1. HR Operations-2

2. Agenda Holiday Schedule Configuration Restricted Holiday Configuration
How to change shift configurations
How to Sync configuration with devices
How to apply changes in T&A
Reports

3. Holiday Schedule User can create Holiday list in Holiday Schedule
It is a part of Shift and Schedule module in COSEC
32 holidays can be configured in 1 Holiday Schedule
COSEC supports upto 99 Holiday schedules
30 Schedules are available in COSEC with default settings

4. Click Holiday Schedule in Shift and Schedule

5. Click ‘+’ to create new schedule
Holiday Schedule
Click ‘+’ to create new schedule

6. Click member to to add Holiday
Holiday Schedule
Specify ID and Name
Click member to to add Holiday

7. Specify holiday name and date
Holiday Schedule
Specify holiday name and date
Click Update

8. System will add holiday in the list
Holiday Schedule
In this way user can add 32 holidays in 1 holiday schedule
System will add holiday in the list

9. Click Save to save configurations
Holiday Schedule
Click Save to save configurations

10. System displays message “Saved successfully”
Holiday Schedule
System displays message “Saved successfully”

11. Restricted Holidays Restricted Holiday is a part of Holiday schedule
This is additional holiday provided by organization
User can avail these holidays in addition to regular holidays
Restricted holidays are linked with Holiday Schedules
User can configure Restricted Holiday from Shift And Schedule module

12. Click Restricted Holidays

13. Restricted Holidays
Select the desired Holiday schedule from the grid wherein the restricted holidays are to be added

14. Click Edit to add restricted holiday
Restricted Holidays
Click Edit to add restricted holiday

15. Configure Date and Name
Restricted Holidays
Configure Date and Name
Click Add

16. Restricted Holidays Click Save to save configuration
System will add holiday in list

17. System displays message “Saved successfully”
Restricted Holidays
System displays message “Saved successfully”

18. Utilities
User can change all shift related configuration in shift and schedule module
All changes and its configurations are available in Utilities option
Shift and Schedule includes utilities option
To apply any change, user has to process Daily Attendance

19. Click Shift Changer option under Utilities
How to change Shift
User can view and change shift under Shift Schedule module
Click Shift Changer option under Utilities

20. Enter Date and select desired filter option
How to change Shift
Enter Date and select desired filter option

21. How to change Shift
Click View

22. All the shift and user details will be displayed
How to change Shift
All the shift and user details will be displayed

23. Click any shift name to open change shift window
How to change Shift
Click any shift name to open change shift window

24. Select shift using pick list icon
How to change Shift
Select shift using pick list icon

25. How to change Shift
Select Shift

26. If user wants to add Week off and Holiday, activate respective flags
How to change Shift
If user wants to add Week off and Holiday, activate respective flags
Click Update

27. System displays message “Saved successfully”
How to change Shift
System displays message “Saved successfully”

28. To change schedule click Change Schedule option under utility
How to change Schedule
To change schedule click Change Schedule option under utility

29. How to change Schedule
Select change type Temporary/Permanent specify date, schedule and start shift

30. Select user using User Filter and click Select Users
How to change Schedule
Select user using User Filter and click Select Users

31. Select user from pick list and click OK
How to change Schedule
Select user from pick list and click OK

32. How to change Schedule
Click Apply

33. System displays message “Saved successfully”
How to change Schedule
System displays message “Saved successfully”

34. To change Week Off click Change Week-Off under utilities
How to change Week-Off
To change Week Off click Change Week-Off under utilities

35. How to change Week-Off Specify Current Week-Off and New Week-Off Date
Select users using filter

36. Select user from pick list and click ‘OK’
How to change Week-Off
Select user from pick list and click ‘OK’

37. How to change Week-Off
Click Apply

38. System displays message “ Week Off changed successfully”
How to change Week-Off
System displays message “ Week Off changed successfully”

39. How to Sync Change to Device
To apply changes on device click Sync Changes To Devices
To send and update shift-schedule manually on device click Sync Changes To devices

40. How to Sync Change to Device
Specify Schedule Date, Device and Sync type (Only Exceptions/All Shits)

41. How to Sync Change to Device
Select user using User Filter and click Select Users

42. How to Sync Change to Device
Select user from pick list and click ‘OK’

43. How to Sync Change to Device
Click Sync

44. Manual Schedule Import
To Import and Upload schedule click Manual Schedule Import

45. Manual Schedule Import
To download sample excel file click download icon

46. Manual Schedule Import
Configure all parameters

47. Manual Schedule Import
To upload file, select file and click Upload

48. Manual Schedule Import
System displays message “File Saved Successfully”

49. T&A Master Data
User can create master data for time and attendance application
IN/OUT Reasons: These reasons are used to define IN and OUT punches details like Personal Work, Official IN, Project Meeting etc.
Bus Route: It is specifically used to allow/deny- Late-In /Early-Out action to multiple user.
Admin can directly apply actions for all users who are in that Bus using Bus Route option
Overtime Code (OT Reason): Overtime code is used to change name of overtime reason

