As an Admin, how do I select valid sources for marking Attendance in Asanify

Log in to Asanify as an Admin.

Click on the Attendance dropdown in the left navigation bar.

Select the Policies tab from the dropdown menu.

You will see a list of all attendance policies in your organization.

Locate the policy for which you want to configure valid attendance sources.

Click on the View/Edit button next to the policy name.

On the policy details page, click on the Edit Policy button to enter edit mode.

Scroll down to the Valid attendance marking sources section. This section displays icon buttons for each available attendance source.

You will see buttons with icons representing different attendance marking sources:

Click on the icon buttons to select or deselect attendance sources:

You must select at least one source for employees to mark attendance.

Note: Attendance can be marked only through the sources you select. All other methods will be rejected by the system.

If you select Biometric or Slack as valid sources, ensure these integrations are already set up:

If you select a source that hasn't been integrated yet, the system will display a warning message. You can still save the policy, but employees won't be able to use that source until the integration is complete.

After selecting the valid attendance sources, scroll down to review all policy settings.

Click on the Update button to save your changes.

The system will create a new version of the policy with your updated attendance source settings.

If an employee attempts to clock in or out using a source that is not enabled in their assigned policy, they will receive an error message stating: "You are not allowed to clock in/out from [source]. Allowed sources: [list of valid sources]."

The Bulk Upload source is automatically enabled for all policies. This allows admins to upload attendance data in bulk regardless of the selected sources.

When you edit an attendance policy to change valid sources, the system creates a new version of the policy. Historical attendance data remains associated with the policy version that was active at that time.

After configuring valid attendance sources, make sure to assign the policy to the relevant employees. Only employees assigned to this policy will be restricted to the selected attendance sources.