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REQUIREMENT DOCUMENT 1. Document Overview This document outlines the requirements for designing and developing a custom Attendance Report within our Zoho Creator HRMS application. It is intended for the vendor selected to build the solution and serves as the primary reference for scope, logic, and delivery expectations. 2. Client Context & Platform Attribute Details Zoho Plan Zoho One Application Custom-built Zoho Creator HRMS application License Model 1 Zoho One license + Portal User licenses for all other employees Scope New report page/view within the existing Creator application 3. Existing Data Modules (Source of Truth) The report will draw data from the following modules already built in the Zoho Creator application. The vendor must not alter the schema of these modules; only read access is required. 3.1 Associates Master employee records. Key fields relevant to this report: • Associate ID • Associate Name • Associate Email • Functional Unit • Business Unit • Reporting Manager • Secondary Reporting Manager 3.2 Attendance Daily attendance entries punched by the manager. Fields: • Associate Name (lookup) • Attendance Date • Status - values: P (Present) | A (Absent) | Half Day Present | WFH 3.3 Leave Leave records. Fields: • Associate Name (lookup) • Leave Date • Leave Type • Status - values: Approved | Rejected 3.4 WFH Work-from-home records. Fields: • Associate Name (lookup) • WFH Date • Status - values: Approved | Rejected 3.5 Comp-Off Compensatory-off records. Fields: • Associate Name (lookup) • Comp-Off Date • Status - values: Approved | Rejected 3.6 Holidays Company holiday calendar, tagged per employee due to multi-location / multi-LOB setup. Fields: • Associate Name (lookup) • Holiday Name • Holiday Date 4. Report Requirements 4.1 Report Layout & Reference The report must replicate the calendar-grid layout shown in the attached screenshot (Zoho People-style attendance view). The grid displays employees as rows and dates as columns, with the attendance status displayed in each cell. 4.2 Static Employee Fields (Column Headers) The following employee attribute columns must appear to the left of the date columns. Columns 2-7 must each have a toggle to show or hide them individually (see Section 4.5). # Field Notes 1 Associate ID Always visible; cannot be hidden 2 Associate Name Always visible; cannot be hidden 3 Associate Email Toggleable 4 Functional Unit Toggleable 5 Business Unit Toggleable 6 Reporting Manager Toggleable 7 Secondary Reporting Manager Toggleable 4.3 Date Columns & Cell Logic Each date within the selected date range becomes a column. The column header must display the date (DD) and day abbreviation (Mon, Tue, etc.). The cell value for each employee-date intersection must be determined by the following priority logic: Priority Source Module Condition Display Value 1 Holidays Holiday exists for associate on date Holiday Name (or “H” abbreviation) 2 Leave Approved leave record exists Leave Type (e.g., CL, SL, EL) 3 WFH Approved WFH record exists WFH 4 Comp-Off Approved Comp-Off record exists CO 5 Attendance Attendance record exists P / A / Half Day / WFH (as stored) 6 - No record in any module Blank / “—” Note: Weekend columns (Saturday & Sunday) must be visually distinguished (e.g., shaded background), consistent with the reference screenshot. 4.4 Role-Based Views The report must behave differently depending on the logged-in user’s role. Three views are required: Role / View Behaviour Employee Sees only their own attendance row. Cannot view other employees’ data. Manager Sees their own row plus all rows for direct reports (employees where Reporting Manager or Secondary Reporting Manager = logged-in user). Cannot view employees outside their team. HR / Admin Sees all employees across the organisation. Full filter access (see Section 4.5). 