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Overview

The Team Attendance system allows managers, admins, and owners to track when team members arrive at and depart from auction locations. It supports two types of members: email-based members who have app accounts, and roster members who are tracked by name only without an app login. This helps with workforce planning, accountability, and operational reporting.

Check In / Check Out

Record arrivals and departures for email-based and roster members at each location

Roster Member Check-In

Check in team members without app accounts using the Roster member type

Bulk Check-In

Check in multiple members at once for shift starts

Analytics & Reports

View attendance trends, summaries, and per-member stats

CSV Export

Export attendance data for payroll or external reporting
The Attendance feature is only visible to users with the Manager, Admin, or Owner role. Team Members do not see the Attendance tab.

Roster Members

Roster members are team members without an app account. They appear in the check-in list with a Roster badge and no email address. Owners, Admins, and Managers can check them in and out just like email-based members.To manage which roster members appear in the list, go to Settings → Roster and ensure the member is marked Active.

Accessing Attendance

1

Navigate to Attendance

Click Attendance in the sidebar navigation. This link appears for managers and above.
2

Check-In Tab

The default view is the Check In tab, showing today’s attendance for a selected location.
3

Reports Tab

Switch to Reports to view attendance analytics over a date range.

Checking Members In

Individual Check-In

1

Select a Location

Use the Location dropdown at the top of the page to choose which location you’re managing.
2

Select the Date

The date defaults to today. Use the date picker to change it if needed.
3

Find the Member

Use the search box to filter members. For email-based members, search works by name or email address. For roster members, search works by name only (they have no email).
4

Click Check In

Click the Check In button next to the member’s name. Their status changes to “Checked In” with a timestamp.
Use the Member Type filter to show All members, Email members only, or Roster members only. This is useful on large teams where you want to focus on one member type at a time.
Members are sorted with “Not checked in” members at the top, making it easy to see who hasn’t arrived yet.

Check-In List

Each row in the check-in list shows:
  • Avatar — initials of the member’s display name
  • Name — the member’s full name
  • Roster badge — a Roster badge appears on rows for roster members (no badge for email-based members)
  • Email — the member’s email address, or for roster members who have no email
  • Status — Not In, Checked In (with timestamp), or Done (with in/out times)
  • Action button — Check In (green) or Check Out (orange), or no button once done

Adding Notes

You can add optional notes when checking in a member (e.g., “Late arrival - car trouble”). Notes are stored with the attendance record and visible in reports.

Bulk Check-In

For shift starts where many members arrive at once:
1

Select Members

Use the checkboxes next to each member’s name. Use Select All to check everyone who isn’t already checked in.
2

Click Bulk Check In

Click the Bulk Check In button that appears when members are selected.
3

Confirm

Review the count in the confirmation dialog and click Check In to proceed.
Bulk check-in skips members who are already checked in for the selected location and date. It won’t create duplicate records. This applies to both email-based and roster members.

Checking Members Out

1

Find the Checked-In Member

Members with a “Checked In” status have a Check Out button visible.
2

Click Check Out

Click the button to record their departure time. Their status changes to “Checked Out” with both in and out timestamps.
Once a member is checked out, no further actions are available for that record on that date. To correct mistakes, an admin can delete the record and create a new one.

Attendance Reports

Navigate to the Reports tab to view attendance analytics.

Summary Cards

Four summary cards show key metrics for the selected date range:
MetricDescription
Total HeadcountUnique members who checked in during the period — includes both email-based and roster members
Avg Hours WorkedAverage time between check-in and check-out
Attendance RatePercentage of members who checked in vs. total members
Active LocationsNumber of locations with at least one check-in

Attendance Trend Chart

An area chart shows daily attendance counts over the selected date range, helping you identify patterns like weekday vs. weekend attendance.

Attendance by Location Chart

A horizontal bar chart breaks down total check-ins per location, making it easy to see which locations have the most activity.

Member Attendance Table

A detailed table showing per-member statistics:
ColumnDescription
MemberName and email (roster members show name only)
Member TypeEmail for app-account members; Roster for roster-only members
Days AttendedTotal days with at least one check-in
Avg Hours/DayAverage hours worked per day attended
Most Frequent LocationThe location where they checked in most often
Last Check-InDate of their most recent attendance record

Date Range

By default, reports show the last 30 days. Use the date picker to adjust the start and end dates.

CSV Export

Click Export CSV on the reports page to download attendance data for the selected date range. The export includes all records with member names, locations, timestamps, and notes. The export includes a member_type column with value auth for email-based members and roster for roster members.

Manager Role

The attendance system introduces the Manager role, which sits between Admin and Team Member in the permission hierarchy.

What Managers Can Do

CapabilityManagerAdminOwner
Check in / check out members (email & roster)
Bulk check-in
View attendance records
View attendance reports
Export attendance CSV
Delete attendance records
Manage users and locations
Auction settings

Assigning the Manager Role

1

Go to Members

Navigate to Members in the sidebar.
2

Select a Member

Click on the team member you want to promote.
3

Change Role

Use the role dropdown to select Manager.
4

Save

Confirm the role change.
Only Owners and Admins can assign the Manager role. Managers cannot change other members’ roles.

Troubleshooting

The Attendance feature is only visible to Manager, Admin, and Owner roles. Ask your auction administrator to upgrade your role if you need access.
Each member can only have one attendance record per location per date. This rule applies to both email-based and roster members. If you need to correct a check-in, an Admin can delete the existing record first.
The check-in list shows only active members. Check the following:
  • Email-based members — confirm the person is an active auction member in Members.
  • Roster members — go to Settings → Roster and confirm the member’s status is set to Active. Inactive roster members are hidden from the check-in list.
Make sure you have the correct date range selected. The default is the last 30 days. Also verify that attendance records exist for the selected period.
Only Admin and Owner roles can delete attendance records. Managers can check in and out but cannot delete records.

Next Steps