3. HR Mode : Managing Attendance
3
Dashboard
Punch (in/out)
Graphic view
Dynamic view
Dynamic view
Add a punch
Statistics Graphic view
Edit a punch
Main Menu
4. HR Mode – Main Menu
4
The main menu provides access to various tools to
manage attendance.
Main Menu
Filters allow you to select workers, teams and sites to
view in a given period.
Filters Menu
5. HR Mode – Dashboard : Statistics
5
The statistics view allows the manager to track hours of service for a week, a month and a year of an
employee, a team or a site. These hours of service are based according to the need and are
completely customizable.
6. HR Mode – Dashboard : Statistics
6
The statistics view allows the manager to view total of service for a week, a month and a year of an
employee, a team or a site. These hours of service are based according to the needs and are
completely customizable.
7. HR Mode – Dashboard : Calendar view
7
This view allows the user to track hours of service of an employee in calendar form. The times shown
are calculated according to the needs of the HR department and are completely customizable
8. HR Mode – Dashboard : Calendar view
8
Calendar view enabled
This view allows the user to track total of service of employees (from one or multiple teams and sites)
in calendar form. The times shown are calculated according to the needs of the HR department and
are completely customizable
9. HR Mode – Dashbord : Dynamic view
9
This view allows user to track hours of service of employees one by one. These service hours are
calculated according to the needs of HR department and are completely customizable. A simple click
on the name of an employee will show his service hours in calendar form.
Dynamic view enabled
10. HR Mode – Punch(in/out) : Dynamic view
10
This view allows the user to track the score of time-keeping of a collaborator for a month as defined by
the menu filter
Name of team
selected in the filer
11. HR Mode – Punch(in/out) : Calendar view
11
This view allows the user to view the score of time-keeping of an employee for a month as defined in
the filter.
Click on for the dynamic view
12. HR Mode – Punch(in/out) : Add a punch
12
Select the employee to add a
punch
Select the start date
of the punch
Select the end date of the
punch
Enter the end time
Enter the start time
Add a punch
13. 13
HR Mode – Punch(in/out) : Edit a punch
A click on a calendar box displays the punches of the day, depending on user access roles, he can edit
or delete a score
15. Main Menu
Sub-menu
Action buttons
Action buttons
Content
Bouton Intitulé Utilité
Add Add an item from the right side to the left
Remove Remove an item from the left side to the right
Save Save changes
Save and Next Save and go to the next menu or add a line to the table
Save and Next x2 Save and go to the menu after the next one
Back to the root Back at the beginning of the submenu (list of profiles)
Previous Back to previous page
Edit Edit an entry
Validate Submit an application (eg leave request)
Refuse Refuse a request
Delete Delete an entry
15
HR Mode : Setting – Setting interface
16. Meaning :
• Counters to set limits on annual basis. Eg. : number of employees.
Create types :
• They distinguish leave and absences. Eg. : satutory leave ≠ parental leave.
• Give a Name and Reference (abbreviation).
• Select the type ”Holiday" or ”Absence”.
• Select sites that have access to this type.
• Add an optional comment.
• Save.
Create Profiles :
• They allow you to assign multiple types of leave or absences to a person or a group of persons.
• Give a name and reference (abbreviation).
• Select sites that have access to this profile.
• Add an optional comment.
• Save or Save and Next (Settings).
Setting created profiles :
• Once created, the profiles are waiting for counters.
• Select type (Eg. : holiday).
• Insert the counter limit value in the format "hour: min".
• Insert the period of validity.
• Choose the annual repetition if necessary.
• Save or Save and Next (to add another counter).
16
HR Mode : Setting – Annual limits
17. Meaning :
• Counters to set limits on monthly basis. Eg: Number of reported hours per month.
Create Types :
• They allow to create variables that will be used in formulas. Eg positive or negative balance.
• Give a Name and Reference (abbreviation).
• Select sites that have access to this type.
