Timekeeping Configurations

Keeping track of employee attendance is important for many reasons. Firstly, it ensures accurate payroll processing, as attendance records form the basis for calculating wages, overtime, and other benefits.

Secondly, it helps maintain productivity and operational efficiency by identifying patterns of absenteeism and addressing any issues promptly.

Third, tracking attendance enables organizations to comply with labor laws and regulations related to working hours, breaks, and leave entitlements. Moreover, it allows managers to allocate resources effectively, plan schedules, and ensure appropriate coverage.

Additionally, attendance records provide valuable data for performance evaluation, workforce planning, and identifying trends for process improvements. Overall, monitoring employee attendance promotes transparency, accountability, and fair treatment, contributing to a positive work environment and organizational success.

To set up your attendance configurations in the eezi module, follow these steps.

Uploading time logs

1. From the dashboard, click the Timekeeping tab at the top.
2. On the new selection, click Attendance.
3. On the upper right-hand corner of the screen, you will see four icons. Click on the document icon that says Download/Upload.
4. If you are uploading for the first time, download the sample CSV template first by clicking the hyperlink.
5. Ensure that your data follow the format in the CSV.
6. Once you have the file, upload the same by clicking on the document icon.
7. Fill out the company information and the dates and attach your CSV file.
8. Once done, click Upload to validate your data.
9. A pop-up table will display your data for review. If they are accurate, click Save.

Locking and unlocking a payroll group

1. From the dashboard, click the Timekeeping tab at the top.
2. On the new selection, click Attendance.
3. Select the applicable cut-off dates before making any changes.
4. Below, you will see the payroll groups.
5. To lock, click the lock icon of your selected payroll group. Before confirming the lock, remember the following:

You cannot lock a payroll group if there are missing employee logs. That said, check for the following:

1. Make sure missing logs are resolved before proceeding.
2. You cannot alter time logs in locked payroll groups.
3. You need to unlock a group before making any changes.

Overriding flags

1. From the dashboard, click the Timekeeping tab at the top.
2. On the new selection, click Attendance.
3. Select the applicable cut-off dates before making any changes.
4. On the top of the table, click the forward icon (>) to expand the columns.
5. In the new columns, select the employee name and date to put the flags. Note that only dates with time logs are eligible for flag overrides.
6. In the new pop-up, click View Flags, located at the bottom left corner of the window.
7. Click on the Add Flag link, select a flag from the dropdown, and fill in the minutes.
8. Click Save to update your time logs.

Updating flags

1. From the dashboard, click the Timekeeping tab at the top.
2. On the new selection, click Attendance.
3. Select the applicable cut-off dates before making any changes.
4. On the top of the table, click the forward icon (>) to expand the columns.
5. Ensure that you are on the right cut-off date and click the flag icon that says “Update Flags” above the table.
6. Wait for the system to reflect your changes.

Adding, editing, and deleting time logs manually

Suppose your uploaded time logs have errors in them. In this case, you can still modify the logs manually by following these steps:

1. From the dashboard, click the Timekeeping tab at the top.
2. On the new selection, click Attendance.
3. Select the applicable cut-off dates before making any changes.
4. On the top of the table, click the forward icon (>) to expand the columns.
5. Select the employee and dates you want to modify.
6. On the new pop-up window, click Add New Log.
7. Fill out all the required cells and click Save.
8. Suppose you need to edit or delete time logs; you may do so in the same window.

Modifying uploaded time logs.

1. From the dashboard, click the Timekeeping tab at the top.
2. On the new selection, click Attendance.
3. Select the applicable cut-off dates before making any changes.
4. On the top of the table, click the forward icon (>) to expand the columns.
5. Select the employee and dates you want to modify.
6. In the new pop-up, go to the time log entry that you want to modify and click Edit.
7. You may also remove a time log by clicking the red minus icon (-).

Sliding or adjusting for shift, break, and mini break

1. From the dashboard, click the Timekeeping tab at the top.
2. On the new selection, click Attendance.
3. Select the applicable cut-off dates before making any changes.
4. On the top of the table, click the forward icon (>) to expand the columns.
5. Select the employee and dates you want to modify.
6. In the new pop-up, click on the Adjust Time link in the logs and update the information.
7. Click Save and close the window.