Attendance Submodule

Who can use this feature
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Anyone with Administrator and HR Manager role can access all the Attendance pages

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Anyone with Employee role can only access the Time In page

Introduction to Attendance Submodule

This submodule allows access and management of employees' Daily Time Records (DTR) information. Within this submodule, details such as the employee's name and position are in the DTR section, while the Time In section provides a daily log of attendance and calculates the total hours worked. This submodule offers a comprehensive overview of employee attendance, facilitating effective tracking and management of time-related data.

Definition of Terms

Defined in this section are the available pages under the Attendance submodule as follows:

  • DTR. The Daily Time Record (DTR) page provides a comprehensive overview of employee attendance by displaying each employee’s name and corresponding position. It serves as a consolidated record that allows administrators or supervisors to easily identify and track the attendance of individual employees. Having a centralized DTR makes it convenient to monitor employee attendance patterns, identify discrepancies, and ensure compliance with attendance policies.
  • Time In. The Time In page plays a vital role in capturing the time log of employees from the start and end of scheduled work periods. This section records the specific time when an employee starts the shift, and the corresponding end time, and calculates the total hours worked. By logging this information, the Time In page enables accurate tracking of employee attendance, helping to determine their punctuality and adherence to work schedules.

Roles and Permissions

The table below shows the defined roles and permissions when accessing pages and features under Attendance Submodule.

Functions Administrator HR Manager Employee
DTR
Import check-circle check-circle times-circle
Save check-circle check-circle times-circle
Approve check-circle check-circle times-circle
Time In
Time In/Out check-circle check-circle check-circle
Roles and Permissions

Note that users have the flexibility to enhance access control and refine user privileges by effortlessly adding and configuring additional roles and permissions. This aligns system functionality with the organizational structure and security requirements, ensuring that users are assigned appropriate levels of access and responsibilities.
To do so, contact [email protected]

Daily Time Record (DTR)

Introduction to DTR

This page enables efficient management and viewing of daily time records. Its primary purpose is to facilitate the uploading, saving, and approval of DTRs. This helps streamline attendance tracking and ensures accurate, centralized records for employee timekeeping.

To access this page, navigate to the Attendance Submodule within the Human Resources Module. Click on "DTR" as depicted in the image below.

DTR menu item

The snip below provides a high-level view of the DTR page along with its built-in features.

Payroll Generation page

DTR Summary Table

The summary table displays the list of Employee Name with the following columns:

  • Employee Name
  • Position
  • Department
  • Projects
  • Location
  • Employment Status
  • Employee Status
  • Action
    • View and Approve DTR

Searching by Employee

To search for a particular Employee, key in the name of the Employee searching for in the Search Bar as shown in the snip below: Search by Employee

Filtering Employee by Department

This feature provides the option to filter employees based on their department. The image below shows how the department-based filtering works.

Filter by department

Filtering Employee by Project

This feature provides the option to filter employees based on their assigned project. The image below shows how the filtering by project works.

Filter by department

Filtering Employee by Location

This feature provides the option to filter employees based on their assigned location. The image below shows how the location-based filtering works.

Filter by department

Filtering Employee by Employee Status

This feature provides the option to filter employees based on status. The image presented below illustrates the color coding associated with each status.

Filter by status
  • Active. This green-colored status indicates employees who are currently active in the system. The "Active" option can be selected from the status drop-down filter to display records of employees with active employment status.
  • Inactive. This red-colored status indicates employees who are no longer active in the system. The "Inactive" option is available in the status drop-down filter to display records of employees with inactive employment status.
  • Resigned Employees. This yellow-colored status displays a list of all employees who have voluntarily resigned from their positions. To view these records, select "Resigned Employees" from the "Filter by Status" drop-down menu.
  • Resigned Employees (Company Initiated). This orange-colored status represents employees whose resignations were initiated by the company. It indicates that the organization has requested or required the employee to resign from their position, resulting in the termination of their employment. The corresponding records can be viewed by selecting this status from the drop-down filter.
  • Dismissed (Employment Terminated). This dark blue-colored status represents employees whose employment was terminated by the company. It indicates that the affected individuals either failed to meet job expectations or were dismissed due to misconduct. Records associated with this status can be viewed by selecting the corresponding option from the drop-down filter.
  • Dismissed (Others). This purple-colored status represents employees whose employment was terminated for various reasons not directly related to performance issues, misconduct, or redundancy. Records associated with this status can be accessed by selecting the corresponding option from the drop-down filter.

Filtering Employee by Employee Schedule

This feature allows filtering of employees based on their assigned work schedule. The image below shows how the filtering works when selecting either "With Schedule" or "Flexible Schedule" from the available options.

Filter by status
  • With Schedule. Displays employees who follow a fixed or predefined work schedule.
  • Flexible Schedule. Displays employees with flexible working hours and no fixed daily schedule.

Filter with Schedule

In the "With Schedule" filter, the Start Date and End Date fields are used to define the desired period. This allows the system to display attendance records for employees with fixed schedules within the specified date range, as shown in the image below.

Filter by status

Filter with Flexible Schedule

For this option, the available filters include Start Date, End Date, Start Time, End Time, and Days. These filters allow users to narrow down attendance records based on custom timeframes and selected days, as shown in the image below.

