Employee Attendance
The attendance feature in Zoho People gives an employee real-time information about their check-in and check-out details. An employee can check in to work conveniently via web check-in and mobile check-in (based on permissions), doing away with the hassle of punching in or swiping at the office premises.
Attendance Views
An employee can view their attendance details from different perspectives: List, Calendar, Tabular, and Overtime.
List View
The list view displays the weekly real time attendance of an employee by default. In one glance, the employee can check their exact time of check-in and check-out, as well as their total hours. There are many actions that can be done from here:
- The employee can check in and check out using the timer in the top-right corner
- The weeks before or after can be viewed using the left and right arrow keys at the top-center
- An employee can switch between weekly and monthly views
- Use the timer to record manual breaks by clicking the Break button
- If permissions are enabled, an employee can also edit their timer entries by clicking on the specific entry they want to edit, and add notes to substantiate the change, if required
- The attendance entries can be exported by clicking Export in the ellipsis icon
Tabular View
This view gives you the complete breakdown of all the components in an employee's attendance entries.
The view gives you details of the check-in time, check-out time, total hours, paid and unpaid break time, payable hours, overtime/deviation time, attendance status of employees, shifts, and the option to regularize any incorrect attendance entries.
Calendar View
A monthly view of one's attendance patterns can be viewed in a calendar format in this view.
Overtime View
A detailed view of an employee's recorded overtime can be viewed, if permissions are enabled.
Regularization
There may be some instances when an employee's attendance is recorded incorrectly, due to system error or human mistake. The regularization option is useful in such cases, as it allows an employee to raise a request and get the incorrect entry rectified.
To regularize an attendance entry:
1. Go to Attendance > Regularization > My Requests.
2. Click Add Request.
3. Select the period : Day, Week, Month or Custom.
4. Select the applicable dates.
5. Edit the relevant entry.
6. Enter a reason for requesting regularization.
7. Provide a description if needed.
8. Click Submit.
If no approvals are configured, then the request will be auto-approved, and the corrected entry will reflect this. If approvals are configured, the request will go for approval, and will reflect this if the request is approved. Any entry that has been regularized will be shown as Regularized in the attendance entry.
Reports - Overtime Report
If permissions have been enabled, an employee will be able to view a comprehensive report of their overtime data over a period of time including details of previous balance, expected hours, payable hours and balance hours.
Viewing shift details
In Zoho People, employees can be added to many shifts, and managed as well. An employee who is assigned to and works in a particular shift can view their shift details at any time. If permissions are enabled, the employee can edit their shift, as well as update any past attendance entries corresponding to the modified shift. To view and edit the details of the shift:
1. Go to Attendance > Shift Schedule > Employee Shift Mapping.
2. Click on the shift or the edit icon.
3. Alter the shift or the dates as required.
4. If the selected dates are in the past, you can enable Update past attendance entries, if required.
Shift Calendar
The shift calendar enables an employee to view their shift details over a period of time. By default, the current week's shift details will be shown. The left and right arrow keys can be used to navigate between weeks. The employee can also shift from week and day views. To view the shift calendar:
1. Go to Attendance > Shift Schedule > Shift Calendar.
2. To view the details of shifts of a specific time frame or a particular shift, click the filter icon.
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