4.5 Filters A filter panel must be available, allowing the report to be narrowed by one or more of the following criteria. Filter availability per role is noted: Filter Field Input Type Employee Manager HR/Admin Date Range Date picker (from / to) ✓ ✓ ✓ Associate ID Text search - Own team only ✓ Associate Name Text search / dropdown - Own team only ✓ Associate Email Text search - - ✓ Functional Unit Dropdown (multi-select) - - ✓ Business Unit Dropdown (multi-select) - - ✓ Reporting Manager Dropdown - ✓ (self only) ✓ 4.6 Column Visibility Toggle Above the report grid, provide a “Show / Hide Columns” control (e.g., a checkbox panel or dropdown with checkboxes) that allows the user to toggle the visibility of fields 3-7 (Associate Email, Functional Unit, Business Unit, Reporting Manager, Secondary Reporting Manager). Fields 1 (Associate ID) and 2 (Associate Name) must always remain visible and cannot be toggled off. 4.7 Export Options The report must be exportable in atleast excel format. 5. Non-Functional Requirements • The report must be built natively within Zoho Creator. • Role enforcement must be implemented using Zoho Creator’s in-built portal user role / profile framework; no custom workarounds that bypass platform security. • The solution must function correctly for Portal User license holders (employees accessing via the portal). • Performance: The report must load within a reasonable time for up to 500 employees over a 1-month date range. • Mobile responsiveness is not required for the initial version but should not be broken. 6. Out of Scope • Any changes to the schema of existing modules (Associates, Attendance, Leave, WFH, Comp-Off, Holidays). • Integration with third-party HRMS or payroll systems. • Real-time biometric / device-based attendance capture. • Mobile application development. 7. Deliverables 1. Fully functional Attendance Report within the Zoho Creator application meeting all requirements in Section 4. 2. Technical design document detailing the data-fetch logic, role-enforcement approach, and any Deluge scripts used. 3. User acceptance testing (UAT) sign-off from the client before go-live. 4. Post-delivery bug-fix support for 30 calendar days from UAT sign-off. 8. Reference Material Screenshot of the desired report layout (calendar-grid attendance view from Zoho People). The vendor must replicate this grid structure within Zoho Creator.
Project ID: 40527549
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With my expertise in Zoho Creator, I am confident in delivering a custom attendance dashboard that excels your requirement document. From maintaining a master employee record to initializing the attendance values for each day and visualizing participant-specific datasets, I’ve got it all covered. As a Zoho Certified Developer with years of experience, I understand and respect the integrity of existing data modules rather than altering them. Built on your sample screenshot reference, my solution will replicate the calendar-grid layout with customizable column visibility specifically designed for different user roles guaranteeing a streamlined experience for Employees, Managers, and HR/Admins. Further emphasizing on the user-specific functionality, I will make sure that employees only access their own attendance records, Managers only get access to their direct reports and HR/Admin enjoys full filter accessibility. In essence, choosing me to build your personalized attendance dashboard not only gets you the technical skillset but also assurance of timely delivery and seamless integration. My 100% job completion rate and top-ranking freelancer badge are testimonies of these qualities that enable you to entrust your project into my proficient hands. Give me an opportunity to create an automation that not just stores and retrieves data but helps you well-organize your human resources for better decision-making!
₹7,000 INR in 7 days
5.8
5.8

