Time & Attendance Suprema Inc..

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Presentation transcript:

Time & Attendance Suprema Inc.

Contents Overview T&A configuration Device configuration Reports Example

Overview Basic concepts Configuring steps Simple example

Basic Concepts

Basic Concepts Description Max Shift A shift is the pattern that the employee will work and is made up of Daily Schedules Weekly or daily shifts* 64 Daily Schedule A daily schedule for each different day type that employees can work Building blocks for Shift and consists of Time Slots 128 Time Slot Building block for Daily Schedule Define the Time Category, rounding, grace options etc. for the specified interval 16 per Daily Schedule Time Category Work time is divided into Time Categories such as normal time, overtime, etc. Define the time rate and the rounding option * Daily shift is not supported in the free version

Configuring Steps Setting up time categories Setting up daily schedules Setting up shifts Setting up holidays Assigning shifts to users Assigning holidays or leaves to users Setting up devices Generating T&A reports

Simple Example T&A rules All GBS members are assigned to this rule 5 day work week Regular working time 09:00 ~ 18:00 Late In if checking in later than 9:05 Early Out if checking out before 18:00 All work hours are in 10-minute units All GBS members are assigned to this rule

Example: Daily Schedule

Example: Shift

Example: Device Configuration and Report

Example

T&A Configuration Time category Daily schedule Shift Holiday management Leave management

Time Category Define the characteristics of a time slot Maximum 64 categories Ex) If rounding is 10 min, 7:12 => 7:10, 9:30 => 9:30, 10:19=> 10:10

Daily Schedule Maximum 128 daily schedules Time slot Maximum 16 per day Consists of one time category Options for calculating working time Minimum Duration Rounding(In)/Rounding(Out) Affect Result Options for determining ‘Late In’ or ‘Early Out’ Grace(Start)/Grace(Out) Auto Check In/Auto Check Out

Daily Schedule: Options

Daily Schedule: Tips When there are more than two time slots with the same time category The rounding values are applied to the sum of the working time Ex) Rounding: 10 Total Working Time = 3:46 + 2:35 = 6:21 with rounding => 6:20 If Grace option is disabled, Late In or Early Out will not be displayed for the time slot If Affect Result option is not selected, the slot will not be used for determining the Result filed of the report Time Slot 1 Time Slot 2 Working Time 3:46 2:35

Daily Schedule: Working Time and Result I Original Data By Time Slot Option Check In 9:03 Grace(Start) 5 => 9:00 Check Out 11:53 Rounding(Out) => 11:40 Working Time 2:50 2:40 Result Check both for Late In and Early Out => Early Out

Daily Schedule: Working Time and Result II Original Data By Time Slot Option Check In 9:03 Grace(Start) 5 => 9:00 Check Out 11:53 Grace(End) 10 => 12:00 Working Time 2:50 3:00 Result No effect for Result => Absence

Daily Schedule: Working Time and Result III Original Data By Time Slot Option Check In 9:03 Grace(Start) 5 => 9:00 Check Out 11:53 Rounding(Out) => 11:40 Working Time 2:50 2:40 Result No check for Early Out => Normal

Shift Consists of daily schedules Maximum 64 shifts A daily shift can cover up to 31 days

Holiday Management Maximum 64 holiday rules Holiday lists should be created in the Access Control menu

Leave Management Working time will not be calculated for the leave days The leave type will be displayed in the Result field of the reports

Device Configuration T&A mode T&A key configuration Example

Device Configuration: T&A Mode Description Not Use Disable T&A functions. Manual Users have to press the specified key to record T&A events. Manual Fix After a T&A key is pressed, the device will remain in that mode until another T&A key is pressed. Auto Change The device will change T&A modes automatically according to the specified schedule. See Auto Mode Schedule option. Event Fix The T&A mode will be fixed to the specified event.

