User Manual

For Normal Users.1 For Shift Managers.17 For BU Secretaries.21

Manual Attendance Modification

What is Manual Attendance Modification? This module provides the facility for the user to enter manual punch (Time In and Time Out.)

Manual Attendance Modification User Interface:

Login to the application various tabs will be visible on the page: Home, Leaves, Admin, My Account, Attendance and Help. Clic on Attendance, Manual Attendance Modification page will be displayed. The snapshot is on the ne!t page.

If approver is set then only it is visible here.

"nter dates ' search to get swipe details

( ote: If Approver is set then name will be visible in the approver field else if it is not set then a message will pop saying to !ontact "our Administrator)

"nter the date for which you want to modify the attendance where the date should be present in the database and clic on #earch button. The page will be displayed which is on ne!t page.

(etails will be displayed if it)s in database.

#elect the $ecord(s)% enter the $imeIn&$ime%ut or both and &emar' and clic' on #u(mit. Chec i)ht #hift in case you are wor ing in night shift. In case of night shift %ut $ime will be mar ed for ne!t day. The snapshot is below.

*or i)ht #hift: The snapshot is in the ne!t page.

Clic on #u(mit button% the application for *anual +ttendance modification will be submitted to the approver and a page will be displayed showing that the re,uest was completed with a $e,uestI(.

-ser can chec the application in My Account+My Wor'flo,s (Left .ane-.

o, the re.uest has to (e completed and hence the approver has to approve the application so ho, the Approver ,ill approve the application?
Approver will login into the application. + message //endin) $as'0 will be visible in

the Home pa)e. .ending tas s also can be seen on Home pa)e 1ust before .ending +pplication. On clic you will be redirected to *y Tas s%

Clic on MyAccount% various lin s will appear in the left pane li e: My /rofile%

My $as's% My Wor'flo,s% 0mployee #hift !alendar.

Clic on My $as's, all the pending re,uests will be visible in his tas s as shown below.

Clic on &e.uest I1% the application will be visible to him with Approve% &e2ect% 0scalate and 3ac' button on it as shown below.

The +pprovers can +pprove&$e1ect&"scalate the application 1ust by clic ing on the respective button. 2ow if he approves the application then the following appears with message telling that the respective $e,uest has been approved.

If he re1ects the re,uest then the attendance would not be modified and if he escalates the re,uest then the re,uest will go to the approver he sets as shown below:

The 4roup will be selected from the dropdown and the User to whom he wants to escalate will be selected from the dropdown and then clic on 0scalate button% a page will appear showing that the respective re,uest has been escalated to that user.

The escalated user will now follow the same step the first set approver followed to approve&re2ect&escalate the re,uest. ote: +ccording to the actions performed by the approvers the attendance will be modified in the database and will be reflected wherever it is re,uired.

Leave
About The application where the user can apply leave for self as well as on behalf of i.e for other users. LMS contains list of workflows: "o# to a Leave A Leave A lication Leave !ancellation l$ for leave a lication' lication an% leave cancellation&

(A) Self * Leave type must be configured and the approver for the workflow must be set. Login> Click on Leaves > Click on Leave A lication > !orm will be displayed to fill all the details and then click on Save button.

 After clicking on save button and then submitting the leave application form the following page will be displayed.

The initiator can see the form in his account by clicking on his M$ +or,flo#s link.

Click on vie# button and the form will be visible to the initiator.

 "ow the set approver will check his account and go to his M$ -as,s and the re#uest will be visible to him.

Also he can see the pending tasks by login in his account and a $ome page will be displayed where a link %"o. of pending tasks& will appear. 'y clicking on that link he will be redirected to the above page.

 (n clicking .e/uest 012 the form will open where he can A application.

rove) .e3ect or escalate the

*f he approves the application a page will be displayed with approved re#uest *+ status and if he re,ects the application the following message will be displayed in the page with re,ected status.

 *f he escalates the application then a page will be displayed to enter the approver to whom he wants to escalate the application and then click on save button) a page will be displayed saying that the re#uest has been escalated to the re#uired approver. The escalated user will now follow the same step the first set approver followed to

approve&re2ect&escalate the re,uest ( ote: If the approver approves the application then the leaves will be deducted and if not then the leave balance would not be deducted from the user)s leave balance.)
(B) 4n Behalf' *nitiator applies the leave on behalf of member of the respective group only where leave type of the member must be configured and the leave application approver must be set. After filling all the details) click on save button and then submit it.

