Reports
The Reports Module in Pletox provides a centralized dashboard for tracking and analyzing key workforce activities such as attendance, late marks, absences, early outs, and overtime.
This module enables the Superadmin to generate accurate reports, monitor employee work discipline, and ensure smooth payroll processing based on attendance data. Each report type offers filters, exports, and visibility options for both admin and employees, depending on access levels.
For Superadmin :
Super Admin can view and export reports for all employees using filters such as employee name and month.
The Reports module is located in the sidebar.
When the Superadmin clicks on the dropdown arrow beside “Reports,” the following five reports types appear:
Attendance Report
Latemark Report
Marked Absent Report
Early Out Report
Overtime Report
Each report section opens a detailed view with filters, export options
1. Attendance Report :
The Attendance Report provides a detailed view of each employee’s attendance for the selected month.
On the right side, there is a Filter button allowing the admin to select the desired date and month.
Report Filters:
The following filters are available to refine report data:
Select Month – Choose the month for which the report is required
Name – Search or select a specific employee
Company – Select company
Location – Filter employees by location
Department – Filter by department
Shift Group – Filter based on assigned shift group
Group – Allows grouping of report data based on selected criteria
Resigned Toggle :
In the Attendance Report, a Resigned toggle is available.
When the Resigned toggle is enabled, the report will include attendance data of resigned employees.
After enabling the toggle, click the Filter button to view the data.
When the Resigned toggle is disabled, the report will display data for active employees only
Actions
Filter – Apply the selected filters to generate the report
Clear – Remove all applied filters and reset to default view
Export button is available to download the attendance report for record-keeping or payroll reference.
The report displays the following information:
Employee Name
Employee ID
Department
Day and Date for the entire month
Employee-wise marking for Present, Holiday, or Week Off.
At the end of each record, total counts are automatically calculated, including:
Total Present Days
Absent Days
Leaves Taken
Paid Days
This allows the Superadmin to easily track monthly attendance patterns and identify discrepancies.
2. Latemark Report :
The Latemark Report tracks instances where employees clock in later than their scheduled time.
The following filters are available in the Late Mark Report to refine and view specific data:
Select Month – Choose the month for which late mark data is required
Employee – Select a specific employee
Company – Filter records by company
Location – Filter employees based on location
Department – Filter records by department
Shift – Filter employees based on assigned shift
On the left side, Four functional buttons are available:
My Self: Displays the admin’s own late mark entries.
My Team: Shows the late mark report of the team members.
Export: Downloads the report in Excel or CSV format.
Filter : Apply the selected filters to generate the report
The report includes:
Employee Name
Department
Date
Expected Clock-In Time
Actual Clock-In Time
This helps identify punctuality trends and enforce attendance policies effectively.
3. Marked Absent Report:
This report helps administrators identify incomplete attendance records and review cases where employees failed to complete either clock-in or clock-out.
The Marked Absent Report shows details of employees marked as absent for selected days.
On the left side, the following buttons are available:
My Self: To view the admin’s own absent records
My Team: To view absences of reporting team members.
Export: To download the absent report for documentation.
Filter : Apply the selected filters to generate the report
The following filters are available in the Marked Absent Report to refine report data:
Start Date – Select the start date for the report range
End Date – Select the end date for the report range
Employee – Filter data for a specific employee
Company – Filter records by company
Location – Filter employees by location
Department – Filter records by department
Shift – Filter employees based on assigned shift
Actions :
Filter : Apply the selected filters to generate the report
Clear : Remove all applied filters and reset the report view
The report displays:
Employee Name
Department
Date
Clock-In and Clock-Out times
Remarks
This helps track unplanned absences and maintain transparency in attendance management.
4. Early Out Report :
The Early Out Report monitors employees who clock out earlier than the scheduled time.
On the left side, four control buttons are visible:
My Self: For viewing the admin’s own early-out data. My Team: For viewing the early-out report of team members. Filter : Apply the selected filters to generate the report Export: For exporting data in Excel/CSV formats.
The following filters are available in the Early Out Report to refine report data:
Select Month – Choose the month for which the report is required
Employee – Select a specific employee
Company – Filter records by company
Location – Filter employees by location
Department – Filter records by department
Shift – Filter employees based on assigned shift
Actions :
Filter : Apply the selected filters to generate the report
Clear : Remove all applied filters and reset the report view
The report contains:
Employee Name
Department
Date
Expected Clock-Out Time
Actual Clock-Out Time
This ensures that early departures are properly tracked and addressed.
5. Overtime Report :
The Overtime Report records extra working hours beyond regular shifts.
On the left side, there is a Filters option with multiple parameters:
Start Date – Select the starting date for the report period
End Date – Select the ending date for the report period
Employee – Select a specific employee
Company – Filter records by company
Location – Filter employees by location
Department – Filter records by department
Shift – Filter employees based on assigned shift
Status – Filter records based on status (e.g., Approved, Rejected)
A Clear button allows resetting all applied filters instantly.
On the right side, the following four buttons are available:
Filter : Apply the selected filters to generate the report
My Self: Displays admin’s own overtime data. My Team: Displays overtime details of reporting team members. Export: Exports the overtime report for record maintenance. Each overtime record includes:
Employee Name Department Date Duration of Overtime Status (Approved or Rejected): superadmin have access to approve the overtime but admin account needs access.
This helps monitor additional working hours for payroll calculations and employee performance evaluation.
For Employee :
Employees also have access to the Reports Module from their sidebar.
However, their visibility is restricted to:
Their own records under My Self.
Their direct team members’ data under My Team, if permission is granted.
Employees can view and export their:
Attendance Reports
Late Mark Records
Absence Reports
Early Out and Overtime Reports
Employee Report Access Permissions
For each report, access is controlled through multiple permission toggles available in the Employee Permission tab.
Under HR Settings, the following permission toggles are available for each report:
View Permissions
View (My All) – Allows the employee to view all reports they are permitted to access
View (My Team) – Allows the employee to view reports of their team members only
View (My Self) – Allows the employee to view only their own reports
Action Permissions
Create – Allows the employee to create report-related entries (where applicable)
Edit – Allows the employee to edit permitted report records
Delete – Allows the employee to delete permitted report records
Each permission has a separate toggle. Once the required toggles are enabled and saved, the employee can perform only those specific actions that have been granted.
To grant report access to an employee, follow the steps below:
Navigation Path: Settings → Organization → Employes → Select Employee → Edit → Permission Tab
Under HR Settings, locate the Report permission.
There is toggles available for Report access.
After enabling the permission, click the Save button located at the bottom of the permission page to apply the changes.
Last updated
Was this helpful?