This guide will assist you in setting  up the shift schedule.  Note: To setup a shift, ensure that you have created the shift under Shift Maintenance & the rules under Rule Maintenance. To setup the shift schedule, click on Human Resource > Shift Schedule under Attendance Management. Click on Add New at the top right corner to create a new shift schedule. There will be 3 ways for the shift to be assigned to the employee. First one would be Standard where it is more suitable for office or companies that has a fixed schedule throughout the entire year. Second one would be Roster, this is more suitable for office with contract workers or restaurants with alternating schedules on a monthly basis. Third and last one would be Flex, this is also suitable for restaurants or companies with daily / weekly alternating schedules. Select your preferred method of schedule wizard and click on Next. Click on Employee to select the employee that you would like to create the schedule for. Select the Year and the Options (Optional) Select the preferred method of batch creation for the shift, either by Shift for each month or Shift for each week’s day. Select the month. Select the day you would like to assign a shift and select the shift along with the rule that you would like to assign. Once done, click on Apply to create the shift schedules. There will be a confirmation message, click on Confirm to apply the shift into the schedule. The shift would then be created. END OF GUIDE

This guide will assist you in creating / maintaining a shift under shift maintenance.  Purpose: Shift Maintenance is used to create shifts / work timings. To create a shift under shift maintenance, click on Human Resource > Shift Maintenance under Attendance Management. Click on Add New at the top right corner to add a new shift. Maintain the Code and Description then fill in the clock in and out time. If the shift supports overnight shifts, then under Clock Out, select Next Day. Once done, select click on Done. END OF GUIDE

This guide will assist you in importing the time attendance via / using Excel Import. To upload the Time Attendance via / using Excel Import, click on Payroll > Time Attendance Import under Payroll Management. Click on Template to download the excel template format. Open the excel template and maintain the necessary information such as Employee Code, Worked Days, Working Days, & etc and save the file to reimport later on Head back to AutoCount HRMS Time Attendance Import and click on Import Select the desired Period and Payroll Type to import the Time Attendance excel template. Select the Time Attendance Excel template and import. Once imported, click on Save at the top right corner to save the time attendance import. END OF GUIDE

This guide will assist you in creating / maintaining a rule maintenance. Purpose: A Rule is necessary for the creation of a shift, it acts as a restriction for the shift, providing clearer guidelines such as defining the clocking method, minimum & maximum OT hour per day, OT & Lateness rounding and etc. To create / maintain a rule in Rule Maintenance, click on Human Resource > Rule Maintenance under Attendance Management. Click on Add New at the top right corner to add a new rule. In the Rule Maintenance page, maintain the necessary information such as the Code & Description and select the shift from the list that will be following this rule. Select the day of the week in Daily Default Shifts if you have a fixed schedule from one day to another within a week.  If you do not have a fixed schedule, you may ignore this step. Next, you may maintain the adhoc settings such as Early Out/Lateness Setting & Overtime Settings if you have any special requirement for your shift. If not then you may just skip this step. Lastly, you may choose your preferred choice of clocking method. If you select Geolocation, you may choose whether you want the employee to clock in within a certain location with a defined radius or not. Furthermore, in every single one of the clocking method, you may choose to select an Additional Action that would require staff to take a selfie upon clocking in. Select a clocking method, example; Geolocation. Tick Geolocation & Geolocation is required to match with defined address and click on Add New to add a new address. Key in the address and click on Get Location to get the location of the address and key in the Acceptable Radius (Meter) as well. The recommended amount is 50meters minimum as GPS are not 100% accurate. Once done, click on Save to add the new address. Once done, click on Save to save the changes made and the rule will be created. END OF GUIDE

This guide will assist you in setting up the face recognition feature. Purpose : System will detect employee the employee's face upon clock in and compare it with the first image they have taken during their registration period. To setup the face recognition feature, click on Payroll > Employee Maintenance under Employee. Identify the employee that you would like to enable the face recognition feature for clocking in / out and click on the pencil icon to edit the employee. Ensure the Requires Face Recognition checkbox is ticked. Click on Save at the top right corner to save the changes made. END OF GUIDE

This guide will assist you in updating the facial recognition images of an employee. To update the facial recognition images of an employee, click on Payroll > Employee Maintenance under Employee. Identify the employee that you would like to update their facial recognition picture. Click on Face Recognition Click on Clear Photos and reupload the photo you would like to change to. Once done, click on the Save at the top right corner. END OF GUIDE

