The Attendance Screen provides insight into a business' class data by center location. Data points on attendance, class slot availability, and class roster information are displayed. The information provides staff and center directors with an at-a-glance, real-time view of center activity and child attendance.
TABLE OF CONTENTS
To Navigate to the Attendance screen:
- Select Attendance within the menu bar
Within the Overview section, you can monitor class utilization and the expected number of children and employees. The screen displays daily real-time class occupancy, the expected staff-to-child ratio, and current open spots. Selecting the class will navigate you to the class itself so you may review and edit class data if needed.
You also have the ability to add a session for a child by clicking the Add Session button. For example, if a part-time child arrives on a day when the child was not scheduled, you can add in the session. The family will be billed for the session on their next billing cycle automatically. To add a session, indicate at minimum the Date, Class, and Child with the option of including Drop Off and Pick Up times as well as the Fee Name and click Save.
The bottom half of the attendance screen has two views that provide different sets of values: Times and Finance.
Times allows you to quickly view the traffic within your school while providing the ability to manually check the child in or out if that had not been previously done by a parent or staff member.
*If you would like to check in multiple children at once, please reference our support article: How to Check In & Check Out Multiple Children
- Click the Check Mark Icon to check in a child
- Click the A Icon to mark a child absent
- Click the More Icon located within the Actions Column if the class, fee, drop-off, or pick-up time needs to be edited or removed.
Select the different statuses (Expected, Unknown, Late, Absent, Checked In, Checked Out), the list of children will be filtered by your selections based on the child’s relationship to current day class attendance.
Finance displays a breakdown of the monetary values of the following:
- Session costs
- Early/Late Fees
*You can choose to see the children's Times and Finance details from a day or weekly view along with the ability to filter by class.
The Finance screen also provides the ability to charge accounts for uncharged sessions. This action is typically needed for those who have started to attend during a billing cycle for the current period of services. If the family is not charged for the first week/days of care the session cost will accumulate and forward to the next automatic bill sent based on the billing cycle. Please follow the steps below to charge accounts for uncharged sessions.
- Click Finance
- Click the More Icon located within the Action Column
- Click the $ Charge button
The account will be charged for the sessions displayed.
Center fees that are set to charge early drop off or late pick up charges, will display these charges via the Finance screen. The early or late drop off charges may be cleared from the attendance screen.
To clear early drop-off and/or late pick up fees:
- From the Attendance Finance screen, click the More Icon located within the Action Column
- Select the applicable button, Clear Early Drop-Off Fees/Clear Late Pick-Up Fees
- Select Save
This action will reverse the selected fee, and the reversal will be displayed within the account's activity or billing transaction screens.
Please contact firstname.lastname@example.org with any questions.