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Pletox
Company
FinCRM

LOOK AFTER THE TEAM BEHIND YOUR CLIENTS

Bring your team’s working day into view.

Manage attendance for relationship managers, operations staff and your back-office team with Pletox. Bring check-ins, shifts, leave and attendance requests into a connected staff workflow.

See it in a demo
pletox FinCRM
Staff operations / Attendance

Your team’s working day, in view.

18 November · Office and back-office staff

Staff members3
Present2
On leave1
Staff memberFirst check-inStatus
Neha KulkarniRelationship manager09:02 AMPresent
Arjun RaoRelationship manager08:55 AMPresent
Meera JoshiOperations—On leave
Connected to your staff workflowReview attendance and leave before preparing payroll inputs.
Illustrative workspace · Sample data

Client operations and staff operations, together.

Your team serves clients across meetings, office work and daily follow-ups. Keep staff attendance organized in the same Pletox workspace that supports the practice.

Connect attendance sources

Use supported biometric devices and enabled mobile or web attendance options. Configure the attendance sources that fit the way your staff works.

Organize the working calendar

Manage shifts, weekly offs, holidays and leave. Give your team a consistent view of working days and approved time away.

Review attendance exceptions

Handle attendance corrections and staff requests through approval workflows. Use reviewed attendance as an input to payroll.

FROM INFORMATION TO ACTION

Make it part of your working day.

01

Configure staff and attendance policies

02

Capture attendance and review requests

03

Carry reviewed inputs into payroll

Is staff attendance connected to Pletox payroll?

Yes. Attendance and payroll use Pletox’s staff workflows. Attendance sources, policies, approvals and payroll settings are configured for your team during setup.