This guide will explain how to maintain the Early Out/Lateness setting in Rule Maintenance. This setting is for user to set whether there are any rounding for early out/lateness. There are two options for the Early Out / Lateness Roundup. One is No Rounding where there will be no rounding for the early out or lateness. Whereas another one would be Round Up, this is where there will be rounding for the early out or lateness and users are required to select the rounding time.    For example, the shift in time set as 9:00 am; the shift out time at 6:00pm with lateness buffer 15 mins Below scenario is example for early out/lateness setting:                i. No Rounding Actual Shift: 9:00am – 6:00pm Clock in:9:32am Clock out: 5:18pm RESULT  Lateness: 32minutes [9:32am – 9:00am]  Early Out: 42minutes [6:00pm – 5:18pm]                 ii. Rounding 15 minutes Actual Shift: 9:00am – 6:00pm Clock in: 9:41am Clock out: 5:12pm RESULT  Lateness: [9:41am – 9:00am]  41minutes => Round up 15 minutes => 45 minutes Early Out: [6:00pm – 5:12pm] 48 minutes => Round up 15 minutes => 1 hour END OF GUIDE

This guide will assist you in using the 'Exclude OT Calculation' feature in Rule Maintenance. This function is used to exclude certain work hours based on the selection when No OT Request is required for OT Calculation is ticked.  There are 5 options for users to select on which part of the working hours they would like to exclude into the OT Calculation : Before Shift, Break 1, Break 2, Break 3, & After Shift. Calculation:  Total Worked Hours – Shift Working Hours = Overtime Worked Hours Overtime Worked Hours – Excluded Overtime Worked Hours (based on the selection) = Acceptable Overtime Worked Hours   Settings:  Shift in time: 10:00am Shift out time: 4:00pm  Break hour: 1 hour  Total Shift working hours: 5 hours      Data Clock in time: 9:40am Clock out time: 5:49pm   Calculation Total Worked Hours = 5:49pm – 9:40am = 8.15hours // 8 hours 9 minutes Overtime Worked Hours = Total Worked Hours – Shift Working Hours =8.2hours – 5hours =3.2hours   Exclude Overtime Worked Hours = Before Shift Time + Break 1 Time = (10am – 9:40am) + 1hour = 1.3hours   Acceptable Overtime Worked Hours = Overtime Worked Hours – Excluded Overtime Worked Hours = 3.2hours – 1.3hours = 1 hour 49 minutes     Hence in attendance transaction will show 1hours and 49 minutes in the overtime actual column. END OF GUIDE

This guide will assist you in using the Overtime Rounding Settings. This function is used to perform rounding on the worked overtime hours. There are three options for users to select, No Rounding, Round Up, Round Down, and 5 different time interval for selection: 5 mins, 15 mins, 30 mins, 45 mins and 1 hour. Calculation:  Total Worked Hours – Shift Working Hours = Overtime Worked Hours Overtime Worked Hours – Excluded Overtime Worked Hours = Acceptable Overtime Worked Hours  Acceptable Overtime Worked Hours will be rounded based on your selection.   Scenario:  Shift in time: 10:00am Shift out time: 4:00pm  Break hour: 1 hour  Total Shift working hours: 5 hours    Settings OT Rounding: Round Up Rounding Time: 15 mins   Data Clock in time: 10:36am Clock out time: 5:48pm Total Worked Hours = 5:48pm – 10:36am = 7.2hours Overtime Worked Hours = Total Worked Hours – Shift Working Hours =7.2hours – 5hours =2.2hours   Exclude Overtime Worked Hours = Before Shift Time + Break 1 Time =0hour + 1hour =1.0hour   Acceptable Overtime Worked Hours = 2.2 - 1.0 =1.2hours = 1 hour 12 minutes => Round up to 15 mins => 11hour 15 minutes       Result Overtime in attendance transaction will show 1hour and 15minutes under the ‘Actual’ column Explanation [Attendance Transaction > Scenario] END OF GUIDE

This guide will assist you in further understanding how to utilize the attendance map to preview employee attendance clocking location. Once user is in the company, click on Human Resource > Attendance Map under Attendance Management. Select the employee that you would like to view for their clock in / out location. Select the date to apply a filter to the date range of the attendance transaction. On the left side panel will display two clock in times, the one with a red dot icon next to it represents Clock out and the one with a green dot icon next to it represents Clock in. Users may click on it to preview more information such as the notes and the coordinates of the clocking location. END OF GUIDE