📔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 [e-mail]

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 [e-mail]

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 [e-mail]

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.

1. Check if the raw data is available

2. 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 [e-mail]

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 [e-mail]

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 [e-mail]