Difference between revisions of "Time attendance"
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| − | + | Attendance bookmark displays an overview of information about the attendance of your employees. This overview can be freely edited according to your needs. The selection can be made in the main bookmark panel. In the main panel you can choose display options or filter employees (individuals, departments, branches, teams...) whose attendance you wish to view. The last column enables viewing summary information of a selected character – overview, accounts, violations, records. | |
| − | |||
| − | |||
| − | + | Overview display options are: | |
| − | * | + | * day view |
| − | * | + | * week view |
| − | * | + | * year view |
| − | + | If in the field "Employees filter" it is not defined differently, the overview of all employees will be displayed. | |
| − | |||
| + | [[File:Dochazka1.png]] | ||
| − | |||
| − | + | == Daily overview == | |
| − | |||
| − | + | Daily overview displays records of a specific day. In this overview it is possible to make manual adjustments, corrections and modifications of the attendance. Work rules violations, filling in missing arrivals or departures are approved here. | |
| + | [[File:Dochazka2.png]] | ||
| − | === | + | === Header === |
| − | + | Overview type: Daily overview | |
| − | + | Employee: Employee's name displayed - switch between employees in alphabetical order by using arrow keys | |
| − | + | Day: Day for which the attendance is displayed - arrow keys switch between days +/- | |
| − | === | + | === Summaries === |
| − | + | Provide information as to which attendance rule is followed in a specific day, what is the work responsibility, how many hours the employee really spent at work and how much break time was subtracted from said period. | |
| + | Furthermore, it is possible to refund the breaks marked by employees as paid absences. This can be done by clicking on the three dots in a row; a new menu opens, where you can select the breaks that should be transferred to paid time. | ||
| − | === | + | === Balance === |
| − | + | Here the balance (overtime) status is displayed summarily for the previous day (initial state) and to this state new state from the given day (final state) is added or subtracted. This information cannot be modified in any way. | |
| − | === | + | === Clockings === |
| − | + | Display the time of arrival and departure from the workplace, break and its additional information - leaving to go to the doctor's, for a business trip. Records can be retrospectively adjusted and completed – enter arrival, departure, delete a faulty record. | |
| − | |||
| − | === | + | === Violations === |
| − | + | In this window are described in detail individual rules violations. There are possibilities of how to take into consideration these violations in the attendance. | |
| + | == Monthly overview == | ||
| − | + | Monthly overview displays records for one whole calendar month. | |
| + | Work rules violations are displayed in colour and time which is missing or extra is expressed in numbers. | ||
| − | + | [[File:Dochazka3.png]] | |
| − | |||
| − | |||
| + | === Header === | ||
| + | Overview type: Monthly overview | ||
| − | |||
| − | |||
| + | === Employee filter type === | ||
| + | If the field is not filled in, the attendance of all employees overview is displayed. You can choose a display of only one specific employee, department, team, etc. | ||
| − | |||
| − | |||
| + | === Summary overviews === | ||
| − | + | In the main panel the summary overview is displayed in dependence on the selected filter. Calculated data can be displayed for the entire company or for a specific employee. To display an employee it suffices to mark the employee in the main table. To display a specific day mark the required day in the main table. | |
| − | + | '''Example:'''''the whole company is selected'' | |
| − | |||
| − | ''' | ||
[[File:Dochazka301.png]] | [[File:Dochazka301.png]] | ||
| − | ''' | + | '''Example:'''''only one employee is selected'' |
[[File:Dochazka302.png]] | [[File:Dochazka302.png]] | ||
| + | |||
| + | === Legend === | ||
| + | |||
| + | |||
| + | The key of colors for better oriantation is displayed in the bottom of page. | ||
| − | === | + | === Others === |
| − | |||
| − | |||
| − | + | You can make the choise of work days, free days or all days. You can also change the text in columns to display worked hours, daily balance, working rule, work due or no values. | |
| − | |||
| + | === Balance === | ||
| + | Overview of the used accounts status recording various information – holiday, work at night, sickness ... | ||
| + | This information can be displayed for the entire month or for individual days by marking the relevant fields in the table. | ||
| − | + | [[File:Dochazka4.png]] | |
| − | |||
| − | [[File: | + | [[File:Dochazka5.png]] |
| + | === Absences === | ||
| + | This overwiew give you the information about the absences of your employee and the reason of this absence. You can choose between the overwiew of one or more employees. | ||
| − | + | [[File:Dochazka12.png]] | |
| − | |||
| − | |||
| − | + | === Violations === | |
| + | Displays work responsibilities violations either for an entire month or for marked day/days and that is either for one employee, a group of employees or the whole company. | ||
| − | [[File: | + | [[File:Dochazka6.png]] |
| − | === | + | === Clockings === |
| + | Summary overview of records for a selected period. | ||
| − | + | [[File:Dochazka7.png]] | |
| − | + | Filtering of a specific employee and a specific day can be set by marking the relevant information in the main table. | |
| − | [[File: | + | [[File:Dochazka8.png]] |
| + | === Attendance adjustments === | ||
| − | + | If you need to adjust some information (change, approve a violation...) mark the field which will be changed and right-click with the mouse. | |
| + | The selection will be done in the following table of options: | ||
| − | |||
| − | + | [[File:Dochazka9.png]] | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | The first two lines provide information about the employee's name and the date which will be modified. | |
| − | |||
| − | + | The following lines offer the choice of required changes: | |
| + | * Reports | ||
| + | * Add account change | ||
| + | * Approve missing time | ||
| + | * Day overview | ||
| + | Marking can be done for one specific day and one specific employee or for any number of days or employees. | ||