50. T&A Master Data
To create master data like IN/OUT reason, Bus Route and OT Reason click Masters in T&A module

51. Click In/Out Reasons to configure reasons

52. Click ‘+’ to add new reason
IN/Out Reasons
Click ‘+’ to add new reason

53. Specify Reason and select type IN/OUT
IN/Out Reasons
Specify Reason and select type IN/OUT

54. Click Save to save configuration
IN/Out Reasons
Click Save to save configuration

55. System displays message “Saved Successfully”
IN/Out Reasons
System displays message “Saved Successfully”

56. Bus Route Click ‘+’ to add new Route
To define Bus route click Bus Route option

57. Specify Name and Click Save
Bus Route
Specify Name and Click Save

58. System displays message “Saved Successfully”
Bus Route
System displays message “Saved Successfully”

59. To rename overtime code click Overtime Code

60. Select desired overtime code to rename

61. Click ‘Edit’ to rename Overtime Code

62. Click Save to save configuration
Overtime Code
Click Save to save configuration

63. System displays message “Saved Successfully”
Overtime Code
System displays message “Saved Successfully”

64. T&A Changes
User can change all time and attendance related configuration in Time and Attendance module
All changes and its configurations are available in Utilities option
Time and Attendance includes utilities option
To apply any change, user has to process Daily Attendance

65. To apply changes and corrections in policy, click on utilities

66. User can view attendance of any employee in Attendance Summary

67. Enter user ID, select attendance period and click View
Attendance Summary
Enter user ID, select attendance period and click View

68. Click Summary to view attendance summary for entire month

69. User can view attendance details of entire month
T&A Changes
User can view attendance details of entire month

70. Click Details icon to view details of punch
Attendance Summary
Click Details icon to view details of punch

71. User can view same attendance details in Daily Attendance View

72. Late-IN/Early-Out Allowed
An HR administrator may be required to provide special allowance for employees to come in late or leave early on a particular day
Such a requirement may arise due to various reasons such as bus service failure,
unnatural weather conditions, red alerts or festivities. On such an occasion, the
administrator can use the Late-IN/Early-OUT Allowed functionality to allow all Late-IN
or Early-OUT punches for the specified day

73. Late-IN/Early-Out Allowed
Click Late-In/Early OUT Allowed option

74. Late-IN/Early-Out Allowed
Click ‘+’ to add new rule

75. Late-IN/Early-Out Allowed
Configure time duration, date and select device on which Late-In/Early-out is allowed

76. Late-IN/Early-Out Allowed
Click Save to save configuration

77. Late-IN/Early-Out Allowed
System displays message “Saved Successfully”

78. To do manual entry of OT/C-Off open Overtime/C-Off entry
Admin user can add Overtime/C-Off in employee’s account if employee has not been able to mark the entry and exit times
This is known as Manual OT/C-Off entry
To do manual entry of OT/C-Off open Overtime/C-Off entry

79. Select user and attendance period
Overtime/C-Off Entry
Select user and attendance period

80. It shows attendance details, click edit
Overtime/C-Off Entry
It shows attendance details, click edit

81. Configure Manual Overtime/C-OFF entry and click process

82. System displays message “Saved Successfully”
Overtime/C-Off Entry
System displays message “Saved Successfully”

83. Previous Adjustment
Enables the HR user to update previous adjustment data of an employee in the current attendance records
It may include entry for adjustment in attendance days, OT hours, working hours and shifts allowance
Such adjustments is then reflected in the attendance data of the current attendance period
This feature can be useful to the HR user for effective payroll calculation.

84. Adjustment of Data
To adjust previous month attendance data in current month click Previous Adjustment

85. Click ‘+’ to create new adjustment
Adjustment of Data
Click ‘+’ to create new adjustment

86. Adjustment of Data
Select user, adjustment date and attendance details previous/current (it includes first half, second Half, working hours, extra hours etc.

87. Adjustment of Data
Specify target month and adjustment details like addition or subtraction

88. Click Save to save configurations
Adjustment of Data
Click Save to save configurations

89. System displays message “Saved Successfully”
Adjustment of Data
System displays message “Saved Successfully”

90. Attendance Correction
HR can correct user’s attendance data under attendance correction option

91. Attendance Correction
Select user and Attendance Date to correct attendance
Click Edit to configure

92. Attendance Correction
Enter/edit punch timing to correct attendance and click Save to save changes

93. Attendance Correction
System displays message “Saved Successfully”
System displays message “Saved Successfully

94. Attendance Exception
Attendance Exception is used to do manual entry where the punch behavior of a user deviates from the expected time

95. Click Edit to configure manual entries
Attendance Exception
Click Edit to configure manual entries

96. Here Punch timings are entered manually
Attendance Exception
Here Punch timings are entered manually

97. Click Save to save changes
Attendance Exception
Click Save to save changes

98. Click More icon to perform extra actions
Attendance Exception
Click More icon to perform extra actions

99. Select action so system will open directly that page for configuration
Attendance Exception
Select action so system will open directly that page for configuration

