📔Attendance

This page provides a step by step guide for FAQs related to the 'Attendance' tab in the settings menu

1. How to map employee code and biometric data through manual entry?

Step 1: Log in to the Cloud portal and select the ‘Settings’.

Step 2: Under the ‘Attendance’ tab, select the ‘Employee Mapping’ Subtab.

Step 3: Select the device from the drop-down menu.

Step 4: Click on the ‘Unmapped’, update and click the ‘Save’ button.

For any queries, contact [email protected]

2. How to add device enrolment number?

Step 1: Log into the cloud portal, go to the ‘Settings’ menu.

Step 2: Under the ‘Attendance’ tab click on the ‘Employee Mapping’ subtab and select the ‘Machine’ from the from the drop-down.

Step 3: Select the ‘Unmapped’ radio button and the list of unmapped employees will appear. Select checkbox for the employee and enter the device enrolment number in the respective field in the ‘Device Enroll No’ column & click on the ‘Save’ button.

The device enrolment number of the selected machine will be saved for the employee.

Note: You can select the ‘Update Past Logs’ checkbox if required.

For any queries, contact [email protected]

3. How to configure grace time?

Step 1: Log into the cloud portal, go to the ‘Settings’ menu. Under the ‘Attendance’ tab, click on the ‘Attendance Settings’ subtab and select the ‘Late’ option.

Step 2: Select the ‘Shift Name’ and set the grace time limit in the ‘Daily Grace Time’ field. Select the details in the other required details as per your company policies and click on the ‘Save’ button.

Note: If you want to apply the same grace time settings for the other shifts, select the checkbox ‘Apply the settings for all shifts’ checkbox.

Path: Cloud>Settings>Attendance>Attendance Setting>Late>Select Shift & Daily Grace Time>Fill Other Details as per company policy>Save

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=attendance&submodule=Late

For any queries, contact [email protected]

4. What to do if In & Out record/data is not showing for some days?

If you find that in & out record are not found for a few days you need to check the following factors.

Check if the raw data is available
Check if the shift is assigned properly

Path:

In/OUT & Raw punch data:

Path: Cloud portal> Employee > Employee List>select employee> Attendance> In/Out Details> ‘Eye Icon’

Shift Settings:

Path: Cloud>Settings>Attendance>Shift Details>select shift>check the settings

Note: If the raw punches are available and shift assigned are correct, please run the in/out process and check if the in/out details are updated as per the raw data and assigned shifts.

Run In out Import

Path: Cloud>Attendance>Utilities>In Out Import>enter required details>Details

Check In Out details are updated

Path: Cloud portal> Employee > Employee List>select employee> Attendance> In/Out Details

For any queries, contact [email protected]

5. Where to check/view shift-wise half day policy settings and how to make changes in the half day leave policy?

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Leave’ tab click on the ‘Attendance Setting’ subtab and click on the ‘Half Day’ option.

Step 2: Select the ‘Shift Name’ and the present half-day settings will be visible. You can also select the required ‘Shift Name’ make the necessary changes and click on the ‘Save’ button. The half day settings for the respective shift will be saved.

Path: Cloud>Settings>Attendance>Attendance Settings>Half Day>Shift Name>select details>Save

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=attendance&submodule=HalfDay

6. How to change/edit shift timings for the employee?

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Attendance’ tab click on the ‘Shift Details’ subtab. List of shifts will appear.

Step 2: Find the shift for which you want to change timing. Click on the respective ‘Edit Icon’ and a pop-up will open.

Step 3: In the ‘Shift Master’ pop-up you can edit ‘From Time’, ‘To Time’ in the respective fields and click on the save button. The changes in the time for the shift will be saved accordingly.

Path: Cloud portal>Settings>Attendance>Shift Details>click on ‘Edit Icon’ for the shift>edit timing>Save

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=attendance&submodule=ShiftDetails

7. How to view & edit shift details such as from time, to time, import in and import out times as well as date for shift?

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Attendance’ tab click on the ‘Shift Details’ subtab. On this page you will get the list of various shifts created as well as time period of the shift on the respective shift card.

Step 2: To view more details click on the ‘Edit Icon’ and the ‘Shift Master’ pop-up will open. Details such as, Shift Name, Shift time, Status, Report Short Name, Import In Time, Import Out times well as Lunch time.

You can make required changes in the respective fields and click on the ‘Save’ button. The changes will be saved accordingly.

Path: Login Cloud>Setting>Attendance>Shift Details>click on the ‘Edit Icon’>view & make required changes>Save

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=attendance&submodule=ShiftDetails#

8. How to set hour to hour permission settings?

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Attendance’ tab click on the ‘Attendance Settings’ subtab and select the ‘Permission’ option.

Step 2: Select the ‘Shift Name’ and other details as required and click on the ‘Save’ button.

