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Attendance Module User Guide

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📌 Attendance Module – Overview & Key Functions

📖 Overview

The Attendance Module in BIPO HRMS is used to manage employee working hours, shifts, attendance records, leave interactions, and overtime calculations. It processes clock-in/out data and applies rules such as lateness, undertime, OT, and absence based on configured policies. [Attendance...Guide V2.7 | PDF]

It integrates with:

🔄 Attendance Flow (High-Level)

👉 [Insert Screen Capture – Attendance Flow Chart]

Key flow:

  • Setup shifts, breaks, holidays
  • Assign calendar to employees
  • Capture clock data (manual / system)
  • Run daily processing
  • Generate attendance records and reports [Attendance...Guide V2.7 | PDF]

🧩 Core Setup Components

1. Shift Setup

👉 [Insert Screen Capture – Shift Setup Screen]

Defines employee working rules:

Key fields:

  • Normal Start / End → drives lateness & undertime
  • Flexi minutes → defines allowable buffer
  • Shift type → Full Day / Half Day / Off Day / Rest Day [Attendance...Guide V2.7 | PDF]

2. Break Setup

👉 [Insert Screen Capture – Break Setup Screen]

Defines non-working time within shift.

Two types:

Important:

3. Calendar Setup

👉 [Insert Screen Capture – Calendar Setup Screen]

Defines working schedule patterns:

  • Combines shifts into cycles (e.g. 5-day work week)
  • Assigns working vs non-working days
  • Drives employee schedule automatically [Attendance...Guide V2.7 | PDF]

Example:

  • Work Wed–Sun → OFF Mon–Tue
  • System applies pattern automatically

4. Assign Calendar to Employee

👉 [Insert Screen Capture – Employee Attendance Tab]

  • Calendar is assigned in Employee Master (Attendance tab)
  • Determines employee working schedule
  • Ensures consistent shift application [Attendance...Guide V2.7 | PDF]

⏱️ Attendance Processing

Daily Processing

👉 [Insert Screen Capture – Attendance Processing Screen]

Used to:

Important notes:

🕒 Clocking & Data Capture

Clock Record

👉 [Insert Screen Capture – Clock Record View]

Clock Import

👉 [Insert Screen Capture – Clock Import]

📊 Daily Attendance

👉 [Insert Screen Capture – Daily Attendance Screen]

Displays:

  • Clock-in / Clock-out
  • Work duration
  • OT hours
  • Attendance status (Present / Absent / Odd)

Generated after Daily Processing [Attendance...Guide V2.7 | PDF]

🔐 Attendance Control & Locking

Daily Attendance Lock

👉 [Insert Screen Capture – Attendance Lock Screen]

  • Locks records after verification
  • Prevents edits before payroll

Key purpose:

Restrict Period

👉 [Insert Screen Capture – Restrict Period Setup]

  • System-level control to block edits
  • Uses:
    • Date Effective → when rule starts
    • Restrict Up To → cutoff for historical data

Used during payroll closing period [Attendance...Guide V2.7 | PDF]

🧠 Key Configuration Logic

Must Clock Setting

Controls absence logic:

📈 Reporting

Flexible Attendance Report

👉 [Insert Screen Capture – Flexible Attendance Report]

✅ Key Takeaways (Slide-friendly)

  • Shift → Break → Calendar = foundation of attendance setup
  • Attendance depends heavily on clock data quality
  • Daily Processing is critical to generate results
  • Locking mechanisms ensure payroll accuracy and audit control
  • System is highly configurable for:
    • OT rules
    • Leave interaction
    • Payroll integration

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