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Performance

The Performance tab ranks every member for a chosen month by a composite score of attendance and punctuality. It’s the report most teams use for monthly recognition, quarterly reviews, and spotting members whose attendance is trending down before the issue becomes a conversation.

Getting there

Open General Report in the sidebar and click the Performance tab.

What you’ll see

A filter bar followed by a sortable, ranked grid. The filter bar contains:

  • Year : the current year and the five years before it.
  • Month : January through December.
  • Location : leave blank for all locations.
  • Search member : by name or member code.
  • Apply button (loads the grid).
  • Export CSV button (enabled once the grid has rows).
  • Export PDF button : branded PDF with header, footer, and a summary strip. Requires an active subscription.

Grid columns: Rank, Code, Member, Location, Attendance %, Punctuality %, Late days, Overtime, Score, Rating.

  • Rank is assigned by descending Score: 1st place = highest score for the month, ties keep the same rank.
  • Attendance % = days present ÷ scheduled work days × 100.
  • Punctuality % = on-time days ÷ days present × 100. A member who showed up 8 days and was on time 6 of them is at 75 % punctuality.
  • Late days is the count of days they clocked in after their schedule’s grace period.
  • Overtime is shown as Xh YYm, totalled across the month.
  • Score is the composite, weighted 0.6 × Attendance % + 0.4 × Punctuality %. The weighting is intentional: showing up at all matters more than showing up on time.
  • Rating is a colour-coded badge derived from Score:
    • Excellent : 90 and above
    • Good : 75 to 89
    • Fair : 60 to 74
    • Poor : below 60

The two percentage columns also carry colour cues regardless of Rating: red for values under 50, orange for 50–69, green for 70 and above. This lets you scan a long grid and spot the outliers without sorting.

Common tasks

Generate this month’s ranking for one location

  1. Pick the current Year and Month.
  2. Choose the location in Location (leave Search member blank).
  3. Click Apply. The grid loads, ranked from highest to lowest score.

Export a PDF for the next management meeting

  1. Apply the filters you want.
  2. Click Export PDF. The PDF carries your organisation’s name in the header, the period in the title, and the same ranked grid you saw on screen.
  3. PDF generation requires an active subscription. If yours has lapsed, the button is disabled, see Subscription to renew.

Identify members on a downward trend

  1. Apply filters for last month, export the CSV.
  2. Apply the same filters for the month before that, export again.
  3. Sort both CSVs by member code in your spreadsheet tool and compare Score side-by-side. Members whose score dropped by 10 points or more are the conversation candidates.

Tips

  • Filters are not auto-applied: change any of them, then click Apply to reload the grid.
  • A member with no scheduled work days in the chosen month is excluded from the ranking entirely (no rank, no row). Rest days, holidays, or schedule gaps can cause this.
  • Score weighting is fixed in the current release at 60 / 40 (attendance / punctuality). If you need the raw counts to compute your own weighting, the Monthly Summary tab exposes them.
  • The Rating thresholds (90 / 75 / 60) are global to TimePally and not currently configurable per organisation.
  • The PDF export is the only export in TimePally that bundles your branding. Use it for anything that leaves the building.
  • Monthly Summary: the underlying day counts that feed into Attendance % and Punctuality %.
  • Schedules: schedule definitions decide which days are “work days” and what counts as “on time”.
  • Members: jump to a member’s profile from any rank-1 (or rank-last) name you want to act on.
  • Subscription: PDF export is subscription-gated.
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Monthly SummaryLocation Summary