Configuration and Reports

Leave configuration and reports

Introduction

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.

Pre-requisites:

Admin credentials

User rights

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

Steps

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]