Attendance Configuration Advance

Attendance configuration refers to the page where the administrator can configure the rules that have to be integrated with regards to the attendance based on the organization rules and policies. If the organization is using the Advance Attendance type, you can view and configure this in the Attendance configuration page.

To view advance attendance configuration:

Attendance configuration page opens.

Attendance configuration details displayed are.

Attendance configuration details - Advance

Field

Description

Main Configuration Details

Tolerance Time (In minutes)

Displays the relaxation time for late login and early logout, in minutes.

For example, if tolerance time is 30 minutes, an employee is allowed to log in 30 minutes late or logout 30 minutes early.

Display Break Details of Employees

Displays whether break details of employees are visible to them in Peopleworks.

Yes indicates that details are visible.

Overtime

Displays whether overtime details have to be captured. Yes indicates that overtime details are captured and the Overtime Configuration Details section is visible. If No, this section is not visible.

Overtime Configuration Details

Overtime Type

Displays whether overtime type is Auto or Workflow. Auto indicates that the overtime is automatically captured to payroll and Workflow indicates that employees must apply for approval of overtime and thereafter their managers and HR should approve the overtime.

Overtime Action Type

Displays whether the overtime is sent to HR or Payroll. This is displayed only if Overtime Type is Auto.

Overtime Tolerance (In minutes)

Displays the minimum eligible overtime required for payment.

Overtime Escalation Period (In Days)

Displays the number of days for overtime approval by manager. After this period, it is escalated to the manager’s manager.

Overtime Escalation Reminder (In Days)

Displays the number of days after which reminder is sent to the manager for overtime approval.

Penalize Late Login / Early Logout Details

Late Coming / Early Logout / Less Than Min hrs

Displays whether late login / early logout/ less than minimum hours of work is to be penalized. A selected check box indicates that capture of late coming and early logout is enabled.

Penalize Late Login / Early Logout

Displays whether late login / early logout is penalized. This option is displayed only if Late Coming / Early Logout / Less Than Min hrs is selected. A selected check box indicates that this is penalized.

Instance Exceeded By

Displays how many times employees can come late or logout early without being penalized.  

Penalize By

Displays whether employees are penalized by Loss of Pay or Leave deduction.

Penalize Instance Configuration

Allows configuration of penalizing by LOP or Leave, depending on the selection in Penalize By.

Penalize Instance Configuration Window

Instance

Displays the instance of late login / early logout.

No of Leaves

Displays the number of leaves deducted, if any, for the corresponding instance.

Loss of Pay

Displays the number of days considered as loss of pay for the corresponding instance

Active

Displays whether the configuration is active or not.

Work Hours and Shift Details

Minimum work hours

Displays the numerical field where the administrator can configure the minimum working hours of the employee based on the organization requirement. When the employee does not meet the criteria, then it is considered as loss of pay (LOP). The field accepts up to two decimal values. For example, the administrator can give minimum working hours as 7.50, which is equivalent to 7 hours and 30 minutes

Single Swipe

Displays the field where the administrator can configure single swipe as absent or present. For example, if an employee has only in-time or only out-time captured, then the configuration will determine if it should be considered as absent or present. The configuration varies from organization to organization depending on their policies.

Daily Work hours

Displays the numerical field where the administrator can configure the total hours an employee has to be logged in everyday as per the organization requirement. The field accepts up to two decimal values. For example: The administrator can give minimum working hours as 9.50, which is equivalent to 9 hours and 30 minutes

Leave Inclusion and Exclusion

Intervening weekly off

Displays the field where the administrator can configure whether the week offs are considered as absent/LOP when a leave in between week offs. For example, if an employee takes a leave on Friday and Monday and if the configuration is absent days + weekly off, then the total absent/LOP is considered as four including Saturday and Sunday.  If the configuration is absent days only, then the total absent/LOP is considered as two excluding Saturday and Sunday

Exclude holidays in between LOP/absent

Displays the field where the administrator can configure whether the holidays are considered as absent/LOP when a leave is taken in between two records of absent/LOP  For example, if an employee is absent on Tuesday and Thursday and Wednesday being a company declared holiday then the absent/LOP will be two if the option Yes is configured and will be three if the option No is configured

Exclude applied leaves in between LOP/absent

Displays the field where the administrator can configure whether the leaves are considered as absent/LOP when an employee has taken leave  in between two absent/LOP days. For example, if an employee is absent on Tuesday and Thursday but has applied leave on Wednesday, then if the option Yes is selected the LOP will be two and if the option No is configured then the absent/LOP will be three

Payroll Period

Payroll process period

Displays the numerical field where the administrator can configure the payroll process period. A date range of 1-31 is only accepted

Continuous absence

Displays the numerical field where the administrator can configure number of days of continuous absence. For example, if the configured number of days is three, then the system will check for employees who were absent for continuous three working days. A date range of 1-31 is only accepted

From email

Display the email ID from which attendance related mails will trigger.

FTP Details

Path

Displays the FTP path

User name

Display the FTP folder name created in server to store the client attendance data.

Password

Display the password of the FTP folder created for the client.

Re-enter password

Displays the re-entered password by the administrator

To email

Displays the email ID from which the email will trigger in case any FTP attendance upload fail.

Folder path - Displays the path of the forlder in the server.

