Monthly Attendance Process

 
Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the Monthly Attendance preparation Option.
 
Before we begin, let us understand about the need of Monthly Attendance and the usage of this particular activity.
 
Employee Attendance tracking is an extremely laborious and tedious task. This created a need for employee attendance software, which allows the organization to create a paperless employee check-in / check-out system. It also helps in combining real-time employee time and attendance data, which in turn results in minimizing the costs and improving efficiencies.
 
You can also edit and delete an already created set of information with required authorization.
 
The key functions of a Monthly Attendance Module are:
  • Process of a Employee Monthly Attendance Record;
  • Display of an existing Employee Monthly Attendance Record;
 
We will be going through the each of these set of information in detail.
 
 
Monthly Attendance Process
 
 
1

Month

1. Month Select the month for which you want to submit the attendance. By default, the system will take the previous Month. You can also pick a different month from the drop down list.
2

Year

2. Year Select the year for which you want to submit the attendance. By default, the system will take the current Year. You can also pick a different year from the drop down list.
3

Filter Data

3. Filter Data : Click on this button, If you want to process monthly attendance of selected employees or specific Department or Designation or Branch etc. In this case for each category you can select multiple checkbox in drop down against particular head for selection. Like if you want to process attendance of only Admin Department then select check box against "Admin" from Drop down list of Department.
 
Click on "Process" Button when you are finish to apply filter on desired fields and process the attendance for the month.
Click on "Display" Button when you are finish to apply filter on desired fields and display the processed attendance for the month.
 
Click on to close/exit the filter form.
4

Display Attendance

4. Display Attendance : Click on this button, System will display the list of details of employee based on the data filter and display the monthly attendance which is already processed for this month and year.
5

Process Attendance

5. Process Attendance : Click on this button, System will display the list of details of employee based on the data filter and Process the monthly  attendance for this month and year.
 
System will fill the active employee for the selected month and year for processing attendance.
 
Let us understand the column details of the Table;
 
 
6

Employee Info

6. Employee Info : Here columns will display the details of Employees.
Column Name
Description of Columns
Code
Here System will display the code of the Employee.
Employee
Here System will display the Name of the Employee.
 
7

Month Info

7. Month Info : Here columns will display the details for the Month selected above for Month days and Holidays.
Column Name
Description of Columns
Month Days
Here System will display the No. of Days in this Month.
Holidays
Here System will display the No. of Holidays in this month including weekly off.
Working Days
Here System will display the No. of Working Days in this Month.
 
 
Let us understand how to mark Monthly Attendance;
8

Paid Leave

8. Paid Leave System will fill the Total No. of Paid Leaves taken in this month by each employee.
9

Unpaid Leave

9. Unpaid Leave System will fill the No. of Days based on the Configuration in HR Payroll Setup for Attendance.
Daily : System will fill the total No. of Unpaid leaves taken and total No. of Days absent from Daily Attendance entered for this month.
Monthly : System will fill the total No. of Unpaid leaves taken for this month.
 
10

OT Hours

10. OT Hours : System will calculate the Over Time hours based on the configuration in HR Payroll Setup. you can change the OT hours here if you wish to.
11

Paid Days

11. Paid Days : Here System will calculate the Paid days for this month based on the Configuration in HR Payroll Setup for Attendance.
Daily : System will fill the total No. of Days present from Daily Attendance entered for this month.
Monthly : System will fill the No. of Days for this month (Actual days / Working days / Fixed Days based on Configuration).
 
12

Employee Detail

12. Employee Detail : Here columns will display the employee information about his Posting and Joining details.
Column Name
Description of Columns
Branch
Here System will display the Branch Name in which Employee is posted.
Department
Here System will display the Department of the Employee.
Designation
Here System will display the Designation of the Employee.
Category
Here System will display the Category of the Employee.
Joining Date
Here System will display the Joining Date of the Employee.
 
13

Save Attendance

13. Save Attendance : Click on this button to save the values entered by you.
14

Cancel

14. Cancel : Click on this button to clear the values without accepting any changes.
15

Import (Excel File)

15. Import (Excel File) : Click on this button to Import Data and select a file from which Data is to be imported. Click here  “Import Utility”, to know more about this utility.
 
 
You have completed creation of Attendance for the Month.
 
 
We hope you enjoyed this tutorial. Please give us a call for further help.  Happy Aligning!