📔Attendance
This page provides a step by step guide for FAQs related to 'Attendance' tab in the employee profile
1. What to do if employees' attendance is not visible in the attendance report?
If you follow the path Analytics >> Reports >> Attendance, and download the report from Monthly Summary or Muster Roll Wizard. But, attendance is not reflected for a specific date or month in the employee profile. Check the below points to view employee’s attendance:
a. Check if the shift is assigned to the employee
b. Check if the Raw punch is available in the employee’s profile
a. Check if a shift is assigned to the employee
Step 1: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee, for whom attendance is not visible and their profile will open.
Step 3: In the cloud portal go to the employee’s profile, under the ‘Attendance’ subtab click on the ‘Shift Details’ tab to view the shift entry.
Step 4: If a shift is not assigned to the employee, you can click on the ‘Plus Icon’ towards the upper right-hand of the screen.
Step 5: Enter the ‘Shift Name’ and the ‘Date Range’ and then click on the ‘Save’ button and the shift will be added for the employee.
b. Check Raw Punch
Step 6: Again, go to the employee’s profile for whom attendance is not visible. Under the ‘Attendance’ tab click on the ‘In/Out Details’ option and click on the eye icon.
The raw punches will be visible in the pop-up.
If you see the punch data in the above step and the shift is also updated, run In/Out Import for the employee.
Step 7: To run In/Out Import, go to ‘Attendance’ menu and under ‘Utilities’ click on the ‘In/Out Import’ option.
Step 8: Enter information in the respective fields and click on the ‘Import’ button to run In Out Import for the employee.
Step 9: Once you do ‘In Out Import’, go to the employee’s profile, Under the ‘Attendance’ tab click on the ‘In/Out Details’ option and click on the eye icon and the ‘Raw Punch’ pop-up will open.
If the punch entry is visible in the pop up, then proceed to download the attendance report from the path Analytics >> Reports >> Attendance >> Monthly Summary or Muster roll wizard.
If the issue still persists you can contact the Pocket HRMS support team for further queries at support@pockethrms.com
2. How to assign shift for any employee/new employee?
Step 1: Log into the cloud portal, go to the ‘Employee’ menu and then click on the ‘Employee List’ submenu.
Step 2: Select the employee from the list to whom you want to assign a shift
Step 3: Under the ‘Attendance’ tab click on the ‘Shift details’ subtab and click on the ‘+’ icon that is towards the right-hand corner.
Step 4: Select the ‘Shift Name’ and the ‘Date Range’ from the respective fields and click on the ‘Save’ button.
The new shift will be added for the employee.
For any queries, contact support@pockethrms.com
3. How to delete punch for an employee?
Step 1: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: To reach employee’s profile, select the employee from the list for whom you want to delete the punch.
Step 3: Under the ‘Attendance’ tab click on the ‘In/Out Details’ subtab, click on the ‘3 Dots’ for the respective entry and select ‘Delete’ option. The employee’s punch will be deleted.
Note: If the raw punch data exist for particular entry, it will be retrieved once you run the In-Out Import. It is advised not to run In-Out Import after deleting the punch entry.
Path: Cloud Portal > Employee > Employee list > Select the Employee > Attendance > In/out details > ‘Three Dots’ > ‘Delete’
For any queries, contact support@pockethrms.com
4. How to check if the In/Out details are imported successfully after running the in out import?
When you run the In/Out Import it processes attendance data and the employee punches are assigned accordingly. You can check if the employee punch data is assigned accordingly in the employee’s data.
Step 1: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee from the list, whose punch data you want to check.
Step 3: Once you reach the employee’s profile under the ‘Attendance’ tab click on the ‘In/Out Import’ subtab. Here you can check if the attendance is marked correctly according to the assigned shift.
Step 4: If the attendance is incorrect, click on the ‘Eye Icon’ from the upper right-hand corner of the screen.
If the raw punch data is not visible please connect to our agent on chat.
Path: Cloud Portal>Employee>Employee List>select employee>Attendance>In/Out Details
For any queries, contact support@pockethrms.com
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