How to Run the Attendance Process?

1. Log In:

   Start by logging in through the admin portal.

2. Go to the Attendance Process:

   From the Attendance module, click on Attendance Process. This will open the attendance finalization page.

On the dashboard, you’ll see:

• Months:

  The previous month will show as completed if attendance is finalized. The current month will show as "Current," and future months will appear as "Upcoming."

• Summary:

  The summary shows:

  • Total employees
  • Status (Completed or Incomplete)
  • Last time the attendance process was run
  • Number of employees processed, unprocessed, or pending
  • Whether data has been exported to the Leave or Payroll modules

• Download Options:

  You can download the Attendance Register or the Status Register for detailed reports.

Steps to Run the Attendance Process

1. Select the Current Month:

   Choose the current month from the list.

2. Run Attendance:

   Click Run Attendance. A pop-up will ask if you want to run it for all employees. Choose Yes to run for all or select specific employees if needed.

3. Resolve Setup Issues:

   The system will check for any missing templates (like shift or leave templates). If anything is missing, fix those issues before proceeding.

4. Approve Pending Requests:

   Approve any pending leave applications or regularization requests. You can approve them in bulk or one by one.

5. Validation Check (optional):

   If you made any changes to shift templates or leave requests recently, you’ll need to run a Validation Check. This ensures the data is updated. Otherwise, you can skip this step.

   Submit:

   After validation (if needed), click Submit to start processing the attendance. You’ll see a progress bar as the system processes the data.

   Sync with Leave and Payroll:

   Once the process is complete, you can sync the data by selecting:

   • Export to Leave: This updates the leave records and balances.
   • Export to Payroll: This ensures LOP (Loss of Pay) is applied correctly.

Important Note -

Once the attendance process is done, the following actions are blocked and cannot be performed unless the entire attendance process is undone:

• Attendance validation
• Template assignment before the processed date
• Roster assignment for that date
• Backdated leave application or approval
• Attendance regularization for that month

In order to clear/undo Attendance process, you can refer this article