Before you start
- The attendance year is active and has a leave rule for every job type. Without a rule nobody can ask for that leave type (Set up attendance: company limits and the attendance year, Set up leave types and rules).
- Each employee is mapped to a shift for the weekdays they work and has a Device user id (Shifts: the shift, its roster, employees and overrides, Attendance devices and RFID cards).
- The holidays have dates for the year and for each branch (Holidays and floating holidays).
- Each employee has a Reporting person, and each department a manager and an alternate manager, so that managers see their team (Who approves what).
- Check yesterday's attendance
Open Attendance report › Monthly attendance sheet or Attendance detail. Fix a missed punch with a Manual timesheet entry (Manual timesheet, Attendance and leave reports).
- New people
Send offers, resend links, send appointment letters and convert finished candidates (Hire: offer, candidate profile, appointment and conversion). Or import many from Excel (The employee record).
- Promotion, transfer, status
Promote or transfer with an effective date; change a status when someone leaves (Promote or transfer an employee, The employee record).
- Enter or fix on behalf
Use Employee request for leave, overtime and visits staff cannot enter themselves (The Employee request screen (HR enters requests for staff)).
- Grievances and discipline
Review grievances and record disciplinary actions (Grievances, Disciplinary action and job tasks).
- Leave rules
Add the year, the leave rules and the openings (Set up attendance: company limits and the attendance year, Set up leave types and rules, Opening leave balances).
- Tell payroll
Make sure overtime is approved and absence is entered before the pay run (Absence, unpaid leave and attendance in payroll).
End of the day
- Yesterday's days with no punch at all (a device that was down, a forgotten punch) are entered on Manual timesheet: one entry for each employee and day. A day that already has attendance recorded, or a day of whole-day leave, is refused (Manual timesheet).
- Requests entered for staff are with the right approver. One that is not yet decided can still be edited (The Employee request screen (HR enters requests for staff)).
- New hires are converted and their Payroll details are set. A leaver's status is changed after their last pay run has been generated (Hire: offer, candidate profile, appointment and conversion, An employee's payroll details, The employee record).
- At month end, overtime is approved and absence is entered before payroll runs (Overtime: request, approval and payment, Absence, unpaid leave and attendance in payroll).
- Grievances have their reviews recorded, and disciplinary actions their conclusion (Grievances, Disciplinary action and job tasks).