Manager can see the main dashboard with all the Pending Approvals and attendance absent counts with employees list are displayed in the Calendar
Manager can mark employee’s attendance request in following 2 ways:
Add a request (Dashboard)
Request behalf of employee
Dashboard:
Manager can see ‘Add a Request’ option under “Request Behalf of Employee” section on their dashboard.
1)Add a request (Dashboard):
Click on “Add a request”, Request Behalf of Employee page is displayed.
Display Employee Name, by default Employee Name is displayed and disabled
Select Work type from dropdown
From date, by default is displayed and disabled
To date, by default is displayed and disabled
Enter Reason
Add attachment
On click “Submit”, attendance request is submitted and approved
2)Request Behalf of Employee (Side Navigation):
Click on “Request Behalf of Employee”, Request Behalf of Employee page is displayed
Select Employee Name from dropdown
Select Work type from dropdown
Select From date from calendar, select to date from calendar
Enter Reason
Add attachment
On click “Submit”, attendance request is submitted and approved
Note: After completion of manager request submission. Manager can see the records here
Manager can approve Attendance request in following 3 ways:
Team option in Main Dashboard
Approve request (Dashboard)
Pending Approvals
1) Approve from Main Dashboard :
Manager can Approve the team attendance and leave request from team option in main dashboard
Note: On click “Approve attendance” It navigates to Approval for attendance page. Here Reporting manager can approve or reject the attendance requests.
2) Approve request (Dashboard):
Click on “Approve request”, Approval for Attendance page is displayed.
Data is displayed and all fields are disabled with Approve and Reject buttons.
On click “Approve”, Approval popup will be displayed.
On click Submit, attendance request is approved.
On click “Reject”, Reject popup is displayed.
Enter the reason for rejection.
On click Submit, attendance request is rejected.
3) Pending Approvals (Side Navigation):
Click on “Pending Approvals”, Pending approvals page is displayed.
Details are displayed in table with status ‘Submitted’.
Manager can click on Approve for approving the request and reject for rejecting the attendance request
Also, can click on View icon, Approval for Attendance page is displayed.
Data is displayed and all fields are disabled with the Approve and Reject buttons.
On click “Approve”, Approval popup is displayed.
On click Submit, attendance request is approved.
On click “Reject”, Reject popup is displayed
Enter the reason for rejection
On click Submit, attendance request is rejected
Excel Upload:
Click on “Excel Upload” option in Left menu
Click on “select a file” button to upload a file
File explorer will open
Select file from your system & Click on Open
Manager will see the selected file information in a table
Click on “submit” button, data is saved
Note: Implementation team will provide the suggested Excel sheet
Summary Report:
Manager can see the employee's summary report. Click on summary report
Manager should select the period of date based on requirement
Manager can download his/her employee’s information, by clicking on Excel & PDF icons.
Manager Detailed Report:
Manager can see the employee's Attendance details report. Click on Detailed report
Manager can download his/her employees attendance information, by clicking on Excel & Pdf icons.
Once Employee Re-Uploads the document, HR manager receives an email regarding the document upload of the employee.
Shift configuration :
Manager can assign the shifts and week offs for assigned employee’s (Shift days & Week offs)
Select Shift, Shift duration (From date & To date) & select week offs
Select Employee’s
Click on submit button to assign the Shift
Late Attendance Report:
Manager can see the employee’s late attendance report
Manager can search specific employee late attendance report with period or can see the all-employee’s late attendance report
Click on search button to get the late attendance data
Manager can download his/her employees late attendance information, by clicking on Excel & Pdf icons
Approval History:
Approved, rejected attendance requests are displayed in the table
Manager can see the full information by clicking on view button
Approve Shift Change Request:
Login with Manager credentials and click on Attendance Management in the side menu
On click, Approve Shift Change Request in the side menu under manager screens then Applied shift change requests from employees are displayed
Manager can see the full information by clicking on view button
Manager selects the employee from the drop down to swap shift between employees
Click on Approve
Manager can reject the Employee shift change request by clicking on Reject button
Shift wise Report:
Reporting manager can see the Employee attendance status Shift wise in this page
Reporting manager can select the period of time to check the employee attendance
Manager can check all the employee's attendance status by clicking on view button
On click view icon, user can see the list of attendance for the current date with S.No, Shift, Employee name and Status
Week off configuration:
click on week off configuration in side navigation
Manager can view particular employee week off details by clicking on view icon
Click on close
Click on weekly off check box on which day we need as week off and click on check box in table to assign week offs to employee
Click on submit
Shift rotation Sequences:
Click on shift rotation sequences on side navigation and click on add button
Location name will display by default were manager located
Enter Rotation name
Select please select shift
Note: In “Please select shift” dropdown only admin created shifts will display
Selected shifts will display in shifts order
Manager can delete shift by clicking on delete icon
Click on submit
Selected rotation name with shift order will display in table
Approve Permission:
Click on approve permission in side navigation
Note: Employee submitted permission request record will display in table
Manager can edit the record by clicking on edit icon
After editing click on save icon/cancel icon if manger wants to cancel that edited record
Click on approve icon to approve permission request
Click on reject icon to reject permission request
Assign Rotation Shift:
Click on assign rotation shift in side navigation
Click on add button
Select location dropdown then rotation shift and table will display
Select rotation shift
Click on check box
Note: Rotation shift not assigned employees will display in table.
Click on submit
Permission History:
Click on permission history in side navigation
If Manager approves employee's permission request status will be in “Approved”
If Manager rejects employee's permission request status will be in “Rejected”
If employee deleted submitted permission request status will be in “Deleted”
If employee canceled record after manger gets approved that record status shows “cancelled”
Manager Attendance Regularization:
Note: In manager attendance regularization that particular manager assigned employee’s attendance regularization records will display
Click on the 'Full Day' radio button to display the list of employees marked as fully absent or single punch in
Use multi selection for attendance
Click on attendance request icon to submit attendance Click on leave request icon, confirmation message will be displayed "Click on 'Yes' to submit and approve the leave request."
Click on Half Day radio button, Half Day present employee list will display
Click on Half Day Regularization icon
Click on attendance to submit attendance request
Click on Leave to submit Leave request
Regularization Approval:
Click on regularization approval in side navigation
User can select multiple records at time
Click on approve icon to get approved
Click on reject icon to get rejected
Reassign Rotation Shift:
Select location dropdown then rotation shift and table will display
Select rotation shift
Select start shift
Select applicable date in calendar
Click on check box
Click on submit
Punch Summary Report :
Select Employee name and month
User can search employee name in employee name dropdown
User can see the assigned employees check-in and check-out time
On click details Hyperlink
User can see employee punch details
On click Close button punch summary report screen will display
User can download Excel file and see the employees data
Missed Punch Report:
User can select the Month & Year, Employee name dropdown
On click Search
User can search individual employee name dropdown
Data will be displayed in table
User can see only assigned employees data
User can search with Emp.ID and Emp.Name
Current Day Attendance Report:
Select All Employees
Click on search button and data will be display in table
Overtime Report:
Login with HR Manager credentials and click on Attendance Management in the side menu
Click on the Overtime Report under the HR Manager screens
Select Location from the drop down
Select Month & Year
Click on search
Data will be displayed
Note: “If an employee works more than the shift hours, the extra hours will be considered as OT hours and displayed in the Overtime Report table for the HR Manager”