Note: If want to apply same permission settings for all shifts select the ‘Apply the Settings for all shifts’ check box.

Path: Cloud>Settings>Attendance>Attendance Setting>Permission>Select shift>Add required details>Save

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=attendance&submodule=Permission

For any queries, contact [email protected]

9. How to set permission hours or how to do permission settings for hours?

Step 1: Log into the cloud portal, go to ‘Settings’ menu, and under the ‘Attendance’ tab, click on the ‘Attendance Settings’ subtab and select ‘Permission’ option.

Step 2: Select ‘Shift Name’ and other details in the respective fields as required and click on the ‘Save’ button. The Permission settings for the shift will be saved accordingly.

Note: Select the checkbox for ‘Apply the Settings for All Shifts if you want to apply the same permission settings for all shifts.

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=attendance&submodule=Permission

Path: Cloud>Settings>Attendance>Attendance Setting>Permission>Shift Name>enter required details>

For any queries, contact [email protected]

10. How to map new single employee or individual employee to a biometric attendance machine or device?

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Attendance’ tab click on the ‘Employee Mapping’ subtab. From the ‘Machine’ drop down select the device for which you want to map the employee.

Step 2: Select the ‘Unmapped’ radio button, tick the checkbox for employee to be mapped, enter the ‘Device Enroll No’ (Device Enrolment Number) in the respective field and click on the ‘Save’ button. The employee will be mapped to machine for the machine accordingly.

Path: Cloud>Settings>Attendance>Employee Mapping>Machine>Unmapped>find the employee-tick the checkbox-enter ‘Enroll no’>Save

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=attendance&submodule=employeemapping

11. How to add or update roaster for the employees from cloud portal?

Path: Cloud Login>Settings>Attendance>Shift Schedule Multi>Month/Year>Select Employee>View>tick ‘Employee Code’>select roster as required>Save

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Attendance’ tab, click on the ‘Shift Schedule Multi’ subtab. Select ‘Month/Year’ and click on the ‘View’ button.

Step 2: From the ‘Employee Code’ column tick the checkbox for the employee for whom you want to update the roster. Select the required shift for the respective dates and click on the ‘Save’ button.

Note: To update the schedule for a particular employee use the ‘Select Employee’ dropdown.

For any queries, contact [email protected]

12. How to do attendance settings or attendance configurations? Or where to view/check attendance settings?

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and click on the ‘Attendance’ tab.

Step 2: Click on the ‘Attendance Settings’ subtab and various attendance related settings option will appear, such as permission or late mark. You can click on the respective option to view settings or make changes in the respective settings as required.

Path: Cloud Portal>Settings>Attendance>Attendance Settings>click on the various option as required.

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=organization&submodule=smtpsettings

For any queries, contact [email protected]

13. How to set or check maximum (max) time allowed for hour to hour permission settings?

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Attendance’ tab click on the ‘Attendance Settings’ subtab and select the ‘Permission’ option.

Step 2: Select the ‘Shift Name’, in the ‘Max Hrs Allowed Per Day’ field enter the required value and click on the ‘Save’ button.

Note: You can also limit the hours allowed through permission leave for month and day with respective fields.

Max Hrs Allowed Per Month: Enter the maximum hours to be allowed through permission leave in the entire month.
Max Hrs Allowed Per Day: Enter the maximum hours to be allowed through permission leave each day.
Min Hrs Allowed Per Day: Enter the minimum hours to be allowed through permission leave request for a day.

Note: If want to apply same permission settings for all shifts select the ‘Apply the Settings for all shifts’ check box.

Path: Cloud>Settings>Attendance>Attendance Setting>Permission>Select shift>Add required details>Save

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=attendance&submodule=Permission

For any queries, contact [email protected]

14. How to check attendance settings or attendance rule or attendance configuration?

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Attendance’ tab.

Step 2: Click on the ‘Attendance Settings’ subtab and click on the various options below to view and change the respective settings.

Path: Cloud>Settings>Attendance>Attendance Setting>you can click on various options for the respective settings.

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=organization&submodule=smtpsettings

For any queries, contact [email protected]

15. How to set a limit for attendance regularization?

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Attendance’ tab click on the ‘Attendance Settings’ subtab.

Step 2: Under the ‘Attendance Settings’ subtab and click on the ‘Additional’ option. (Search Ctrl+F ‘Regularization’ on the page if needed).

Step 3: In the ‘Max Number of Regularization allowed between 21st to 20th of every month’ option field, enter the maximum number of attendance regularization to be allowed in the month & click on the ‘Save’ button.

The attendance regularization request limit will be set accordingly.

