Time & Attendance User Manual

Transcription

1 Time & Attendance User Manual

2 Table of Contents Introduction... 3 Audience of the document... 3 Module overview... 3 Employee Time and Management... 5 View Daily Time Record (DTR)... 5 Raise Time Adjustment Request... 7 Track your Time Adjustment Request View Schedule Manager Time and Management View Team Daily Time Record (DTR) Process Team Time Adjustment Request Manage Team Work Week Status View Top Workaholic and Top Irregularities in Team View Team Absent Status Manage Other Schedules

3 Time & Attendance Module Introduction This document form part of several HRIS manuals that were published as user s guide to effectively use the TalentOz. Time & Attendance (T&A) User Manual is intended as a complete guide for all employees and manager users whose works are related to T&A Module. TalentOz makes easy work of monitoring employee time and attendance, automated time and attendance solutions reduce labour costs by enforcing work rules consistently and accurately across the organisation. This manual serves as a starter s guide for each employee to be familiarized with the basic and frequently used TalentOz functionalities. It is a must for new users and newly hired employees to read this manual in order to immediately access pertinent information. Users need not to be technically knowledgeable to use the HRIS. The least minimum requirement is for user to be able to comprehend what is written in this manual and the ability to correlate the instructions with the actual system. It is preferable to read this manual while the user is logged-in to the system in order to clearly grasp the idea or instruction and see the TalentOz in action. Audience of the document This document is intended as a complete guide for all employees and their direct superiors using T&A module. By reading this guide, you will learn how to use through the elements of the graphical user interface and what's behind some of the advanced features that are not always obvious at first sight. It will hopefully guide you around some common problems that frequently appear for users of. Module overview This module maintains all relevant information related to Time & Attendance (T&A) module, including Daily time record, time adjustment request and schedule details. T&A modules allows all the employee to view their daily time record, raise time adjustment request, track their request and view schedule. As a manager the user can view team s daily time record, approve / reject the team s adjustment request, manage team s week work status and schedule details. The functionality of the Module differs depending on the rights of the user. Employee can: View Daily Time Record Raise Time Adjustment Request 3

4 Track Time Adjustment Request View Schedule Manager / Supervisor can: View Teams Daily Time Record Process Team Time Adjustment Request View Top Team Workaholic and Top Team Irregularities View Team Absentees Status Manage Other Schedule 4

5 Employee Time and Management View Daily Time Record (DTR) To view your Daily Time Record (DTR), click on the Attendance Home option in Attendance menu. Click on the Daily Time Record tile, daily time record page will get displayed with the current month details as shown in the figure. 5

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7 The Daily Time Record page shows your daily time-in and time-out details for the month. Raise Time Adjustment Request To raise a time adjustment request, click on the Attendance Home option in Attendance menu. Time & Attendance dashboard page will get as shown in the figure. Click on the Daily Time Record tile, daily time record page will get displayed with the current month details as shown in the figure. 7

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9 Click on icon available adjacent to respective date row, attendance activity modal window will get displayed with the employee s In-time and Out-time as shown in the figure. Click on figure. button, time adjustment request page will get displayed as shown in the 9

10 Enter the adjustment time in the required field(s). Click on adjusted entry will get reflected. button. Adjustment request will be sent for manager approval, on approval the Track your Time Adjustment Request To track adjustment request, click on the Attendance Home option in Attendance menu. Time & Attendance dashboard page will get as shown in the figure. 10

11 Click on the Time Adjustment Request tile, time adjustment request list page will get displayed as shown in the figure. The status column shows the current status of your request. Click on icon adjacent to respective request, corresponding request details page will get displayed as shown in the figure. 11

12 View Schedule To track adjustment request, click on the Attendance Home option in Attendance menu. Time & Attendance dashboard page will get as shown in the figure. 12

13 Click on the Daily Time Record tile, daily time record page will get displayed with the current month details as shown in the figure. 13

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15 Click on button, Employee Schedule List page will get displayed as shown in the figure. 15

16 Manager Time and Management View Team Daily Time Record (DTR) To view your teams Daily Time Record (DTR), click on the Attendance Home option in Attendance menu. Click on the Daily Time Record tile, daily time record page will get displayed with the current month s details as shown in the figure. 16

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18 The Daily Time Record page shows the daily time-in and time-out details for the month in two tabs; My Time Record and Team Time Record. Click on the Team Time Record tab, Daily Time Record displays team s DTR details as shown in the figure. Enter the subordinate name in Employee Name text box, corresponding subordinate s DTR will get displayed as shown in the figure. 18

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20 Process Team Time Adjustment Request To process subordinates time adjustment request, click on the Attendance Home option in Attendance menu. Time & Attendance dashboard page will get as shown in the figure. Click on the Time Adjustment Request tile, time adjustment request page will get displayed with two tabs namely; my adjustment request and Team adjustment request as shown in the figure. 20

21 Click on the Team Adjustment Request tab, team request list page will get displayed as shown in the figure. 21

22 Click on icon available adjacent to respective request, time adjustment request of corresponding subordinate will get displayed as shown in the figure. Click on button to approve the request, else click on button. 22

23 Manage Team Work Week Status To manage team s work week status, click on the Attendance Home option in Attendance menu. Time & Attendance dashboard page will get as shown in the figure. The Week Work Status widget in the dashboard displays your and team work status for the week, by default team s work status will be as shown in the figure. 23

24 This widget helps you to know your subordinates planned hours, Actual Hours, Tardiness, Under time, absent and leaves for the selected week. View Top Workaholic and Top Irregularities in Team To view team s top workaholic and top irregularities employees, click on the Attendance Home option in Attendance menu. Time & Attendance dashboard page will get as shown in the figure. 24

25 The Week Work Status widget in the dashboard displays your and team work status for the week, by default team s work status will be as shown in the figure. 25

26 View Team Absent Status To view team s top workaholic and top irregularities employees, click on the Attendance Home option in Attendance menu. Time & Attendance dashboard page will get as shown in the figure. 26

27 The Week Work Status widget in the dashboard displays your and team work status for the week, by default team s work status will be as shown in the figure. 27

28 Manage Other Schedules To manage other schedule, click on the Attendance Home option in Attendance menu. 28

29 Click on the other schedule tile, other schedule page will get displayed as shown in the figure. 29

30 The page displays the other schedule available in the system. The schedule s assigned employees can be view by clicking the respective schedules. To assign employee to the schedule, click on get displayed as shown in the figure. icon. Add Employees to Schedule modal window will 30

31 Click on the Select employee(s) link, Add more Employee modal window gets displayed as shown in the figure. 31

32 Select the employees by clicking on the corresponding employee card. Click on button the selected employee gets assigned to the schedule. 32