Attendance
Attendance Policy Setup

Help on writing calculators

Attendance Monitoring Setup / Attendance Capture Setup

For company wide setup goto

Attendance → Settings → Attendance Flags Calculator 

The result expression should combine flags with |

To override company settings for an employee

Workforce → Administration → Profile → Employment → Attendance Flags Grid

Use Flags

{attendance.flags.AttendanceMonitored} If attendance Monitored
{attendance.flags.NoPenalty} If attendance monitored bu no penalty like leave without pay etc.
{attendance.flags.WorkPunch} If Work Punch from mobile app
{attendance.flags.PunchSnapMatch} face matching from mobile app
{attendance.flags.MobileAttendance}

To allow punch from mobile

Attendance will also record geo coordinates and address. To fix address of your office locations, add the geo coordinates in the Workforce → Employment → Locations grid
{attendance.flags.ManualAttendance} If attendance to be updated manually
{attendance.flags.NoRegularization} If attendance regularization not allowed
{attendance.flags.WebCheckin} If can check in from web browser after login to HRMates
{attendance.flags.AttendanceNoTime} Only Present Absent without time
{attendance.flags.PunchSnap} If capture face from mobile punch
{attendance.flags.ByPresence} Only Present Absent without time
{attendance.flags.RestrictOutofGeoFence} Punch not allowed outside geofence

Example:

{attendance.flags.AttendanceMonitored}|{attendance.flags.PunchSnapMatch}|{attendance.flags.MobileAttendance}|{attendance.flags.PunchSnap}|{attendance.flags.WebCheckin}|{attendance.flags.WorkPunch}

Setup Biometric Devices

Make Method
ZKTeco all Models Set Server IP and Port
ESSL, Biomax all Models Set Server IP and Port
From Attendance Database Support Team will setup pull punches process from database

HRMates Attendance App

Android download HRMates app from play store
iOS download HRMates app from app store
Huawei use APK sent by support team

Attendance Regularization

Set number of working days allowed to Employee and Admins to request regularization from

Attendance → Settings → Working Days for Employee Attendance Regularization / Working Days for Admin Attendance Regularization

Approval Process for Leave Attendance Regularization

Attendance → Settings → Leave Attendance Overtime Approvals

See Leave, Attendance, Overtime Approval Process

Total In Time Calculation

Open Attendance → Settings → Total In Time Calculator.
In the calculator you can use variables,

  • In Time 
  • Out Time 
  • Shift Start Time
  • Shift End Time
  • Break Time

And other variable as available in calculator options.

Example: 

case when Holiday<>0 
then

if weekoff and holiday conflict then ignore weekoff overtime

CASE
WHEN {ctc.OTNotEntitled}=1 THEN 0
WHEN {ctc.WeekOffHolidayNoOT}=1 THEN 0
WHEN {classification.Statutory Classification.Statutory Classification}={classification.option.Statutory Classification.Statutory Classification.Wages Board - Security} AND {overtime.Hours.Festival Overtime}<>0 THEN 0
WHEN {classification.Statutory Classification.Statutory Classification}={classification.option.Statutory Classification.Statutory Classification.Wages Board - Security} AND weekday({attendance.Date})=6 AND {attendance.TotalInTime}>9 AND {attendance.TotalInTime}<=18 THEN (least (3, rounddown ({attendance.TotalInTime}-9,15)))
WHEN {classification.Statutory Classification.Statutory Classification}={classification.option.Statutory Classification.Statutory Classification.Wages Board - Security} AND weekday({attendance.Date})=6 AND {attendance.TotalInTime}>18 THEN (least (6, rounddown ({attendance.TotalInTime}-18,15)))
ELSE 0
END
Round(Greatest((TIMESTAMPDIFF(second,{attendance.InTime}, {attendance.OutTime}))/3600,0),2) else Round(Greatest((TIMESTAMPDIFF(second,Greatest({attendance.ShiftStartTime}, {attendance.InTime}),least({attendance.ShiftEndTime},{attendance.OutTime})))/3600,0),2) end