100. Attendance Exception
For instance, Click Authorize attendance option and it will open its page

101. Approve attendance correction and click Save to save changes
Attendance Exception
Approve attendance correction and click Save to save changes

102. System displays message “Saved Successfully”
Attendance Exception
System displays message “Saved Successfully”

103. Click Settings to filter user and exceptions
Attendance Exception
Click Settings to filter user and exceptions

104. Select Attendance Exception order from the list

105. User can customize exception for selection
Attendance Exception
User can customize exception for selection

106. Specify counts to apply exception and operator for same
Attendance Exception
Specify counts to apply exception and operator for same
Click Save settings

107. System displays message “Saved Successfully
Attendance Exception
System displays message “Saved Successfully

108. Manage Shit wise Attendance
Shift wise Management is used to view and manage shift based attendance

109. Manage Shit wise Attendance
Select attendance date and user using filter
Click View

110. Manage Shit wise Attendance
Shift based details for users will be displayed here

111. Manage Shit wise Attendance
Click any shift to configure shift changes

112. Manage Shit wise Attendance
User can change shift by specifying user and shift parameters

113. Manage Shit wise Attendance
Click Update to save changes

114. Manage Shit wise Attendance
To change policy, click Change Policy

115. Manage Shit wise Attendance
Policy can be changed for single/Multiple user

116. Manage Shit wise Attendance
Enter user id and system will show all assigned policy in list

117. Manage Shit wise Attendance
Select policy name in change policy, specify period in terms of date, select new policy and click Apply

118. Manage Shit wise Attendance
System displays message “Saved Successfully”

119. Manage Shit wise Attendance
User can also view change record in User Attendance Change Records tab

120. Attendance Restriction
To restrict access of user on devices click User-Wise Attendance Restriction

121. Attendance Restriction
Enter user Id to view assigned device list

122. Attendance Restriction
To restrict access activate Restrict Attendance flag and click Apply

123. Attendance Restriction
System displays message “Saved Successfully”

124. Authorization/Approval
Admin can approve employees different applications like
Short Leave/Official In-Out
Overtime/C-Off
Daily Attendance
Attendance Correction
Admin can also apply it for user and it will be approved directly

125. Authorization/Approval
To approve different application open Authentication/Approval

126. Authorization/Approval
To approve Daily Attendance click Daily Attendance

127. Authorization/Approval
Click Edit

128. Authorization/Approval
Admin can view pending request in Pending list

129. Authorization/Approval
Enable Authorize flag

130. Authorization/Approval
Click Save to save changes

131. Authorization/Approval
System displays message “Saved Successfully”

132. Authorization/Approval
After approving application, user can view it in authorized list

133. Authorization/Approval
Similarly, admin can approve attendance correction from pending list

134. Authorization/Approval
Similarly, Admin can approve Short Leave/Official IN-OUT from pending list

135. Authorization/Approval
Similarly, Admin can approve Overtime/C-Off from pending list

136. ‘Process‘ is very important part of T&A application
The Most important part of T&A application is process
After every change in configuration, admin has to process data
Monthly attendance is used to set configuration as per the Punches
‘Process‘ is very important part of T&A application

137. Select date and user to process
After every change user has to process daily attendance to apply those changes

138. Process
Click Process

139. System shows status of process

140. Process
At the end of every month, admin has to process attendance data to sync data as per punches

141. Select user using User filter
Process
Select user using User filter

142. Select Attendance period
Process
Select Attendance period
Admin can also send alert for it and after processing admin can close attendance period by enabling respective flags

143. System shows status of process

144. User can export attendance details in excel format

145. Export Open Attendance Register
Select date, user and give name to file

146. Click Export to export sheet

147. Export
This is exported sheet

148. Admin can also customize sheet and its field in configuration option
Export
Admin can also customize sheet and its field in configuration option

149. Select fields to add in sheet
Export
Select fields to add in sheet

150. User can configure o/p code for daily attendance in excel sheet format
Export
User can configure o/p code for daily attendance in excel sheet format

151. User can also customize output code for leave in excel sheet
Export
User can also customize output code for leave in excel sheet

152. Export
User can export total no. of present employees in any group using headcount

153. Configure export parameters and click Export

154. This is exported Head Count summary sheet for organization

155. User can export total man-hours of employees in any group using
Man-Hours option

156. This is exported Man-hours summary sheet for organization

157. User can get different types of reports for T&A application

158. For instance, Attendance Register is selected
Reports
For instance, Attendance Register is selected

159. Reports Report template is used to view data in report page
Configure time period and user details

160. Reports
Attendance Register 1 is used to view whole 30 days data on same page and Attendance Register 2 is used to break and view 15 days data in rows

161. Select user and click Generate Report
Reports
Select user and click Generate Report

162. This is Attendance Register report
Reports
This is Attendance Register report

163. User can also get pictorial representation of data in charts option
Reports
User can also get pictorial representation of data in charts option

164. For instance, Time Loss is selected
Reports
For instance, Time Loss is selected

165. Configure date and user parameters and click Generate Report option
Reports
Configure date and user parameters and click Generate Report option

166. Reports
This is Time Loss chart