Attendance Management
To manage all attendance of one employee month by month
Workforce → Administration → Search and Select Employee → Attendance button, change month using Month field
To mange all attendance of all employees day by day
Attendance → Attendance Management , change date using Date field
Missing Attendance is shown in Red Color
Override Shift or Day offs
- Select Date(s) or Employee(s) and click on Modify shift
- Choose Shift option and Day Off options and click Save button
Override InTime or OutTime
- Select Date(s) or Employee(s) and click on Modify Time
- Enter In Time and or Out Time and click on Save button
Override Present status
- Select Date(s) or Employee(s) and click on Override Present
- Choose Present option, Enter any Remarks and click Override button
- If you want to undo any override you have done earlier choose Updating Present option in Present field
View History of changes to attendance
- Select Date or Employee and click on History button
Setup Mobile Attendance
To set up global policy use Attendance menu → Settings menu → Attendance Flags Calculator grid and setup flags separated by ‘|’. You can also use Location, Department etc to setup policy by rules.
To override global policy for individual employees use Employment page → Attendance Flags grid
| Attendance Flag | Description |
| Attendance Monitored |
If attendance to be monitored |
| No Penalty | If no penalty to be applied like leave deduction for late coming, No Pay days |
| By Presence | If attendance is marked manually as Present, Absent, Half Day without calculating using In Time and Out Time |
| Attendance No Time | Do not capture In Time and Out Time |
| Manual Attendance | Attendance to be updated manully using upload or UI |
| Web Checkin | If punch allowed from dashboard |
| Mobile Attendance | If punch allowed from mobile |
| Work Punch | If work punch allowed in Mobile |
| Punch Snap | If mobile captures photo |
| Punch Snap Match | If mobile photo is to be matched to profile photo |
| Restrict Out of Geo Fence | if out of geo fence attedance is to be ignored |
| OTP Login | If employee can login using mobile OTP |
| Location Tracking | If location of employee is to be tracked after work punch |
Leave Management
Workforce → Administration → Search and Select Employee → Leave button, change leave period using Period field
Apply Leave on behalf of Employee
- Click on Apply Leave button and apply the leave
Modify applied leave
- Click on Show all Leaves and Modify Leave button along side the leave
Cancel applied leave
- Click on Show all Leaves and Cancel Leave button along side the leave
Leave Encashment outside Payroll
- Open Employee Leave from admin
- Add to Leave Adjustment grid
- Select Leave Type, Adjustment Type: Encashment outside Salary and Days
- Employee Leave Entitlement will be adjusted by Days
- To upload in bulk
- Download Leave Adjustment template from Workforce → Adminstration → Upload Employee Data button → select Upload Type: Leave Adjustments → Download Template button
- Complete the template and use Workforce → Adminstration → Upload Employee Data button → Upload button
Leave Encashment from Payroll
- Open Employee Leave from admin
- Add to Leave Adjustment grid
- Select Leave Type, Adjustment Type: Encashment by Salary and Days
- Employee Leave Entitlement will be adjusted by Days
- To upload in bulk
- Download Leave Adjustment template from Workforce → Adminstration → Upload Employee Data button → select Upload Type: Leave Adjustments → Download Template button
- Complete the template and use Workforce → Adminstration → Upload Employee Data button → Upload button
- In Next Salary generation Component with Base as Leave Encashment will be set with Leave Encashment amount.
- Leave Encashment component and calculation needs to be set using Payroll builder