• Add an optional comment.
• Save.
Create Profiles :
• They allow you to assign multiple variable types to a person or a group of persons.
• Give a name and reference(abbreviation).
• Select sites that have access to this profile.
• Add an optional comment.
• Save or Save and Next (Settings).
Setting created profiles :
• Once created, the profiles are waiting for counters.
• Choose the type (Eg. : monthly hours max).
• Enter the value of the counter, « hour : min ». Choose the monthly repetition if necessary.
• Save or Save and Next (to add a new counter).
17
HR Mode : Setting – Monthly limits
18. Meaning :
• Counters to set limits on a weekly basis. Ex: Number of working hours per week.
Create Types :
• They allow you to create variables that will be used in formulas. Ex: min or max of working hours.
• Give a Name and Reference (abbreviation).
• Select sites that have access to this type.
• Add an optional comment.
• Save.
Create Profiles :
• They allow you to assign multiple variable types to a person or a group of persons.
• Give a Name and Reference (abbreviation).
• Select sites that have access to this profile.
• Add an optional comment.
• Save ou Save and Next (Settings).
Setting created profiles :
• Once created, the profiles are waiting for counters.
• Choose the type (eg : hours min weekly).
• Enter the value of the counter, « hour : min ».
• Save or Save and Next (to add a new counter).
18
HR Mode : Setting – Weekly limits
19. Meaning :
• Counters to set limits on a daily basis. Ex: Number of working hours.
Create Types :
• They allow you to create variables that will be used in formulas. Eg average working hours.
• Give a Name and Reference (abbreviation).
• Select sites that have access to this type.
• Add an optional comment.
• Save.
Create Profiles :
• They allow you to assign multiple variable types to a person or a group of persons.
• Give a Name and Number (abbreviation).
• Select sites that have access to this profile.
• Add an optional comment.
• Save or Save and Next (Settings).
Setting created profiles :
• Once created, the profiles are waiting for counters.
• Choose the type (eg working hours per day).
• Enter the value of the counter, « hour : min ».
• Save or Save and Next (to add a new counter).
19
HR Mode : Setting – Daily limits
20. Meaning :
• Counters for setting time slots in the day. Ex. : Lunch break.
Create Types :
• They allow you to create different time slots. Ex: Fixed slot (presence req.) ≠ Flexible slot (free).
• Give a Name and Reference (abbreviation).
• Select sites that have access to this type.
• Add an optional comment.
• Save.
Create Profiles :
• They allow you to assign multiple variable types to a person or group of persons.
• Give a Name and Reference (abbreviation).
• Select sites that have access to this profile.
• Add an optional comment.
• Save or Save and Next (Setting).
Setting created profiles :
• Once created, the profiles are waiting for counters.
• Choose the type (Eg. : fixed slot, flexible, unallowable, night work).
• Enter the start time of the slot in the first two fields: «Time - Start» and «Min - Start».
• Enter the End time of the slot in the first two fields: «Time - End» and «Min - End».
• Add a new slot by clicking Save and Next.
• Repeat these steps as many times as there are slots in a day.
• Save.
20
HR Mode : Setting – Time slots
21. Meaning :
• Counters for grouping Daily Limits and Time Slots in same profile.
Create Profiles :
• They allow you to assign a schedule to a person or a group of persons.
• Give a Name and Reference (abbreviation).
• Select sites that have access to this profile.
• Add an optional comment.
• Save or Save and Next (Setting).
Setting created profiles :
• Once created, the profiles are waiting for counters.
• Select the profile of Daily Limits for the first day.
• Select the profile of Time Slots for the first day.
• Add a day to the schedule by clicking Save and Next.
• Repeat these steps as many times as there are days in the schedule cycle*.
• Save.
* Schedule cycle is typically one week but in some areas, workers have a schedule that loop 2 or 3 weeks (with shifts
between each week). This option allows you to set the cycle totally flexible!