Late & Early Calculation

Late / Early Minutes Calculation

Open Attendance → Settings → Attendance Late Minutes Calculator / Attendance Early Minutes Calculator

Calculate minutes based on punch time and shift time

Example: 

case when {attendance.ShiftStartTime} is not null and {attendance.InTime}>{attendance.ShiftStartTime} then 
case when TIMESTAMPDIFF(minute,{attendance.ShiftStartTime},{attendance.InTime})<(
case when {shift.MinimumHours} <=8 then 15 else 15 end
) then 0 else TIMESTAMPDIFF(minute,{attendance.ShiftStartTime},{attendance.InTime}) end 
else 0 end

Attendance Late Minutes to Slabs

Open Attendance → Settings → Attendance Late Minutes to Slabs

If needed calculate slabs based on late minutes

Attendance Lates to Leave Days Calculator

Open Attendance → Settings → Attendance Lates to Leave Days Calculator

If needed calculate number of leave days to adjust from leave balances based on late and early minutes or slabs.

Order of leave type is based on Payroll → Settings → Auto Leave Application

Present Calculation

Calculate Present status of employee for the day based on Total in time, Shift details Open Attendance → Settings → Present Calculator Example: 

CASE
WHEN {attendance.OutTime} is null or {attendance.InTime} is null then {enum.Present.Absent}
WHEN {attendance.TotalInTime}<{shift.MinimumHours}/2 then {enum.Present.Absent}
WHEN {attendance.TotalInTime}<{shift.MinimumHours} THEN {enum.Present.HalfDay}
ELSE {enum.Present.FullDay}
END

Overtime Calculation

Create overtime types and set calculator for the time using raw over time hours

Open Attendance → Settings → Overtime Calculators

Add a new row and enter name of overtime type.

Example:

CASE WHEN {overtime.Hours.Workday Post}>=(40.0/60.0) THEN {overtime.Hours.Workday Post} ELSE 0 END

Typical cases
if weekoff and holiday conflict then ignore weekoff overtime

CASE
WHEN {ctc.OTNotEntitled}=1 THEN 0
WHEN {ctc.WeekOffHolidayNoOT}=1 THEN 0
WHEN {overtime.Hours.Festival Overtime}<>0 THEN 0
WHEN weekday({attendance.Date})=6 AND {attendance.TotalInTime}>9 AND {attendance.TotalInTime}<=18 THEN (least (3, rounddown ({attendance.TotalInTime}-9,15)))
WHEN weekday({attendance.Date})=6 AND {attendance.TotalInTime}>18 THEN (least (6, rounddown ({attendance.TotalInTime}-18,15)))
ELSE 0
END

Unauthorized Absence Penalty

Unauthorized absense is defined as employee Present Status not matching with Holidays and leaves applied for the day. For example employee if present for half day and he has no leave or holiday for the day, then its taken as half day unauthorized absence.

use Payroll → Settings → Auto Leave Application

enter order of leave types by which unauthorized attendance days are offset against the leave balances

Attendance Freeze Dates

Leave and Attendance changes are not allowed before Freeze Date.

Freeze date for Self Service is maximum of

    1. Last date of salary generated
    2. As per Settings in Attendance → Settings → Apply Day / Freeze Day

Freeze Date for Admin

Last date of approved salary

Weekoffs control

Set maximum weeksoffs an employee can have for attendance month. Settings maximum weekoffs for a month will apply to subsequent months unless changed.

Attendance → Roster Management→ Monthly Weekoffs grid

Weekoffs are counted as

Days marked as weekoff in employee attendance from Roster Upload or Modify Shift

+

Number of days having shift with .5 leave days multiplied by .5

Attendance Days window for Salary Month

use this to set up the dates of attendance to be considered for salary month. For example for Nov salary consider attendance from 25th Oct to 24th Nov

Attendance → Settings → Salary Start Day

    Update Leave Balances

    Intially Leave balance of employees need to be updated as on Attendance Go Live Date in HRMates.

      1. Use Attendance → Settings → Download Leave Balances Template to download template
      2. Add Leave Balnaces to the template
      3. Upload using Attendance → Settings → Upload Leave Balances

      Calculators