

    Employee Selection (available for users with Approver permissions)

    • Dropdown menu: Select the desired employee
    • Display format: First Name Last Name (GSI-XX-XXXX-XXX)
    • Search filter: Type part of the name to filter the list
  • Clock In/Outs

    The Clock In/Outs section displays all clock-in and clock-out records for the selected date, highlighting any anomalies.

    3.2 Information Displayed

    Main Columns

    • Date: Record date (DD/MM/YYYY format)
    • Clock In: Entry time (HH:MM format)
    • Clock Out: Exit time (HH:MM format)
    • Duration: Total time calculated (HH:MM:SS format)
    • Work arrangement:
      • On-site
      • Remote
      • Off-site
    • Anomaly Type: Description of detected issue
    • Anomaly Status:
      • Pending - orange background
      • Approved - green background
      • Rejected - red background

    3.3 Visual Indicators

    • Colored badges: Indicate record status
    • Red text: Highlights critical anomalies (e.g., "Time shift, Clock in not found")
    • Action icons: Appear on hover for quick actions

    3.4 Available Actions

    Adding New Record

    1. Click the blue "+" button
    2. In the "CREATE CLOCK IN/OUT RECORD" popup:
      • Select the individual
      • Enter the date
      • Specify clock in time
      • Specify clock out time
      • Select work arrangement
      • Option: create related staff activity
    3. Click "CREATE" to save

    Anomaly Resolution

    When an anomaly is present:

    • Resolution icon: Opens the manual resolution panel
    • Information icon: Shows applied resolution details
    • Reset icon: Cancels the resolution and restores the anomaly
    • Trash icon: Completely deletes the record
  • Staff Activities

    This section shows validated and approved work activities for the selected day.

    Data Displayed

    Field Description Format
    Time from Activity start HH:MM
    Time to Activity end HH:MM
    Duration Total time HH:MM:SS
    Overtime Extra hours HH:MM

    Creating New Activity

    1. Click the "+" button in the section
    2. In the "ADD NEW STAFF ACTIVITY" form:
      • Date: Select the activity date
      • Type: Choose between From/To (fixed time) or Duration (total hours)
      • Start time: Specify the start time
      • End time: Specify the end time
      • Individual: Select the employee
      • Activity type: Select the category
      • Work mode:
        • ON-SITE
        • REMOTE WORK
        • OFF-SITE WORK
      • Billable: Indicate if the activity is billable to the client
      • Recurring: Specify if the activity is recurring
      • Notes: Add any annotations
    3. Click "SAVE" to confirm

    Updating Activity

    In the "UPDATE" form you can:

    • Modify times and durations
    • Change activity type
    • Update work mode
    • Associate with different clients
    • Modify billability status
  • Unexpected Absence Anomalies

    This section is displayed when:

    • The employee was expected at work according to the Time Shift
    • No clock records are present for the day
    • There are no approved absences justifying the absence

    Types of Absence Anomalies

    • Full day unexpected absence: Complete unjustified absence
    • Partial day absence: Partial unjustified absence
    • Late arrival: Significant unjustified delay
    • Early departure: Unjustified early exit

    Resolution

    Automatic Proposals

    The system can automatically propose:

    • Full day absence: Create ROL (7051) for the entire day
    • Adjust Clock In: Correct start time from missed date to 13:30
    • Create absence: Create absence for specific period

    Manual Resolution

    1. Click on the anomaly to open the resolution panel
    2. Evaluate the automatic proposal (if present)
    3. Alternatively, manually select:
      • Type of absence to apply
      • Period to cover
      • Justification notes
    4. Click "APPLY" to apply the solution
  • Absences

    The section shows all absences impacting the selected date:

    • Already approved absences
    • Requests pending approval
    • Rejected absences (for reference)

    Creating New Absence

    Duration Types

    • One day: Absence for the entire day
    • Multiple days: Continuous absence period
    • Partial day: Some hours of the day

    Creation Form

    In the "ADD NEW ABSENCE" popup:

    1. Individual: Select the employee
    2. Type: Absence request
    3. Absence type:
      • HOLIDAY (7004)
      • ROL (7051)
      • Sick leave
      • Paid leave
      • Unpaid leave
      • Other configured types
    4. Absence duration type:
      • One day: Enter date only
      • Multiple days: Enter from and to dates
      • Partial day: Enter date, start and end time
    5. Attachments: Option to attach documentation
    6. Click "SAVE" to submit the request
  • Export Preview

    The export preview provides a projection of how the day's data will be represented in the final export for the payroll system (TeamSystem).

    Preview Content

    Clock In/Out Section

    IN OUT IN OUT IN OUT
    Shows up to 3 in/out pairs for the day

    Hours and Codes Section

    REG. WORK HOURS OVERTIME JUSTIFICATION CODES
    DAY: HH:MM DAY: HH:MM CODE (e.g., HHLL, 7004, 7051)

    Additional Columns

    • QTY: Quantity for justification codes
    • CODE: Special absence/presence codes

    7.3 Usage

    • Verify data correctness before monthly export
    • Identify discrepancies between entered data and final output
    • Check that justification codes are correct
    • Validate overtime calculation