Hi, I reviewed your Custom Zoho Creator Attendance Dashboard project and it aligns well with my experience in Zoho Creator, Zoho CRM, Deluge scripting, custom dashboards, workflow automation, and business reporting solutions. I have worked on attendance management systems, employee tracking dashboards, custom reports, KPI monitoring, workflow automation, and Zoho ecosystem integrations. My focus is on creating user-friendly dashboards that provide real-time visibility and actionable insights while reducing manual effort. I can help with: • Zoho Creator dashboard development • Attendance management systems • Custom reports & analytics • Deluge scripting • Workflow automation • Employee tracking modules • Role-based access controls • Data visualization • Third-party integrations • Ongoing support & enhancements A few questions: • Is the attendance data already stored in Zoho Creator or another system? • What key metrics and reports need to be displayed on the dashboard? • Do you require role-based views for managers and employees? • Are there existing forms/workflows that need to be integrated? I focus on building scalable Zoho Creator solutions that improve visibility, automate processes, and support better decision-making. Thanks
₹12,000 INR in 7 days
5.3
5.3

✋ Hi there. I can build your attendance dashboard inside Zoho Creator with the calendar-grid layout and role-based views. ✔️ I built 5 similar Zoho Creator HR reports with complex data merging from multiple modules and portal user role enforcement. For this report I will write Deluge scripts to pull data from Associates, Attendance, Leave, WFH, Comp-Off, and Holidays modules, apply priority logic for each cell, implement role filters for Employee, Manager, and HR views, add toggleable columns, date range picker, and Excel export. Lets chat about your current Creator app structure and I can share examples of my previous Zoho work. Best regards, Mykhaylo
₹7,000 INR in 7 days
4.9
4.9

hey , i can help you with zoho implementaions.............................connect to me in chats......................................................................................................................................................................................................
₹12,500 INR in 7 days
4.9
4.9

Hello, I AM AN EXPERT ZOHO CREATOR DEVELOPER READY TO START NOW. I have experience building custom Zoho Creator HRMS solutions, advanced attendance management systems, role-based dashboards, Deluge scripting, and complex reporting modules. I can develop the attendance calendar-grid report exactly as specified, including role-based access (Employee, Manager, HR/Admin), dynamic date columns, attendance priority logic across Attendance/Leave/WFH/Comp-Off/Holidays modules, column visibility controls, advanced filtering, Excel export, and performance optimization for large datasets. I can work within your existing Zoho Creator architecture without modifying current modules and will provide complete documentation, UAT support, and post-launch bug fixes. Thanks.
₹12,500 INR in 7 days
3.3
3.3

We need an experienced Zoho Creator developer to build a custom Attendance Report inside our existing Zoho One HRMS. The report must replicate a calendar-style grid where employees appear as rows and dates as columns, with status derived using strict priority logic across Attendance, Leave, WFH, Comp-Off, and Holidays modules (read-only). Role-based access is critical: Employees see only their data, Managers see their team, and HR/Admin see all records. The solution must include dynamic filters, column visibility toggles, and Excel export. Must be built natively in Zoho Creator with secure role enforcement, optimized to load up to 500 employees/month range efficiently, and include full documentation + 30-day support.
₹7,000 INR in 7 days
0.0
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Already Prepared one Attendance Management Dashboard with admin and employee view also , Done a Lot of work on widgets , so i can create a fully customised dashboard page with kpi metrics designed as per your preference , please contact , i can show sample images of widgets i have done work on.
₹6,000 INR in 2 days
0.0
0.0

Hello, I reviewed the Attendance Report requirements and understand the need to build a Zoho People-style calendar attendance grid within your existing Zoho Creator HRMS application. I can implement: ✓ Calendar-grid attendance report ✓ Employee / Manager / HR role-based visibility ✓ Attendance priority logic (Holiday → Leave → WFH → Comp-Off → Attendance) ✓ Dynamic date-range columns ✓ Show/Hide employee information columns ✓ Advanced filtering ✓ Excel export ✓ Deluge scripting and documentation ✓ 30-day bug-fix support I will build the solution natively within Zoho Creator while preserving the existing module structure and security model. Before starting, I would like access to the current application structure and the reference screenshot to validate the implementation approach. Estimated Timeline: 5–7 Days Looking forward to discussing the project. Regards, Deepak Rai Python Developer
₹8,000 INR in 7 days
0.0
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We’ve worked on a project with a very similar scope, giving me strong insight into delivering quality results efficiently. I understand the importance of a clean user-friendly UI for high-end customers. Let's discuss your project further or walk away with a free consultation to explore how we can create a custom Attendance Report within your Zoho Creator HRMS application that meets all your requirements effectively. Regards, Nabeel Ismail
₹5,650 INR in 7 days
0.0
0.0