| − | + | If one day is marked the change is made for this day and the selected customer. | |
| + | |||
[[File:Dochazka11.png]] | [[File:Dochazka11.png]] | ||
| − | + | If a longer time period or more employees are marked, the change will be done in all such marked fields. Information about the time period and the number of employees is stated in the first two lines. | |
| + | |||
| + | |||
| + | [[File:Dochazka10.png]] | ||
| + | |||
| + | |||
| + | When editing, always carefully observe whether the field is marked properly and the information of the first two lines corresponds with the required date and employee. | ||
| + | |||
| + | == Annual overview == | ||
| + | The annual overview functions on the same principle as the monthly overview – here, you can edit records, use reports... But instead of the employees, the individual months are shown. | ||
| + | [[File:Dochazka13.png]] | ||
| + | ---- | ||
| − | [[ | + | [[Approval|Next page]] |
| − | [[Employees| | + | [[Employees|Previous page]] |
| − | [[iTA Help| | + | [[iTA Help|Back to home page]] |
Latest revision as of 09:18, 1 September 2017
Attendance bookmark displays an overview of information about the attendance of your employees. This overview can be freely edited according to your needs. The selection can be made in the main bookmark panel. In the main panel you can choose display options or filter employees (individuals, departments, branches, teams...) whose attendance you wish to view. The last column enables viewing summary information of a selected character – overview, accounts, violations, records.
Overview display options are:
- day view
- week view
- year view
If in the field "Employees filter" it is not defined differently, the overview of all employees will be displayed.
Contents
Daily overview
Daily overview displays records of a specific day. In this overview it is possible to make manual adjustments, corrections and modifications of the attendance. Work rules violations, filling in missing arrivals or departures are approved here.
Header
Overview type: Daily overview Employee: Employee's name displayed - switch between employees in alphabetical order by using arrow keys Day: Day for which the attendance is displayed - arrow keys switch between days +/-
Summaries
Provide information as to which attendance rule is followed in a specific day, what is the work responsibility, how many hours the employee really spent at work and how much break time was subtracted from said period.
Furthermore, it is possible to refund the breaks marked by employees as paid absences. This can be done by clicking on the three dots in a row; a new menu opens, where you can select the breaks that should be transferred to paid time.
Balance
Here the balance (overtime) status is displayed summarily for the previous day (initial state) and to this state new state from the given day (final state) is added or subtracted. This information cannot be modified in any way.
Clockings
Display the time of arrival and departure from the workplace, break and its additional information - leaving to go to the doctor's, for a business trip. Records can be retrospectively adjusted and completed – enter arrival, departure, delete a faulty record.
Violations
In this window are described in detail individual rules violations. There are possibilities of how to take into consideration these violations in the attendance.
Monthly overview
Monthly overview displays records for one whole calendar month. Work rules violations are displayed in colour and time which is missing or extra is expressed in numbers.
Header
Overview type: Monthly overview
Employee filter type
If the field is not filled in, the attendance of all employees overview is displayed. You can choose a display of only one specific employee, department, team, etc.
Summary overviews
In the main panel the summary overview is displayed in dependence on the selected filter. Calculated data can be displayed for the entire company or for a specific employee. To display an employee it suffices to mark the employee in the main table. To display a specific day mark the required day in the main table.
Example:the whole company is selected
Example:only one employee is selected
Legend
The key of colors for better oriantation is displayed in the bottom of page.
Others
You can make the choise of work days, free days or all days. You can also change the text in columns to display worked hours, daily balance, working rule, work due or no values.
Balance
Overview of the used accounts status recording various information – holiday, work at night, sickness ... This information can be displayed for the entire month or for individual days by marking the relevant fields in the table.
Absences
This overwiew give you the information about the absences of your employee and the reason of this absence. You can choose between the overwiew of one or more employees.
Violations
Displays work responsibilities violations either for an entire month or for marked day/days and that is either for one employee, a group of employees or the whole company.
Clockings
Summary overview of records for a selected period.
Filtering of a specific employee and a specific day can be set by marking the relevant information in the main table.
Attendance adjustments
If you need to adjust some information (change, approve a violation...) mark the field which will be changed and right-click with the mouse.
The selection will be done in the following table of options:
The first two lines provide information about the employee's name and the date which will be modified.
The following lines offer the choice of required changes:
- Reports
- Add account change
- Approve missing time
- Day overview
Marking can be done for one specific day and one specific employee or for any number of days or employees.
If one day is marked the change is made for this day and the selected customer.
If a longer time period or more employees are marked, the change will be done in all such marked fields. Information about the time period and the number of employees is stated in the first two lines.
When editing, always carefully observe whether the field is marked properly and the information of the first two lines corresponds with the required date and employee.
Annual overview
The annual overview functions on the same principle as the monthly overview – here, you can edit records, use reports... But instead of the employees, the individual months are shown.