Path: Settings>Attendance>Attendance Settings>Attendance>search regularisation> the maximum days to apply in month line will see update the required days>Save

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=attendance&submodule=ImportTime

For any queries, contact [email protected]

15. How to unmap or remove biometric attendance machine code for employee?

Step 2: Select the ‘Mapped’ radio button, tick the checkbox for employee for whom you want to remove the device (to be mapped) and click on the ‘Delete’ button. The employee will be unmapped from the machine accordingly.

Path: Cloud>Settings>Attendance>Employee Mapping>Machine>Mapped> tick the checkbox >Delete

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=attendance&submodule=employeemapping

For any queries, contact [email protected]

16. How to change biometric device code for employee or how to unmap employee (remove employee from the machine)?

To change the biometric device code for the employee you need to take 2 steps as given below.

For any queries, contact [email protected]

17. How to remove a limit for attendance regularization?

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Attendance’ tab click on the ‘Attendance Settings’ subtab.

Step 2: Under the ‘Attendance Settings’ subtab and click on the ‘Additional’ option. (Search Ctrl+F ‘Regularization’ on the page if needed).

Step 3: From the ‘Max Number of Regularization allowed every month’ option field, remove the value that is added there (make it blank) and click on the ‘Save’ button.

The attendance regularization request limit will be removed accordingly.

Path: Settings>Attendance>Attendance Settings>Attendance>search regularisation> the maximum days to apply in month line - remove any value (make it blank)>Save

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=attendance&submodule=ImportTime

For any queries, contact [email protected]

18. How to change week off for an individual employee?

How to assign week off for employee on the week day?

There are two ways to assign week off to employee:

For any queries, contact [email protected]

19. How to create or add a new shift setting?

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Attendance’ tab click on the ‘Shift Details’ subtab.

Step 2: Then click on the ‘+’ icon towards the upper right corner of the screen.

Step 3: Fill in the required details such as Shift Name, Time range, Import time range, Status and other required details in the respective fields as required and click on the Save’ button. The Shift settings will be added accordingly.

Note: Fill in the time details according to the 24 hours clock format.

Path: Cloud>Settings>Attendance>Shift Details>click on (+) icon>fill in details>Save

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=attendance&submodule=ShiftDetails

For any queries, contact [email protected]

20. How to upload ESSL machine punching IN-OUT data in HRMS?

Follow the process below to upload ESSL machine punching In/Out data in HRMS: Add the shift details of the employee coming in which shift Import the shift schedules for employees Add the machine in Cloud portal Add the employee mapping enrolment no in cloud with the machine set Run In Out Import

For any queries, contact [email protected]

21. How to Change the Code in Device Enrolment no in Employee Mapping?

To change the code in device enrolment number in employee mapping, follow the process mentioned in the link below: https://docs.pockethrms.com/faqs/cloud-portal/settings/attendance#id-16.-how-to-change-biometric-device-code-for-employee-or-how-to-unmap-employee-remove-employee-from-t

For any queries, contact [email protected]

22. What shift timings will apply if employees work on their weekly off days?

The Weekly off working shifts can be set as per company policy, to set the same you can refer to below link: https://docs.pockethrms.com/faqs/cloud-portal/settings/attendance#id-19.-how-to-create-or-add-a-new-shift-setting

For any queries, contact [email protected]

35. How to assign auto week-off?

Currently, auto week off settings are not available. However, you can assign or change an employee’s week off using the roster management feature.

35 (a) To set roaster:

Path: Login to Cloud portal > Settings > Attendance > Roaster Master > click on '+' icon > Add the Roaster name, and description > Save

Step 1: Login to cloud portal, go to ‘Settings’ menu and select ‘Attendance’ from tab.

Step 2: Select ‘Roaster Master’ and click on the ‘Plus icon’ on the right.

Step 3: Fill in details like ‘Roaster Name’ and ‘Description’ and click on ‘Save’.

Link:https://cloud.pockethrms.com/Settings/Employee/Index?module=attendance&submodule=rostermaster

35 (b) To Organize/Edit the Roaster:

Path: Cloud Login > Settings > Attendance > Roaster Organize > Click on the Edit icon on the side corner of the created roaster as per requirement > Make changes > Save.

Step 1: Login to cloud portal, go to ‘Settings’ menu and select ‘Attendance’ from tab.

Step 2: Select ‘Roaster Organize’, and click on the ‘Edit icon’ on the right side of the created roaster for which you want to make changes.

Step 3: Make necessary changes in the created roaster as per your requirement and click on ‘Save’.

Link:https://cloud.pockethrms.com/Settings/Employee/Index?module=attendance&submodule=rosterorganize#

35 (c) To mark the shift for the created roaster:

Path: cloud login > Settings > Attendance > Flexible Roaster > Click on Action '+' > Select the ‘Shift Name’, ‘Days’ for assigning the shift, and mention the ‘order no.’ > Save.

Step 1: Login to cloud portal, go to ‘Settings’ menu and select ‘Attendance’ from tab.