Documentation

Attendance Management

Attendance Management contains managing all data related to attendance. All past data are stored here & Entry point of attendance data.

1) Shift Configuration:
Process:
Go to --> Settings --> Attendance -->Add Shift
Here you will entry start time & end time for a shift then you will select the type whether it’s working hour or Overtime.

2) How to Add Employee to Shift Roster?
Process:
Go to --> HRM --> Employee --> List of Employees---> Select the specific employee which you want to add to Shift Roster
Entry Process:
This application you need to select those employees who work in shift roster. Employee comes default as a regular shift. To do this you need to go employee list, find that employee & enter into detail profile. In Employment section you will see Employee Shift Roster option as “Is Roster”. Now you need to change that roster by edit Employment.

3) How to Manage Shift Roster?
Process:
Go to -->Employee --> Shift Roster --> Add Shift Roster.
Now it’s time to Prepare Your Shift Roster Schedule. First of all you need to define your shift from add shift option. For scheduling please go to Add Shift Roster under Employee menu. First select date range which you want to manage. Now you can see all employee lists with their respective shift. Select employee for shift each day. If any day is holiday or off duty mention it too.

Here you can see shift wise daily manpower status. You can determine whether any shift either has excess manpower or less manpower.

4) How to Manage Shift Swap?
Process:
Go to -->Employee --> Shift Roster --> Add Shift Roster.
Entry Process:
Employee can swap shift between them. To keep track & manage this we introduce shift swap management. Employee Apply for Shift Swap application, after choosing date that employee current shift will show. Now it’s time to select desire shift with which employee want to swap. After select that shift a list employee will appear who are assign with that shift. Select a employee to choose swap. Then submit.

That employee can recommend & admin will approve that shift. Admin is the ultimate power to control shift swap. Admin can roll back the shift swaps after approval too.

5) Attendance Data Entry
There are four ways to entry attendance data in application.
1. Device Data Integration
2. Device Data Upload
3. Upload from Excel File
4. Manual Entry in Application

Device Data Integration
Process:
Go to -->Attendance Entry --> Read Data from Device
A Real time attendance entry in application from device. You just need to click on read button. It automatically entry attendance data from device until you click on stop button.

Device Data Upload
Process:
Go to --> Attendance Entry --> Upload file from device
Entry Process:
This option allows you to upload device data manually. Click on Upload. Then browse folder to device file.

Upload Data From Files

Device Data/Manual Data

Process:
Go to --> Attendance Entry --> Upload file (Device Data)
For Manual Data:  Attendance Entry --> Upload file (Device Data)
This option allows you to upload device data manually. Click on Upload. Then browse folder to device file.
Manual Entry in Application
Process:
Go to --> Attendance Entry --> Manual Entry
Entry Process:
You need to select Employee then choose date. Now click on Search to view that employee has any attendance record on that day. Then change time & click to add.

6) Post Attendance Data
Process:
Go to --> Attendance Entry --> Post Attendance
Entry Process:
After entry attendance data in application, all data need to post. Unposted data are marked Red. After posting attendance this attendance will have impact in timesheet.

7) Daily Time Sheet
Process:
Go to --> Attendance --> Daily time sheet
Entry Process:
Now you need to check attendance data. Go to daily time sheet where you find all attendance data. You can sort attendance data by absent/late/present status. You can also sort time sheet by various option such as department, designation, and shift etc.
Attendance Status
Process:
Go to --> Attendance -->Attendance Status
Entry Process:
In this section you can find all attendance data r properly posted or not. If there any unposted data then you can easily find out .If there are any “partially posted” icon.