Filter by status

Import Attendance Summary

There are two types of Attendance Summary:

  • Daily Attendance. Used to import the daily attendance records of each employee.
  • Attendance Period. Used to import overall attendance for a specific period (e.g., January 01 to January 15).

How to Import Daily Attendance

  1. Click the import attendance button.
  2. A table will appear. Select Daily Attendance. Import DTRs modal
  3. The Import Daily Attendance Summary table will be displayed. Import DTRs modal
  4. Click Choose File to upload the attendance summary.
  5. Click the Import button to proceed.
  6. A success notification will appear once the import is complete.
    DTR successfully imported
Sample Spreadsheet of Daily Attendance

Below is an example spreadsheet for importing Daily Attendance. In the spreadsheet, first column corresponds to the Employee Number, while second column contains the Project Code. The third column is for the Employee Name, fourth column for the Date and Time-in, and fifth column for the Date and Time-out. The sixth column displays the Total Hours worked, seventh column reflects the Night Differential, eighth column indicates the Overtime, and the last column shows the Late hours.

Sample Spreadsheet of DTR

How to Import Attendance Period

  1. Click the import attendance button.
  2. A table will appear. Select Attendance Period. Import DTRs modal
  3. The Import Attendance Period Summary table will be displayed. Import DTRs modal
  4. The required details must be filled in, including the Pay Period Start, Pay Period End, and Payout. Afterward, the attendance summary file can be uploaded by selecting "Choose File."
  5. Click the Import button to proceed.
  6. A success notification will appear once the import is complete.
    DTR successfully imported
Sample Spreadsheet of Attendance Period

Below is an example spreadsheet for importing Attendance Period. In the spreadsheet, the first column corresponds to the Employee ID #, while the second column contains the Employee Name. The third column is for Leave w/o pay (day), fourth column for the Overtime (Hours), and fifth column for the Late (Hours). The last column displays the Undertime (Hours).

Sample Spreadsheet of DTR

How to Import Biometrics Data

  1. Click the import biometrics data button.
  2. A table will appear. Import DTRs modal
  3. Click Choose File to Import DTR.
  4. The upload biometric data table will be displayed.
  5. Click the Proceed Import
  6. A success notification will appear once the import is complete.
    DTR successfully imported
Sample Spreadsheet of Daily Attendance

Below is an example spreadsheet for importing DTR. In the spreadsheet, the first column corresponds to the Employee ID #, while the second column contains the Employee Name. The third column is for Leave w/o pay (day), fourth column for the Overtime (Hours), and fifth column for the Late (Hours). The last column displays the Undertime (Hours).

Sample Spreadsheet of DTR

How to Reset DTR

  1. Click the button to reset DTR.
  2. Choose date range. Import DTRs modal
  3. Click the to reset a specific day or click the Reset to reset all DTR entries within the selected date range.
  4. Click the Save to save the DTR.

How to Edit DTR

  1. Click the button edit DTR.
  2. Choose date range. Import DTRs modal
  3. The user can add or remove entitlements, add remarks, or edit the Time In and Time Out.
  4. Click the Save to save the DTR.

How to Approve DTR

  1. Click the button to approve DTR.
  2. Choose date range. Import DTRs modal
  3. Click the Approve button.
  4. A success notification will appear once the DTR is approved.
    DTR successfully approved

Time In

Introduction to Time In

The Time In page within the Human Resource application is a comprehensive feature designed to facilitate efficient tracking and management of employee attendance. This user-friendly interface provides essential information related to employee work hours and ensures accurate timekeeping.

To access this page, navigate to the Human Resources Module and click “Time In” under Attendance Submodule as shown in the image below:

Time In menu item

The snip below provides a high-level view of the Time In page along with its built-in features.

Time In page

Time In Summary Table

The summary table displays the previous list of logs with the following columns:

  • Schedule Start
  • Time In
  • Schedule End
  • Time Out
  • Total Hours

Logging In

The following steps outline how an employee can log in using this feature:

  1. Click the Log Time button.
  2. The screen displays a login modal below. Preview Payslip
  3. To go back to the previous page, simply click Cancel
  4. Click the Time In / Out button to log in
  5. A successful notification message will show:
    Successfully logged
  6. A new login will be added to the Log In Time section.

Logging Out

The following steps outline how an employee can log out using this feature:

  1. Click the Log Time button.
  2. The screen displays a modal below for log out. Preview Payslip
  3. To go back to the previous page, simply click Close button.
  4. Click the Time In / Out button to log out.
  5. A successful notification message will show:
    Successfully logged
  6. A new login will be added to the Log Out Time section.
  7. The Total Hours feature shows the cumulative hours worked within a day.
Apply for Paid Overtime

This feature allows employees to submit a request for paid overtime through the system. It enables accurate documentation of extra hours worked beyond the regular schedule and routes the request to the appropriate approver for validation. The streamlined process ensures transparency and proper tracking of overtime claims in accordance with company policies.

Apply Overtime to Offset

This feature allows employees to request the use of earned overtime hours to offset future absences or late arrivals. The system records and routes the request for approval, ensuring proper validation and alignment with company offset policies. It provides a convenient and transparent way to manage work-hour adjustments.

Use Offset for Late/Undertime

This feature enables employees to apply their accumulated offset hours to cover instances of tardiness or undertime. The request is submitted through the system and routed for approval, ensuring accurate adjustment of attendance records in compliance with company guidelines.

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