automate your attendance process

Using EmpXtrack

Attendance Module

Copyright 2013 | Saigun Technologies Pvt. Ltd. 2

With Attendance Module, you can:

a. Mark Attendance for current day, mark break times in the shift, calculate effective working hours

and Regularize attendance as an Employee and get it approved.

b. Manage (view/regularize) attendance of your Team Members as Manager and approve attendance

regularization request of team members.

c. Configure Attendance Module and Configure Shifts as an HR Manager.

Note: We would be trying most of the functionality with 3 employees

Janet Leverling – the employee

John Steel – Janet’s Manager

Terri Osborn – the HR Manager

To Login as an Employee, roll on the mouse to the employee and click on the Login button (as shown

in the image below)

Users and Functionalities of Attendance Module


To mark your attendance as an employee, you need to:

1. Log in as Janet Leverling to test employee’s functionality.

2. Go to My profile >> My attendance.

The My attendance page displays the days of the current week and allows you to mark the attendance of

the current day and regularize attendance for a prior day.

3. Click Start time button to mark your start time for the day.

Continued..

Mark Attendance and Breaks as Employee


3. Click on Go on break and End day buttons to mark the break time and end day time.

The break time and effective working hours are automatically calculated by the system

----- Continued….

Mark Attendance and Breaks as Employee


4. Click on the regularize icon for a week day for which you want to regularize the attendance.

Continued..

Regularize Attendance as an Employee


5. Provide the in and out time in their respective text boxes after selecting the checkbox against them in

the Regularize your attendance page that appears and click Save. The working hours and overtime are

calculated automatically and appears in Calculated time section.

6. Select Apply leave checkbox to apply for leave for the day.

The attendance regularization cannot be done by the employee themself. Therefore the Regularization

request is submitted to the manager. View the Regularization workflow at the top of the page.

Regularize Attendance as an Employee

Copyright 2013 | Saigun Technologies Pvt. Ltd.

Approve Attendance Regularization

To approve the attendance

regularization, you need to:

1. Log in as John Steel (Janet’s

Manager).

2. Click on the View link of

Attendance message from

Janet in the Activities List>>

Received section.

3. Click Accept to accept the

attendance regularization

changes or click Send back

to employee to send the

regularization request back to

employee for correction, as

desired.

4. Add notes, if required by

clicking Add Note link and

then click Close.

If you have accepted the request

then the attendance regularization

will be successfully approved .

7


View Team Members’ Attendance

As a manager, you can view and regularize attendance of your team members. To manage team member’s attendance, you need to:

1. Log in as John Steel (manager of Janet).

2. Go to Manage>>Manage attendance>>Manage attendance.

The Attendance for my team members page displays the attendance details of your team members.

3. Click view icon to view the attendance dashboard of a team member

Continued…..

8


Regularize Team Members’ Attendance

4. Select the employee(s) whose attendance you want to regularize for any previous day and then select the desired date from the date dropdown.

5. Click Detail View button that appears on selecting a date.

6. Select the employee(s) and click Match missing with shift time button to view the attendance time marked for the team member(s) and then click Calculate button to see the Hours Worked.

7. Modify the in time or out time to regularize the attendance and then click regularize icon for that employee or click Regularize button.

The attendance will be regularized and the hours worked, over time and status reappears with current values.

9


To configure Attendance module, you need to:

1. Log in as Terri Osborn.

2. Go to Settings >> Employee self services >> Attendance >> Attendance configuration.

3. Setup attendance configuration and regularization settings from their respective sections on the

Attendance configuration page that appears.

Continued…..

Configure Attendance Module


4. Configure time calculation rules for default shift from Calculation Rule section.

5. Click Add New Rule button to create a new rule for a shift and then assign shift to the new rule by

clicking Assign Shift button.

You can configure Under time, Over Time, Weekend, Holiday, and Leave rules for shifts from their

respective sections.

6. Click Update Values to save the configurations.

Configure Attendance Module


To configure Shifts in Attendance module, you need to:

1. Log in as Terri Osborn.

2. Go to Settings >> Employee self services >> Attendance >> Manage shifts.

The Manage shifts page appears.

3. Click action icon for a shift and then select Modify option to modify the existing shift or click Add

button to add a new shift.

.

Configure Shifts


4. Provide the shift details in the shift details fields that appear and click Save.

The new shift is successfully created. You can now add rules for the shift by configuring attendance.

Configure Shifts

For a demo or more

information please

contact


http://empxtrack.com/contact-us

automate your attendance process

Technology