Attendance Management
Introduction/Purpose:
The Attendance Management module is an essential part of the Time & Attendance system designed to track and manage employee attendance in real-time. This module automates the process of recording attendance, allowing HR teams and managers to monitor employee presence, absence, tardiness, and overtime efficiently. The system ensures that the attendance data is accurately captured, reducing manual errors and making it easier to generate reports for payroll processing, compliance, and performance reviews.
The primary purposes of the Attendance Management module are to:
- Provide a seamless method for recording employee attendance and managing absenteeism.
- Ensure compliance with organizational policies regarding working hours, leaves, and attendance.
- Generate reports for payroll, overtime, and productivity analysis based on real-time attendance data.
- Offer an easy-to-use interface for employees to clock in/out and for managers to monitor attendance records.
This module plays a critical role in maintaining operational efficiency and ensuring fairness in tracking employee time.
Dependencies:
The Attendance Management module relies on several key dependencies to function correctly and ensure accurate attendance tracking:
- Employee Information: Basic details such as employee ID, name, department, and work schedule are required to log attendance correctly. This data helps match attendance records with the corresponding employee profiles.
- Shift Schedule/Work Hours: The defined working hours or shift schedules for employees. This is necessary for the system to track whether an employee is working within their allocated time or if there are deviations like tardiness or overtime.
- Attendance Devices or Methods: Biometric devices (fingerprint scanners, facial recognition, etc.), mobile app check-ins, or manual entry methods used for employees to clock in and out. These devices or methods ensure accurate real-time recording of attendance data.
- Leave and Absence Management: Integrated data from the leave management system that includes approved leaves, holidays, or sick days. This ensures the system differentiates between authorized absences and unexcused ones.
- Overtime and Break Tracking: This allows the system to track any extra hours worked beyond the scheduled time or calculate time taken for breaks, contributing to payroll and compliance calculations.
- Compliance and Policies: Attendance policies, such as grace periods for lateness, leave entitlements, and overtime rules, must be defined in the system to ensure it adheres to organizational and legal requirements.
- Real-time Reporting: The ability to generate and review attendance records in real-time is crucial for both HR and department heads to monitor employee presence and address issues promptly.
How to Navigate:
To access the Attendance Management module in the Time & Attendance system, follow these steps:
- Click on the Menu Icon: Begin by clicking on the main menu icon, which is usually located at the top right corner of the screen. This will open the navigation panel that contains various sections of the Time & Attendance system.
- Click on Time & Attendance: In the navigation panel, find the Time & Attendance section, which is typically located on the left side of the menu. Clicking on this section will expand the available options under Time & Attendance.
- Find the Transactions Section: Once the Time & Attendance section is open, locate the Transactions subsection. This section contains various transaction-related options, including attendance-related processes.
- Click on Attendance Management: Finally, under the Transactions section, click on the Attendance Management link. This will take you to the Attendance Management listing page, where you can view, update, and manage employee attendance records.
Listing:
The Attendance Management allows users to view Employee Name , Employee code, Employee Join date , employee exit date and employee attendance summary. The key features of the Attendance management listing is include below:
- Filter :- The user is also able to filter the record based on the pay period. The user has to choose the pay period from the drop down menu.
- Date Filter:- The “Date Filter” allows the user to filter the date based on the week or month.
- Record Filter
Filter option allows users to filter the list of records based on visible columns, such as
- Employee code
- Designation
- Location
- Employee Type
- Attendance Filter
- Employee Code
- Actions :- The user will be able to perform following action in this section :-
- Export Report :- This option allows the user to export the report of the attendance sheet in the .csv format
- Export Report :- This option allows the user to export the report of the attendance sheet in the .csv format
- Show all Listing Column: This option allows the user all the Filter and displays all records on the Listing Page
Recording & Update:
- In Attendance management page the user can correct or modify the attendance sheet on clicking the record of any employee . When the user clicks on any record to modify the window will appear.
- In the new pop-up Shift in and shift out time of selected day is displayed , along with this the user can perform following actions in this section :-
- Correction :- On clicking on the correction option , user will be redirected to the employee correction request page
- Leave :- On Clicking on the leave , user will be redirected to the leave request page
- In this window users can correct and modify the attendance sheet and mark present and absent.
Actions:
The user can perform the following action in this section:
- Save Correction :-
This option allows the user to save the correction that is applied to the record. Based on the updated details the attendance sheet is corrected successfully
- Discard:
This option allows the user to discard the record and no changes will get created if adding or changes will not get saved if updating.
- On clicking present or absent the new pop attendance correction will display , user will able to fill below details
The user can perform the following action in this section:
- Submit :-
This option allows the user to Submit the above fields.Based on the updated details the attendance sheet is corrected successfully - Discard:
This option allows the user to discard the record and no changes will get created if adding or changes will not get saved if updating.