Device Configuration: Other Options

Event Type Option Example Time slot between 09:00 AM ~ 18:00 PM Check-In 11:00 AM Check-Out 17:00 PM Regard as normal… Only Result Result Working Time True False Normal 9:00 6:00 Late-In Early-Out

Reports Generating report Report types Calculating working time Determining the Result field Editing report data I/O board

Generating Report Select Report at the task pane of Time and Attendance menu For direct mode devices, you may have to click Upload Log before Update Report

Daily Report

Individual Report

Result Report

Calculating Working Time Calculating the working time of a day Per each time slot, Apply grace options if any Apply the rounding values Multiply the rounded time by Time Rate of the time category Sum up the working time of all the time slots Time Category Check-In Check-Out Rounding Working Time Time Rate Regular 09:05 18:00 10 8:50 1.0 Overtime 19:10 21:50 30 2:30 1.5 Overnight 23:00 01:00 2:00 2.0 Total Working Time(min) = 530 * 1.0 + 150 * 1.5 + 120 * 2.0 = 1005

Result Field Priority Description Normal On time both for arriving and leaving Late In Check in later than the specified time Early Out Check out earlier than the specified time Late In/Early Out Check in later and check out earlier Missing In No Check-In event Missing Out No Check-Out event Absence No Check-In and Check-Out event If leave is registered, the leave type will be displayed Priority Absence > Missing Out > Missing In > Late In/Early Out > Early Out > Late In > Normal

Editing Report: Update in Place Procedures Locate a cell to modify Click the cell Enter a new value or select an option from the drop-down list It will not overwrite the original data collected from the devices To reproduce the report with the original data, click the checkbox Rebuild and click Update Report again

Editing Report: Detailed Editing Procedures Locate a row to modify Right-click the row and select Detailed editing In the Detailed editing dialog, modify the selected events Click Update Report To reproduce the report with the original data, click the checkbox Rebuild All and click Update Report again

Editing Report

I/O Board For quickly determining which users are checked in or out Not supported in the free version

Example Case 1: Over time Case 2: Holiday Case 3: Daily shift

Over Time: Rule 5 day work week Rules Regular Time 09:00 ~ 12:00 (Morning Time) 13:00 ~ 18:00 (Afternoon Time) An employee should work more than 2 hours to be regarded as attendance Rounding is 10 minute Over Time 19:00 ~ 05:00 Should work more than one hour Over time rate is twice of regular time Late In & Early Out Grace time is 5 minute both for Check-In and Check-Out Event Generation Manual mode No automatic Check-In and Check-Out No first Check-In and last Check-Out

Over Time: Time Category Rules Regular Time Rounding is 10 minute Over Time Over time rate is twice of regular time Rounding is 30 minute

Over Time: Daily Schedule

Over Time: Time Slot Rules Regular Time 09:00 ~ 12:00 (Morning Time) 13:00 ~ 18:00 (Afternoon Time) An employee should work more than 2 hours to be regarded as attendance Rounding is 10 minute

Over Time: Time Slot Rules Over Time 19:00 ~ 05:00 Should work more than one hour Rounding is 10 minute No Late In/Early Out

Over Time: Shift

Over Time: Device Configuration Rules Event Generation Manual mode No automatic Check-In and Check-Out

Over Time: Sample Case

Over Time: Sample Case

Holiday: Rule Holiday rule options Regard as in a non working day Regard as in a normal shift Apply new daily schedule Rules Holiday 09:00 ~ 18:00 Time rate is twice of regular time During the holiday, an employee should work more than 1 hour to be regarded as attendance Rounding is 30 minute No Late In/Early Out

Holiday: Daily Schedule

Holiday: Holiday Rule

Holiday: User

Holiday: Sample Case

Daily Shift: Scenario Rules Group Group A, B, C, D Shift 3 shifts: Day time, Evening time, Night time Daily Schedule Day time: 08:00 ~ 16:00 Evening time: 16:00 ~ 24:00 Night time: 00:00 ~ 08:00 Event Out Duty hours regarded as regular working hours First authentication as ‘Check-In’, and last as ‘Check-out’

Daily Shift: Day

Daily Shift: Evening

Daily Shift: Night

Daily Shift: Shift