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Configuration and Reports

Leave configuration and reports


This page will help you configure leaves and transactions for accurate attendance management at the organization.
Also, you will learn how to generate/ download employee leave reports for payroll and HR. Given below are steps for the subject.


Admin credentials
User rights
Note - Kindly contact your Admin/ HR for rights if you are not able to perform the steps below.


How to configure leaves and holidays:
Step 1: Go to 'Leave'
Step 2: Select 'Transaction' > 'Leave Entry/ Debit'. Now enter the employee code or name you want to view the details of.
Step 3: After the employee profile appears, proceed to the 'Leave' column. Here you can add or debit leaves by clicking on the '+' button as shown in the screenshot below.
Here you can also view their leave calendar, weekly offs, and holiday list in a click.
Step 4: Proceed to the 'Attendance' column for the configuration of employee attendance and shift details. To create a new shift for the employee, click on the '+' button as shown in the screenshot below.
From here, you can change and create new shifts, view their IN/OUT details, on duty, etc.
How to download report:
Step 1: Click on the star mark on the dashboard, as shown in the screenshot below.
Step 2: Follow Analytics > Reports
Step 3: Proceed to the 'Leave' column and select the required parameter you need the report of.
Step 4: Proceed to the 'Attendance' column and likewise select the required parameter for the report.
Note: If you are unable to configure leaves or generate attendance reports, kindly contact us at [email protected]