| Workflow assessment | Current process review, policy inputs, tool map, pain-point summary, risk notes | Briefing document or workshop notes | Discovery | Current process, policies, system access overview |
| Attendance tracker setup | Fields, categories, status labels, approval columns, exception categories | Spreadsheet, HRIS configuration guide, or workflow board | Setup | Employee categories, reporting rules, approval hierarchy |
| Exception register | Missing entries, late punches, shift changes, overtime items, unresolved approvals | Shared tracker or dashboard | Live administration | Source data and escalation contacts |
| Leave and absence summary | Leave status, absence categories, unpaid leave notes, approval status | Report or HR system export | Recurring administration | Approved leave policies and records |
| Payroll input file | Attendance summary, overtime notes, approved exceptions, unresolved items | Client-approved file format | Payroll handoff | Payroll cutoff rules and final approval owner |
| Quality review checklist | Maker-checker steps, variance checks, source record validation, sign-off notes | Checklist and audit trail | Quality assurance | Review standards and risk priorities |
| KPI dashboard | Record completion, exception closure, turnaround, rework, reporting punctuality | Dashboard, spreadsheet, or BI report | Reporting | Baseline data and KPI definitions |
| Process documentation | Role matrix, handoff rules, escalation path, access rules, retention notes | Process guide | Implementation and support | Internal policy and approval process |