21
HE Mode : Setting – schedule
22. Meaning :
• Counters to establish holiday whose date is already set. Eg Day of Year.
Create Types :
• They distinguish leaves. Eg. : vacation day ≠ conventional leave.
• Give a Name and Reference (abbreviation).
• Select sites that have access to this type.
• Add an optional comment.
• Save.
Create Profiles :
• They allow you to assign multiple variable types to a person or a group of persons.
• Give a Name and Reference(abbreviation).
• Select sites that have access to this profile.
• Add an optional comment.
• Save or Save and Next (Setting).
Setting created profils :
• Once created, the profiles are waiting for counters.
• Give a name to the first term of the leave.
• Choose the type (Eg. : vacation day) and leave’s period : « From » and « To ».
• Choose the annual repetition if necessary.
• Select the employees affected by the leave.
• Add another term leave by clicking Save and Next.
• Repeat these steps as many times as there are deadlines leave.
• Save.
22
HR Mode : Setting – Fixed Holidays
23. Meaning :
• Anyone working or having worked in the organization must be registered for its data to be calculated. A personal
account is also made available to access its data.
Register Workers :
• Workers are registered with their personal data.
• Required fields are Name, Email (= login), Password, Language and General Access Profile*
• Save or Save and Next (Set. Access) or Save and Next (Set. Contract-Schedules).
Assign access for teams:
• Once created, workers must be placed in teams.
• In the "Other teams" column, select the team to which the worker has access (press "Ctrl" key to select multiple).
• In the "Access Profile" column, select the role (see Config. Teams) of the person in relation to the team.
• Click Add to move the selected teams in the column “ Teams: Access Profile ”.
• To remove teams from the column "Teams: Access Profile", select and click Remove.
Assign contracts schedules:
• To calculate the data of the worker, he must be assigned one or more periods, indicating the system work. That is
to say that we will link the worker to the Temporal Parameters (= Contract Schedule).
• Give a name to the contract schedule and select the validity period "From" and ”To." If one of the fields of the
period is not complete, the program assumes an infinite period (CDI =).
• Select the appropriate settings Temporal (Limits Annual, Monthly, Weekly and Schedule).
• Assign a date to the first day of a cycle (eg, the first week of the cycle starts Monday 03/01/2012).
• Save or Save and Next to add a new contract schedule.
* The General Access Profile limits access to the Settings Interface
23
HR Mode : Setting – Workers
24. Meaning :
• Teams is used to group workers who have access to the same team. Eg Michael worked in the "IT”, he will be given
the "Worker”* Access. While John, who is Director of HR has "Admin”* Access since it must be able to visualize
leave workers even if he is not a member of "IT” team.
Create Teams :
• They are used to group workers.
• Give a Name and Reference (abbreviation).
• Add an optional comment.
• Save or Save and Next (Set. Workers).
Assign workers with access :
• Once created, the teams are waiting for workers.
• In the column "Other workers" select persons who have access to the team (press "Ctrl" key to select multiple).
• In the "Access Profile" column, select the role* of the person in relation to the team.
• Click Add to move the selected workers in the "Team Members" column.
• To remove workers from "Team Members" column, select and click Remove.
* Il It is possible to create an infinite number of profile access based on need and the role of the worker. Typically we
offer 4 Access Profiles:
• «Worker», whose hours of work and holidays are counted for the team
• «Manager», recorded with the possibility to view and manage data team members
• «Admin», unrecorded, with the possibility to view, manage, and configure
• « Super Admin », unrecorded, with advanced configuration
24
HR Mode : Setting – Teams
25. Meaning :
• Sites are used to group the teams that have access to the same content. Eg holiday "Martin Luther King Day"
visible to the site "USA" but not for "France” site.
Create sites :
• They allow you to group teams.
• Give a Name and Reference (abbreviation).
• Add an optional comment.
• Save or Save and Next (Set. Teams).
