🗓️Attendance

This page provides a step by step guide for FAQs related to 'Payroll' menu in the Cloud portal

1. How to import ‘In and Out’ details for an employee?

Step 1: Log into the cloud portal and click on the ‘Attendance’ menu.

Step 2: Select the ‘Utilities’ tab and then the ‘In Out Import’ subtab.

Step 3: ‘Select the Employee’ you want to change shift for as well as the date range. Choose the necessary options and click on ‘Import’. The Shift changes will be reflected in employees in the ‘In and Out Core Details’ in the ESS.

Note: If you are unable to make changes related to Attendance Module, kindly contact us at [e-mail]

2. All employees registered their punches every day but system shows unswiped

Step 1: Ensure that the shift is assigned to the employees. To assign a shift to your employees log into the cloud portal and go to the ‘Attendance’ menu. Under the ‘Import’ submenu click on the ‘Shift Schedule Import’ option.

Step 2: You can download the ‘Sample Shiftschedule Import’ template from the upper right-hand corner of the screen and prepare the Excel sheet accordingly.

Step 3: From the dropdown ‘Select Setting’ choose the desired option. Upload the Excel sheet in the ‘Import Templates’ field. Enter the number for ‘Starting - Ending Row’ and the ‘Employee Code Column Name’ in the respective fields.

The ‘Sheet Name’ will be auto-populated; if there are multiple sheets, you can select those from the dropdown.

Step 4: Map the ‘Component Names’ to the ‘Excel Columns’ according to the Excel sheet using respective dropdowns.

Step 5: Click the ‘Save Settings’ button so the settings will be saved and then click on the ‘Upload File’ button.

Step 6: Next, go to the ‘Attendance’ menu, under the ‘Utilities’ submenu click on the ‘IN Out Import’ option.

Step 7: Select categories, you can use the ‘Select All’ radio button to select all your employees. Select ‘Date Range’, tick boxes for required options and click on the ‘Import’ button. The shift will be assigned to the employees and the employee punches will be visible.

For any queries, contact [e-mail]

3. How to upload attendance in bulk?

Below you will find the directions for bulk attendance upload if one or both punches are missing.

Case A: If both swipes are missing

Case B: If one swipe is missing

Case A If Both Swipes Are Missing

Step 1: Log into the cloud portal, go to the ‘Attendance’ menu and under the ‘Import’ click on the ‘Unpunches Import’ option.

Step 2: You can download the ‘Sample Un punches Import’ template from the upper right-hand corner of the screen and prepare the Excel sheet accordingly.

Step 3: From the dropdown ‘Select Setting’ choose the desired option and ‘Import Templates’ in the respective field. Enter the ‘Starting - Ending Row’ and the ‘Employee Code Column Name’ in the respective fields.

The ‘Sheet Name’ will be auto-populated; if there are multiple sheets, you can select those from the dropdown.

Step 4: Map the ‘Component Names’ to the ‘Columns’ according to the Excel using respective dropdowns.

Step 5: Select the checkbox for ‘Overwrite’ if you want to replace existing punch data with new punch data. Click the ‘Save Settings’ button followed by the ‘Upload File’ button and the bulk attendance will be imported.

Case B: If One Swipe is Missing

Step 1: Log into the cloud portal, go to the ‘Attendance’ and under the ‘Import’ click on the ‘Invalid Punches Import’.

Step 2: Download the ‘Sample Invalid Punches Import’ template from the upper right-hand corner of the screen and fill in the details to prepare the Excel sheet to be uploaded accordingly.

Step 3: Use the ‘Select Settings’ drop-down to choose a required option, ‘Import Template’ in the respective field. Enter the ‘Starting-Ending Row’ according to your Excel file.

The ‘Sheet Name’ will be auto-populated; if there are multiple sheets, you can select those from the dropdown.

Step 4: Map the ‘Components’ according to the ‘Columns’ in the Excel sheet.

Step 5: As one punch is missing, it is mandatory to select the checkbox for ‘Over Write’ to replace existing punch data with new punch data and then click the ‘Save Settings’ button. Click on the ‘Upload File’ button and the attendance in bulk will be imported.

For any queries, contact [e-mail]