Hi, I'm interested in helping you build your custom Zoho Creator attendance dashboard. I'm a Computer Science (Data Science) engineering graduate with experience in Python, databases, dashboards, and web application development. Although I'm new to Freelancer and haven't worked on a commercial Zoho Creator project yet, I'm a quick learner and can efficiently work with Zoho Creator and Deluge scripting. I focus on writing clean, organized solutions and maintaining clear communication throughout the project. I can help create customized attendance forms, reports, dashboards, workflows, and automate processes based on your requirements. I'll provide regular updates and ensure the project is completed on time with attention to quality. I'd be happy to discuss your requirements in detail and start immediately. Looking forward to working with you. Best regards, Keerthana GS
₹7,000 INR in 7 days
0.0
0.0

"We recently wrapped up a project very similar to this, where we built a custom attendance dashboard for a client's HR management system. Our expertise lies in developing tailored solutions like this. We understand the need for a clean, professional, and user-friendly interface to display attendance data seamlessly. With 75+ 5-star reviews on similar projects, we rank in the top 1% among 75 million users! We offer specialized skills in Zoho Creator development and role-based data visualization. I'd be happy to discuss your project in more detail and share how we can bring it to life efficiently and professionally. Best case, we work together. Worst case, you get free advice that helps you move forward. Regards, Martinus."
₹9,400 INR in 7 days
0.0
0.0

I can build this attendance report natively in Zoho Creator while preserving your existing data model. The calendar-grid layout, role-based visibility (Employee, Manager, HR/Admin), attendance priority logic, dynamic date columns, column toggles, filters, and Excel export can all be implemented using Creator pages, Deluge scripting, and Portal User permissions. I have extensive experience with Zoho Creator HRMS solutions, custom reporting, portal users, and complex Deluge-based data aggregation. I'll also provide complete technical documentation, UAT support, and post-go-live assistance to ensure smooth deployment.
₹7,000 INR in 7 days
0.0
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3x Certified Zoho Professional I am Saurav Mandal, a 3x Certified Zoho Professional with 4+ years of experience in the Zoho ecosystem, specializing in business process optimization, customization, and development. Core Competencies Zoho Consultancy API Integration Configuration & Customization App Development Data Migration Zoho Training Ongoing Support Expertise Across Zoho Platform Custom Modules Custom Fields Canvas Widgets Blueprints Schedules Workflows Validations Advanced Formula Deluge Scripting Security Controls Process Management Automations Data Administration General System Setup Channels Setup Portals Reports & Dashboards With strong hands-on experience across multiple Zoho applications, I focus on delivering scalable, efficient, and automation-driven solutions that align technology with business goals. Looking forward to collaborating and helping you get the best out of the Zoho ecosystem. Best Regards, Saurav Mandal
₹50,000 INR in 7 days
0.0
0.0

With over five years of experience on Zoho One, I have the expertise to build your custom attendance app from the ground up using Zoho Creator. Because you are replacing Zoho People, I will design this app to natively manage employee profiles, shift schedules, time-tracking, and user roles and permissions. I specialize in building complex Deluge workflows, secure Zoho Creator Portals for external access, and highly visual custom page templates and reports. Finally, I will set up automated notifications, integrate Zoho Analytics, and provide full documentation for a seamless transition.
₹12,000 INR in 7 days
0.0
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Hi there! I’m Vaishali Wankhede, Zoho Advanced Partner with 10+ years of experience in Zoho Creator, HRMS solutions, custom reports, workflow automation, and portal-based applications. I have reviewed your Attendance Report requirement and can develop this entirely within your existing Zoho Creator HRMS application while preserving the current data structure of Associates, Attendance, Leave, WFH, Comp-Off, and Holidays modules. My approach includes: * Building a Zoho People-style calendar grid attendance report * Dynamic date columns based on selected date range * Attendance status calculation using the exact priority hierarchy defined in your document * Role-based access for Employees, Managers, and HR/Admin users using native Zoho Creator portal roles and permissions * Advanced filters including date range, employee details, business unit, functional unit, and reporting hierarchy * Show/Hide column functionality for employee attributes * Excel export support I have experience building custom HRMS applications, attendance management systems, employee portals, approval workflows, and reporting dashboards. Deliverables will include the fully functional attendance report, technical documentation, UAT support, deployment assistance, and 90 days of post-go-live support. Looking forward to discussing the implementation plan, timeline, and any additional reporting requirements. Regards, Vaishali Wankhede Zoho Advanced Partner | Infobyd Software Solutions
₹5,000 INR in 4 days
0.0
0.0

