HR & Payroll
How to create your first attendance record in Easedesk
Step-by-step guide to creating a attendance record in the Easedesk Attendance module. Required fields, what happens after, and common gotchas.
Quick answer
To create a attendance record, open Attendance from the sidebar, click "New Attendance record", fill in the required fields, and save. The new record is immediately searchable and triggers any linked downstream automations (e.g. accounting posts, notifications, approvals).
Step 1 — Open the Attendance module
In the left sidebar, click Attendance. If you don't see it, your role may not have attendance.view permission — ask your Owner or Admin to grant it under Settings → Users & Roles.
Step 2 — Click "New Attendance record"
The list view shows all existing attendance records. Click the New Attendance record button at the top-right. You will be taken to a clean form page with all available fields visible (we never hide important fields behind tabs).
Step 3 — Fill in required fields
Required fields are marked with a red asterisk. Tooltip help is available on every label — hover over a field to see what it does. Optional fields can be left blank and added later.
Step 4 — Save (or "Save & Add Another" for bulk entry)
Click Save to create the attendance record. If you want to add several in a row, the "Save & Add Another" button resets the form while keeping the page open. The new record appears at the top of the list view.
What happens after
Creating a attendance record may trigger downstream automations depending on the module — for example, posting a journal entry, sending an email, or starting an approval workflow. You can see all triggered actions in the Audit Log.
Editing or deleting a attendance record
Click the attendance record row in the list view to open detail mode. The Edit button is at the top-right. To delete, use the kebab menu (•••). Note: records linked to other entities (e.g. an invoice that has a payment) cannot be deleted — they can be cancelled or voided instead.
Frequently asked questions
How do I create a attendance record in Easedesk?
Can I import attendance records from a spreadsheet?
Why is my "New Attendance record" button disabled?
Can I edit a attendance record after creating it?
What happens if I delete a attendance record?
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