Attendance Setup
This is the one-time setup that tells the system how working time should be counted. You set it up once and adjust it occasionally. You'll find these under Attendance in the menu, in the Setup section.
What you set up
| Page | What it is for |
|---|---|
| Shifts | A working pattern — for example, 9am to 6pm with a lunch break. |
| Timetables | Which shifts apply on which days. |
| OT Rules | How overtime is counted and paid. |
| Rule Setups | Wider attendance rules, such as how lateness is treated. |
| Shift Assignments | Which employees work which shifts. |
| Devices | The clock-in machines that record punches. |
| Map Employee | Linking each device user to the right employee. |
A sensible setup order
- Create shifts — define your working patterns.
- Build timetables — say which shift runs on which day.
- Set OT rules and rule setups — decide how overtime and lateness are handled.
- Assign shifts to employees.
- Add devices and map employees — so punches from a machine are linked to the right person.
About clock-in devices
If you use physical clock-in machines:
- Add each machine under Devices.
- Use Map Employee to link the ID a person uses on the machine to their employee record. Until this link is made, their punches cannot be matched and may appear as "unmapped".
warning
If punches appear unmapped, it usually means an employee has not been linked to their device ID yet. Use Map Employee to fix this, otherwise their attendance will not be counted.
tip
Get the Setup right once and daily attendance becomes almost automatic. It is worth spending time on shifts and OT rules at the start.