Assign teams :
• Once created, the sites are waiting for teams.
• In the column "Other teams", select the teams that belong to the site (press "Ctrl" key to select multiple).
• Click Add to move the selected in the "Team Site" column teams.
• To remove teams from the column "Team Site", select and click Remove.
25
HR Mode : Setting – Sites
26. MANAGER Mode : Managing attendance
26
Dashboard
Punch (in/out)
Graphic view
Dynamic view
Dynamic view
Add a punch
Statistics Graphic view
Edit a punch
Main Menu
27. MANAGER Mode – Main Menu
27
The main menu provides access to various tools
for managing leave and holidays.
Main Menu
Filters allow you to select workers and teams to view in
a given period.
Filters Menu
28. MANAGER Mode – Dashboard : Statistics
28
The statistics view allows the manager to view hours of service of the week, month and year of an
employee or team. These hours of service are calculated according to the needs of the HR department
and are completely customizable.
29. MANAGER Mode – Dashboard : Statistics
29
La vue statistique permet au manager de visualiser des heures de prestations de la semaine, du mois
et de l’année d’un collaborateur ou d’une équipe. Ces heures de prestations sont calculées selon les
besoins de la DRH et elles sont complètement customizable
The name of the team
selected in the filter
30. MANAGER Mode – Dashboard : Calendar View
30
This view allows the user to view the hours of service of an employee as Calendar. Times shown in the
calendar are calculated as required by the HR department and are completely customizable.
Le nom du travailleur
sélectionné dans le filtre
31. MANAGER Mode – Dashboard : Calendar View
31
This view allows the user to track the hours of service of the employees in calendar form. Times shown
in the calendar are calculated as required by the HR department and are completely customizable.
Calendar view enabled
32. MANAGER Mode – Dashboard : Dynamic view
32
This view allows the user to view the hours of service of the employees. Times shown in the calendar
are calculated as required by the HR department and are completely customizable. A simple click on
the name of an employee shows the hours of service in the employee Calendar form.
Dynamic view enabled
33. MANAGER Mode – Punch(in/out) : Dynamic View
33
This view allows the user to track the attendance of several employees in one view, simply click on the
name of an employee to show his calendar form.
34. MANAGER Mode – Punch(in/out) : Calendar View
34
This view allows the user to track the attendance of an employee during the month specified in the
filter.
Dynamic View
35. MANAGER Mode – Punch(in/out) : Add a punch
35
Select the employee to add a
punch
Select the date of the
punch in
Select the date of
the punch out
Enter the time of the
punch in
Enter the time of the
punch out
Add a punch
36. 36
MANAGER Mode – Punch(in/out) : Edit a punch
A click on a calendar box displays the punches of the day, the user can edit or delete a punch
depending on user access roles .
37. Setting – Setting your account
37
Change your account settings. Fields (*) are required.
38. USER Mode : Managing attendance
38
Dashboard
Punch(in/out)
Calendrar view
Calendar view
Statistics Edit a punch
Main Menu
39. USER Mode – Main Menu
39
The main menu provides access to various tools
for managing leave and holidays.
Main Menu
Filters allow you to select workers and teams to view in
a given period.
Filters Menu
40. USER Mode – Dashboard : Statistics
40
The statistics view allows the manager to view hours of service of the week, month and year of an
employee or team. These hours of service are calculated according to the needs of the HR department
and are completely customizable.
41. USER Mode – Dashbord : Calendar view
41
This view allows the user to view the hours of service of an employee as Calendar. Times shown in the
calendar are calculated as required by the HR department and are completely customizable.
42. USER Mode – Punch(in/out) : Calendar view
42
This view allows the user to track his attendance of the month
43. USER Mode – Punch(in/out) : Edit a punch
43
A click on a calendar box displays the scores of the day, the user can edit or delete a score depending
on user access roles
44. Setting - Setting your account
44
Change your account settings. Fields (*) are required.
