Automate Your Attendance Process

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This presentation helps you in understanding the features of EmpXtrack Attendance, Regularization, Shift Management and Configuration of overtime calculations.

This presentation helps you in understanding the features of EmpXtrack Attendance, Regularization, Shift Management and Configuration of overtime calculations.

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  • 1. Using EmpXtrack Attendance Module
  • 2. 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
  • 3. Copyright 2013 | Saigun Technologies Pvt. Ltd. 3 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
  • 4. Copyright 2013 | Saigun Technologies Pvt. Ltd. 4 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
  • 5. Copyright 2013 | Saigun Technologies Pvt. Ltd. 5 4. Click on the regularize icon for a week day for which you want to regularize the attendance. Continued.. Regularize Attendance as an Employee
  • 6. Copyright 2013 | Saigun Technologies Pvt. Ltd. 6 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
  • 7. 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
  • 8. Copyright 2013 | Saigun Technologies Pvt. Ltd. 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
  • 9. Copyright 2013 | Saigun Technologies Pvt. Ltd. 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
  • 10. Copyright 2013 | Saigun Technologies Pvt. Ltd. 10 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
  • 11. Copyright 2013 | Saigun Technologies Pvt. Ltd. 11 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
  • 12. Copyright 2013 | Saigun Technologies Pvt. Ltd. 12 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
  • 13. Copyright 2013 | Saigun Technologies Pvt. Ltd. 13 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
  • 14. For a demo or more information please contact Copyright 2013 | Saigun Technologies Pvt. Ltd. 14