Hello, I have carefully reviewed the requirement document and this is a good fit for Zoho Creator. The requirement is not just a report build—it involves dynamic calendar generation, multi-module data aggregation, role-based visibility, column controls, and export functionality while ensuring performance for portal users. My approach would be: • Build a custom Attendance Calendar Report inside the existing Zoho Creator application • Replicate the Zoho People style grid layout with employees as rows and dates as dynamic columns • Implement the priority logic across Holidays, Leave, WFH, Comp-Off, and Attendance modules • Configure Employee, Manager, and HR/Admin role-based visibility using native Creator roles and portal permissions • Add advanced filters based on the specification • Build show/hide controls for employee information columns • Highlight weekends visually • Enable Excel export • Optimize data retrieval to support 500+ employees across monthly views I have extensive experience building custom Zoho Creator applications, complex reports, Deluge workflows, portal-based solutions, and HRMS processes. Deliverables: • Fully functional attendance report • Technical documentation • UAT support • 30-day post-go-live support Before development, I would recommend a short walkthrough of the existing application structure to validate lookup relationships and performance considerations. Regards, Utkarsh
₹7,000 INR in 7 days
0.0
0.0

Hi, I’ve carefully reviewed your requirement document, and this is a well-structured attendance reporting system that requires both strong data logic and a clean calendar-style UI. I can build this natively in Zoho Creator with a scalable approach. Key Implementation Plan: • Calendar Grid Report * Dynamic date columns with day labels * Employee rows with clean layout similar to Zoho People * Weekend highlighting and optimized rendering • Attendance Logic (Priority-Based) * Merge data from Holidays, Leave, WFH, Comp-Off, and Attendance * Apply correct priority rules to determine cell values * Handle no-data scenarios efficiently • Role-Based Access * Employee → own data only * Manager → team-based filtering * HR/Admin → full access with advanced filters • Filters & UI Controls * Date range, employee filters, business unit filters * Column visibility toggle (dynamic show/hide) • Performance Optimization * Efficient data fetching for up to 500 employees * Optimized Deluge logic to ensure fast load time • Export & Delivery * Excel export support * Clean code structure with reusable functions * Documentation + walkthrough session Timeline: 10–12 days Cost: ₹14,000 I focus on building maintainable and high-performance Creator solutions that align with business workflows. Ready to start and can first share a basic data-flow design for your approval. Thanks, Vishnu ?
₹7,000 INR in 7 days
0.0
0.0

I've built attendance dashboards in Zoho Creator before and understand the priority logic you need for holidays, leaves, WFH, comp-off, and raw attendance records. I'll create the calendar-grid view with dynamic date columns, implement the three role-based access levels using Zoho's built-in profiles, and add the column toggle functionality for your employee attributes. The filtering system will respect each role's permissions (employees see only themselves, managers see their team, HR sees all), and I'll include Excel export via Zoho's native options. I'll deliver a technical design doc with the Deluge logic, test across your data volume, and provide 30 days of bug support post-UAT as specified.
₹1,515 INR in 5 days
0.0
0.0

Hello! I have 2+ years of experience developing custom applications in Zoho Creator, including dashboards, reports, workflows, automation, and Deluge scripting. I can build a clean, responsive attendance dashboard tailored to your requirements with accurate reporting and a user-friendly interface. I focus on quality, timely delivery, and clear communication. Looking forward to discussing your project in detail and delivering a reliable solution.
₹15,000 INR in 10 days
0.0
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