How to Edit Attendance Status in Bulk

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    This video shows how admins can edit multiple attendance statuses at once using the Bulk Edit Attendance feature in Staffinc Suite. This feature helps save time when updating several records simultaneously, such as marking multiple employees as present or assigning leave statuses in bulk. You’ll also learn how the system handles leave policies and balance adjustments during this process.

    Step-by-Step Guide:

    1. Login to Staffinc Suite
      Begin by logging in to your Staffinc Suite admin account.
    2. Open the Attendance Overview Page
      Navigate to the Attendance Overview page to view all attendance data.
    3. Trigger Bulk Edit Attendance Menu & Export Template
      • Click on the Bulk Edit Attendance menu.
      • Export the bulk edit template file to make your updates offline.
    4. Update Attendance Status
      • In the exported template, locate the relevant employees’ records and change the current status to your desired attendance status
      • Please view the Attendance Status Code reference sheet to copy the correct status code into the upload template
    5. Change to Leave Status and Select Leave Policy
      • For other employees or schedules, change the attendance status to a Leave status (e.g. Paid Leave).
      • Choose the applicable Leave Policy to ensure the correct deduction is applied.
      • Once edits are complete, upload the updated template back into the system.
    6. Upload Results Notification
      After uploading, the result of the upload (including success and error details) will be sent to the email address you entered in the upload form.
    7. View Updated Attendance in Attendance Overview
      Once processed, you can see the updated attendance statuses directly in the Attendance Overview page.
    8. Check Activity Log
      Visit the Activity Log to review all attendance changes, including who made the edits and when.

    Key Information:

    • If an employee has multiple working schedules in one day and you change one of them to a Leave status (e.g. Paid Leave), the system will automatically update the rest of the schedules for that day to the same leave status.
    • The system will only deduct 1 day from the leave balance — not per schedule.
    • If you later change the attendance from Paid Leave back to Present, the system will automatically refund the leave balance accordingly.

    With the Bulk Edit Attendance feature, admins can efficiently manage multiple attendance records in just a few steps. This not only saves time but also ensures accuracy in attendance tracking, leave management, and policy compliance across the organization.