  1. In the Path text box, enter the FTP server path

  2. In the User name  text box, enter the name of the user

  3. In the Password text box, enter the password

  4. In the Re-enter Password text box, re-enter the password

  5. In the to email text box, enter the email ID.

  6. Click

To configure Advance attendance:

  1. In the Attendance Configuration page, in the Attendance Type option, select Advance.

  2. Under the Main Configuration Details section:

  1. In the Tolerance Time (in minutes) text box, enter the number of minutes of late login or early logout that should not be penalized.

  2. In the Display Break Details of Employees option, to display break details to employees, select Yes, else select No.

  3. In the Overtime option, to capture overtime of employees, select Yes, else, select No.

  1. Under the Overtime Configuration Details:

  1. In the Overtime Type option,

  2. To automatically capture overtime, select Auto.

  3. To include an approval workflow for overtime, select Workflow.

  1. In Overtime Action type option,

  2. To send overtime to HR, select HR.

  3. To send overtime to payroll, select Payroll.

  1. In the Overtime Tolerance (in minutes) text box, enter number of minutes of overtime that is eligible for payment.

  2. In the Overtime Escalation Period (in days) text box, enter number of days after which the approval of overtime is escalated to the manager’s manager.

  3. In the Overtime Escalation Reminder (in days) text box, enter number of days after which reminder is sent to the manager for overtime approval.

  1. Under the Penalize late login/ early logout Details:

  1. To consider late login or early logout or logging of less than minimum hours, select the Late Login/ Early Logout / Less than Min hrs check box, else clear the check box.

Note:               The other configuration options for penalizing are available only if the Late Login/ Early Logout / Less than Min hrs option is selected.

  1. To penalize late login or early logout, select the Penalize Late Login/ Early Logout / Less than Min hrs check box.

  2. In the Instance Exceeded By text box, enter the number of times the instance of late login or early logout should exceed, for penalizing.

  3. In  the Penalize By option,

  4. To penalize monetarily, select LOP.

  5. To penalize by leave deduction, select Leave.

  1. To configure the penalize instance, click Penalize Instance Configuration.

The Penalize Instance configuration page opens.

  1. To add an instance and configure, click Add.

The Add Penalize Late Login & Early Logout window appears.

  1. In the Instance text box, enter the instance you are configuring. For example, 1, for the first late login or early logout instance.

  2. In the Primary drop-down list, select the leave to be deducted.

  3. In the Secondary drop-down list, select the leave to be deducted, when the selected leave in the Primary list has a zero balance.

  4. In the No of Leaves text box, enter the number of leaves of the selected option that have to be deducted.

  5. In the Loss of Pay text box, enter the number of days that should be considered as Loss of Pay for this instance.

  6. To activate the penalization, select Active.

  7. To continue with configuration for another instance, click Save and Continue, else click Save and Close.

Note1:              If both Primary and Secondary leave types have zero balance for any employee, loss of pay is done.

Note2:             To cancel the configuration, click Cancel.

  1. To edit an instance and configure, click Edit.

The Edit Penalize Late Login & Early Logout window appears.

  1. Change the values in the fields as required.

  2. To continue with editing another instance, click Save and Continue, else click Save and Close.

  3. To delete configuration of an instance, click Delete.

  1. In the Minimum work hours text box, enter the minimum hours to be worked by the employee that is considered as present for a day.

  2. In the Single swipe option, perform one of the steps:

  3. To configure single swipe as absent, select Absent.

  4. To configure single swipe as present, select Present.

Note:                When Present single swipe is configured, then the minimum working hours will not be considered for any
                  employee. It is mutually exclusive to minimum time.

  1. In the Daily work hours text box, enter the total number of working hours in a day.

  2. In the Intervening weekly off drop-down box, perform one of the steps:

  3. To include the absent/LOP from the week off, select Absent days + Weekly off.

  4. To exclude the absent/LOP from the week off, select Absent days only.

  1. In the Exclude holidays in between LOP/Absent option, perform one of the steps:

  2. To exclude holiday from the LOP/Absent, select Yes.

  3. To include holiday from the LOP/Absent, select No.

  1. In the Exclude applied leaves in between LOP/Absent option, perform one of the steps:

  2. To exclude leaves from the LOP/Absent, select Yes.

  3. To include leaves from the LOP/Absent, select No.

  1. In the Payroll process period text box, enter the day of the month on which the payroll process period is calculated.

Note:                Configuring payroll process period as 24th means that the payroll process is between 25th of previous month
                  to 24th of current month.

  1. In the Continuous absence text box, enter the number of days to be considered for continuous absence.

Note:                In continuous absence section only absent is considered and not applied leaves such as on duty, comp off, applied
                     LOP, etc.

  1. In the From email text box, enter the email ID.

  2. In the Path text box, enter the FTP server path.

  3. In the User name text box, enter the name of the user.

  4. In the Password text box, enter the password.

  5. In the Re-enter Password text box, re-enter the password.

  6. In the To email text box, enter the email ID.

  7. Click .

The attendance feature is configured.

Note:                All fields marked * are mandatory and cannot be left blank.

 

 

Click to know more:

Attendance Admin

Attendance Configuration Lite

Attendance Diagnostic Tool

Penalize Instance Configuration

Half Day Configuration

Regularization of Attendance Configuration Settings

Attendance Type Configuration