*nitiator can see the leave application in his workflow.

 (n clicking 5ie# button leave application form will be displayed showing all the details filled by the initiator.

The set approver will login and check for the pending tasks.

(n clicking on .e/uest 01) the form will be displayed with all the details of the member for leave and options for approving) re,ecting) escalating button will be visible to him.

 (n approval by the set approver the following page will be displayed showing the re/uest 01 along with approved status.

Leave !ancellation' The initiator will search for A rove% leave application by clicking on Leave !ancellation. $e will check if he applied for self or on behalf of and click on -earch button. Approved Leave Application will be generated.

(n clicking on .e/uest 01 the form will be displayed and then click on save button.

After clicking on save button the following page will be displayed with the re#uest *+) username and workflow type.

The initiator can check the leave cancellation form in his account and go to my workflows) all the applications will be displayed which he has initiated.

(n clicking view button the application will be displayed.

The set approver will check his account and go to my tasks and the application will be visible to him.

(n clicking on edit button the approver can see the application and then he can rove) .e3ect or 6scalate the application.

*f he clicks on A

rove button the following page will appear with approved status.

.Note: *f he approves the application the leaves would not be deducted and if he re,ects the leaves will remain as such/ *f he escalates the application then a page will appear to enter the name of the approver and then click on save button. The application will be escalated to that approver and he will follow the same steps followed by the approver mentioned before. "ence2 the actions erforme% b$ the a rovers2 the status of the em lo$ees in the %atabase #ill be reflecte% an% the leave balance #ill also be reflecte%.

Shift Management
(rgani0ations working in shifts can make use of 1ecorder2 application to manage their shift time table very efficiently. -hift information can be created. 'ased on the shifts created) shift patterns can be created. The shift patterns can be assigned to employees in the organi0ation. This section also provides a shift calendar to view the se#uence of shifts in the shift pattern. 3ermissible timings can be set as per the need for an organi0ation.

4. To assign shifts) click on A%min tab Shift ManagementAssign Shift 7attern. All your resource will be listed as shown below screen.

5. 'y clicking 6iew button available before all resources) assigned shift preview will be displayed for selected employee. 'y default Mon*Fri one %efault shift and Sat*Sun %efault +ee,l$ 4ffs will be assigned. (n the basis of location) 1efault "oli%a$ will also be assigned. -ee below screen:

7. -hift Manager can change +efault -hift) +efault $oliday and +efault 8eekly (ffs by clicking on edit button available before resource list: -ee below screen:

7. To modify shift assignment) click on edit button and then following screen will be displayed.

9. -elect any shift:holiday:weekly offs from drop down. (n selection data will be saved. After modifying shift click on Close button.

;. To be a shift manager) need to sent a e<cel sheet to $1 as per below format.

-hift manager for listed employees should have flag 4 in e<cel sheet. (ther employees will have flag 4. *n above A;779=> is shift manager for other two employees. sheet Above e<cel sheet will be imported. -hift manager can?t change his own shift. More than one shift manager is possible.

=. To assign 8eekly (ffs) Click on weekly off and select your group like 8 SM A91:77; and click on -earch.

BU Secretaries 1. A rover Assignment

a. Click on Admin 8orkflows. Assigned group name will be displayed in dropdown and all employees under that group will be populated in list. b. To search an employee enter +A- *+ and search.

c. To assign approver) select one or multiple employee and click on assign approver.

d. -elect any workflow from 8orkflow type list.Leave Application) Leave Cancellation) Attendance Modification/ and click on search to find out e<iting approver. e. -elect A rover @roup from Manager and Alternate manager drop down and select approver from below list.

Main and Alternate approver both can be same for all Application 8orkflows. Approvers should be admin of Approver @roup. To add Approver in Approver @roup raise A-+ ticket under $1.

2. A

l$ Leaves

'A -ecretaries can also apply leaves on behalf of their group members. !or this functionality please ,ump to 7A<6 11' Section (B) 4n Behalf'